INFECTION AND RESISTANCE THE MACMILLAN COMPANY NEW YORK • BOSTON • CHICAGO • DALLAS ATLANTA • SAN FRANCISCO MACMILLAN & CO., Limited LONDON • BOMBAY • CALCUTTA MELBOURNE THE MACMILLAN CO. OF CANADA, Ltd. TORONTO INFECTION AND RESISTANCE AN EXPOSITION OF THE BIOLOGICAL PHENOMENA UNDERLYING THE OCCURRENCE OF INFECTION AND THE RECOVERY OF THE ANIMAL BODY FROM INFECTIOUS DISEASE, WITH A CONSIDERATION OF THE PRINCIPLES UNDERLYING SPECIFIC DIAG- NOSIS AND THERAPEUTIC MEASURES. B Y HANS ZINSSER, M. D. Professor of Bacteriology and Immunity, Medical School, Harvard University; formerly Professor of Bacteriology at the College of Physicians and Surgeons, Columbia University, and Bacteriologist to the Presbyterian Hospital, New York; formerly Professor of Bacteriology and Immunity, Stanford University, California; Colonel, Medical Officers’ Reserve Corps, U. S. A. THIRD EDITION gorfe THE MACMILLAN COMPANY 1923 All rights reserved PRINTED IN THE UNITED STATES OF AMERICA Copyright 1914, 1918 and 1923, BY THE MACMILLAN COMPANY/ Set up and eleetrotyped. Published October, 1914. Reprinted January, 1916 ; January, 1917; New Edition Revised and Reset, May, 1918 ; New Edition Revised and Reset, June, 1923. Press ol J. J. Little & Ives Company New York. U. 8. A. TO THE MEMORY OF a. h. THIS BOOK IS AFFECTIONATELY DEDICATED BY HIS SON PREFACE TO THE THIRD EDITION The subject of immunity shares with other branches of biology the difficulties, as well as the attractiveness, of being constantly sub- ject to alteration of point of view and conception. The fact that it deals with problems closely related to medicine, while at the same time its observed phenomena represent, in many cases, fundamental biological laws, attracts workers of many varieties of training, and the evidence by which it grows, emanates from many different sources. The clinician, the statistician, the epidemiological field worker contribute equally with the laboratory investigator, and the development of the past decade has been particularly characterized by the increasing application of the methods of chemistry and physics to its problems. While our subject is, as yet, far from what we may speak of as an exact science, it has already made considerable head- way toward this possible goal by enlisting the interest of biologists, chemists and physicists; and no one who is following the subject can fail to appreciate the far-reaching effects upon it that may be looked for from work like that of Landsteiner on the chemical alteration of antigens, and of Loeb’s important studies on proteins and colloidal behavior. The worker in immunity who would seek for new methods of approach cannot afford any longer to neglect the guidance of the fundamental sciences. At no time have the experimental possibilities of this subject been greater or more attractive, but at no time, also, has there been such a rapid readjustment of point of view in many of its phases. Failure to appreciate this would make a treatise like this book thoroughly antiquated and worthless in a few years. In rewriting the book we have considerably altered the arrange- ment of material into what appears to us a more logical sequence. We have omitted the final chapter on colloids by Prof. Young, in- cluded in former editions, largely because excellent books on colloidal chemistry, such as those of Williams and of Bancroft, are now avail- able, and because the principles of this subject are, at the present time, more generally familiar to students of infectious disease than they were formerly. A considerable part of the material bearing on this subject has been incorporated in the text wherever applicable. All new material accessible to us which we have considered well founded on experiment and observation has been included, and new opinions and observations, though often still in the balance, have PREFACE TO THE THIRD EDITION been critically discussed whenever their bearing has seemed to us of sufficient importance. The chapters on anaphylaxis have been completely rewritten. When the first edition was published, this phase of the subject con- sisted very largely of numerous exact, but uncoordinated observa- tions. The work which has been done since that time has revealed relationships and a basis for an orderly classification of phenomena; and although many important points are still matters of controversy, it has been possible to treat the subject of hypersusceptibility in a more orderly and logical manner than was formerly possible. In subjects in which so many uncertainties are involved as in that of hypersusceptibility, it has often been necessary to express personal opinions, but whenever this has been done, we have endeavored to thoroughly discuss opposing views and to furnish the reader with a sufficient amount of material to formulate an opinion of his own; or at least to realize that legitimate differences of conception existed. The final chapters on practical therapeutic methods and the theories upon which they are based, have been enlarged and rewritten with a purpose of making them more definitely useful to those en- gaged in the clinical and laboratory study of infectious disease. While we hope that the book, as rewritten, will prove more useful than formerly to physicians, public health workers and laboratory investigators, we have adhered particularly to the original purpose, namely, the preparation of a critical treatise for the use of students of medicine and public health. We are more than ever convinced, from our experience in teaching such students, that immunology can be presented with sufficient clearness and simplicity to make it easily accessible to students at this stage of their careers, and that a thor- ough survey of the subject is almost indispensable to a proper subse- quent approach of the problems of infectious disease. No important statement has been made without as thorough a review of the literature as we have been able to give it within the allotted space. Purely practical laboratory methods have been detailed in only a few instances where they seemed essential to the understanding of the phenomena described, and; in the therapeutic sections at the end, sufficient detail of procedure has been given to guide the experienced practitioner; but no attempt has been made to supply with this book, in any sense, a manual of experimentation. Hans Zinssee. February, 1923. PREFACE Infectious disease, biologically considered, is the reaction which takes place between invading microorganisms and their products on the one hand, and the cells and fluids of the animal’s body on the other. The disease is the product of two variable factors, each of them to a certain extent amenable to analysis, and it is self-evident that no true understanding of this branch of medicine is possible without a knowledge of the biological principles which laboratory study has revealed. For the purpose of helping to render such knowledge easily accessible this book was written. While it is hoped that it may prove useful to the practitioner and laboratory worker, it is intended primarily for the undergraduate medical student. To many it will seem that the subject in general and our method of treatment espe- cially are too technical and difficult for this purpose. Our own experience contradicts this. During the past three years the writer has had the opportunity to deliver lectures and to give laboratory courses on this subject to medical students of 2d, 3d, and 4th-year classes at the Stanford and Columbia Universities. It has been a pleasant experience to find the medical student eager for the oppor- tunity to obtain this knowledge and, under the present increased requirements for preliminary training at our best schools, fully capable of assimilating it. It is not a good plan to attempt too extensively to simplify material that, in its close analysis, presents complex phenomena and intricate reasoning. For this reason no attempt has been made to write an A B C of immunity as a quick road to comprehension. hTo true insight into any branch of medi- cine or, for that matter, into any other science, can be attained without a certain amount of labor; however the concepts of this subject are, indeed, relatively simple after the first principles have been mastered, and the writer has attempted, therefore, at the risk of seeming pedantic in places, to treat the subject critically, sep- arating strictly those data which may be accepted as fact from those in which legitimate differences of opinion prevail. As far as was feasible every chapter has been written as a sep- arate unit. This has necessitated occasional repetition, but, it is hoped, will add considerable to clearness of presentation in each individual subject. Theories have been discussed with as little prejudice as the possession of a personal opinion in many cases has permitted. PREFACE The chapter on Colloids was written especially for the hook by Prof. Stewart W. Young, of Stanford University. Since so many analogies between serum reactions and those taking place between colloidal substances generally have been observed, it has seemed best to devote this chapter entirely to the elucidation of the principles governing colloidal reactions, so that its contents may be utilized as explanatory of the many allusions made to colloids in the rest of the text. All available sources of information have been freely used. In the large majority of cases we have had access to the original papers and monographs. However, we acknowledge much aid from careful reading of the admirable summaries, written by acknowledged authorities, in the works edited by Kolle and Wassermann, and by Kraus and Levaditi. Similar acknowledgment is made to equally important sources in Weichhardt’s Jahresbericht, the Bulletins of the Pasteur Institute, and in such text-books as those of Paul Theo. Muller, Emery, Adami, Gideon Wells, Marx, Dieudonne, and others. It is needless to acknowledge the use of such classics as that of Metchnikoff or of the many critical writings of Bordet and of Ehrlich—masters who have helped to shape the thoughts of all men working in this field. The writer takes pleasure in acknowledging many helpful sug- gestions from his associates, Drs. Hopkins and Ottenberg, and much aid, in the verification of references, from Mr. Walter Bliss, Fellow in the Department of Bacteriology. CONTENTS PAGE Chapter I.—Infection and the Problem of Virulence .... 1 Scope of subject. Conception of infection. Attributes of pathogenic microorganisms. Forms of infection. Influences of biological adapta- tion. Classification of parasites on the basis of invasive properties. Factors which determine the power to invade. Fluctuations in virulence. How microorganisms defend themselves against destruction. Serum fastness, arsenic fastness, capsule formation, inagglutinability, etc. Resistance to phagocytosis. Development of offensive properties on the part of bacteria. Accidental factors favoring infection. Types of in- fection. Specificity of infections. Factors determining localization. Incubation time. Effects of symbiosis. Presence of bacteria in tissues in a latent condition. Chapter II.—Bacterial Poisons 33 Part played by bacterial poisons in clinical manifestations. Ptomaines. Importance of ptomaines in disease. True toxins or exotoxins. Funda- mental differentiation of two types of antigens. Endotoxins. Chemo- tactic bacterial extracts. Basie properties of true toxins. Other sub- stances biologically similar to them. Analogy to enzymes. Snake * venoms. Incubation time of toxins. Conception of antitoxins. Work of Vaughan. Researches of Friedberger. Uncertainties regarding the endotoxin problem. “X” substances. Absorption of toxins. Selec- tive action of toxins. Distribution of tetanus poison. Causes under- lying selective action in general. Injury done during the excretion of toxins. Union of toxins with susceptible cells. Importance of cell lipoids. Summary. Chapter III.—Our Knowledge Concerning Natural Immunity, Acquired Immunity and Artificial Immunity 58 Natural resistance against infection. External defenses. Skin secre- tions. Natural species immunity. Factors on which species immunity rests. Examples of relative susceptibility of species to various diseases. Racial differences discussed. Inheritance of immunity. Individual re- sistance in the same race. Acquired immunity. Lasting immunity con- ferred by some diseases and not by others. Early observations on im- munization. Jen8?" and smallpox. Pasteur and chicken cholera. An- thrax. Methods of artificial immunization. Immunization with living but attenuated cultures. Immunization with virulent cultures in small doses; with dead bacteria and extracts. Methods of extracting bacteria. Immunization with toxins. Passive immunization. The conception of specificity. Chapter IV.—The Mechanism of Natural Immunity and the Phenom- ena Following upon Active Immunization .... 88 Investigations on problems of inflammation. Metchnikoff’s earlier studies. Concentration of attention upon properties of the blood. The development of the humoral school. Early opposition of cellular and humoral points of view. Behring’s early summary of the problem. Phenomena following upon active immunization. Early theories. Ex- haustion theory. Retention theory. Alkalinity theory. Osmotic theory. Discovery of specific antibodies by Behring and collaborators. Ehr- CONTENTS PAGE lich’s study on ricin. Antitoxins. Pfeiffer’s discovery of lysins. Ag- glutinins, Precipitins, Opsonins. Tropins. Conception of antibodies ras a whole. Generalization of the facts discovered in the case of bac- teria. Haemolysins. Cytotoxins. Haemagglutinins. Precipitins to unformed proteins. Conception of an antigen. Nature of antigens. Approach to a chemical understanding of the antigen. Influence of racemization. Work of Wells and Osborne. Landsteiner’s work on changes in specificity by chemical substitution. Conception of the ‘ ‘ Haptene. ’ ’ The problem of the non-protein antigens. Species specificity and organ specificity. Drug tolerance. The origin of anti- bodies. Chapter Y.—Toxin and Antitoxin 120 Nature of the reaction. Earlier views. Calmette’s work on snake poison. Piltration experiments. Morgenroth’s work on HCl-toxin modifications. Ehrlich’s ricin neutralization. Development of the neutralization ideas by Ehrlich and Behring. Conception of antitoxin unit. Instability of toxin. Ehrlich’s experiments. The conceptions of M.L.D., L0 and L+ doses. Discrepancy between L0 and L + . Toxoids and toxons. Method of partial absorption. Toxin spectrum. Opinions of Arrhenius and Madsen. Bordet’s opinion. The Danysz effect. Anal- ogy of antigen-antibody reaction with reactions of trypsin and pepsin with their substrates. The Side Chain Theory. Early work of Knorr. Ehrlich’s analogy of cell with chemical substances. Analogy with fer- ments. Weigert’s law of overcompensation. Antibodies and cell re- ceptors. Theoretical conclusions drawn from work with tetanus poison. Importance of lipoidal substances in brain tissue. Chapter VI.—Bactericidal Properties of Blood Serum, Cytolysis and Sensitization 153 Early analysis of the protective functions of the blood. Active and pas- sive theories of immunity. The Pfeiffer phenomenon and analysis of the bactericidal effect. Lytic substances. Hemolysis. Bordet’s work and the analysis of Ehrlich and Morgenroth. The amboceptor con- ception. Reasons why the amboceptor conception is not tenable. Rami- fications of Ehrlich’s reasoning. Bordet’s objections. Zone phenomena. Quantitative relationship of sensitizer and alexin. Bovine colloid or conglutinin. Chapter VII.-—Development of Our Knowledge Concerning Comple- ment or Alexin. Complement Fixation 184 Origin of alexin. Microcytase and Macrocytase. Anti-lysins. Alexin in oedema fluids, etc. The question of alexin in the circulating blood. Alexin and the thyroid. Alexin and the liver. Chemical nature of complement and alexin. Cobra-lecithid. Enzyme-like nature of alexin. Filtration of alexin. Inactivation by heat. Effect of salt concentra- tions. Action of acid and alkali. Complement or alexin splitting. Re- turn to activity of inactivated alexin on standing. Inactivation by shaking. Photoinactivation. Alexin Fixation. Bordet-Gengou experi- ments. Theoretical explanation of these facts. Albuminolysins of Gengou. Alexin fixation by precipitates. Views of earlier writers. Nicoll’s view. Writer’s opinion. Conception of ‘‘Bordet-antibody.” Nonspecific alexin fixation. Importance of lipoids. Fixation by un- sensitized cells, substances in suspension. Anticomplementary prop- erties of serum. Chapter VIII.—Practical Applications of Complement-Fixation Meth- od. The Wassermann Reaction 216 Historical. Early work on monkeys. First use of human beings. Theories of the Wassermann reaction. Methods of preparing antigen. CONTENTS PAGE Titration of antigen. Titration of haemolytic sensitizer. Alexin titra- tion. Performance of the test. Noguchi’s modification. Modifications of Bauer, Stern and others. Results of test. Reliability. Spinal fluid, etc. Direct precipitation methods in syphilis. Sachs-Georgi re- action. Kahn reaction. Complement or Alexin Fixation for the De- termination of Unknown Protein. Neisser-Sachs method. Principles of the method. Performance of test. Complement-Fixation Tests in Diagnosis of Malignant Neoplasms. Historical. Yon Dungern’s method. Results obtained. Complement-fixation in glanders. Comple- ment-fixation in gonococcus infections. Complement-fixation in tuber- culosis. The preparation of bacterial antigens for complement fixation as advised by writer. Chapter IX.—The Phenomenon op Agglutination 240 Discovery. Applications of clinical methods. Clinical usefulness. Rela- tion of motility. Passive role of bacteria Bordet’s discovery of the importance of electrolytes. Nature of agglutinogen. Alterations by heat. Alterations in agglutinability. Reasons for agglutinability. Specificity. Biological relations between bacteria parallel to agglutinins. Castellani’s method of absorption. Normal agglutinins. Agglutinoids. Inhibition zones. Bordet’s views. “Two-phase” theory. Physical interpretation. The work of Neisser and Friedemann. Recent work of Northrop and deKruif. Acid agglutination. Iso-agglutinins. Func- tional importance of agglutination in infectious diseases. Chapter X.—The Phenomenon of Precipitation 272 (Precipitins) Discovery by Kraus. Extension to bacterial antigens. Conception of the precipitinogen. Chemical definition of precipitinogens. Specificity. Methods of producing precipitins in animals. Species specificity and zoological significance. Nuttall’s work. Forensic precipitin tests. Alteration of precipitinogen by heat and other physical factors. Organ specificity. Ehrlich’s conception of the precipitins. Physical concep- tions and colloidal analogies. Rapid precipitin production. Simul- taneous presence of precipitinogen and precipitin in the same serum. Chapter XI.—Iso-antibodies 297 Ehrlich and Morgenroth’s early work on iso-hemolysins. Similar work on other animal species. Iso-antibodies in human blood. Landsteiner’s early work. Classification of Jansky and of Moss. Hereditary charac- ter of blood grouping. Medical and biological importance. Chapter XII.—Further Consideration of the Nature of Antibodies . 306 General consideration of biology of antibody formations. Nature of substances which alter the control of cell reactions on successive ad- ministration. Basic function of tissue cell in this regard. The cell con- sidered as a chemical and physical unit. Suggestion of relationship be- tween antigenic function and non-diffusibility. The union of antigen with antibody. Purely chemical and physical ideas. Influence of Loeb’s recent work on these conceptions. Relationship of antigen-antibody union and hydrogen ion concentration. Influence of cells. Dissociation of antigen and antibodies. Landsteiner’s work. Recent development of this by Huntoon. On the essential identity of the antibody. General development of the writer’s idea concerning the identity of antibodies. Attempts at physical measurement of the antibody reaction. Bordet- Danysz phenomenon. The epiphanin reaction. The meiostagmin reac- tion. Colloidal gold reaction. CONTENTS PAGE Chapter XIII.—Phagocytosis. Chemotaxis ... , 333 Early investigations. Metchnikoff’s first studies. Phagocytosis in lower animals. Its significance. Importance in the development from the larva to the adult. Its importance in resorption of degenerated cells. Varieties of phagocytosis. Giant cells. Leucocytosis in response to the presence of bacteria. In the peritoneum. Phagocytosis in tuberculosis. Chemotaxis. Botanical studies. Early studies of Leber. Early studies of Buchner. Methods. Theories of chemotaxis. Im- portance of surface tension. Chapter XIV.—The Relationship of the Leucocytes and of Phagocy- tosis to Immunity 357 Metchnikoff’s attempt to establish parallelism between phagocytic ac- tivity and immunity. The development of the phagocytic school of immunity. Earlier theories of leucocytosis. Views on the leucocytic origin of alexin and antibodies. Is there alexin in the circulating blood? Leucocytic bacterial substances. Leucoprotease. Effects of leucocytic substances upon infection. Leucocytic extracts. The problem of leucocytosis. Chapter XV.—Factors Determining Phagocytosis 373 Opsonins, tropins and the opsonic index. Metchnikoff’s early idea of stimulins. The work of Denys and Leclef. The introduction of Leischmann’s technique. The work of Wright and his collaborators on the opsonins. Neuf eld’s work on the immune opsonins or tropins. Re- lationship of opsonins to alexin and to other antibodies. Difference between normal and immune opsonins. The opsonic index. Methods of determining it. Wright’s technique described. Wright’s attempt to establish relationship between clinical condition and opsonic index. His work on staphylococcus infections. Applications of these ideas to other conditions. General appraisal. Chapter XVI.—Anaphylaxis 404 Historical survey. Description of the development of our knowledge of hypersusceptibility. Varieties and classification of phenomena of hyper- susceptibility. True anaphylaxis, or hypersusceptibility of proteins. The criteria. The antigen, its chemical and physical differentiation. Specificity. Active sensitization. Methods, quantitative relations, in- cubation time. Differences in methods of sensitizing various animals. Reinjection for the production of anaphylactic shock. Methods and quantitative considerations. Duration of the hypersensitive state. Pas- sive sensitization. Various methods of accomplishing this. Duration of passive sensitization. Relationship of passive sensitization to the anti- body contents of serum. The necessity of an interval between injection and sensitiveness in passive sensitization. Nature of the antibody in- volved. Symptoms of anaphylactic shock; in guinea pigs. Analysis of symptoms. Difference between physiological reactions of guinea pigs and other animals; rabbits, dogs, monkeys, mice. Relationship of these differences to distribution of smooth muscle. Desensitization or anti-anaphylaxis. Non-specific desensitization. Chapter XVII. Anaphylaxis (continued) 446 Early theories considered. The site of the reaction. The cellular site. Experiments to prove the cellular site of the anaphylactic reaction. Transfusion experiments. Experiments with isolated tissues. Dale’s method. The Arthus phenomenon, or local anaphylaxis. The factor of injury in anaphylaxis. Humoral theories and the development of the anaphylatoxin Idea. The anaphylatoxin conception. Development of these ideas by Friedemann, Friedberger and others. CONTENTS PAGE Chapter XVIII.—Serum Sickness, Food Idiosyncrasy, Hay Fever, Drug Idiosyncrasy 469 Serum Sickness. Early observation. Description of symptoms. The work of Von Pirquet and Schick. Analysis of the condition by various investigators. Is serum sickness anaphylaxis? Opposing views. De- sensitization in serum sickness. Differentiation between true anaphy- laxis and idiosyncrasies. Food Idiosyncrasy. Description of the con- dition. Conditions under which it occurs. Relationship of general hypersensitiveness and cutaneous hypersusceptibility. Cases of multiple sensitiveness. Theories to explain the condition. Is it true anaphylaxis? Congenital factor. Problem of passive transfer. Desensitization in food idiosyncrasies. Schloss’s experiments. Hay Fever, and Asthma. First observations and occurrence. Plants involved. Varieties. Search for antibodies. Problem of passive transfer. Desensitizing treatment. Drug Idiosyncrasy. Statement of condition and of problems. Different drugs in which it has been noticed. Chapter XIX.—Bacterial Anaphylaxis, Tuberculin and Allied Reac- tions, Bacterial Anaphylatoxin Theories, Toxin Hyper- susceptibility, Toxicity of Normal Serum, General Correla- tion 493 The anaphylaxis problem in connection with bacteria and bacterial pro- teins. Early work. Analogies with protein anaphylaxis. Tuberculin and similar reactions, and their relationship to anaphylaxis. Bacterial extracts and the nature of the substances with which skin reactions can be produced. Anaphylatoxin theories as applied by Friedberger to bac- terial infection. Toxin hypersusceptibility. Description and discussion. Toxic action of normal sera. Its relationship to anaphylaxis. General attempt at coordination of the various phenomena of hypersusceptibility. Chapter XX.—Therapeutic Immunization 519 Therapeutic use of diphtheria antitoxin. Antitoxin in normal human blood. Kellogg’s modification of Roemer’s method of measuring anti- toxin. Speed of absorption of injected antitoxin. Practical problems of dosage as based on experimental evidence. Practical considerations connected with diphtheria antitoxin production and standardization. Active immunization in diphtheria with mixtures of toxin and anti- toxin. The mixture actually used. The intracutaneous method of de- termining toxin and antitoxin values. Roemer’s method. Tetanus antitoxin and its standardization. Therapeutic use of tetanus antitoxin. Antitoxin against snake poison. Serum treatment in botulisinus. Anti- toxin treatment in anaphylactic wound infection. Welch bacillus, Vi- brion Septique and Oedematiens. Passive immunization in bacillary dysentery. Passive immunization in diseases caused by bacteria which do not form soluble toxins. General considerations. Serum treatment of meningitis. Serum production and method of administration. Serum treatment in streptococcus infections. Serum treatment in pneumonia. Serum production and methods of administration. Serum treatment in typhoid fever. Serum treatment in plague. Passive immunization in anthrax. Poliomyelitis. Chapter XXI. Active Immunization in Man, Prophylactic and Thera- peutic 570 General considerations. Production and standardization of vaccines. Technique of vaccine production. Prophylactic immunization in typhoid and the paratyphoid fevers. Therapeutic vaccine treatment in typhoid fever. Prophylactic immunization against cholera. Prophylactic im- munization against plague. Prophylactic vaccination in pneumonia. Vaccines in streptococcus infections. Vaccination in staphylococcus in- fections. Vaccine treatment in gonorrheal infections. Small-pox vacci- nation. Prophylactic immunization in rabies. Immunity in syphilis. CONTENTS PAGfc Chapter XXII.—Non-specific Effects of Protein and Protein Deriva- tives 625 Serum enzymes. Leucocytic enzymes. The influence of injections of non-specific substances upon infectious disease. General considerations. Effects. Substances used. Serum and leucocytic enzymes. Nature of, and fluctuation. Consideration of the Abderhalden reaction. INFECTION AND RESISTANCE INFECTION AND RESISTANCE CHAPTER I INFECTION AND THE PROBLEM OF VIRULENCE The early history of our knowledge of infectious disease is that of fermentation. It was a philosopher, Robert Boyle, writing in the 17th century, who prophesied that the problem of infectious dis- ease would be solved by him wrho elucidated the nature of fermenta- tion. His prediction wras fulfilled 200 years later by the train of investigations begun by Cagniard-Latour and by Schwann, and car- ried to a brilliant culmination by Pasteur. It was the discovery of the living nature of ferments and the specific nature of the various micro-organisms which caused the several forms of fermentation, and especially of putrefaction, which made possible rational investi- gations in the field of infectious disease and led by analogy, first to logical speculation—then to actual experimental proof of the etiolog- ical relationship between the minute forms of life and the com- municable diseases. It is not much more than 50 years since Pollender described the anthrax bacillus in the blood and spleens of animals dead of this disease. In this short period the large number of maladies of ani- mals and human beings caused by micro-organisms belonging both to the varieties spoken of as bacteria and to those classified as protozoa has necessitated the segregation of this branch of knowl- edge into a separate chapter. The period of etiological investigation is now approaching its maturity. The causative agents of most of the more common infec- tious diseases have been discovered, and the biology of many of the pathogenic micro-organisms has been thoroughly studied both in their artificial cultures and in the infected animal body. In spite of a considerable accumulation of facts, however, the science of immunity, that is, the study of the defensive powers of the living animal body against infection, is still in its infancy, and the practi- cal therapeutic successes based on this science are disappointingly out of proportion to the really large amount of detailed knowledge of cellular and serum reactions at our disposal. The study of putrefaction and of fermentation—though furnish- ing the basic analogy from which the first impulse was obtained-^ 1 2 INFECTION AND RESISTANCE presented after all a problem infinitely more simple than that of the infection of living tissues with bacteria. For, given any organic material containing suitable nutritive constituents, with favorable environmental conditions of moisture and temperature, and spon- taneously or experimentally inoculated with germs of a proper species, and the phenomena which ensued were merely those of bac- terial growth, in which an active part was played by the bacteria only, the dead organic materials serving simply as a passive men- struum for these activities. During the earlier days of the development of bacteriology, therefore, when the attention of investigators was concentrated pri- marily upop the discovery of the specific causal agents of various in- fectious diseases, it seemed that the simple bringing together of pathogenic germ and susceptible subject should suffice for the ac- complishment of an infection. We have learned, however, that the process is much more involved, and that, fortunately for the sur- vival of the higher animals and man, the conditions which determine infection are intimately dependent upon a variety of secondary modifying factors. Throughout nature bacteria are abundant, and the environment of man and animals, the outer integuments of skin and hair, and the mucous membranes of the conjunctive, the intestinal and respira- tory tracts, are constantly inhabited by a thriving bacterial flora. The distribution of certain species in definite localities is often suffi- ciently constant to be regarded as a normal condition. Thus the Bacillus xerosis is a characteristic inhabitant of the conjunctiva, certain cocci and spirilla are always present in the mouth and pharynx, as is Doderlein’s bacillus in the vagina. The fact that bacilli of the colon group are invariably present in the bowels of ani- mals and man from the first few days or hours after birth has even been interpreted by some investigators as a physiologically beneficial condition. In the course of ordinary existence, therefore, and much more so during the course of accidental exposure to individuals in whom infection is present, the bodies of the higher animals are in intimate contact, not only with ordinarily harmless bacteria (sapro- phytes), but also with many varieties of the micro-organisms spoken of as “pathogenic” or disease-producing. Perfectly normal indi- viduals have, then, on occasion, been found to harbor diphtheria bacilli in nose and pharynx, meningococci have been found in simi- lar localities, and tetanus bacilli, the bacillus of malignant edema, the Welch bacillus, and other distinctly pathogenic germs have been isolated from the intestinal contents of individuals who showed no evidence of disease. In fact, the problem of the so-called bacillus car- riers—persons who, though themselves apparently well for the time being, harbor within their bodies and distribute to their environ- ment bacteria capable of causing disease in others—is, as we shall THE PROBLEM OF VIRULENCE 3 see, now recognized as one of the most important difficulties of sani- tary prophylaxis. In the case of typhoid fever this is particularly true, for it is now well known that a perfectly healthy individual may harbor typhoid bacilli in the gall-bladder for years and constitute, through all this time, a constant focus of danger to the public health. The accomplishment of an infection, then, is not determined merely by the fact that a micro-organism of a pathogenic species finds lodgment in or upon the body of a susceptible individual, but it is further necessary that the invading germ shall be capable of maintaining itself, multiplying and functionating within the new environment. An infection, then, or an infectious disease, is the product of the two factors, invading germ and invaded subject, each factor itself influenced by a number of secondary modifying circum- stances, and both influenced materially by such fortuitous conditions as the number or dose of the infecting bacteria, their path of en- trance into the body, and the environmental conditions under which the struggle is maintained. We have in truth, then, a battle of two opposed forces, the result of which is infectious disease. And it is the systematic analysis of these forces in their variable conditions, and the laws which govern them, which constitutes the science of immunity. It is the initial skirmish between the two which determines whether or not a foot- hold shall be gained upon the body of the subject and an infection thus established, and it is the balance between them which decides the eventual outcome of recovery or death. And though it is un- fortunately true that much of the knowledge gained by such studies has yielded few direct therapeutic results, the facts that have been revealed are fundamental to the pathology of infectious disease and as essential to the clinical understanding of these maladies as is the knowledge of the mechanism of the circulation, the chemistry of metabolism, or the structural changes of the tissues to the compre- hension of other pathological conditions. And from this point of view the study of infectious diseases can be made an eminently logical one, in that, knowing the criteria which govern the infection of a human being with a given germ, knowing the probable path of entrance, manner of distribution, and biological activities of the micro-organism, and the peculiarities of the mechanism of resistance set in motion in the body by this par- ticular infection, definite clinical deductions can often be made. Pathogenicity and Saprophytism.—One of the most fundamen- tal facts, immediately apparent on considering the problems of infection, is the phenomenon that among the innumerable varie- ties of bacteria and protozoa present in nature there is a very limited group which is capable of becoming parasitic upon' the body of higher animals, and among these a still smaller propor- tion which is capable of being “pathogenic” or causing disease. 4 INFECTION AND RESISTANCE We have used the terms pathogenic and non-pathogenic as practi- cally synonymous respectively with “parasitic” and “saprophytic.” But, as we shall see, although as a rule a micro-organism must be parasitic to possess pathogenic powers, some of the true sapro- phytes or so-called half-saprophytes may be pathogenic under cer- tain conditions, and the terms do not cover each other absolutely. It is reasonable to suppose that all micro-organisms were origi- nally in the condition which we designate by the term “saprophytic.” By this term we imply that these germs maintain themselves only upon dead organic matter and do not thrive in or upon the living animal tissues. The class of saprophytes is widely distributed and constitutes, of course, the most important group of bacteria in na- ture, since upon the activities of these germs depends the unlocking of nitrogen and carbon from the organic complexes in the dead bod- ies and waste products of animals and plants. Such bacteria if strictly saprophytic, that is, entirely unable to maintain themselves upon living tissues, have little importance as producers of disease, or, expressed in technical terms, have little “pathogenicity.” Never- theless, there are cases in which strict saprophytes may cause dis- ease by lodging upon and growing in animal tissues which have been killed by other causes, so-called necrotic areas; and these, still being in relation with the body as a whole through the blood and lymph channels, furnish an area of saprophytic growth from which products of putrefaction or even bacterial poisons may be absorbed. While, as a rule, the disease following the invasion of necrotic tissue—such as gangrenous amputation stumps, old unhealed sinuses, diabetically gangrenous areas, etc., may be caused by a large variety of saprophytic bacteria, there are a few very important and specifically pathogenic bacteria which are, strictly speaking, saprophytes. Thus the form of meat poisoning caused by the Bacillus hotulinus is due entirely to the poison formed by this bacillus outside of the body within the substance of the dead foodstuff, and disease ensues as the result of subsequent ingestion of this poison with the food. In the same way the tetanus bacillus and, less strictly speaking, the diphtheria bacillus, at least in its ordinary mode of attack, are rather closer to the class of saprophytes than to that of the parasites, since neither of these bacteria, under usual circumstances, invades the substance of the tissues beyond the point of initial lodgment, causing disease only by the production of specific poisons, a condition known as “toxemia” or intoxication. The tetanus bacillus, moreover, is not usually capable of maintain- ing itself and multiplying even at the point of initial lodgment unless the tissues have been injured by trauma or irritated by the presence of foreign bodies. Bacteria of such characteristics, there- fore, though pathogenic—that is, incitant of disease—remain never- theless essentially saprophytes living upon the dead animal tissues, THE PROBLEM OF VIRULENCE 5 not invading the living cells or body fluids. It is true that investi- gations of Frosch 1 have shown that diphtheria bacilli may often be found in blood and organs of diphtheritic patients, and tetanus bacilli have occasionally been found in the spleen. However, such distribution is not necessary for the production of disease by these bacteria, and the essential point remains that they may cause violent, often fatal, disease without truly departing from their saprophytic mode of life upon dead tissues. Between the saprophytes and the true parasites or invaders of living tissue many transitions occur, and the condition of parasitism is probably a form of specific adap- tation. How such transition may be biologically developed is probably well illustrated by the investigations of Italian bacteriologists upon tetanus bacilli.2 Tarozzi 3 inoculated guinea pigs and rabbits with tetanus spores subcutaneously and found that these spores were rapidly transported to the liver, spleen, and kidneys, where they could maintain a latent existence for as long as 51 days. If during this period trauma or any injury of the organs was practiced which led to the formation of necrotic tissue the spores would develop upon this basis and cause acute or chronic tetanus. Canfora,4 continuing these studies, likewise found that tetanus spores inoculated under the skin are rapidly distributed throughout the circulation. If no trauma has taken place at the point of inoculation the locally lodged spores may be rapidly destroyed, probably by phagocytosis. In the circulation they appear to be less rapidly eliminated and may be present for from ten to thirteen days. If, during this period, there is produced a small wound, blood clot, or necrotic area in the body— this may serve as a focus for development and tetanus may ensue. After ten or more days the spores disappear from the blood, but may then take up a latent existence in some of the organs—as stated by Tarozzi. Apart from their importance as constituting a sort of transitional condition between pure saprophytism and parasitism, these investigations would seem to have much bearing upon the so- called cases of “cryptogenic tetanus.” Resistance of Tissue Cells to Invasion.—True infection, that is, the invasion of one species by individuals of another, and the ability of the latter to multiply and functionate within the cell complexes of the former, is a process quite out of keeping with the ordinary plans of nature, throughout which there seems to be a distinct opposition to the colonization and functionation of one living being within the living substance of another. Thus, as 1 Frosch. Zeitschr. f. Hyg., Yol. 13, 1893. 2 Belfanti, quoted from Canfora, Centralblt. f. Bad., I. Ori<>\ Yol 45 1908. 3 Tarozzi. Centralblt. f. Bact.} Orig. Yol. 38, 1905. 4 Canfora. Centralblt. f. Bad., Orig. Yol. 45, 1908. 6 INFECTION AND RESISTANCE Bail 5 has pointed out, a mass of frogs’ eggs will remain entirely uninvaded while alive, though the water surrounding it may swarm with bacteria of many varieties, but when by some accident such a mass of eggs ceases to live, it immediately falls prey to bacterial infection. The same point is illustrated by the rapidity with which intestinal bacteria will spread throughout the body after death, when during life they have remained confined to the lumen of the intestine, or, at most, get into the portal circulation, to be de- stroyed in the liver. We must also bear in mind that invasiveness on the part of micro-organisms may take the form merely of an ability to lodge in the intercellular spaces. Secondary cell destruction, then, may be first from the outside as foci are established, and invasion of the cellular protoplasm in such cases follows only after toxic and pressure effects may have brought about cell death. By the living cell, therefore, opposition is usually offered to invasion by bacteria, a vital function which Bail has attempted to make clearer by formulating it as a law, referring to it as “Das Gesetz der Lebensundurchdringlichkeit.” Upon which cell func- tion this vital resistance to invasion depends is to a large extent a mystery. It would seem to rest in principle upon the fact that the invading cell meets the invaded one under conditions peculiarly adapted to the activities of the latter, and is overcome before condi- tions suitable for its own activities have been established. The con- ditions here are not unlike those observed in the case of digestive enzymes, a comparison which becomes more than an illustrative anal- ogy when we consider that apart from the mere mechanical disturb- ance created by the presence of bacteria as foreign bodies the struggle between invader and tissue is largely one of enzyme against enzyme. Thus, for instance, the gastric juice does not act upon the mucous membrane of the stomach during life—but after death, at autopsy, partial digestion of this membrane by the pepsin is often seen. The function upon which the resistance of the living cell de- pends will probably not be understood until we have a clearer con- ception of what constitutes cell death. Morphologically, until de- composition has set in, a recently killed cell looks exactly like a living one, and the difference which permits one cell to continue metabolism and cell division, and inhibits this in another, is, so far at least, too intricate to yield to analysis. Of some interest in this connection, though vague, is the observation made by us some years, ago, namely, that the degree of hydrogen ion concentration which changes the normally negative charge carried by bacteria in neutral solutions, to a positive one, corresponds roughly to the degree of acidity at which multiplication ceases. 6 Bail. “Das Problem der Bakt. Infection.” Klinkhardt, Leipzig, 1911. THE PROBLEM OF VIRULENCE 7 Much more definite, and of greater possible significance are the more recent observations of Osterhout,6 who has found that during the process of cell death electrical conductivity undergoes a definite change by means of which the process may be followed with pre- cision. By means of careful experiments with, among other things, Laminaria, placed in an JSTaCl solution of a conductivity equal to that of sea water, he found within less than six minutes, a fall of resistance to 94.6 per cent, of the resistance it had in sea water. Replacement of the tissue in sea water brought about a return to practically normal resistance. His researches indicate that in the course of injury and death, electrical resistance diminishes progres- sively and if the exposure is sufficiently prolonged, death together with extensive fall of resistance occurs. If exposure to the injury is arrested sufficiently early, complete recovery of normal cell life and normal resistance are reestablished. And of remarkable in- terest in this connection is that between the two, a degree of ex- posure to injury may be practiced which permits a recovery which is incomplete. It is by researches of this kind that we may hope eventually, perhaps, to gain some knowledge of the vital cell re- sistance to injury and invasion to which Bail has merely given a name. And it would be of the greatest interest to utilize the methods of Osterhout for similar studies on the effect of bacterial poisons of various kinds upon the resistance of body cells.* Whenever this vital resistance or opposition is overcome, and micro-organisms enter the tissues or cells, an abnormal process is taking place, and this process is, strictly defined, infection. Never- theless, it is by no means necessary that such infection should al- ways be accompanied by manifestations of disease. It is true that, in most cases, the natural resistance is such that a struggle ensues by which the invader is destroyed or thrown off, or in which the invaded subject is functionally injured or even killed, and the ac- companying evidences of such a struggle constitute what we know as infectious disease. But there are special cases, cases of adapta- tion, biologically speaking, in which neither invader nor host is seri- ously harmed.7 In the field of protozoology, especially, there are many examples of true parasites, that is, invaders truly maintaining their metabolism at the expense of the tissues and body substances of the host, which do not arouse reactions sufficiently vigorous to be termed “disease.” Thus the Trypanosoma Lewisi may be found in the blood of rats 8 without noticeably affecting the health of the ani- 6 Osterhout. Jour. Biol. Chem., 23, 1915, 67; Proceed. Amer. Philosophical Soc., 55, 1916, 533; Jour. Gen. Physiol., 3, 1920, 15, and 3, 1920, 145. 7 See also Bail, loc. cit. 8 Doflein. “Die Protozoen als Krankheitserreger.” * In this discussion, however, we must not forget that there are a number of diseases caused by micro-organisms which characteristically invade the cells 8 INFECTION AND RESISTANCE mals, and other protozoa have similarly been found in organs and blood stream of a number of other apparently healthy animals. Al- though such conditions have been frequently spoken of as “infection without infectious disease/’ the distinction is probably one of degree only—there being some reaction on the part of the host even in the mildest cases, if only in the weakening by withdrawal of body sub- stance, which distinguishes the infected from the uninfected animal. In other cases there may even be advantage to the host, following the infection, to the detriment of the invading micro-organism, a phe- nomenon most clearly illustrated by the invasion of the root hairs of leguminous plants by the Nitrogen-fixing “root-tubercle” bacilli, a condition in which, as Fischer says, the plant may be regarded as parasitic upon the bacteria. In cases of so-called chronic septicemia in which bacteria may be again and again isolated by blood culture from the circulation it is more than likely that the organisms are constantly present, not because they multiply or maintain themselves within the circulation, but rather because they are being continuously discharged into the blood from an established focus in the tissues—as, for instance, on a heart valve. We have examined the serum of patients with subacute and chronic septicemia (endocarditis), and often found powerful opsonic action against the invading germs even when the patient’s own serum and leukocytes were used in the tests, evidence that the bacteria were probably being successfully disposed of after they had gained entrance into the blood stream. In rabbits, too, in our ex- perience and in that of Miss Gilbert in this laboratory, it would seem that protracted septicemia is present only when secondary foci have been established from which the bacteria are constantly being discharged into the blood. This we believe is rather the rule and the establishment of a balance within the blood stream an exception. When bacteria do succeed in withstanding successfully the opposing forces active within the circulating blood their rapid accumulation, the collapse of the defensive mechanism, and death of the patient are probably the most common course. The point of view which we have expressed in the preceding paragraph has been impressed upon us with particular insistence by the observation of certain cases of bacteriemia following infections of the middle ear, mastoid processes, and thromboses of adjacent veins. In such cases it appears that the blood may be flooded with bacteria which, nevertheless, disappear after the focus of infection has been of the body directly. Such is the case of the malarial plasmodia, with some of the Leischmannia, which cause Kala-Azar, which enter the endothelial cells of the spleen, liver and bone marrow, and is also characteristic of the Rickettsia bodies associated with typhus and trench fever. This also probably applies to some of the filtrable viruses, notably those of smallpox, encephalitis and herpes. THE PROBLEM OF VIRULENCE 9 removed. We have recently had the opportunity to observe this in a ease of septicemia caused by Streptococcus mucosus, in which blood culture plates showed very numerous colonies, and in which recov- ery followed promptly upon complete excision of the thrombosed veins. It would seem to us, therefore, that bacteriemia offers a rather better prognosis than was formerly supposed, at least in cases in which the focus is surgically accessible. The same principle is illustrated in the ordinary clinical course of typhoid fever in the human being. Here the disease begins as a bacteriemia. Very rapidly, usually within two weeks, the bacteria disappear from the blood stream and a high serum immunity is established in the patient. Nevertheless, the bacteria remain actively growing within definite foci in the tissues, where they are to a cer- tain extent protected or inaccessible to the defensive powers so suc- cessfully active in the blood stream. At any rate the patient remains diseased and the bacteria can be isolated from the spleen, gall-blad- der, and intestines at a stage when they are no longer present in the blood stream, and during which a measurement of the bactericidal and opsonic powers of the patient will reveal a serum immunity much higher than normal. Just why the organisms are protected from these influences in certain tissues and not in others we do not know. The Problem of Adaptation in Infection.—We have seen, then, that a micro-organism may be pathogenic and still be purely sapro- phytic in its mode of life. In order that this can occur, however, it is necessary that it should possess the power of producing at the place of lodgment a poison or toxin which can be absorbed and cause disease. The condition which ensues is not, properly speak- ing, an infection, but rather a “toxemia,” differing from the tox- emias resulting from the ingestion of drugs or other poisons only in so far as the toxins are manufactured at some point of bacterial lodgment within the body of the victim. Typical tetanus and diph- theria, for instance, can be produced as readily by injection of the bacteria-free culture filtrates as by inoculation with the bacteria themselves. And although these bacteria may, on occasion, become invasive and thereby satisfy the criteria of true infection, this is not necessary for their pathogenicity. In the large majority of bacterial diseases, however, it is neces- sary that the germs shall be capable of producing a true infection before they can become pathogenic, and it is our task therefore to attempt to analyze those bacterial attributes upon which the invasive power or virulence may be said to depend. In the realm of infectious micro-organisms a wide range of cul- tural variations is encountered which indicates that some of these germs have adapted themselves very closely to the specific environ- mental conditions found in the living animal body, while others can 10 INFECTION AND RESISTANCE take up with ease and under the simplest cultural conditions a purely saprophytic existence. Many pathogenic micro-organisms have so far defied all attempts at cultivation in artificial media. These we cannot use for examples since it may well be that the failure of attempts in many of them may hinge upon such simple alterations of method as the exclusion of oxygen, the addition of fresh tissue, or the supplying of amino- acids, which have made possible the cultivation of the spirochseta pallida and the leprosy bacillus. But among those which we can cultivate there are many which require for successful cultivation the production of artificial conditions simulating closely those ob- taining in the living body. Thus malarial plasmodia can be made to multiply only if furnished with uninjured human red blood cells, within which they can develop. The gonococcus requires, in its first cultures outside the body, a medium containing human protein; and the hemophile bacteria, among them the influenza bacillus, re- quire hemoglobin. Other organisms like pneumococci, many strep- tococci, diphtheria bacilli, and many others, though easily grown on artificial media, are still fastidious in their requirements and de- velop sparsely or not at all unless definite conditions of nutrient materials, temperature, reaction, and osmotic pressure are observed. On the other hand, typhoid, anthrax, and dysentery bacilli, staphylo- cocci and numerous other pathogenic germs grow easily and luxuri- antly on the simplest laboratory media and within a wide range of environmental variations. Biologically considered, we could arrange the scale of adaptation to parasitic conditions on this basis and it would seem, a priori, that those bacteria which had thus adapted themselves most closely to the living body should be the most infectious. There is not, however, such parallelism, since many of the most powerfully invasive or virulent germs, for instance, the anthrax bacillus, have retained their capacity for saprophytic life to the fullest extent. It is more logical, therefore, to classify parasites, not according to their ability to revert to saprophytic conditions, but rather, as Bail 10 has done it, on the basis of their relative powers of invading the living body. His classification, of course, implies that the position of each micro- organism in this scale must be determined with reference to a given animal species, since a germ which is highly infectious (“parasitic” in Bail’s sense) for one species may be a “half-parasite” or even a pure saprophyte for another. Briefly reviewed, his classification is as follows: I. Pure Saprophytes.—(1STecroparasites, superficial parasites, or external parasites.) Micro-organisms which under no circumstances can be made to develop within the living tissues of a given animal. This does not 10 Bail. Loc. cit. THE PROBLEM OF VIRULENCE 11 exclude their pathogenicity for this animal, since, like the diphtheria or tetanus bacillus, they may develop and produce toxins on the basis of a localized area of dead tissues. II. Pure Parasites.—Organisms like the anthrax bacillus or the bacilli of the hemorrhagic septicemia group which, implanted in small quantity in an animal, will rapidly gain a foothold, thrive, and spread throughout the body. III. Half parasites, organisms which may be infectious if in- troduced into the animal body, but, not possessing this invasive power to the same degree as the preceding class, require the inocula- tion of considerable quantities, often a special mode or path of in- oculation, or even possibly a preliminary reduction of the local and general resistance of the infected individual in order that they may multiply and become generalized. This class includes the large majority of the bacteria pathogenic for man. This property of invasive power is spoken of as virulence in contradistinction to toxicity—the latter implying merely the abil- ity to produce poisons, and not necessarily being associated with the power to invade. However we may classify these conditions (and it must be re- membered that a classification of complex scientific facts should never be regarded as a rigid definition of limitations, but merely as a convenient working basis), the facts of the matter are that many infectious micro-organisms, like, let us say, the treponema pallidum and the gonococcus, have adapted themselves so rigidly to the human body in cultural and other requirements, that they cannot be cultivated outside the body with any degree of success, and can be so cultivated only when, in nutritive and temperature conditions, the circumstances prevailing in the human body are to some extent simulated in the cultural procedure. This is par- ticularly true of many of the filtrable virus varieties and the pro- tozoan infecting agent. When such organisms can be cultivated, as, for instance, the gonococcus and the influenza bacillus, pro- longed cultivation upon artificial media gradually increases their ability to grow upon them. Conversely, with this increased ability to grow outside the body more easily and in simpler media, as a result of prolonged cultivation, the pathogenicity may often decrease. While both of these facts are true of individual cases, still they do not constitute a general rule. Many organisms, like the anthrax bacillus, typhoid bacilli, plague bacilli, cholera spirilla, and a host of others, can invade the bodies of one or more species of animals with great violence and still retain the capacity for a saprophytic existence to the fullest extent, are easily cultivated on artificial media and unless specific efforts are made to reduce their virulence, they retain their infectious power almost indefinitely if preserved on artificial media. Thus, virulent cultures of anthrax, of plague, 12 INFECTION AND RESISTANCE of typhoid bacilli, etc., can he kept in sealed tubes, in the cold and in the dark, almost indefinitely, without losing either their ability to grow or their ability to cause specifically characteristic infection when again introduced into the susceptible animal. The evidences of special adaptation of different micro-organisms to par- ticular species of animals is dealt with extensively in the chapter on Natural Resistance. Of the greatest importance in illustrating the adaptation factor in infection is the ease with which fluctuations of virulence can be artificially produced in certain species of bacteria. The ease with which such variations can be produced would seem to furnish an- other argument in favor of the conception that the property of in- vasiveness is a biological attribute of relatively recent acquisition. Such variations are particularly noticeable in the cases of strep- tococcus and pneumococcus, organisms in which no two strains need be alike in infectiousness, and in which the injection of some strains into susceptible animals may produce no result whatever, while other strains will kill if administered in the smallest measurable quanti- ties. As a rule, the virulence of such strains can be enhanced for a given species of animal by successive passages through animals of this species. In the case of streptococci, strains which may not kill mice in quantities of a cubic centimeter or more, of an 18-hour broth culture, can, by many passages from mouse to mouse, be so enhanced that one-one hundred thousandth of a cubic centimeter of a similar culture will kill promptly. This cannot be done with all strains of streptococci, and of a dozen strains or so, one may succeed with two or three only. Among the earliest observations on this point are those of Pas- teur 11 in his work on rabies. He found that the virus of hydro- phobia when successively passed through rabbits gained in viru- lence until a degree of maximum infectiousness was attained beyond which it could no longer be enhanced. After only three passages through monkeys, however, the virulence of this “virus fixe” for rabbits was reduced almost to extinction. His experience with swine plague was similar. Swine plague bacilli successively passed through rabbits and pigeons gained enormously in virulence for these animals respectively, but lost in virulence for hogs. There are numerous methods, moreover, by which the virulence of micro-organisms can be attenuated by laboratory manipulations, and since many of them are of great importance in the active immunization of animals we will reserve their detailed discussion until we come to consider the methods of immunization themselves. Suffice it to say in this place that most methods of attenuation consist in subjecting the bacteria, in artificial culture, to deleterious influences, either of unfavorably high temperature, exposure to light i1 Pasteur and Thuilljer, Compt. rend, de Vacad, des. scv Yol. XII, 1883. THE PROBLEM OF YIRULENCE 13 or harmful chemical agents, or allowing them to remain in pro- longed contact with the products of their own metabolism by in- frequent transplantation. As a rule the attenuation which in- evitably follows any form of artificial cultivation in the case of bacteria like streptococci or pneumococci can be delayed by pre- serving them in media containing sera or tissues. In the case of the pneumococcus, for instance, one of the best methods of con- serving virulence in storage is to keep them either in a soft rabbit- serum-agar mixture, as practiced by Wadsworth, or, better still, to store them within the spleen of a mouse dead of pneumococcus infection, as recommended by Heufeld. The mouse is autopsied and the spleen kept in the dark and cold in a desiccator, under sterile precautions. This, again, as well as the enhancement of virulence on passage through the same species of animal—or the reduction of virulence for one species by passage through another •—shows that such fluctuations are dependent upon a very delicate biological adaptation. It is interesting, moreover, to look upon this process of adapta- tion as a sort of immunization of the bacteria against the defensive powers of the host, a conception early suggested by Welch. For just as the animal body may become more resistant to the offensive weapons of the invaders, so it is reasonable to suppose that the bac- terial body may gradually develop increased resistance to the de- fensive mechanism of the host. And this, if it occurs, would of course lead to an increase of its invasive power or virulence. The increase of virulence by passage through animals would alone lead us to suspect that such acquired resistance to destructive agents on the part of the bacteria might be responsible for the enhancement, but additional evidence pointing in this direction has been brought by experiments in which it was shown that bacteria cultivated in the serum of immune animals not only gained in resistance to destruc- tion by the serum constituents, but at the same time were rendered more highly pathogenic. Experiments of this kind were carried out by Sawtchenko,12 by Danysz,13 and by Walker.14 The results of Walker are especially instructive. He worked with a typhoid ba- cillus which he cultivated for a number of generations upon the serum of a typhoid-immune animal, and found that after such treat- ment the organism had gained in virulence and lost in agglutin- ability by immune serum, and that a larger amount of specific immune serum was necessary to protect animals against it than sufficed for protection against normal typhoid strains not thus cultivated. We will refer to these results in a later chapter, since the conception will be easier to grasp when we have considered more 12 Sawtchenko. Ann. Past., Yol. 11, 1897. 13 Danysz. Ann. Past., 14, 1900. ** W&lker, Jour, of Path, and Bact,} Yol, 8, 1903, 14 INFECTION AND RESISTANCE fully the mechanism of defence by which the animal body is pro- tected against invasion. That this power of gaining resistance against deleterious influ- ences on the part of bacteria is not confined to their resistance to the animal defences alone is well shown by the experiments of Danysz 13 upon the immunization of anthrax bacilli against arsenic. In in- oculating series of 50 tubes containing arsenic dilutions (ranging from 1 to 10,000 to 1 to 200) with anthrax bacilli Danysz found that up to 1 to 5,000 the arsenic increased the growth of the bacilli; in concentrations higher than this growth was inhibited. By grad- ually progressive cultivation of the organisms in increasing concen- trations of arsenic he finally succeeded in obtaining growth in solu- tions five times more concentrated than those in which they would develop at first. It is intensely interesting also that Danysz found, both in the case of his serum-resistant and arsenic-resistant strains, that, as they became less sensitive to the deleterious effects of these agencies, they were altered morphologically in that they developed capsules. Similar in significance to this is the very important observation that certain strains of spirocliseta pallida may acquire resistance against salvarsan or “606.” 16 These so-called arsenic-fast strains are ap- parently unaffected by the injection of this preparation into the patient. Relationship of Infectiousness to Capsule Formation.-^-The ex- periments of Danysz were probably the first to call attention to the possible relationship of bacterial capsule formation to virulence, and this particular phase of the subject has since then been ex- tensively studied. It is a matter of common observation that micro- organisms like the pneumococcus, the anthrax bacillus, some streptococci, and a number of other germs which are capable of pro- ducing capsules under suitable conditions are most virulent in the capsulated stage. As the strains are passed through animals and their virulence increases their ability to form capsules becomes more and more apparent—whereas the diminution of virulence which takes place on artificial media is accompanied by a gradual loss of capsule formation. Organisms like the Friedlander bacillus which retain their ability to form capsules almost indefinitely in artificial culture moreover do not lose their virulence to any great extent as long as this property is preserved. It is also well known that cap- sulated bacteria are peculiarly insusceptible to the ordinary aggluti- nating powers of specific immune sera. This has been noticed, not only in the case of heavily capsulated bacteria like those of the Fried- lander group or the streptococcus mucosus, but, in the case of plague bacilli—where capsulation is usually present only in cultures taken 15 Danysz. Loc. cit. 16 Oppenheim. Wien. hi. Woch., 23,1910, No. 37. THE PROBLEM OF VIRULENCE 15 directly from the animal body and cultivated at 37° C., Shiba- yama 17 has found a direct relation between non-agglutinability and a slimy condition of the cultures. Cultures kept at 5° to 8° C. in the ice-chest were easily agglutinable and lacked the slimy property. Cultures kept at 37.5° C. were slimy and thready in consistency and were not as easily agglutinated by the same immune serum. Porges 18 later showed that inagglutinable, capsulated bacteria can be made amenable to the agglutinating action of the serum—which we may assume to indicate vulnerability by the serum if the capsule is previously destroyed by heating at 80° C. for about 15 minutes in *4 normal acid. Against the cellular defences, the leukocytes, capsulated bacteria seem also to be more resistant than are the non-capsulated. This has been especially studied by Gruber and Futaki,19 who find that a capsulated bacillus is rarely taken up by a phagocyte even when these cells are apparently normal and able to take up the uncap- sulated organisms. They go so far as to claim that, in the case of anthrax in rabbits, the development or absence of a capsule deter- mines whether or not infection can take place. The same conclusion is reached in similar studies by Preisz,20 who does not believe that anthrax bacilli can ever cause infection unless they possess the power of forming capsules. All this experimental evidence points strongly toward a probable direct relationship between capsule for- mation and virulence, in the sense that a thickening of the ectoplasm may in some way protect the bacteria from the destructive forces aimed at them by the cells and fluids of the invaded body. As a matter of fact, even when no distinct capsule is visible, it is nevertheless possible that ectoplasmic changes may take place. This phase of the subject has been thoroughly discussed by a number of writers, more especially by Eisenberg.21 It appears that many bacteria, in which true capsule formation has not been observed, may show swelling or enlargement under conditions in which their of- fensive activities in the infected animal body are called into play.22 Radziewsky 23 has noticed such swelling of B. coli in fatal guinea- pig infections, and spoken of it as “one of the characteristic signs of infectiousness.” Kisskalt 24 has described the same thing in the case of streptococci, and Eisenberg interprets this as signifying an ectoplasmic hypertrophy comparable in principle to capsule forma- tion. He looks upon the ectoplasmic zone as a protective layer, and 17 Shibayama. Centralbl. f. Bad., Orig. Vols. 38, 1905, and 42, 1906. 18 Porges. Wien. klin. Woch., p. 691, 1905. 19 Gruber and Futaki. Munch. med. Woch., 6, 1906. 20 Preisz. Centralbl. f. Bakt., Yol. 49, 1909. 21 Eisenberg. Centralbl. f. Bakt., I, 45, 1908, p. 638. 22 These forms Bail has spoken of as “thierische Bazillen.” 23 Radziewsky. Zeitschr. f. Hyg., Yol. 34. 24 Kisskalt. Cited after Eisenberg, loc. cit. 16 INFECTION AND RESISTANCE calls attention to the observation of Liesenberg and Zopf,25 who showed that capsulated strains of leukonostoc mesenteroides will withstand 85° C., a temperature at which uncapsulated forms are rapidly killed. Upon this point our own recent work has seemed to us of con- siderable interest, although we cannot yet prove our point. In another part of this book (see page 110), we have described sub- stances that are probably not whole proteins, which are rapidly exuded from all bacteria that we have examined, into the surround- ing fluid. These so-called residue antigens, in spite of their ap- parent low molecular structure, react powerfully with antibodies and represent, we believe, metabolic products which ooze out from the bacteria as the result of their own chemical exchange. From bacteria that are capsulated, like the pneumococcus, from menin- gococci which are difficult to subject to agglutination, these sub- stances can be obtained by simply washing the bacteria. In the case of other bacteria, like typhoid bacilli, tubercle bacilli, etc., it is necessary to grind and extract the bacteria in order to obtain them. It is our opinion that in capsulated bacteria these substances form a protective layer about the bacterial cell which, because of its ability to unite with antibodies, can divert these sensitizing sub- stances from the bacterial cell itself. Acquired Resistance to Antibody Effects.—Pertinent, also, to this discussion of adaptation 'is work in which the actual re- sistance of micro-organisms to reaction with antibodies has been shown to result from prolonged contact of the bacteria with blood or exudate from animals or human beings or with immune sera. This seems to be shown especially by the experiments of Walker and Morishima, 25a which are referred to in other places, in which it was found that bacteria grown on immune sera gain a certain amount of resistance against the injurious properties of these sub- stances, and evidence more directly bearing upon the question is furnished by the studies on the typhoid carrier state in rabbits made by Chirolanza,26 Blackstein,27 Johnston,28 and recently by Gay and Claypole.29 The last-named writers found that they could regularly produce the typhoid carrier state in these animals if they first cultivated the typhoid bacilli upon a medium containing de- fibrinated rabbits’ blood. Even in these cases, however, it is not at all improbable that the typhoid bacilli establish a permanent focus from which they are discharged into the blood stream. 25 Liesenberg and Zopf. Centralbl. f. Bakt., Yol. XII, 1892. 25" Morishima. Jour, of Bacter., 6, 1921, 275. 28 Chirolanza. Ztschr. f. Hyg., Vol. 62,1909. 27 Blackstein. Bull. Johns Hop. Hosp., 1891. 28 Johnston. Journ. Med. Bes., 27, 1912. 29 Gay and Claypole. Arch, of Int. Med., 1.2, 1913. THE PROBLEM OF VIRULENCE 17 It is not likely, however, that this merely passive increase of the resistance to injury on the part of the bacteria accounts for the entire train of phenomena included in an enhancement of virulence. It has been suggested by a number of observers that definite active offensive characteristics distinguish the virulent from the avirulent bacteria, in that the former may secrete, within the living body, substances by which the destructive powers of serum and leukocytes are neutralized or held at bay. A very definite suggestion of such a possibility wTe find expressed in the now classical paper of Salmon and Smith 30 on hog cholera immunity, published in 1886. They say: “. . . the germs of such maladies are only able to multiply in the body of the individual attacked, because of a poisonous principle or substance which is produced during the multiplication of these germs.” 31 Bouchard formulated such a theory in 1893 by speaking of the “produits secretes par les microbes pathogeniques,” substances which he found in cultures of virulent bacteria, and which seemed to reenforce the invasive powers of the germs. Kruse 32 also within the same year developed a similar idea. He assumed that bacteria may secrete enzyme-like substances which paralyze the destructive properties of animal serum, and in this way gain the power to invade. As a matter of fact we have learned, since that time, that staphylococci may secrete soluble substances, “leukocidins,” which injure white blood cells, and that many bacteria produce similar poisons, “hsemotoxins,” which specifically injure red blood cells—- thereby causing amemia and reducing the resistance of the host. However, the correlation and further elaboration of these thoughts of Salmon and Smith, of Bouchard and of Kruse was left to Bail,33 in what is known as his “aggressin theory.” Bail maintains on the basis of careful experimentation that virulent bacteria can produce within the animal body substances which he calls “aggressins,” upon which depend their invasive powers or virulence. These substances are secreted only under stress of the struggle against the unusual defences, are not demonstrable in test-tube cultures, and are in themselves, according to Bail, entirely non-toxic. He obtains these aggressins by injecting virulent bacteria into the peritoneal cavity of a guinea pig and immediately after death removing the exudate. This he centrifugalizes, removes the bac- teria and cells, and sterilizes the supernatant liquid by the addition of small quantities of chloroform. The action of the exudates in which aggressins have been produced by the bacteria is the fol- 30 Salmon and Smith. Proc. Biol. Soc., Washington, D. C., Ill, 1884, 6, p. 29. 31 A typewritten copy of this paper was kindly put at my disposal by Prof. Theobald Smith. 32 Kruse. Ziegler’s Beitrage, Yol. XII, 1893. 33 Bail. Archiv f. Hyg., Vols. 52 and 53, 1905; Folio serologica, Yol. 7, 1911. 18 INFECTION AND RESISTANCE lowing: (We take this tabulation from Bail’s own paper on typhoid and cholera aggressins in the Archiv filr Hygiene, Vol. 52, p. 342.) 1. Sublethal doses of typhoid bacilli or cholera spirilla become lethal when the aggressin is injected with them. 2. Lethal doses of bacilli which ordinarily would cause a slow infection only cause a rapid and severe infection when aggressins are added. 3. The addition of aggressin neutralizes the bacteria-destroy- ing power of immune serum in the peritoneal cavity of a guinea pig. 4. The injection of aggressin alone produces subsequent im- munity. It is impossible to discuss with completeness the arguments ad- vanced for and against the correctness of Bail’s views until we have described in detail the mechanism of protection at the disposal of animals. But the main objection brought against this theory is that of Wassermann and Citron,34 who claim that all these properties of the aggressive exudates can be explained by the fact that they con- tain extracts of the bacteria (endotoxins), which, injected with a sublethal dose of bacteria, merely enhance their action in the same way that this would have been accomplished by the injection of additional dead bacterial bodies. It will require much further work before this point is settled, and the problem is peculiarly involved and difficult. However, the recent work of Rosenow 35 on pneumo- nococci seems to bring some reenforcement to the ranks of those who maintain the existence of a special offensive substance at the com- mand of virulent bacteria. Rosenow extracted pneumococci grown on serum broth and found that such extracts when made from virulent strains would protect avirulent strains from engulfment by phagocytes. The non-virulent strains left in these extracts for 24 hours became virulent. He believes, therefore, that the viru- lence of pneumococci depends largely upon the possession of these substances which he calls “virulins,” and which in function at least are conceived as very similar to the “aggressins.” Recent results obtained by the writer36 with Dwyer seem to indicate that anaphylatoxins produced from the typhoid bacillus possess some of the properties claimed for his aggressin by Bail. It is not impossible that the “aggressins” obtained by him were of this nature. Virulence, then, may be analyzed into two main attributes: one a purely passive property of resistance or self-preservation on the part of the bacteria, perhaps morphologically expressed in ectoplas- mic hypertrophy and capsule formation; the other an actively of- fensive weapon in the form of substances of the nature of the “ag- 34 Wassermann and Citron. Deutsche med. Woch., Vol. 31, 28, 1905. 35 Rosenow. Jour, of Inf. Dis., Vol. 4, 1907. 36 Zinsser and Dwyer. Proc. Soc. Exp. Biol, and Med., Feb., 1914. THE PROBLEM OF VIRULENCE 19 gressins” of Bail or the “virulins” of Rosenow. The extent of our present knowledge of details does not warrant a statement of the case in more definite terms. From what has been said above, then, it appears that mutual adaptation in the biological sense between the invading germs and the invaded body must play an extremely important role, not only in determining whether or not an infection is to take place, but also in influencing the degree of infection, its acuteness or chro- nicity, and through these facts, the eventual outcome. That many different types of adaptation may occur and that the balance struck must depend to some extent upon the relative speed with which either the invaders or the invaded can modify their biological prop- erties to the new conditions, is obvious. Theobald Smith 37 has given this problem the most thorough analysis. A micro-organism that has been closely adapted to the human body may have de- veloped particularly its offensive and defensive powers to such a degree that when it enters a new human body, it proceeds on its invasive course with speed and violence, and the infected tissues react with a powerful effort, to rid themselves of the foreign in- vader. The result is violent and acute inflammation and disease. This violent reaction on the part of the body would be evidence of a mobilization of protective functions to a living foreign substance' to which no adaptation has taken place, and which the body attempts to get rid of. As long as this reaction on the part of the bacteria carries the upper hand, the increase in virulence will continue. Conversely, however, as Theobald Smith points out, the chronicity of a disease is largely dependent upon an adaptation between host and invader in which the reaction to the parasite is less violent, and in which a condition approaching more and more closely to a sort of symbiosis, is established. As Smith points out in his re- cent publication, “there is a struggle on the part of the parasites to adapt themselves and to establish some equilibrium between them- selves and their host”; and, again, “the final outcome is a harmless parasitism or some disease of little or no fatality, unless other parasites complicate the invasion.” Such an adaptation probably takes place. On the other hand, it is not likely to occur unless from the beginning the balance is such that host and invader may be in contact for a period longer than duration of the ordinary acute infectious disease. In cases where the organism is either rapidly gotten rid of, or in which acute death ensues within a short time, such developments can hardly be expected. However, through gradual transitional stages and many successive infections, the condition might be produced from an originally acute form of disease to a more subacute or chronic one. 37 Smith, Theobald. Trans. Soc. Amer. Phys., 1921, see also Jour. A.M.A., May, 1913, 60. 20 INFECTION AND RESISTANCE Such a conception would assign the slow and gradual but pro- gressively invasive powers of such diseases as tuberculosis, leprosy, and syphilis in which systemic symptoms are manifest only after the disease has gained an extensive foothold, to the lack of acute physiological reaction resulting from the presence of the invading micro-organism. In the case of such infections as those caused by some of the yeasts or blastomyces we have seen foci of blastomycotic lodgment in the kidney and other organs surrounding which there was neither an accumulation of mobile cells—(leukocytes or lympho- cytes)—nor any evidence of cloudy swelling or other injury, by poisons, of adjacent parenchyma cells. Here, as in tuberculosis or leprosy, the reaction induced by the presence of the micro-organisms is slow and gradual—expressed in an eventual fixed tissue-cell reac- tion and giant-cell formation—similar to that induced by insoluble foreign bodies. And it may well be that the progressive ability to multiply without arousing the invaded body to rapid and powerful reaction may account for the prolonged period of apparent well- being in the early stages of such infections and permit the invaders to pervade the body so extensively. Criteria which determine Actual Infection.—In order that a micro-organism may be a true parasite in Bail’s sense—or invasive —for any given species of animal it must of course possess certain basic cultural attributes which enable it to grow in the environ- ment furnished by the host. For instance, a micro-organism which does not grow at temperatures below 37.5° C. cannot very well be- come parasitic upon cold-blooded animals. An excellent illustration of this influence of body temperature upon the invasive powers of bacteria is furnished by the different races of acid-fast bacilli which invade the bodies of man and of birds. The avian tubercle bacillus, for instance, is non-pathogenic for man and in cultures will not develop at temperatures below 40° C., which is about the body temperature of most birds. The human tubercle bacillus, on the other hand, is non-pathogenic for birds and ceases to grow in arti- ficial cultures when the temperature is raised above 40° to 41° C. This is merely one of a number of examples which might be cited to demonstrate the necessity of simple cultural adaptation, as it influences the property of virulence. Again, it is probable that in order to develop in the animal body it is necessary that a micro- organism shall be capable of developing with little or no free oxy- gen. While this point is not definitely certain, it is not probable that any of the virulent bacteria can be strict aerobes. As a matter of experience none of the pathogenic bacteria at present known are absolute aerobes—though many of them grow better in artificial cul- ture when oxygen is freely present than when it is absent. The invading bacteria, then, must be culturally and in other re- spects adapted to development in or upon the tissues of the invaded THE PROBLEM OF VIRULENCE 21 subject—a general capacity which is prerequisite to the property of “pathogenicity Furthermore, the conditions encountered by bacteria as they enter the animal body will vary considerably according to the path by which they gain entrance. Organisms entering by the intestinal canal are subjected to conditions of acidity or alkalinity, the action of digestive juices, of bile, and to competition with other intestinal bacteria, forces to which many pathogenic germs will succumb, while others may survive there and thrive. Those entering into the tissues by way of the skin and mucous membrane, on the other hand, en- counter an immediately mobilized protective mechanism which, suc- cessfully resisted by some of them, might easily and quickly dispose of small quantities of other bacteria more resistant to conditions in the bowel. It is but natural for this reason that the accomplishment of an infection by any. given germ must depend to a great extent upon its gaining entrance to the body by the path best adapted to its peculiar requirements. The mechanical protection afforded by the coverings of skin and mucous membranes is as a rule sufficient to prevent the penetration of any bacteria which by chance may have found lodgment upon them. In the case of the most usual pyogenic cocci and many bacilli such protection is probably absolute, and a distinct break of con- tinuity, such as a bruise or a wound, even though this may be too small to attract attention, is necessary for successful infection. In the case of a very limited number of diseases infection seems to take place even through the unbroken skin, and the method, often spoken of as the vaccination method of Kolle, employed in many instances when it is desired to produce experimental plague infection in rats or guinea pigs, consists in merely rubbing a small amount of cul- tural material into a shaven area of the skin. However, in this case, as well as in other instances where mere massage of bacteria into unbroken skin has led to successful inoculation, it is more than likely that success has depended upon either microscopic lesions or possibly the violent introduction of the organisms into the sebaceous glands, the sweat glands, or hair follicles. The defence of intact mucous membranes, however, is by no means impervious. While many organisms can be implanted upon mucous membranes with impunity, there are a number of others that can cause local inflammations upon these and can further pass through them into the deeper tissues and thence into the general system. Thus gonorrhea is ordinarily a disease of implantation upon a mucous membrane, and diphtheria bacilli and streptococci give rise to localized disease on the pharyngeal and nasal mucosse, the latter not infrequently penetrating from the initial point of lodgment upon the mucosa into the deeper tissues and the circulation, causing a condition of “septi- cemia” or “bacteriemia.” For the experimental determination of 22 INFECTION AND RESISTANCE the penetrative power of organisms through mucous membranes the conjunctiva has been a favorite test object, and it has been shown that plague 38 and glanders,39 as well as hydrophobia, may be trans- mitted by simple instillation of infectious material into the unin- jured conjunctival sac. In the case of hydrophobia 40 it is related that in Paris a young man contracted hydrophobia by rubbing his eyes with a finger contaminated with the saliva of a rabid dog. In the case of syphilis, though often claimed, there is no positive proof to show that infection may take place through the uninjured sur- faces. It has been definitely shown, however, that tubercle bacilli 41 may pass into the lymphatics through the intestinal mucosa without there being any traceable injuries on this membrane. It may well be, however, that even without the existence of demonstrable morphological lesions penetrability by micro-organisms may presuppose local physiological or functional injury, such as congestion or catarrhal inflammation. Thus it is seen that the mechanical obstacle to the entrance of micro-organisms offered by skin and mucous membranes, though important and not to be underestimated, is by no means a perfect safeguard. However, it is only very definite species of micro-organisms which can cause disease at all when introduced into the body by these paths. For, although the rubbing of plague bacilli into the skin, or the inoculation of a cut surface with streptococcal or glan- ders bacilli, will rapidly lead to progressive infection, similar inocu- lation with the typhoid bacillus or the cholera spirillum would lead to no such result. And, though the swallowing of pus cocci, pneu- mococci, and a number of other micro-organisms would be entirely without effect, similar ingestion of the typhoid and cholera organism would usually result in typical infection. The path of introduction, therefore, is an important considera- tion in determining whether or not a given micro-organism may give rise to disease. It is necessary that the manner of gaining entrance be suited to the cultural and other peculiarities of the germ in ques- tion. In the case of cholera, for instance, the spirillum which causes this disease is peculiarly susceptible to the deeper defences residing in the body fluids and cells, and cutaneous infection by the small numbers of bacteria likely to be introduced in this way would promptly be checked by these agencies. In the intestinal mucosa, however, the cholera spirillum finds conditions most favorable for rapid multiplication and the disease is caused by the inflammation and destruction of the mucous and submucous tissues by the poison- 38 Germ. Plague Com. Arb. a. d. kais. Gesundheitsamte, Yol. 16, 1899. 39 Conte. Rev. veterin., Yol. 18, 1893. 40 Galtier. Compt. rend, de la soc. biol., 1890. 41 Bartel. Wien. Klinikhandt, 1906-1907. THE PROBLEM OF VIRULENCE 23 ous substances emanating from the large numbers of cholera spirilla which die and are disintegrated, as well as by the absorption of these poisons into the circulation. The bacteria themselves, however, never gain a permanent foothold within the blood or other organs. In the case of typhoid fever the conditions are somewhat similar, although here, during the earlier weeks of the disease, we have an actual, penetration of the bacilli into the circulation. This, however, prob- ably takes place only after intraintestinal proliferation has taken place, which then, on the injured mucosa, represents a dose out of all proportion great when compared with the quantities that would spontaneously come into contact with the external surface of the body. This leads us to another important factor concerning the invad- ing forces, in the determination of successful infection, namely, that of the quantity introduced or the dosage. In order to cause infection, even when the bacteria are of the variety known to produce disease or “pathogenic,” and are brought into contact with the body by a path suitable to their peculiar re- quirements, the initial quantity introduced must be sufficiently large to preclude complete annihilation by the first onslaught of the de- fensive powers of the body. It is plain, therefore, that in the case of bacteria weak in power to cause disease, given the subject of in- fection and his defences as a constant, the quantities to be introduced must be larger than in the case of micro-organisms of violent disease- producing properties. The dosage necessary to cause infection, therefore, is in inverse proportion to that property of bacteria spoken of as their “virulence.” Thus we measure the degree of the so-called virulence of bacteria by determining the smallest quantity, measured by dilution of platinum loops or by fractions of agar slant cultures (both very inexact methods), which will still cause infection and death in susceptible animals of a standard weight. In the case of micro-organisms of extreme virulence, such as the anthrax bacillus or bacilli of the hemorrhagic septicemia group, the inoculation of a very small number of bacteria may suffice to initiate infection. In7 deed, it has been claimed for the anthrax bacillus that the injection of a single bacterium will produce fatal disease in a susceptible animal. The inverse relation existing between the degree of viru- lence and the number of bacteria inoculated is well illustrated by the experiments of Webb, Williams, and Barber,42 carried out upon white mice with anthrax, by the method of inoculation devised by Barber.43 This technique consists in picking up single organisms with a capillary pipette under microscopic control, from a very thin emulsion of bacteria and injecting directly from the pipette through a needle puncture in the skin. While requiring a considerable de- 42 Webb, Williams, and Barber. Jour. Med. Res., 1909, Yol. XV. 43 Barber. Kansas Univ. Science Bulletin, March, 1907. 24 INFECTION AND RESISTANCE gree of skill, the method, when successful, permits an actual accurate count of injected bacteria instead of the merely approximate esti- mate which can be made by consecutive dilutions of thicker emul- sions. In their experiments with anthrax in white mice Webb, Wil- liams, and Barber found that the inoculation of a single thread of anthrax bacilli (3 to 6 individuals) taken directly from the blood of a dead animal (that is, in the most virulent condition) would regularly cause death, and it was impossible for this reason to immunize with such bacilli. On the other hand, if taken from 12-hour agar cultures of the same strain such small quantities would often fail to kill. The brief period of growth under arti- ficial conditions had sufficiently lessened the virulence of the bacilli so that 2, 3, and more threads could be injected without harm. And after several generations of such cultivation as many as 27 and more threads could be inoculated with impunity. Another example of the measurement of relative degrees of virulence, by a method more commonly employed, may be illustrated as follows: The problem in which this particular measurement was used consisted in the comparison of the virulence of two strains of pneumococcus, one (N2) successively passed through white mice, the other (Nt) kept alive for several weeks on serum-agar. To accom- plish this graded quantities of 18-hour broth cultures of the two strains were injected into mice of approximately the same weight, as follows: Result 0.1 e. c. “ dead 24 hrs. 0.05 c. c. — lives 0.02 c. c. — lives 0.01 e. e. — lives N2 Result 0.1 c. c. = dead 24 hrs. 0.05 c. c. — dead 24 hrs. 0.02 e. e. rr dead 24 hrs. 0.01 c. e. = lives Accidental Factors Favoring Infection.—In discussing the prob- lems of virulence we must not forget that there are many acci- dental factors which may make an infection likely where, other- wise, it might not have occurred. Trauma is perhaps the most important of these. It is well known that injury in which tissue is killed will favor the development of streptococci and staphylococci, which in the same dose and with the same degree of virulence en- tering into wounds incised with a minimum tissue destruction, might have been easily overcome by the rapidly mobilized defences of the body. In tetanus and other anaerobic infections, this is, of course, a well-known state of affairs, and has been again and again proved in connection with war wounds. In these infections, more- over, the additional danger of concomitant infection with other organisms is of importance. If, for instance, staphylococci are in- THE PROBLEM OF VIRULENCE 25 jected at the same time with tetanus spores, the chances of the development of tetanus are vastly increased, as has been shown by workers in the United States Hygienic Laboratory. There are certain epidemic infections, too, which are more dangerous in con- nection with their ability to prepare the way for secondary invasion, than they are in themselves. Most important among these are measles and influenza. Pure influenza is a mild disease, but an influenzal infection of the respiratory tract seems to render the subject susceptible to secondary invasion with streptococci and pneumococci to an extreme degree, a fact which is responsible for by far the greater part of the mortality in influenza epidemics. This is almost equally true of measles, where the disease itself is rarely fatal, but prepares the way for fatal respiratory infection with streptococci and pneumococci, particularly, and perhaps for subsequent tuberculosis. To a less marked degree, the same thing is true of whooping cough where secondary influenza bacillus, pneu- mococcus and streptococcus invasion may follow very promptly upon the initial Bordet-Gengou infection. A considerable number of analogous examples could be cited. Types of Infection.—From the facts we have discussed in the preceding paragraphs it now becomes manifest that the elements which determine the nature of an infectious disease are twofold. On the one hand each variety of infectious germs possesses certain biological and chemical attributes which are specific and peculiar to itself; by these its predilection for path of entrance and mode of attack is determined, and upon these depends the nature of the reaction called forth in the animal body. On the other hand the degree of infection in each case, the severity of the reaction and the ultimate outcome are determined by the balance which is struck between the virulence of the entering germ and the protective mechan- ism opposed to it. The specific properties of each micro-organism are the factors which account for the clinical uniformity (within definite limits) which is observed in the maladies produced in different individuals by the same species of bacteria. Thus a severe typhoid fever is, in essential characteristics, entirely similar to a mild case—since in both instances the path of entrance, through the intestine, is the same, the distribution of the germs after entrance differs only in degree, and the reactions, local and systemic, which are called forth are alike. And cases of this disease in general differ as a class from the maladies caused by, let us say, the group of clinical conditions resulting from anthrax infection, where entrance is through the skin, and generalized infection of the blood ensues without definite or regular localization in any given organ. Again, a localized staphylococcus abscess will differ materially from an equally local- ized focus of tuberculosis, because the chemical constituents of these 26 INFECTION AND RESISTANCE bacteria respectively call forth each a characteristic response on the part of the defensive mechanism. Such specificity of the various micro-organisms may of course be due partly to their mode of attack and distribution, and partly, as we shall see, to the pharmacological action of the poisonous prod- ucts given out by them. That both factors contribute seems beyond doubt; but recent work, especially that of Friedberger, which is fully discussed in another place indicates the possibility that clinical differences depend much less than was formerly supposed upon specificity of the intracellular poisons, and much more upon distribution and localized accumulation of the germs, conditions which are determined rather by the mode and extent of invasion than by chemical differences of poison production. This problem, rather difficult to discuss on the limited basis of the facts so far outlined, will become clearer as we proceed, but we need only refer at present to the essential clinical uniformity of the various forms of septicemia, where organisms freely circulate in the blood—with often a focus of distribution on a heart valve—conditions in which it is rarely possible to determine the species of the responsible germ except by blood culture. Or, again, as Friedberger 44 points out, there is great similarity between the ordinary pneumococcus pneumonia and that caused by the Fried- lander bacillus. In both cases the distribution and mode of attack of the bacteria are essentially the same, though the micro-organisms themselves are biologically very dissimilar. One and the same micro-organism, on the other hand, may cause entirely different clinical conditions, and here the type of infection depends purely on the degree of invasion possible in the given case—• that is, the balance between virulence and resistance. A germ may enter the body and cause an inflammatory reaction at the point of entrance, the process remaining purely localized. In such cases the defensive forces have been so efficient, the invasive properties of the germ so relatively weak, that progression beyond the point of en- trance is prevented and the resultant disease takes the form merely of a localized abscess. This is the case when a healthy individual is infected with an attenuated organism or by one whose species’ characteristics do not include a powerful invasive property. Thus streptococci, if entering the tissues of a normal subject in small numbers or in attenuated form, may produce a purely localized in- fection, and ordinarily non-pathogenic germs like proteus, subtilis, or colon bacilli may produce localized abscesses in weak and debili- tated individuals, though implanted upon a healthy subject they would be rapidly disposed of without gaining even a preliminary foothold. Such tendency to localization is the common form of in- fection in the case of a number of germs. It is the most usual type 44 Friedberger. Deutsche med. Woch., No. 11, 1911. THE PROBLEM OF VIRULENCE 27 of staphylococcus infection, for instance, in which the degree of virulence of the strains ordinarily met is such that the balance struck by them with the average defensive powers of man results in localiza- tion. However, the same micro-organism, enhanced in virulence, or gaining entrance in unusual numbers in a weakened individual, may rapidly spread from the point of inoculation, at first by contiguity, then by invasion of the blood and lymph channels, and become generalized. When organisms become generalized and circulate in the blood the resulting condition is spoken of as septicemia or hacteriemia. This is the form of infection commonly caused by streptococci, bacilli of the hemorrhagic septicemia group, anthrax bacilli, and many others. It implies a powerful invasive property and always constitutes a condition of great gravity when persistent. We are learning of recent years, however, that in many infectious diseases formerly regarded as purely localized a temporary entrance of the bacteria into the circulation is a usual occurrence. Thus Fraenkel 45 has shown that lobar pneumonia is almost always accompanied dur- ing the acute stages of the disease by pneumococcus septicemia, and in typhoid fever we now know that the organisms circulate freely in the blood during the first two weeks of the disease, and often longer than this. In these and other conditions the bacteria may be gradually de- stroyed and disappear from the blood stream as the immunity of the subject increases. In other cases the bacterial activities may be partially checked, the process becoming slower and more chronic. This is especially often the case when micro-organisms after entrance to the circulation have found a secondary lodgment upon a heart valve, from which a continuously renewed supply of bacteria can be given off to the blood. A special form of such “malignant endo- carditis” caused by the Streptococcus viridans is particularly apt to take this chronic course. The presence of bacteria in the blood is not, therefore, as for- merly supposed, an invariably fatal condition. Adami’s recent work would indicate, moreover, that bacteria may normally enter the portal or even the general circulation from the intestine during health. This condition of “sub-infection,” as he calls it, is more fully discussed on p. 256. That colon and other in- testinal bacteria may often penetrate into the portal circulation is indicated by the occasional occurrence of colon bacillus abscesses after trauma of the liver. In most septicemias, however, caused by virulent bacteria the invasion of the blood stream persists, rapid multiplication occurs and leads to death. From the circulation the bacteria may gain lodgment in various organs and cause the formation of secondary abscesses. This condi- 45 Fraenkel. F. Leyden Festschr., 1902. 28 INFECTION AND RESISTANCE tion is known as “pyemia,” and may be caused by almost any bac- teria which are capable of producing septicemia. Thus staphylo- cocci, streptococci, or pneumococci may lodge in bones, joints, brain, or kidneys, in fact in any organ in which they can gain a foothold. However, there are evidences of distinct tissue predilections on the part of certain germs. Thus the virus of rabies and that of polio- myelitis, though to some extent universally distributed, seem espe- cially to concentrate in the nervous system; cholera spirilla and dysentery bacilli appear to find conditions most favorable for de- velopment in the intestinal mucosa; amebic abscesses are most common in the liver; gonococcus infections when generalized find secondary localization with particular frequency on heart valves and joints; leprosy bacilli have a predilection for the nerve sheaths; and glanders bacilli injected into the peritoneum of a male guinea pig localize with such regularity in the testicles that the experiment has diagnostic value (Strauss test). Conversely it is only explicable on the assumption of such selective lodgment that tubercle bacilli, even though otherwise universally distributed through the body, will be absent from striped muscle tissue, and rare in the walls of the stom- ach. Such selection, as far as we can account for it all, seems to depend upon the varying cultural conditions encountered by the germs in different organs. Among the most specific and curious of the selections of special tissues is that recently worked out with the probably closely related infectious filtrable agents of herpes, encephalitis and the salivary viruses first described by Levaditi. Into the same general class prob- ably belongs the virus of small-pox and of chicken-pox. These, as yet uncultivated and probably, also, unseen micro-organisms, can be inoculated upon animals, but appear to be limited in their in- fectious powers to cornea, skin and nervous system, rigidly so in some cases, less so in others, all of these tissues being, in their embry- ological origin, ectodermal. On the other hand, localization may also be dependent upon accidental conditions such as trauma. Infections in which the en- trance of bacteria is coincident with injury—as in the case, for in- stance, of compound fractures—will be able to spread throughout the injured region much more easily than they could enter the healthy tissue. In fact, it is well known that local tissue injury at the point of inoculation favors infection since it furnishes a rich substratum for growth in the form of dead cells or blood clot and interferes with the accomplishment of a normal protective reaction. In cases in which bacteria are circulating in the blood mechanical injury may create a focus of reduced resistance on which the in- vaders can gain a foothold. It is in this way perhaps that, among other things, we can explain tuberculosis of joints or bones which present a history of injury preceding the development of the infec- THE PROBLEM OF VIRULENCE 29 tion—or the pleurisy and lobular pneumonias which have been known to ensue upon the fracture of a rib. It is also possible that bacteria may be distributed in various organs directly from the initial focus by embolism or by the massive invasion of a blood vessel. It is by such breaking into a vein that Weigert explains the generalization of miliary tuberculosis. The inflammatory reaction which usually ensues at the point of entrance of bacteria is merely a result of the local struggle between invader and tissues, and the violence of this reaction is in a large measure an indication of the resistance of the infected subject. When, for instance, a streptococcus of moderate virulence gains lodgment in the skin of a healthy individual the rapid mobilization of leukocytic and other defences may prevent further invasion by the bacteria and lead to a struggle which is clinically evidenced by severe local symptoms. Did the virulence of the streptococci far overbalance the powers of resistance the local struggle might be reduced to a minimum, the infection progressing without any, or with but a slight local, reaction. The fact that pneumococci lodging in the human lung ordinarily cause lobar pneumonia is merely an evidence of a considerable degree of resistance to these germs on the part of the average human being. Pneumococci introduced into the pulmonary alveoli of very susceptible animals (rabbits) may pass directly through into the circulation, causing fatal septicemia with- out leading to a more than mild and temporary reaction in the lungs themselves. If, as in Wadsworth’s 46 experiments, the rabbits are partially immunized—that is, their resistance increased before the pulmonary inoculation is carried out—a violent local reaction, anal- ogous to lobar pneumonia, may follow, the severity of the reaction at the portal of entry being manifestly an evidence of more energetic opposition to further penetration of the bacteria. The entrance of bacteria into the deeper tissues, and even the circulation, without any, or with but slight, local evidences of infec- tion at the point of entrance is by no means rare. The innocent appearance of the site of the entrance of the bacteria in generalized streptococcus infection is a common surgical observation, and a strep- tococcus-infected wound of the hand or leg in a patient dying of septi- cemia may appear but slightly inflamed and edematous and incom- parably milder in appearance than a staphylococcus boil with which the patient is walking about and suffering hardly any systemic dis- turbance. Incubation Time.—Between the time of entrance of the bacteria into the body and the first appearance of symptoms of disease there is always a definite interval which is spoken of as “incubation time.” This period is made up of two definite divisions—one the time necessary for growth, distribution, and accumulation of the bacteria, 48 Wadsworth. Am. Jour, of the Med. Sc., Vol. 27, 1904. 30 INFECTION AND RESISTANCE the other the time necessary for the action of the toxin or poison which may be secreted. The latter, the incubation time of the toxin, is a subject which is still unclear in many of its phases, and will be discussed in the following chapter (see p. 43). The former, however, is easily comprehended, in fact, is to be expected. For the small number of bacteria* which gain entrance to the tissues in spontaneous infection is entirely inadequate in itself to produce symptoms. It is necessary that multiplication shall take place until the bacteria have accumulated in number sufficient to cause notice- able physiological disturbance. That the interval necessary for this must vary according to the number of bacteria originally in- troduced, the virulence of these, and the specific resistance of the patient goes without saying. Von Pirquet and Schick have sug- gested also that the incubation time may correspond roughly to the interval during which the subject is becoming “allergic” or hyper- susceptible to the bacteria or virus. This will be discussed at greater length in the chapter on anaphylaxis.47 But within the limits of the variations introduced by these fac- tors the incubation time of each infectious disease—if spontaneously acquired—is sufficiently uniform to be characteristic. Thus the pri- mary lesion in syphilis follows the inoculation after an interval of two or three weeks, rabies follows inoculation with street virus after about four to six weeks, the period being somewhat dependent on the location of the bite; typhoid fever takes about two weeks to develop; gonorrhea about five to seven days; small-pox about two weeks; yellow fever three to five days; and scarlet fever and diphtheria about two to six days. In general, it may be stated that within the limits observed for each particular infection the shorter the incuba- tion time the more severe is the infection. Thus if tetanus follows inoculation with the tetanus bacillus within seven days the prognosis is far more grave than when the incubation time has occupied two or three weeks. And if localized and general symptoms follow rap- idly (within twenty-four to forty-eight hours) after a streptococcus infection it is likely that the process is a very severe and virulent one. Effects of Symbiosis upon Infection.—That the influence of various species of bacteria growing in the same culture is of great mutual importance to the growth and life of the individual species is, of course, well known to bacteriologists. Such interdependence may be noticeable as antagonism, usually due to inhibition of one species by the metabolic products of the other. On the other hand, even in culture, two different species may enhance each other’s activity. This has been particularly noticed with diphtheria bacilli and streptococci in culture by Hilbert.48 While the condition of 47 Yon Pirquet u. Schick. Wien. kl. Woch., 16, 1903, pp. 758 and 1244. 48 Hilbert. Zeit. f. Hyg., 29, 1895. THE PROBLEM OF VIRULENCE 31 mutual enhancement in culture is rare and perhaps questionable, even in the cases described, in infections of the body it is common and logically so, since one micro-organism may be able to ward off the defensive mechanism of the body from the other, or by its own destructive processes, create conditions more favorable to the development of the offences of its mates. Examples of such symbiotic enhancement of virulence are the association of diphtheria bacilli and streptococci in the throat, and a similar association of the organisms of Vincent’s Angina with diphtheria; in both of these cases the clinical diphtheria is apt to be considerably more severe than when the diphtheria bacillus is found alone with the ordinary inhabitants of the nose and throat. An extremely im- portant example is that which has been much investigated, in con- nection with tetanus infection. Here it has been shown that the destructive effects upon tissues exerted by simultaneous staphylo- coccus or streptococcus infections in the wound, may be instrumental in creating the conditions that favor the development of tetanus. The association of streptococci with scarlet fever is not so clear an example since there is still a possibility that the streptococci may be more intimately related to the disease than merely as symbiotic accompaniments. Upon this point no opinion is, as yet, entirely justified. Of the greatest epidemiological importance in this connec- tion is the incontrovertible fact that diseases such as influenza and measles pave the way for severe and fatal invasion of the respiratory tract and lungs with streptococci and pneumococci; in fact, so much is this the case that the original diseases, themselves, rarely kill, but have a high death rate owing to the secondary invaders for which they prepare the field. Of probably similar significance, also, are the conditions prevailing in hog cholera and in typhus fever where, in the former case, the so-called hog cholera bacillus is almost always associated with the disease, although we know that the specific etiological agent is quite a different organism, a filtrable virus. Tn typhus fever the frequent presence of the Plotz bacillus and other organisms may represent a similar state of affairs. Thus, while we know very little about the mechanism in most cases, the con- comitant presence of a number of infectious agents may very severely increase the ability of either or of both, to invade. Presence of Bacteria in Tissues in a Latent Condition.—A very interesting fact connected with the reactions between bacteria and tissues is the occasional local balance struck between infectious agents and the tissues in which they lie. In such diseases as tuberculosis and syphilis this phenomenon is quite common. The organisms may remain in a definite place for a month and even longer, without giving rise to any signs of disease, and yet, at a given moment, often without apparent cause, a characteristic in- flammatory process may be initiated. In the case of experimental 32 INFECTION AND RESISTANCE syphilis, we have observed a rabbit inoculated with virulent trepo- nema in the testis which showed absolutely no signs of reaction for three and one-half months, at which time a typical process began to appear. The phenomenon has been observed with many different bacteria, even with those ordinarily causing acute disease. Not long ago we saw a patient that was extensively incised in the course of a hemolytic streptococcus infection of the hand. A second opera- tion made for purposes of improving function at a time when no inflammation whatever existed in the part, revealed the presence of the same hemolytic cocci which had apparently remained latent in the tissues for the entire interval. Many instances of the same phenomenon may be cited, and on the basis of these, it is quite easy to understand how trauma or other accidents may occasionally give rise to what we speak of as cryptogenic infections. CHAPTER II BACTERIAL POISONS When bacteria have gained a foothold anywhere within the animal body the local and general disturbances which follow, in all but the mildest and most trifling cases, are such that we cannot account for them solely on the basis of mechanical injury. It may well be that the obstruction of capillaries and lymphatics and the pressure upon parenchyma cells, always incident to inflam- matory reactions, contribute materially to local destruction, and thereby indirectly to systemic effects. However, even in diseases like anthrax, in which the body of the victim after death is found flooded throughout with masses of bacteria, these factors cannot fully explain the clinical manifestations. And such cases, indeed, are extreme examples, since, in the large majority of bacterial diseases, the illness resulting in the patient is severe out of all proportion to the extent of the tissue area invaded. Moreover, all infections, if at all severe, whatever their nature or localization, give rise to fever, and this symptom alone, if care- fully observed from hour to hour, may be sufficiently characteristic to indicate the specific micro-organism which is causing the illness. With this there occur alterations of the blood picture, either a numerical increase of white blood cells (leukocytosis) or a change in the relative proportions of the different kinds of leukocytes—or again an anemia caused by the destruction of red cells. There may also be degenerative changes in parenchyma cells of organs far re- moved from the actual site of bacterial lodgment. All these facts indicate very definitely that, apart from localized tissue destruction or purely mechanical interference with function by capillary ob- struction or pressure, there is at the same time an absorption of poisonous substances emanating from the bacteria. Ptomains.—From the earliest days of logical investigation into the nature of infectious disease, as soon, in fact, as cultural methods had been introduced, bacteria were studied with the purpose of throwing light upon this phase of their activity. As a result of such investigations Selmi,1 in 1885, described certain basic toxic tub- stances which he obtained from putrefying human cadavers and for which he suggested the designation “ptomain” (from tttwhcl — dead body). These poisons were later more extensively studied by 1 Selmi. Cited from Hammarsten, ‘‘Textbook of Physiol, Chem.,” p. 16, 33 34 INFECTION AND RESISTANCE Brieger,2 Gautier,3 Griffiths,4 and others, and it was at first sur- mised that the formation of such substances in the infected animal might he held responsible for the toxemic manifestations which accompany bacterial disease.5 This, as we shall see, is not the case. Ptomains are probably not formed in traceable quantity in the living tissues and are not in any way identical with the specific bacterial poisons which are respon- sible for the toxemia of infectious diseases. Nevertheless, they have some pathogenic significance, since they are invariably products of the proteolysis caused by bacteria and can give rise to illness when ingested with putrefying foodstuffs. It is important, therefore, that we discuss them briefly and consider their fundamental distinction from the true bacterial poisons. Whenever dead organic material, meat, fish, vegetable refuse, etc., is left to itself under suitable conditions of moisture and tem- perature, putrefaction sets in. As a result of bacterial growth the protein is broken up and among the intermediate products of such proteolysis ptomains appear. Chemically6 these substances are basic nitrogenous compounds which may or may not contain oxygen. Because of their basic and often highly toxic properties they have been spoken of as “animal alkaloids.” Many of them contain only C, H, and N, and are ammonia substitution products. (See Vaughan and Novy, loc. cit., p. 248.) Thus some of the simpler ones are: Methylamin=( CH3 ) NH2 Dimethylamin= ( CH3 ) 2 NH Trimethylamin=:(CHl3)3 N Among those somewhat more complex are: Putrescin==NH2—CH2—CH2—CH2— CH2-NH2 and Cadaverin=NH2—CH2 -CH2 -CH2 —CH2—CH2—NH2 Samuely classifies the ptomains according to their nitrogen con- tents as follows: 1. Those with one nitrogen atom (C8HUN) (C8H13N) (C10H15N) 2. Those with two nitrogen atoms such as putrescin (C4Hj2N2) and cadaverin (C5H14N2) and 2 Brieger. “Die Ptomaine,” Berlin, 1885; Virchow’s Archiv., Yols. 112 and 115; Berl. klin. Woch., 1887, 1888. 3 Gautier. Cited after Pick, Bull, d-e Vacad. de med., 1886. 4 Griffiths. Compt. Rend, de Vacad. des sc., Yol. 113. 5 For a historical outline of our knowledge of these poisons, as well as for a thorough treatment of their nature, see Yaughan and Novy, “Cellular Toxins.” 6 For a discussion of the chemistry of the ptomains see Vaughan and Novy, “Cellular Toxins,” Lea Bros., Philadelphia, 1902. See also Samuely in Oppenheimer’s “Handbuch der Biochemie,” Vol. I, pp. 794 et seq.; and “Chemical Pathology,” Saunders, Philadelphia, 1907, BACTERIAL POISONS 35 3. Those with three nitrogen atoms such as methyl guanidin (C2H7H3). 4. Finally there is an important group which contains oxygen, such as the substance sepsin obtained by Faust from putrefying yeast cells. They are not in all cases protein cleavage products, since bodies of the cholin group, cholin, neurin, and muscarin, the two last named highly toxic, are lecithin derivatives, and Samuely points out that other lipoid cleavage products, always present in decomposing tis- sues, may well contribute to ptomain production in the presence of a source of nitrogen. It is interesting to note also that the vegetable poison muscarin, isolated by Schmiedeberg from mushrooms, is chemically identical with a toxic base found by Brieger in decom- posing fish. The ptomains are not poisonous in every case. The chemically simpler ones like methylamin, di- and trimethylamin possess little or no toxicity. Others chemically more complex—like cadaverin and putrescin—may be capable merely of causing local necrosis, while sepsin, closely related to cadaverin in chemical constitution, but containing oxygen, is a powerful poison which acts violently upon the intestinal blood vessels, causing capillary dilatation, con- gestion, and diapedesis.7 The presence of oxygen seems indeed to be necessary for the development of strong toxicity (Brieger, Vaughan, and Novy). Again, the lecithin derivative, cholin, is but weakly toxic, while neurin is exceedingly poisonous. In putrefying mix- tures these toxic bodies appear on or about the fifth or seventh day after putrefaction sets in, and disappear, by further cleavage, more or less rapidly, yielding less complex nitrogenous substances that are non-toxic. With the limited knowledge regarding bacteria and infectious diseases at the disposal of the earlier investigators it was but natural that the discovery of ptomains in cultures of putrefactive bacteria aroused the suspicion that these bodies were responsible for the toxemia of infectious disease. The search for poisonous substances in pure cultures of patho- genic bacteria was, therefore, assiduously taken up by Brieger and his pupils, and, in truth, ptomains were actually found as products of some of the disease-producing micro-organisms, just as they had been found in the mixed cultures involved in the putrefaction of meat. Thus cadaverin was found in cultures of the cholera spiril- lum, another nitrogenous poison, typhotoxin, in those of typhoid bacilli, and still another in tetanus cultures, all of them producing more or less severe illness when injected into animals. In spite of this evidence, however, we have been forced to con- clude that the ptomains cannot properly be held responsible for bac- 7 Meyer and Gottlieb. “Experim. Pharmakologie,” 2d ed., p. 262. 36 INFECTION AND RESISTANCE terial toxemia as manifested in disease. In the first place it is doubtful whether ptomains, in noticeable quantity, are ever produced within the living infected body. Then, again, potent ptomains are produced in culture by many bacteria having absolutely no patho- genic power, while highly pathogenic bacteria may produce little or no ptomains. Ptomain production, moreover, is not specific, since the same ptomains may be produced by many different bacteria or mixtures of bacteria, provided the conditions of nutrient materials and temperature are favorable for growth. We cannot therefore account for bacterial toxemia, in which the poison produced by an individual species is characteristic and invariably the same, under varying cultural and environmental conditions, by the production of ptomains. And even when ptomains are produced in culture fluids by pathogenic bacteria their physiological action is usually quite different from that of the poisons produced by the same micro-organ- isms in the infected subject. Briefly summarized, therefore, the ptomains are poisons elab- orated by all bacteria that are capable of producing protein cleavage, if planted on suitable nutrient materials under conditions favoring growth. The matrix of these poisons is the protein nutriment; they are not products of intracellular metabolism specifically characteris- tic of the bacteria which produce them. Their importance in the production of disease, therefore, is really an indirect one. They may cause disease if putrid meat or other material is ingested, and with it preformed ptomains, which may be taken in and further elaborated by continued putrefaction in the intestines. This form of meat poisoning, without bacteriological in- vestigation, may be difficult to distinguish from such bacterial forms of meat poisoning as those caused by the Gartner bacillus or the bacillus botulinus. Hovy 8 believes that true ptomain poisoning of this kind is rather less frequent than formerly supposed. However, in such cases as those of Vaughan, who isolated a poisonous ptomain “tyrotoxicon” from cheese and milk, their importance seems rea- sonably certain. It is also probable that certain forms of auto- intoxication may be caused by the production in the intestinal ca- nal of ptomains resulting from bacterial putrefaction incident to faulty digestive conditions. It is the antagonism to such intes- tinal putrefaction by the acid production of the bacillus Bul- garicus which is probably the basic cause of any favorable thera- peutic effects which have attended the soured milk therapy of Metchnikoff. Again the growth of saprophytes in necrotic tissues such as gangrenous extremities in diabetes or amputation stumps, may lead to the formation of ptomains which, after absorption, can cause disease. In all such cases the process is one determined by the bacterial putrefaction of dead organic materials, and the absorbed 8 Novy in Osier’s “Modern Medicine,” Vol. 1, p. 223. BACTERIAL POISONS 37 poisons are not true bacterial toxins, since they do not emanate specifically from the cell substance of the micro-organisms but rather represent incidental cleavage products of the nutrient materials. Therefore, also, the ptomains are unspecific—their formation a com- mon attribute of a large variety of saprophytic organisms, their production, as to quantity and kind, primarily dependent upon the nature of the nutrient materials on which the bacteria are grown. Other Non-Specific Toxic Effects.—The fermentative and putre- factive activities of many bacteria not ordinarily classified as patho- genic, may give rise on occasion to disease if they take place in the intestinal canal by virtue of a temporary or chronic alteration of the flora normal to this location. It is well known, of course, since the studies of Escherich,9 Herter,10 Kendall,11 Rettger,12 and others that the infant bowel, sterile at birth, rapidly begins to har- bor bacteria. For the first few days there is a period of irregular accidental flora which is soon transformed into a characteristic infantile intestinal flora, changing only as diet changes in the course of years. In breast-fed children, the upper part of the small in- testine, for instance, will usually contain various Gram positive cocci which predominate over the Gram negative bacilli. Further down, organisms of the Colon, Lactis aerogenes type appear, and in the lower part of the cecum, Gram positive bacilli, like the Bifidus of Tissier and other anaerobes predominate. As breast feeding is discontinued, the flora changes by the superimposition of Colon bacilli and the acidophilic group. For the purpose of making our point it is not necessary to go into details concerning the actual flora, for which we refer the reader to the original Monograph and to a brief summary in our own “Textbook of Bacteriology.” It is sufficient to indicate that the ingestion at any time of milk or other food, very highly contaminated with organisms capable of powerful fermentative action upon carbohydrates with the forma- tion of various acids and their by-products, or with masses of putre- factive organisms capable of splitting proteins to various degrees, may give rise, on the one hand, to the absorption of many abnormal cleavage products of food materials, considerable amounts of mod- erately toxic bacterial products and, in addition to this, interfere with digestion and the normal movement of the intestinal wall by distention with large volumes of gas. In this sense, not only ptomains but perhaps acid products of carbohydrates, digestion, etc., 9 Escherich. “Darmbakterien des Saiiglings,” Stuttgart, 1886. 10 Herter. “The Common Bacterial Infections of the Digestive Tract,” Harvey Lecture, 1906-1907. 11 Kendall. “Bacteriology, General, Pathological and Intestinal,” Lea & Febiger, Philadelphia, 1916, p. 580. 12 Rettger. Jour. Biochem., 2, 1906. 38 INFECTION AND RESISTANCE may readily give rise to intoxication, constipation or diarrheal dis- ease, or, as is often the case, constipation followed by violent diarrhea as the stagnated material is subjected to further bacterial action. It is this form of non-specific disease production on the part of many bacteria ordinarily not considered pathogens, which is per- haps most neglected and overlooked in clinical work. Judging from the work of Park, Holt and their co-workers, upon infantile diarrhea in relation to heavily contaminated milk, this mechanism may play an important role in the summer mortality of children. Specific Bacterial Poisons.—In contradistinction to the ptomains, the specific bacterial poisons, in the technical meaning of the term, are substances which are characteristic for each individual species of bacteria and truly the products of bacterial metabolism in that they emanate from the cell itself, either as a secretion or excretion during cell life, or as an inherent element of the cytoplasm lib- erated after death (or possibly as a cleavage product of the dis- integrating bacterial protein).13 They are dependent upon the nature of the culture medium only in so far as this favors or retards the normal development of the micro-organisms. While, therefore, a diphtheria bacillus undoubtedly produces the largest quantities of its specific poison on bouillon suitably prepared for this particular purpose, it will also, in smaller amount, produce qualitatively the same poison on all media on which its growth is free and uninhibited,. even on a medium such as that of Uschinsky, which is entirely devoid of proteins. The toxins are, therefore, elements of intra- cellular metabolism, permanently or transiently constituent parts of the cell body. A specific bacterial toxin was first obtained from the diphtheria bacillus by Roux and Yersin 14 in 1889. They discovered that if, diphtheria bacilli were grown on veal broth and the cultures filtered through porcelain candles, after seven days at 37.5° C. the filtrates were highly toxic, producing the same symptoms and autopsy find- ings in rabbits, guinea pigs and birds which followed the injection of the living bacilli themselves. The poison was therefore a soluble product of the bacteria during the period of their vigorous growth, apparently given up by them to the culture fluid. Very soon after this, in 1891, Kitasato 15 discovered a similar specific toxin in cul- ture filtrates of the tetanus bacillus, and it was the hope of bacteri- ologists that analogous poisons could be determined for all patho- genic bacteria. This hope, however, has been disappointed. It was soon found that cultures of cholera spirilla, typhoid bacilli, and many other 13 In connection with this read the discussion on anaphylaxis in chapter XVII. 14 Roux and Yersin. Ann. de VInst. Pasteur, Vol. 2, 1889. 15 Kitasato. Zeitschr. f. Hyg., 1891, Vol. 10. BACTERIAL POISONS 39 germs did not yield toxic filtrates of tliis kind but that the poisons in these cases seemed to be firmly bound to the bacterial bodies dur- ing life, and given up to the surrounding media only after death and disintegration of the cells. Pfeiffer 16 was the first one to formulate this conception in his studies upon cholera poisons. He found that when cholera spirilla were grown upon broth and filtered after 6 or 7 days, the filtrate was but slightly toxic, but that, in this case, unlike the conditions pre- vailing in diphtheria and tetanus cultures, the residue of bacterial cell bodies, even after they had been killed by chloroform, thymol, or drying, were powerfully poisonous. We have then two main classes of specific bacterial poisons. One —typified by diphtheria and tetanus poisons—is produced during the period of energetic growth by the living bacteria, is given off to the surrounding culture fluid as a secretion or excretion, and can be obtained in bacteria-free filtrates at a time when few, if any, of the micro-organisms have died or disintegrated. These are spoken of as “true toxins” or “exotoxins.” The other group—typified by the cholera poisons as described by Pfeiffer—is apparently an intracellular, constituent part of the bac- terial body—not given off during life and not, therefore, obtained in filtrates of young living cultures. If the cultures are preserved until cell death has taken place and the dead bodies have been extracted by the culture fluid, the filtrate becomes gradually more toxic. The bodies of such bacteria are in themselves powerfully toxic when injected, dead or alive. These poisons for obvious reasons Pfeiffer has named the “endotoxins,'’ since he regarded them as specific and definite substances, present as such in the living bacterial cell. In addition to the endotoxins the bacterial protein contains sub- stances which attract and lead to the accumulation of leukocytes. In other words, they exert a positive chemotactic influence. This was first observed in 1884 by Leber,17 who induced the formation of pus by injecting dead staphylococcus cultures, and, later, found that the same effect resulted from the injection of alcoholic extracts of staphylococci. These chemotaxis-inducing substances were later particularly studied by Buchner. Buchner 18 extracted them from many varieties of bacteria, independent of pathogenicity. Although there are quantitative differences, all bacteria seem to contain such substances, and Buchner believed the chemotactic property to be a general attribute of the bacterial protoplasm. He speaks of his ex- tracts as bacterial proteins. Exotoxins or True Toxins.—The true toxins or exotoxins, then, appear to be products of living bacteria given off from these very 16 Pfeiffer. Zeitschr. f. Hyg., Yol. II, 1892. 17 Leber. “Uber die Entziindung,” Leipzig, 1884. 18 Buchner. Berl. klin. Woch., 1890. 40 INFECTION AND RESISTANCE much as are the ferments and enzymes by which micro-organisms cause cleavage of carbohydrates or proteins—and indeed the French school, from the first, compared these toxins to enzymes, with which, as we shall see, they have much in common. The endotoxins—on the other hand—at least as conceived by Pfeiffer, are structural in- gredients of the bacterial protoplasm which are toxic when brought into solution as the cells break up. Concerning the accuracy of this conception, however, much doubt has recently arisen, as a result of researches which will be discussed below. These two types of poison, moreover, differ from each other not only in mode of origin but in biological characteristics far more fundamental than this. The discovery of diphtheria toxin by Roux and Yersin was fol- lowed by diligent investigations into the toxic properties of all known pathogenic bacteria, and it was soon found that a few only of these germs could produce poisons biologically similar to that found in diphtheria cultures. It was in the course of investigations of this kind, indeed, that Pfeiffer, failing to discover an exotoxin in cultures of cholera and other germs, formulated his endotoxin theory. The list of true toxin or exotoxin producers, then, is short. Among the more important are, in addition to the diphtheria and tetanus bacilli—which have been mentioned above—the Bacillus botulinus,19 the Bacillus pyocyaneus,20 and that of symptomatic an- thrax.21 It has also been claimed that similar toxins are formed by the cholera spirillum (Brau and Denier),22 by the dysentery bacillus of the• Shiga-Kruse type (Kraus and Doerr) 23 and the Bacillus ty- phosus (Arima).24 In the cases of the three last-named organisms, however, the secretion of a true exotoxin has not been accepted as a fact by all observers. Indeed, even though such substances may pos- sibly be produced by these bacteria in small amounts it is not likely, in the light of our present knowledge, that they play more than a sec- ondary role in the toxemic manifestations of cholera, dysentery, and typhoid, the important poisons in these cases being those derived from the bacterial cell bodies. Similar in essential properties to the true exotoxins also are the erythrocyte poisons (hemotoxins) produced by many bacteria which cause hemolysis of red cells, and the leukocyte-destroying poison (leukocydin) which is a product of the Staphylococcus aureus. All of these “true bacterial toxins” or exotoxins, apart from sim- 19 Kempner. Zeitschr. f. Hyg., Vol. 26, 1897. 20 Wassermann. Zeitschr. f. Hyg., Vol. 22, 1896. 21 Grassberger and Schattenfroh. Wien Deuticke, 1904. 22 Brau and Denier. Ann. de VInst. Past., Vol. 20, 1906. 23 Kraus and Doerr. Wien kl. Woch., 42, 1905. 24 Arima. Centralbl. f. Bakt., I, Vol. 63, 1912. BACTERIAL POISONS 41 ilarity of origin, as soluble secretions of the living bacteria, possess certain common biological characteristics which sharply differentiate them from the “endotoxins.” These characteristics they share with a number of non-bacterial substances such as the vegetable poisons ricin, crotin, and abrin, with animal poisons like snake venom and spider poison (arachnolysin), and, in certain important respects, with the substances spoken of as enzymes. Thus the bacterial true toxins are not biologically unique sub- stances. Both in themselves and in regard to the reactions they elicit when injected into the animal body, they share certain cardinal properties with analogous substances derived from the higher plants and from animals. And it is important to recognize at once that we are dealing here, as in other phases of the study of bacterial immu- nity, with broad biological laws, which find application not only in bacteriology, but in general pathology and in the phenomena of pro- tein metabolism in general. It so happens that these phenomena have been studied and are most easily elucidated in connection with bacteria. But their general significance must not be lost sight of. The cardinal characteristic which unites all of these substances into a single well-defined biological group is their property of in- ducing the formation of antitoxins when injected into animals. This property is so important and its thorough comprehension so essential that we may be permitted to digress briefly in order to make it clear.23 As we shall see, in subsequent chapters, all substances which lead to the formation of specifically reacting antibodies in the treated animal are spoken of as “antigens” or “antibody-inducing sub- stances.” The class of “antigens” is a large one, including all known proteins, and possibly some of the higher protein split prod- ucts, and protein-lipoid combinations, though the “antigenic” prop- erties of the last two are still in controversy. But among this large group of substances it is only the bacterial true toxins (exo- toxins), obtained in broth filtrates of living cultures, together with the vegetable poisons and other substances we have classified with them above, which induce in the blood of the treated animal a neutralizing antibody—(antitoxin)—which inhibits quantity for quantity the activity of the injected toxin or vegetable or animal poison. This property of eliciting the production of antitoxin in the animal body alone separates these substances sharply from all other 23 We suggested in a Harvey Lecture some years ago that the differ- entiation between the exotoxins, enzymes, snake venoms, ricin, abrin, etc., by reason of their production of a neutralizing antitoxin antibody in the treated animal, was such a sharp one from the general protein antigens derived from bacteria and other sources, that it might add considerably to clearness if we separated them in a class under the name of antitoxinogens. This would seem one of the few instances in which it might be desirable to add a new term to the nomenclature of immunology. 42 INFECTION AND RESISTANCE antigens, toxic or otherwise, and, in this respect, they differ sharply from the so-called “endotoxins’’ against which no antitoxins can he produced. As an important secondary characteristic of this group of sub- stances we may regard their chemically indefinable nature. In the case of none of them have we any definite knowledge of chemical constitution except in so far as it has been hitherto impossible to separate them from the protein molecule. The intensive chemical study of the toxins has universally resulted in failure to obtain a protein-free product which has the characteristic toxic properties of the original filtrate, or its antitoxin-inducing power. Concerning the methods which have been employed in the study of the chemistry of these substances we will have more to say in another place.26 It is safe to summarize all this work for our present purposes, by stat- ing that, whatever the method employed, until now all of the prep- arations obtained have given one or another of the protein type-reactions, and that none of them can be positively accepted as protein-free. The results here obtained have been entirely analogous to those obtained in similar investigations upon enzymes. (See also discussion of antigens, chapter IV.) The analogy with enzymes is indeed a striking one and noted by the first investigators of a true toxin, Roux and Yersin. Biolog- ically, of course, we have the cardinal similarity in that the injec- tion of toxins into animals induces the production of antitoxin, and treatment with enzymes induces specific and neutralizing anti-en- zymes. In addition to this, they are alike in their susceptibility to heat (both being destroyed when in solution by temperatures over 80° C.), in their gradual deterioration on standing, and their mys- terious activity in small quantities upon disproportionately larger masses of the substances they attack. There is, however, one impor- tant difference between the two in their mode of action. For, while the toxins are apparently bound or neutralized by the tissues they attack, the action of an enzyme seems rather to be a process in which the enzyme unites with the substance it acts upon, is released as the result is attained, and freed for further action, without noticeable loss of quantity. Such catalytic properties have not yet been satis- factorily demonstrated for the bacterial toxins. However, there are other modifying factors which may account for lack of similarity in this respect, and in all other important points the two classes of sub- stances are closely analogous. The property of heat sensitiveness, which is a characteristic of bacterial exotoxins and enzymes, is shared with them by all of the substances mentioned above except snake venoms. Snake venoms are not destroyed completely until the temperature is raised to 75° to 26 An extensive and authoritative summary of this phase of the subject is that of E. Pick in “Kolle u. Wassermann Handbuch,” etc., 2d ed., Yol. 1, BACTERIAL POISONS 43 80° C. The earlier contention of Leclainche and Vallee, that the toxin of symptomatic anthrax possessed similar heat stability has been satisfactorily refuted by Grassberger and Schattenfroh,27 who find that heating it to 50° C. for an hour completely destroys it. There is another important attribute of the true toxin which deserves discussion, though we are by no means in a position to offer any satisfactory explanation for it. We refer to the incubation time which elapses between the administration of a toxin and the occur- rence of symptoms. Here again snake poisons form an exception— since local manifestations may appear within an extremely short period after the injection of the venom or as the result of a snake bite. Such absence of incubation time, also, seems to be true of the toxin of the Vibrion Septique by which guinea pigs and rabbits are killed by moderate doses almost without any latent period, what- ever. However, in the case of all other toxins there is a definite lapse of time between the entrance of the poison and the first symp- toms, local or general. This interval is longer when small doses are given—shorter when the doses are large—but is never entirely elim- inated—even when many times the fatal dose is given. In the case of tetanus poison, for instance, injections into a horse may not cause symptoms for as long as four or five days. In mice, animals that are extremely susceptible, the incubation time may be shortened from 36 to 12 hours if we inject 3,600 lethal doses, but, in any case, whatever the dose, this interval cannot be shortened below 8 or 9 hours.28 Many attempts have been made to explain this. Ehrlich, as we shall see, assumes that the action of a poison depends upon two occurrences: one, the union of the poison with the vulnerable cell, the other the gradual injury of the cell by the toxic atom groups in the poison molecule. The time necessary for the institution of this process, he believes, explains the interval. Richet has suggested that the toxin itself may not be potent until acted upon by the body of the recipient and transformed into a potent form. His views are more directly related to the phenom- enon of anaphylaxis and are discussed in another section. De Waele has recently advanced a theory which implies that the incubation time represents the period necessary for the gradual concentration of the poisons in the vulnerable tissues, a process which depends either upon chemical affinities or solubility of the toxins in the cell* lipoids. A little at a time would then be absorbed by the vulnerable cells as they come in contact with the poison, through the circulation, and the symptoms would not appear until a definite intracellular concentration had been attained. His views are so closely bound up with the theories on the selective action of the toxins upon individual 27 Grassberger and Schattenfroh. “Uber das Rauschbrandgift, etc./’ Wien. Deutieke, 1904. 28 De Waele. Zeitschr. f. 1mm., Vol. 4, 1910, 44 INFECTION AND RESISTANCE tissues and organs that they will be rendered clear as we proceed with a discussion of the latter. An important point to remember is that there are only a limited number of bacteria which form true toxins, that is, poisons like the ones described which cause antitoxin formation. The most im- portant of these are: Diphtheria bacillus (Behring and Wernicke), Tetanus bacillus (Behring and Kitasato), B. Chauvii, or Bacillus of Symptomatic Anthrax (Grassberger and Schattenfroh),29 Bacillus botulinus (Kempner),30 Bacillus pyoeyaneous (Wassermann),31 Welch bacillus (Bull and Pritchett),32 Vibrion septique (Robert- son),33 Bacillus oedematiens (Weinberg and Seguin).34 Toxin formation has been claimed, and is likely for the Shiga type of dysentery bacillus.35 Toxin production has been claimed, but is doubtful in the case of the cholera spirillum, the typhoid bacillus and a number of other organisms. Within the limits of our definition of true toxins of bacterial origin, also are the leucocidins of the Staphylococcus aureus and the hemolysins of the streptococci, staphylococci and some other bacteria. Toxic Effects in the Cases of Bacteria which do not form True Exotoxins.—The majority of pathogenic bacteria do not, as we have seen, produce true toxins or exotoxins. Cultures of cholera spirilla, plague bacilli, and of many other bacteria do not yield toxic filtrates until the cultures have been allowed to stand for prolonged periods during which extraction and possibly autolysis have occurred. In these cases, moreover, definite toxic properties can be demonstrated in the dead cell bodies or in extracts prepared by various methods. In no case, however, is the injection of these “endotoxins” followed by the production of antitoxins. It was very natural to suppose that in micro-organisms of this class the toxic principle might be present in the form of a preformed intracellular poison which could be extracted or which became free as cell-death occurred and dis- integration ensued. It was assumed that, when bacteria entered the animal body and were destroyed by the action of the serum or cells, these endotoxins were liberated and poisoning resulted. The very protective action of the serum, which prevented the extension of the infectious in- vasion, by limiting bacterial growth, was thus looked upon as the agency by which the endotoxins, toxalbumins, were set free. Ex- periments by Radziewsky and others, in which it was shown that large 29 Grassberger and Schattenfroh. Munch, med. Woch., 1900 and 1901, 30 Kempner. Zeit. f. Hyg., 26, 1897. 31 Wassermann. Zeit. f. Hyg., 22, 1896. 32 Bull and Pritchett. Jour. Exper. Med., 26, 1917, 876. 33 Robertson. Jour. Pathol, and, Bacter., 1920. 34 Weinberg and Seguin. La Gangrene Gazeuse, Masson, Paris, 1920. 35 Todd. Brit. Med. Jour., 2, 1903, 1456; Olitsky and Kligler, Jour. Exper. Med., 31, 1920, 19. BACTERIAL POISONS 45 doses of bacteria injected into immunized animals were violently toxic and more rapidly fatal than corresponding amounts injected into normal animals, were taken to mean that in the immune animals a more powerfully bacteriolytic property of the serum led to a more rapid liberation of the endotoxins. This was the conception of Pfeiffer and, in more recent theoret- ical discussions, that of Wolff-Eisner. Its essential features con- sisted in the assumption that the poisons were preformed and were contained within the cell body as such, and that they were specific for each micro-organism, determining to a certain extent its pathogenic properties. Thus typhoid endotoxin, cholera endotoxin, or dysen- tery endotoxin was supposed each to possess its own particular pharmacological properties by which the clinical manifestations of the respective diseases were partially determined. It is chiefly the work of Vaughan36 which has begun to throw doubt upon Pfeiffer’s original views, in that Vaughan has shown that all proteins, bacterial or otherwise, would yield, upon cleavage with alkalinized alcohol, toxic split products which possessed many of the pharmacological properties of the so-called endotoxins. In fact, Vaughan succeeded in producing, in animals, fever and other symptoms which are generally associated with infection, merely by injecting into them graded quantities of toxic split products obtained from bacterial protein. Following Vaughan, Friedberger succeeded in showing that toxic substances similar to Vaughan’s split products are formed when baqteria of various species are subjected to the action of nor- mal or immune sera, and that such poisons were pharmacologically alike and produced with equal ease from pathogenic and non-patho- genic micro-organisms. These phenomena are discussed in greater detail in our section on bacterial anaphylaxis. It is necessary, how- ever, to point out in this place the uncertainty in which these re- searches have left the conception of endotoxins. They suggest that the toxic effects following upon the introduction of pathogenic bac- teria into the animal body are not due to endotoxins, but are rather the result of the action of toxic cleavage products formed in the re- action between blood plasma and bacterial cell. These split products are not conceived as specific for individual bacteria but may be formed from all bacterial proteins, both the pathogenic and the non- pathogenic. The differences in pathogenicity between bacteria of this class would then depend entirely upon their powers to invade— not at all upon their possession of individually peculiar cell poisons. The differences in clinical course and toxemic manifestations would be taken to depend entirely upon the accumulation and the distribu- tion of the invading germs, and the consequently variable energy in 36 For a complete discussion of Vaughan’s work see Vaughan, “Protein Split Products,” Lea & Febjger, Phila, and N. Yv 1913, 46 INFECTION AND RESISTANCE the production of the toxic split products from them. Considerable experimental evidence has accumulated in favor of this point of view. But the subject is an involved one and will be considered more extensively in a later chapter. The entire question of “endotoxins,” or rather the problem of the mechanism by which such bacteria as typhoid bacilli, plague bacilli (and other organisms which do not produce exotoxins) poison the animal body, must be subjected to experimental revision. In addition to the idea of toxic split products in the sense of Vaughan and Friedberger, there are other alternatives. Jobling and Petersen have shown that bacteria injected into the circulation may absorb lipoidal substances which ordinarily act as anti-enzymes. In con- sequence of this, serum protease may be liberated to act upon the plasma itself, and produce toxic substances. Again, it is well known that the bacterial cells are relatively poor in coagulable protein, and we have shown with one of our stu- dents (Aronovitch) that primary and secondary proteoses may be obtained in considerable quantities in bacterial extracts. It is not impossible that these in themselves may have toxic functions when liberated, without further splitting. This particular subject finds a more extensive discussion in the chapter on bacterial anaphylaxis. Considerable difficulty in the explanation of bacterial intoxica- tion has been encountered in infections caused by organisms like the streptococci, staphylococci, anthrax bacilli, etc., in which no true exotoxins and no toxicity of the cell bodies themselves have been demonstrable. The streptococcus question is perhaps the most inter- esting and illustrative of these problems. Individuals infected with streptococci, if the infection is at all severe, often show powerful toxic symptoms, and then lymphangitis which extends upward from the infected part in permanent red lines, is very likely a sign of toxic irritation rather than of ascending bacteria growth, inasmuch as a ligature applied across the part very rapidly causes a fading of the distal red line. Many authorities, Marmorek, Braun, Aranson and, more recently, Clark and Fenton and Havens have described true exotoxins for hemolytic streptococci to explain these phenomena. There is no doubt about the fact, as these studies as well as more recent studies by the writer and Miss Kuttner, and studies made in our laboratory by John Rice have shown that certain strains of hemolytic streptococci do produce a toxic substance which, in our own work, is designated as the “X” substance. This substance, how- ever, is never quantitatively as powerful as many of the exotoxins and cannot, for the present at least, be classified with the true exo- toxins. Incidentally, it can be washed off the surfaces of strepto- cocci freshly grown on agar by rapid shaking with salt solution and filtration. Similar “X” substances can be washed away from fresh agar cultures of many other bacteria. Just how much toxicological BACTERIAL POISONS 47 significance these substances have in the animal body, remains to be shown.37 A summary of bacterial toxemia would not be complete, we believe, unless we also mention a type of toxic reaction during bacterial infection wdiich is dealt with more extensively in the chapter on bacterial anaphylaxis and the tuberculin reaction.38 It appears from our own studies that in the course of many infections be- ginning within two weeks, the animal body becomes extremely hyper- sensitive to substances diffused out from the bacterial growth into the circulation. This is the basis of tuberculin, mallein, typhoidin, etc., reactions, and since these materials are actively produced by the growing bacteria, it is not at all unlikely that in infections sufficiently prolonged or repeated, much of the toxemia may be due to the action of these materials which are hardly toxic for the normal animal, but highly so for the animal sensitized by injection. J. T. Parker,39 working with the influenza bacilli, found that certain strains recently isolated after growing on chocolate broth for as little as 6 to 8 hours, will show in the broth filtrate a poison probably of this type, which may be so powerful that 1 to 2 c.c. will kill a rabbit acutely after 45 to 90 minutes. These poisons are thermolabile and while we do not believe that they belong to the exotoxin class, are, nevertheless, sufficiently powerful to perhaps explain many of the symptoms of the toxemia accompanying in- fluenza bacillus infections. In order to do injury to the infected individual the bacterial poisons must be produced in such locations that they can easily enter the physiological interior of the body. Few of the poisons that have been so far investigated can produce injury when introduced into the alimentary canal. In this location they are, as a rule, de- stroyed, or they pass through without doing harm. Neither diph- theria toxin nor tetanus toxin will produce symptoms when in- troduced intra-intestinally.40 Even cholera poison does not pass through the uninjured intestinal wall. Kruse 41 assumes, and Kolle and Schiirmann 42 seem to agree with him, that the absorption of cholera poison does not occur until the intestinal wall has been in- jured by the actual growth of the living bacteria. Kruse calls atten- tion to experiments by Burgers in which enormous quantities of 37 For references on these poisons and a discussion of their significance, see Zinsser. Jour, of Immunol., Yol. 5, p. 265, 1920. 38 Zinsser. Jour. Exper. Med., 34, 1921, 495. 39 Parker, J. T. Jour. Immunol., 4, 1919, 331. 40 Meyer and Gottlieb. “Exp. Pharmakol.,” Urban & Schwartzenberg, Berlin, 1911. Ransom. Deutsche med. Woch., No. 8, 1898. Nencki. Cen- tralbl. f. Dakt., Vol. 23, 1898. Carriere. Ann. de VInst. Past., Yol. 13, 1899. 41 Kruse. “Allgemeine Mikrobiologie,” Yogel, Leipzig, 1910, p. 934. 42 Kolle and Schurmann in “Kolle u. Wassermann Handbuch,” 2d Ed., Vol. 4. , . 48 INFECTION AND RESISTANCE cholera poison, i.e., 200 cultures of dead or living cholera bacilli, could be administered to healthy guinea pigs and rabbits by mouth without harm in spite of the fact that these animals are definitely susceptible to the poisons and although the poisons are not injured by the intestinal ferments. It is likely therefore that the absorption of poison begins only after the bacteria have extensively invaded the intestinal mucosa and, by injuring tissue, have opened paths for absorption. In the case of diphtheria probably a similar condition exists in that the localized injury to the mucous membrane at the point of lodgment of the primary infection prepares a portal of entry. The poison of the Bacillus botulinus seems to form an ex- ception to this rule,43 since this substance, though apparently a true bacterial toxin, is absorbed directly from the intestinal canal. With most bacteria this problem does not arise, since the poisons are elaborated within the tissues, where resorption is a necessary result. Certain snake poisons, especially the viper poisons, may cause a violent gastro-intestinal irritation if taken by mouth, and the veg- etable toxins, such as ricin, are characteristically of powerful toxicity if ingested. The toxic injury of the intestinal tract produced in the course of such infections as bacillary dysentery, typhoid fever, and some others is probably not due entirely to the action of the toxins directly in the intestine, but also to injury occurring in the course of excretion through the intestinal mucous membrane. There has been some controversy as to the probable reason for the in- nocuousness of most of the bacterial poisons after ingestion. Prob- ably the action of intestinal bacteria is of relatively little importance as compared with the destructive action of the intestinal enzymes, particularly trypsin. There may also be an antagonistic action on the part of some of the constituents of the bile. Like alkaloids and other organic as well as inorganic drugs, the action of many bacterial poisons is largely selective. Most of these poisons may excite inflammatory reactions if concentrated in any part of the body, but, in addition to this, there is a specific distribu- tion after introduction which indicates that the poison goes into selective relationship with certain tissues and cells. This fact is most clearly illustrated by the bacterial hemotoxins which specifically in- jure the red blood cells of the infected individual and by such sub- stances as the leukocidin produced by the Staphylococcus aureus, a poison which directly and visibly injures the white blood cells. Here the action is specifically aimed at a well-defined variety of body cell. In considering this problem in connection with infectious disease, it is of great importance to distinguish between selective injury by the poisons transported through the body by the lymph, blood, and other channels, on the one hand, and the selective lodgment of the micro- organisms themselves on the other. The latter may occasionally de- 43 Madsen in “Kraus u. Levaditi, etc.,” Yol. 1. BACTERIAL ROISONS 49 pend on local cultural advantages for the particular bacteria in one organ or another, bnt may just as often be determined by the peculiar manner of entrance to the body which is most suitable for lodgment of the germs in question, and the degree of local resistance at the point of entrance, which determines whether or not the infection shall be locally limited or permitted to invade beyond this point. In the case of a disease like acute anterior poliomyelitis, where our.knowl- edge of the micro-organisms which cause the disease is yet in its in- fancy, it is impossible to decide whether the injuries noted in the motor areas of the cord and medulla are due to toxins or the lodg- ment of the germs themselves. In the case of rabies it seems reason- ably sure that the micro-organisms themselves select the nervous sys- tem. In such instances as the injury of the motor areas by tetanus poison, that of certain peripheral nerves by diphtheria toxin, or even the characteristic lesions of post-syphilitic maladies like tabes, we can be reasonably sure that we are dealing with the specific action of the poisons, independent of actual localized growth of the infec- tious agents. Diphtheria toxin, after distribution through the body, may act upon many different tissues, as is evident by degenerations in the heart muscle, liver, and kidney, and the petechial hemorrhages in serous surfaces. In addition to this general action, however, there is a very marked selection of certain nerve centers. By Meyer and Gottlieb 44 diphtheria toxin is classed as a specific vascular poison. Its action results in a rapid sinking of the blood pressure with final cardiac death in spite of artificial respiration. These manifestations seem to have a central origin, with particular action upon the vagi and the phrenic nerves. Apparently also the localization of the diphtheritic lesion may influence the selection of individual nerves, the most concentrated action taking place upon the nerves whose endings are distributed in this particular region, for, as Meyer and Ransom 45 have shown, this poison, like tetanus toxin, may be ab- sorbed into the nerves directly through the nerve endings. An in- teresting selective action also of diphtheria poison is the apparently specific alteration of the suprarenal glands which is regularly no- ticed, as enlargement and congestion, in diphtheria-infected guinea pigs, and which has been associated by many workers with the char- acteristic drop in blood pressure which accompanies all severe cases of the disease. Abramow 46 has studied this lesion particularly, and believes that it consists in a degeneration and final disappearance of 44 Meyer and Gottlieb. “Pharmacology Trans. Halsey/’ Lippincott, 1914, p. 556. 45 Meyer and Ransom. Arch, de pharmacodyn., Yol. 15, 1905, also Meyer, Berl. klin. Woch., 25 and 26, 1909, also Arch. f. exp. Path. u. Ther., Yol. 60, 1909. 48 Abramow. Zeitschr. f. 1mm., Yol. 15, 1912. 50 INFECTION AND RESISTANCE the chromaffin substance and of the medullary cells. He believes that this, together with degeneration of the heart muscle itself, is of great importance in causing the characteristic vascular failure. In botulinus poisoning there is, as Marinesco 47 and Kempner and Pollack 48 have shown, a direct effect upon the cells of the an- terior horns with degenerative changes in the Nissl granules. Tetanus poison, which has been studied extensively by pharma- cologists, shows a very marked affinity for the nervous system, as, in fact, the symptoms of tetanus indicate. Indeed, while many of the bacterial poisons are distributed by the blood stream to the point of final attack, in tetanus the absorption of the toxin from the lesion or the point of injection takes place entirely by the path of the nerves, entering by way of the motor nerve endings. That this method of poison distribution might be, among others, an important one was suggested as early as 1892 by Bruschettini,49 who found tetanus toxin in the nerves but not in the adjacent muscle and other tissues surrounding the point of subcutaneous injection. Similar results were obtained subsequently by Hans Meyer, whose experiments were confirmed and extended by Marie and Morax.50 Finally Meyer and Ransom 51 furnished complete proof that the poison was absorbed from the blood and tissues by the peripheral nerve endings alone and was transported centripetally only by the paths of the neurons. The experimental facts elicited may be sum- marized as follows: 1. When tetanus toxin is injected into the thigh muscles of a guinea pig the poison is found at first only in the sciatic nerve of the same side and in the blood. (The determination of poison was made by injecting macerations of the respective tissues into mice.) If ex- amination was delayed until the symptoms had become generalized, the poison was found in the opposite sciatic, but the muscle bundles, fat, etc., from the vicinity of the injection area were poison-free.52 2. When a nerve is cut poison absorption ceases as soon as axis cylinder degeneration has set in. 3. If the nerve is cut before the poison is injected the distal end contains poison, the proximal end does not. This again shows that the nerve absorbs the toxin not from its capillaries but solely through the end organs. 4. If a nerve which already contains poison is severed, toxin 47 Marinesco. Compt. rend, de la soc. de biol., Yol. 3, 1896. 48 Kempner and Pollack. Deutsche med. Woch., 32, 1897. 49 Bruschettini. Riforma medica, 1892. 60 Marie and Morax. Ann. de VInst. Past., 1902. 61 Meyer and Ransom. Archiv f. exp. Path. u. Pharm., 49, 1903. 62 In view of our discussion of the importance of fats in the absorption of tetanus toxin, it seems inconsistent that the toxin does not concentrate in fatty as well as in nervous tissues. This Meyer explains by the inactive and poorly vascularized condition of the fat tissues. BACTERIAL POISONS 51 will disappear rapidly from the proximal end, since it no longer obtains a renewed supply from the periphery. 5. If antitoxin is injected into the nerve, above the point of injection, it will successfully bar the way for the ascending toxin. 6. Severing of the spinal cord prevents the passage of the poison from below upward. These facts ascertained in the case of tetanus find their parallel in the phenomena of the distribution of rabic virus 53 as well as in that of poliomyelitis, in both of which there seems to be a progressive cen- tripetal transportation through the nerves. However, in these conditions we are probably dealing not with a poison but with a living virus and, though analogous, the conditions are not entirely comparable. From the practical point of view these facts regarding tetanus may explain the frequent failure of therapeutic success attending the injection of tetanus antitoxin after the symptoms of the disease have set in, since in such cases the poison is already distributed to the nerves and is largely inaccessible to the antitoxin. They also have pointed a way toward a more hopeful therapy, namely, the method of injecting the antiserum directly into the nerves about the point of injury. It is not surprising, however, in view of the stated facts, that even this is unsuccessful when done at too late a time, after a considerable amount of poison has already passed above the point of injection to the spinal centers. Such selective action on the part of the bacterial poisons is en- tirely analogous to the similar specific action of alkaloids, narcotics, and other drugs. In order that the poison may act upon a cell we must, of course, assume that it has either chemical or physical affin- ity for this cell. The problem, as many writers have pointed out, is strongly analogous to that of tissue staining. A dye must be able to form a chemical union with the cell or it must be soluble in the cell substance in order to stain it. The chemical difference between cells is a delicate one and not often definable by our present methods. We can obtain an insight into the principles probably underlying selec- tive action only by inference from the relation between the chemical constitution of drugs or their physical properties, solubility, etc., and their respective tissue affinities. These problems are difficult and, to a large extent, obscure. They cannot be directly investigated upon bacterial poisons since these are themselves of chemically unknown nature. But the study of drugs of known constitution has revealed certain definite relations of this kind which have furnished analogies from which the general principles of selection in bacterial poisons can be surmised. It is a well-known fact to pharmacologists that there is a definite 63 Di Yestea and Zagari. Fortschr. d. Med., Yol. 6, 1888. 52 INFECTION AND RESISTANCE relation between chemical structure and toxicity. Fraenkel 54 ex- presses it as follows: “By the addition of identical atom groups in an identical manner, similarly acting substances are obtained.” lie cites the well-known example of curare; whichever the path by which this poison is injected it leaves intact the tissues with which it comes in contact, but after general distribution acts specifically upon the nerve endings. It had been discovered by Brown and Fraser 55 that by introducing methyl radicles (CII3) into molecules of various alka- loids, strychnin, morphin, atropin, and others, substances were ob- tained which paralyzed nerve endings, and this irrespective of their previous physiological action. It appears that the combination of four methyl radicles attached to the nitrogen atom (quaternary bases) universally possesses this paralyzing action. Tertiary bases on the other hand lack this property. Ammonium base” “Tertiary base” Quaternary Subsequently Bohm 56 discovered that curare contains two bases --the one, “curin,” is slightly toxic and is a tertiary base; the other, which possesses the typical curare action, “curarin,” is an “ammo- nium base.” By “metliylizing” curin, curarin could be obtained. From these and other examples it is clear that in a certain num- ber of cases actual chemical affinity must play a part in toxic action; on the other hand, there are mapy cases in which toxic action seems to depend merely upon physical conditions such as solubilities. Meyer and Overton’s well-known theory of narcosis maintains that certain narcotics exert their action by passing out of blood and lymph solution into solution by the fat-like, lipoidal substances (lecithin, cholestrin, etc.) contained in the nerve cells, because the latter are better solvents for them than is the blood plasma. This theory of Meyer and Overton has stimulated much investigation and speculation, and it is not unlikely that it is valid in the case of many narcotics, although it does not explain the action of narcotics in gen- eral; for Dickson notes that chloral hydrate, for instance, is more 54 Sigmund Fraenkel. “Arzneimittel Synthese,” 2d Ed., Springer, Ber- lin, 1906. 55 Brown and Fraser. Trans. Royal Soc. of Edinburgh, 25, 1868, cited from Fraenkel. 56 Bohm. Arch, de Pharm., cited from Fraenkel. See also Dickson, A Manual of Pharmacology/’ E. Arnold, London, 1912. BACTERIAL POISONS 53 soluble in water than in oils, and some narcotic drugs like alcohol exert definite action on proteins and are oxidized in the body. These are pharmacological questions of which we cannot speak with author- ity. We wish merely to point out that the action of poisons upon the body may depend in some cases upon mere physical or mechanical relationship between the two.57 As regards bacterial poisons the union between poison and sus- ceptible cell is extremely firm and difficult to dissociate in many in- stances, and this points to the possibility that, in these cases at least, true chemical union takes place rather than merely a loose combina- tion like that of the solution of one substance in another. Further- more, the complete inactivation of some poisons by mixture with the cells of tissues capable of binding them would likewise point to more than mere physical union.. Nevertheless, it does not by any means exclude the thought that the poisons may, in fact, go into selective relationship with special cells because of physical properties, such as solubility in the lipoidal cell membranes,58 and may subsequently be bound chemically or destroyed by oxidation or enzymotic hydroly- sis after such entrance. In such a case the actual specificity would yet depend on purely physical properties. In addition to the specific physical and chemical affinities be- tween the poisons by certain cells there are probably also certain fortuitous factors connected with the distribution and local accumu- lation of the poisons which have some weight in determining the location of injury. For the specific selection is not absolutely strict and there are probably few parenchyma cells in the body that are entirely insusceptible to injury if the poisons are sufficiently con- centrated upon them. Thus, to cite an analogy from the toxicology of non-bacterial poisons, in lead poisoning, as Meyer and Gottlieb point out, the paralysis of the extensors of the arm occurs chiefly in adults who use these muscles in the exercise of their professions (painters, type-setters), while in children and in animals, in which no such selective use of particular muscle groups is habitual, lead paralyses are atypical, attacking legs as well as arms. It is not un- likely that the frequent injury of the heart muscle by bacterial poi- sons or the irregular parenchymatous changes in various organs is determined by analogous fortuitous factors, in that functional activ- ity and increased metabolism may predispose to injury. Bacterial poisons also may produce their lesions in the course of excretion. This seems likely in the case of typhoid poisons in which 57 Ivar Bang. “Biochemie der Lipoide,” Bergmann, Wiesbaden, 1911. Meyer and Gottlieb. “Experimentelle Phannakologie,” 2d Ed., Urban & Sehvvartzenberg, Berlin, 1911. 58 For Overton’s theory of osmosis see R. Hober, “Physikalische Chemie der Zelle u. Gewebe,” Leipzig, Engelmann, 1911. Compare also, regarding this entire question, the discussion in P. Th. Miiller, “Vorlesungen iiber Immunitat, etc.,” Fischer, Jena, 1910. 54 INFECTION AND RESISTANCE we have often seen bloody diarrhea in rabbits within a few hours after intravenous injection of powerfully toxic culture filtrates. In connection with the dysentery bacillus Flexner and Sweet59 have studied the conditions carefully. They succeeded in showing first that the introduction of the dysentery poison into the lumen of the intestine does no harm and that the toxin is slowly destroyed by peptic and tryptic digestion. They concluded that probably no absorption of the poison through the uninjured intestinal mucosa takes place. They then showed that the toxin after intravenous administration is excreted by the intestine and that the inflammatory reactions and injury of the mucosa are incident to this act of elimination. Whether or not the kidneys are injured in the same way it is difficult to decide. In many infectious diseases, of course, the bac- teria themselves pass through the kidney into the urine, and renal injury may result from the actual presence of the bacteria in the kidney; however, renal injury may also occur without this, and it is not at all impossible that the conditions here are similar to those just described for the intestine. All the facts which we have considered indicate that, although most bacterial poisons can injure many different tissues, yet in some cases there is a particular susceptibility on the part of an individual tissue which is independent of accidental factors and seems to be due to specific chemical or physical affinity. It seems even that in tetanus, botulismus, and a few other conditions there is a differential selection of particular areas within a tissue like the nervous system, just as this occurs in the case of certain drugs. As stated above we have no satisfactory scientific explanation for this, but a great deal of work has been done to show that the bacterial poisons actually unite with and are taken up by the susceptible tissues. Indirectly, proof of this has been brought by the demonstration of the rapid disappearance of various toxins from the blood streams of susceptible animals and their persistence in the circulation of animals insusceptible to them. Thus Donitz60 has shown that tetanus toxin injected into the blood stream of a susceptible animal rapidly diminishes in quantity, and Knorr,61 in similar experiments, showed that the demonstrable disappearance of such toxins out of the blood stream is synchronous with the appearance of symptoms, a fact which excludes disappearance by excretion. Conversely Asa- kawa 62 showed that in pigeons, which are but slightly susceptible, tetanus poison could be demonstrated in blood, liver, spleen, kidneys, and muscles six days after injection, but not in the brain, showing 59 Flexner and Sweet. Jour, of Exp. Med., Yol. 8, 1906. 60 Donitz. Deutsche med. Woch., No. 27, 1897. 61 Knorr. Fortschr. der Medizin, 1897, No. 17, and Munch, med. Woch., 1898, Nos. 11 and 12. 62 Asakawa. Centralbl. f. BaTct., Yol. 24, pp. 166 and 234. BACTERIAL POISONS 55 that in this organ, at least, there must have been either a union or a destruction of the poison. Similar to these results are those of Metchnikoff,63 who found the poison unchanged after two months in the circulation of insusceptible animals (lizards). Direct evidence of union between susceptible tissues and poison has been furnished by the experiments of Wassermann and Takaki,64 who showed that the brain and cord tissues of rabbits and guinea pigs, mixed with tetanus toxin before injection, served to neutralize its harmful effects. And it appears that the toxin-neutralizing prop- erty of the brain substances of various animals is proportionate to their individual susceptibility to the poison. Thus Metchnikoff 65 not only confirmed the results of Wassermann and Takaki for rab- bits and guinea pigs, but showed further that the brains of chickens, animals that are but moderately susceptible, possess a correspond- ingly slighter neutralizing power, and, further, that brain tissues of entirely insusceptible cold-blooded animals, turtles and frogs, pos- sess absolutely no neutralizing properties. The original interpretation by Wassermann of these facts was based on the assumption that the poison was bound to the brain tissue just as it is bound to antitoxin. Experiments by Besredka 66 have cast some doubt upon this. This worker’s experiments seem to indi- cate that a brain emulsion which has been saturated with the toxin can be rendered capable of absorbing more toxin if tetanus antitoxin is mixed with it. In other words, the affinity of the antitoxin for the toxin is stronger than that of the brain substance for the poison, and that the union toxin-brain tissue is very easily dissociated; as indeed it should if the union were purely a physical one depending on solu- bility. After it had been shown that the poisons which acted specifically upon certain cells were actually taken up by these cells, a number of attempts were made to determine chemically the tissue element which united with the poisons. Eoguchi 67 showed that cholesterin and alcoholic extracts of blood serum neutralized tetanolysin. The same thing was later shown by Muller,68 and Landsteiner 69 showed that ether extracts of red blood cells likewise neutralized this poison. In a later study by Landsteiner and von Eisler 70 the relation of the tissue lipoids to various toxic substances was still more definitely established. They studied first the various hemolysins and found that extraction of blood cells with ether rendered the stromata less 83 Metehnikoff. “L’lmmunite clans les maladies Infect./’ Paris. 64 Wassermann and Takaki. Berl. klin. Woch., 1898, No. 1. 65 Metehnikoff. Ann. de Vlnst. Past., 1898, p. 81. 68 Besredka. Ann. Past., 1903, p. 138. 67 Noguchi. TJniv. Pa. Med. Bull., Nov., 1902. 68 Muller. Centralbl. f. Bakt.,. Vol. 34, 1903. 89 Landsteiner. Wien. kl. Rundschau, 13, 1905. 70 Landsteiner and von Eisler. Centralbl. f. Bakt., 39, p. 318, 1905. 56 INFECTION AND RESISTANCE capable of binding the hemolytic substances. The same thing they showed for bacteriolysins, in the latter case demonstrating at the same time that the ether extracts of bacterial bodies possessed slight binding properties for the bactericidal substances of the serum. These experiments have, of course, a merely indirect significance in the present connection, since they do not deal with the type of poisons we have discussed. However, Landsteiner and Botteri 70“ also worked with tetanus toxin, and found that protagon obtained by alcoholic extraction of human brain possessed a powerfully neutral- izing effect upon the toxin, markedly greater than that possessed by other lipoidal substances. 0.15 gram neutralized 120 minimal lethal doses of the toxin. Takaki,71 who investigated these relations in great detail, iso- lated an alcohol-soluble element, cerebron, from nerve tissues, a sub- stance to which he ascribes the toxin-binding properties. Overton and Bang 72 found, furthermore, that cholesterin and lecithin inhibit the action of cobra venom, a poison which is in so many ways similar to those produced by bacteria. Taking into consideration all avail- able evidence, we are forced to admit that the lipoids seem to play ail important role in determining the selective action of the nervous sys- tem by the bacterial poisons. It may not, of course, be an influence depending merely upon the solubility of the harmful substances in the lipoids themselves. Tor, as Bang expresses it, “the lipoids pos- sess to a high degree the property of altering by their presence the solubilities of other bodies,” and it is quite possible that in the tis- sues they are present as lipoid-protein combinations. Their action in determining the solubility of toxins in a given cell may therefore be a purely indirect one. It is of some interest in this connection to recall the experiments of De Waele,73 which bring out another clear analogy between alka- loids and bacterial poisons in their relation to lecithin. He found that the addition of small quantities of lecithin increases the activity of both toxins and alkaloids in the animal body, whereas larger amounts inhibit both. From the foregoing, then, it is plain that in order to gain en- trance to the body and establish themselves there, certain criteria as to the pathogenic nature of the species of bacteria involved, and the virulence of the infecting strain as balanced against the sus- ceptibility of the host, must coincide. According to the biological attributes of the bacteria, the path of entrance must be by a certain route adapted to their pathogenic habits. The infection thus having come about, further progress takes place, varying again according to 70a Landsteiner and Botteri. Centralbl. f. Baht., 42, 562. 1906. 71 Takaki. Beitr. zur chem. Phys. u. Path., 11, No. 19, 1908. 72 See Ivar Bang, “Biochemie der Lipoide,” Bergmann, Wiesbaden, 1911. 73 De Waele. Zeitschr. f. Immunity Yol. 3, 1909, p. 504. BACTERIAL POISONS 57 the biological properties of the bacteria; in some cases consisting very largely of local growth, tissue infiltration, extension and eventually, perhaps, entrance into the blood stream, distribution through the body, and in certain varieties of infections, secondary localization in the organs, with or without abscess formation. In other cases the organisms may remain localized, injuring the body by the production of a powerful poison. Between the two extremes, both factors may be active. Injury to the body, on the one hand, is by virtue of the local struggle which takes place between invaders and the tissue cells and fluids of the host, with injury to function and afterwards tissue destruction; and, on the other hand, by the absorption of toxic products of various kinds incident to the growth of the bacteria. These toxic products may be either the powerful and specific exotoxins, they may be products absorbed after libera- tion from the destroyed bacterial cells, or they may even be toxic substances produced by proteolytic cleavage of bacterial and tissue elements. The cause of death varies considerably. In the case of the true exotoxin formers, like diphtheria and tetanus, death will be due to the severe intoxication and the injury of specific cellular ele- ments necessary to life, the local, mechanical causes being negligible. However, even in diphtheria, when the localization of the process is such that it obstructs the respiratory passages, especially the larynx, a purely mechanical death may be possible. This, however, is a special case. The cause of death in the cases of bacteria in which the toxin formation is of a less severe degree is not absolutely clear. There may be extensive tissue degenerations in organs like the liver, the kidney, the heart muscle, etc., which eventually lead to death. There may be, as in some cases, as very severe malaria, perhaps anthrax and other infections in which the parasitic organisms become enor- mously increased in number, an actual interference with capillary circulation. In many cases, such as meningococcus infection, there may be actual mechanical and local toxic injury to parts of the central nervous system which lead to death. The causes of death by bacterial infection, therefore, may be manifold, but it is not likely that even in cases like streptococcus, anthrax and staphylococcus infections where we have but very rudi- mentary knowledge of poison formation, that the toxic element is ever entirely absent. CHAPTER III OUR KNOWLEDGE CONCERNING NATURAL IMMU- NITY, ACQUIRED IMMUNITY, AND ARTIFICIAL IMMUNIZATION NATURAL RESISTANCE AGAINST INFECTION In the preceding chapters we have confined ourselves largely to the consideration of those properties of the bacteria which determine their ability to infect. In this discussion, however, we have repeat- edly emphasized the fact that every infectious disease is the result of a struggle between two variable factors—the pathogenic powers of the bacteria on the one hand, and the resistance of the subject on the other, each of these again modified by variations in the conditions under which the struggle takes place. Thus a given micro-organism may be capable of causing fatal infection in one individual but may be only moderately virulent or even entirely innocuous for another. Conversely the same individual may be highly susceptible to one variety of bacteria, but highly resistant to others. Even in reactions with one and the same micro-organisms, the susceptibility or resist- ance of the individual may be determined by variations in the physi- ological state or by the environmental conditions under which the two factors—invader and invaded—are brought together. There- fore, the conceptions “resistance,” “immunity,” and its opposite “susceptibility,” are relative terms which can never be properly dis- cussed without careful consideration of all modifying conditions which influence them. The science of immunity deals with a detailed analysis of these variables. Its ultimate practical aim is the determination of meth- ods by which an original susceptibility can be transformed into resistance or even immunity. And the rational method of approach- ing this subject consists in a careful study of the conditions of susceptibility and immunity as they exist naturally in the animal kingdom. The mere fact that both animals and man are in constant con- tact with infectious micro-organisms, many of them in a high state of virulence, indicates in itself that the animal disposes normally over a defensive mechanism of considerable efficiency. To a certain extent, of course, this escape from harm is due to the external defences of skin and mucous membrane which, in the 58 NATURAL IMMUNITY 59 healthy state, mechanically prevent the entrance of the micro-organ- isms into the body. For we have seen, in another place, that few of the bacteria can pass through the uninjured surfaces. Moreover, added to this, there is some protection in the bactericidal properties of the secretions. An example of this is the inhibitory power exer- cised by the acidity of the normal gastric juice upon the cholera spirillum. In order to infect the intestinal canal of guinea pigs with these organisms Koch found it necessary to neutralize the gas- tric juice with sodium carbonate solutions, and other observers have found it necessary to inject directly into the duodenum. But even after entrance into the animal tissues a second line of defence is normally encountered by all invading germs which tend to inhibit their further progress more or less perfectly. This active opposition to the bacteria after their entrance is expressed chiefly in the anti- bacterial (bactericidal) activity of the blood serum, and the pha- gocytic powers of leukocytes and other cells. To a certain extent these forces are active against all bacteria in all animals, but they may vary in different species, races, or even individuals in potency against any given infectious agent, and, to a certain extent, varia- tions in resistance may be referable to this. The analysis of these forces, both in the normal and in the artificially immunized animal, forms the substance of the systematic discussions which are to fol- low, and, for the present, we will confine ourselves to an examination of the facts that have been gathered regarding the actual differences in normal resistance or “Natural Immunity” between various species of animals. And if we glance over the list of diseases to which different spe- cies and races of animals are victim, it is immediately evident that some animals are never spontaneously infected with many of the micro-organisms that cause extensive and fatal ravages in others. Also, within the same race or species, an epidemic sweeping through a community will kill many individuals and leave others unscathed. Such differences point to variations in the defensive mechanism, since the invader in these cases is the same. We speak, therefore, of Natural Immunity which is an attribute of species, that which, within the same species, is racial, and that which, within the same race, is individual. And the attempts to discover the causes under- lying such differences in natural resistance have elucidated many of the fundamental principles of immunity in general. Instances of natural immunity which appear to depend on spe- cies are common. We have pointed out, above, that in order to make infection at all possible, it is necessary that the invading germ shall find suitable cultural conditions in the body of the host. It is this simple principle which probably explains the fact that bacteria which cause disease in warm-blooded animals cannot, as a rule, cause dis- ease in those that are cold-blooded, and vice versa. Thus frequent 60 INFECTION AND RESISTANCE attempts to produce anthrax in turtles, frogs, and other cold-blooded species have failed. Also among wann-hlooded animals differences in body temperature have been shown to influence susceptibility. Thus avian tuberculosis does not develop in mammals, nor do the human and bovine types of tubercle bacilli infect birds. And this is probably due to the fact that the avian bacillus has become adapted to growth at from 40° to 45° C., about the normal temperature of birds, while the mammalian bacilli cease to grow when the tempera- ture is raised above 40° C. Another observation which clearly illus- trates the influence of body temperature upon susceptibility is that made by Gibier 1 upon anthrax. Frogs are ordinarily resistant to this disease. When they are kept in water at 35° C. a fatal infec- tion can be produced. Nutt all’s 2 experiments with plague infection in lizards illustrate the same point. Kept at 16° 0., no infection could take place. Warmed to 26° C., they could be readily infected. It is ordinarily assumed that these results are explicable upon the basis of purely cultural and temperature considerations. And this, indeed, is most likely. It is possible, however, that an additional factor involved in this may be the lowering of the general resistance of cold-blooded animals when warmed, just as warm-blooded animals can be rendered susceptible by chilling. It is for similar simple cultural reasons, possibly, that diseases which occur spontaneously in carnivora do not occur in purely herbivorous animals. The relative resistance of dogs to anthrax and to tuberculosis may possibly be accounted for in this way. However, there are many micro-organisms which infect easily both carnivorous and herbivorous animals, and it may well be that the frequently cited cases we have mentioned above depend on fac- tors more complicated than mere cultural conditions incident to metabolic differences. In most cases of species resistance, indeed, simple nutritional conditions alone do not serve as valid explanations. Species resistance may be so perfect that it amounts to an ab- solute immunity. This is apparently so in the cases cited above, namely the immunity of the cold-blooded species to certain diseases of warm-blooded animals. However, such examples are exceptional. When we are dealing with diseases of warm-blooded animals only, natural resistance, in all but a limited number of cases, is sufficient only to prevent the spontaneous occurrence of the particular disease, or to prevent infection when experimental inoculation with moderate doses is practiced upon normal animals. In most of these cases, however, when the dose experimentally administered is excessive, or the resistance is lowered artificially, by chilling or any other form of local or general injury, infection can be accomplished. In the case of protozoan diseases species adaptation is much more rigid 1 Gibier. Compt. rend, de I’acad. des sc., Yol. 94, 1882. 2 Nuttall. Centralbl. f. Bakt., Yol. 22, 1897 NATURAL IMMUNITY 61 and parasites that infect one species are very often restricted en- tirely to that class, being unable to infect any other animal, even though no striking difference in temperature or metabolism exists. We may convey the clearest conception of all such species differ- ences by a tabulation of some of the more important infectious dis- eases of man with a statement in each case concerning its transmissi- bility to animals, as follows: Tuberculosis, human type, spontaneously infects man. It is very often observed in monkeys kept in captivity. Cattle, swine, and sheep are probably never spontaneously infected; guinea pigs are highly susceptible to experimental inoculation. Cattle, swine, sheep, and rabbits are relatively very resistant to experimental infection. Dogs and goats are still more so. Birds seem to be entirely refractory. Tuberculosis, bovine type.—Spontaneous infection occurs in domestic animals, chiefly cattle; it is less frequent in sheep, hogs, and horses; it has been reported in dogs and goats. In man infec- tion does occur, but only a small percentage of human tuberculosis is of the bovine type, and these cases are almost exclusively in chil- dren. In tabulating 1,042 cases which have been carefully studied, Park and Krumwiede 3 report the following figures: Cases of Tuberculosis in Man (1042) Over 16 years Human type 677, bovine type 9. 5 years to 16 years Human type 99, bovine type 33. Under 5 years Human type 161, bovine type 59. The large majority of bovine infections were abdominal or in- volved cervical lymph nodes. Experimental infection is successful in rabbits and guinea pigs, both of these animals succumbing more rapidly to this than to the human bacillus. In fact, the relative resistance of rabbits to the human bacillus is such that rabbit inoculation is one of the most important methods of differentiating between the two types. Birds are refractory. Tuberculosis of the avian type occurs spontaneously in birds. It may be experimentally produced in rabbits (Strauss and Gama- leia). Injected into cattle it causes a local reaction only. Tuberculosis of cold-blooded animals is not transferable to warm-blooded animals. Syphilis spontaneously occurs in man only. It can be inoculated into chimpanzees, in which primary and secondary lesions develop, corresponding mildly to human syphilis. Primary lesions can be 3 Park and Krumwiede. Jour, of Med. Res., Yol. 23, 1910. 62 INFECTION AND RESISTANCE produced in lower monkeys. It can be transferred by intratesticular inoculations to rabbits. Gonococcus infection occurs spontaneously in man only. No typical lesions can be produced in experimentally inoculated ani- mals, though death can be caused by large doses, probably by toxic action. Influenza bacillus spontaneously infects man only. Experi- mental infection is partly successful in monkeys only. (Pfeiffer and Beck, Deut. med. Woch., 1893.) Glanders.—Spontaneous infection occurs in horses and mules; less frequently in sheep, goats, and camels. This disease, like plague, may be regarded as primarily a disease of animals, but man may be infected by direct or indirect contact with the diseased animal. All domestic animals may be infected experimentally with ease, except cattle and rats, in which cases large doses are necessary. Birds show local reactions only. (Wladimiroff—in “Kolle und Wassermann Handbuch,” Vol. 5, 2d Ed.) Plague occurs spontaneously chiefly in man and in rats. It has also been found in California ground squirrels and in hogs during plague epidemics in Hong Kong. It is highly infectious for guinea pigs and white rats—slightly less so for mice; rabbits are much less susceptible than guinea pigs. Dogs, cats, and cattle are relatively resistant. Birds appear to be immune. Cold-blooded animals are immune unless artificially warmed. (See above.) Malta fever occurs spontaneously in man and in goats. It is pathogenic for all mammals, but it is not fatal for lower animals when the organisms are directly cultivated out of the human body. Diphtheria occurs spontaneously in man only. Experimental in- oculation is fatal in guinea pigs, rabbits, dogs, cats, and birds. Rats and mice are highly resistant. The typical pseudomembranous in- flammation can be produced in susceptible animals only after pre- vious injury of the mucous membrane, and then it rarely shows any tendency to spread. Tetanus is spontaneous in man, horses, cattle, and sheep. It is found rarely in dogs and goats. Birds are highly resistant to ex- perimental inoculation. Anthrax is primarily a spontaneous infection of cattle, sheep, and horses; it occurs in man largely through direct or indirect con- tact with these animals. Guinea pigs, rabbits, and white mice are very susceptible to experimental inoculation. Rats and hogs are less susceptible, and dogs are relatively resistant, though they can be regularly killed by moderate doses intravenously injected. Birds and cold-blooded animals are highly resistant. Asiatic cholera develops spontaneously in man only. Rabbits and guinea pigs can be killed by injections of cultures, but die prob- ably of toxemia. In rabbits a cholera-like condition has been pro- NATURAL IMMUNITY 63 duced by injection of the spirilla into the duodenum after ligation of the common bile duct. (Nikati and Rietsch, Ref. in Deut. med. Woch., Yol. II, 1884, p. 613.) Ordinarily no multiplication takes place in the animal body. Pigeons are insusceptible, a fact which helps to distinguish this organism from Spirillum metchnikovi and other similar bird-pathogenic spirilla. Typhoid fever occurs spontaneously in man only. It has recently been produced in a mild form in chimpanzees. Animals are suscep- tible to the endotoxins and can therefore be killed by injections of bacilli and extracts, but the organism is not invasive as in the case of the lower animals. Typhoid septicemia can be produced in rabbits by inoculating them with especially virulent cultures of the bacilli, or cultures previously grown on rabbit-blood agar (Gay). The typhoid-carrier state may ensue for considerable periods in such animals. Pneumococcus infection in various forms occurs spontaneously in man. Rabbits, mice, and guinea pigs are highly susceptible. Rats, dogs, cats, cattle, and sheep are relatively resistant. Straphylococcus and streptococcus infections may occur in al- most all of the warm-blooded animals, chiefly as abscess producers. In horses a severe form of pleuropneumonia is caused by them. Leprosy occurs spontaneously in man only. Lesions simulating human leprosy have been produced in monkeys by inoculation, and partially successful experiments have been made upon the Japanese dancing mouse. Other animals are immune. Scarlet fever occurs spontaneously in man only. Monkeys may possibly be susceptible, though not all observers have been successful in such experiments. (Draper and Handford, Journ. of Exp. Med., Yol. 17, 1913.) Landsteiner and Levaditi (Ann. Past., Vol. 25, 1911) have succeeded in producing the disease in the chimpanzee, though they failed with lower monkeys. Small-pox occurs spontaneously in man only. It is probably identical with cow-pox. (See reasons for this assumption given by Hacius as cited by Paul in “Kraus and Levaditi Handbuch,” etc., Vol. 1.) It can be experimentally produced in monkeys. Measles develops spontaneously only in man. Macacus rhesus has been successfully inoculated by Anderson and Goldberger (U. S. Pub. Health Reports, 26, 1911). Other animals are immune. Typhus fever occurs in man only. Experimentally it has been produced in chimpanzees, Macacus, Cercopithecus, Ateles, and My- cetes monkeys. Anderson has succeeded in producing temperature reactions in piinea pigs by injecting blood from typhus patients or from other similarly infected guinea pigs. More exact information concerning this disease will probably be available soon, if the reported cultivation of the organism of the disease by Plotz, is, &ut;b u p to 3 £ S3 U 03 2 units 2 units 2 units u o (S O c. Corpuscle O c. Corpuscle susp., O c. Corpuscle o A a A ai susp., 1 c. c. 1 c. c. susp., 1 c. c. t- o a 03 N 3 u. >-» •S £ a. Unknown ser- a. 'Positive syph. a. "Normal serum, d s is um, 1 drop* serum, 1 drop* b. Complement, 1 drop* ro ■■§■§ CO - o b. Complement, b. Complement, cl 3 § 2 units 2 units 2 units fl O 05 a M £ O c. Corpuscle O c. Corpuscle susp., O c. Corpuscle 03 a *■ •2f2 •2 3 5 S3 susp., 1 c. c. +Antigen 1 c. c. susp., 1 c. c. -(-Antigen P •2 ® 35 -(-Antigen fl h-t T3 p < a * When working with inactivated serum 4 drops (0.08 c. c.) should be em- ployed. With cerebrospinal fluid, 0.2 c. c. (not inactivated) is used. (Taken from Noguchi’s “Serum Diagnosis of Syphilis,” Lippincott, 1910, p. 57.) Bauer 31 has introduced a modification in which he utilizes the presence of normal sheep sensitizer in many human sera. He per- forms his tests without the addition of antisheep sensitizer at first, adding this only to those tubes in which controls have shown that no normal sensitizer is present. Stern,32 on the other hand, utilizes the alexin normally present in human serum. The syphi- litic serum to be tested is, therefore, not inactivated, and the sheep cells are more heavily sensitized (9 to 12 units). It seems to us that this method is objectionable chiefly because of the anticomplementary action which develops in most normal human sera if kept for a short time, and which can he removed only by inactivation. Other modifications of the Wassermann reaction are those of 31 Bauer. Semaine Medicare, 28, 1908. 32 Stern. Zeitschr. f. I mm., Yol. 1, 1909., 228 INFECTION AND RESISTANCE Jacobaeus 33 and of Wechselman.34 It seems, however, that, as the reaction is gaining in importance in clinical diagnosis, most labora- tories are adhering to the original system used by Wassermann and his associates, except for the substitution of the non-specific lipoidal antigens for the originally employed organ extracts. The value of the Wassermann test in the diagnosis of the various stages of syphilis is a problem which can be approached only by careful statistical analysis of the results obtained. This has been done by various investigators, and some of the results have been tabulated in the books of Noguchi, of Boas, and of McIntosh and Fildes. The figures we cite are those largely taken from Boas, as summarized in F. C. Wood’s “Chemical and Microscopical Diag- nosis” (D. Appleton & Co., 1911), pp. 706 et seq. Primary syphilis, 974 cases, 56.5 per cent, positive. The reaction may appear before the primary sore, but this is very rare. Usually it is positive in from 5 to 6 weeks after infection. Secondary syphilis, 2,762 cases, 88 per cent, positive. In untreated cases they are stated to be 100 per cent, positive. Tertiary syphilis, 830 cases, 80 per cent, positive. Tabes, 360 cases, 70 per cent, positive. Dementia paralytica, 95 to 100 per cent, positive. The tabulation on the following page, taken directly from Boas, will give a comprehensive summary of this phase of the problem. Since the reaction is not a specific antigen-antibody union but depends on some substance liberated or produced by reason of the syphilitic injection, it is not out of question that other infections may give rise to a “positive Wassermann.” And this, indeed, is the case. It was claimed for a time that a positive reaction may be obtained in tuberculosis, but this has been refuted by subsequent experience, and the earlier positive results probably depended upon faulty technique. There can be little doubt, however, that occasional positive reactions are obtained in cases of leprosy, scarlet fever, malaria, and trypanosoma infections. The spinal fluid may'be used instead of the blood serum in cases of syphilis of the central nervous system, but even here, as Citron 35 has shown, the results with blood serum are more frequently positive than those done with the spinal fluid itself. In isolated cases posi- tive reactions have been obtained with ascitic fluids, pleural and pericardial exudates. Bab 36 reports a case of positive reaction in the milk of a syphilitic mother. Serum obtained at autopsy is not 33 Jacobaeus. Zeitschr. f. Imm., Vol. 8, 1911. 34 Wechselman. Zeitschr. f. Imm,., Yol. 3, 1909. 35 Citron. Deut. med. Woch., 1907, No. 29, p. 1165. 36.Bab. Munch, med. Woch., Vol. 46, 1907. PRACTICAL APPLICATIONS OF METHOD 229 Table Compiled by Boas, loc. cit., p. 138. Stage of disease Number of cases Positive reaction Negative reaction Control cases (not syphilitic) 1,064 1 (scarlatina) 1,063 Induration 76 56 20 Secondary Early untreated 269 269 0 Recurrent after treatment 199 187 12 Tertiary No treatment of early tertiary mani- festations 63 63 0 Treatment 20 16 4 Latent syphilis Within 3 yrs. after infection 243 89 154 After 3 yrs 111 44 87 Tabes Untreated 17 17 0 Treated 26 11 15 Dementia paralytica 0 Serum 139 139 Spinal fluid 67 61 6 Congenital 54 54 0 With symptoms Without symptoms 10 7 3 suitable for the reaction, since this, for unknown reasons, may often give a positive reaction in non-syphilitic cases. Direct Precipitation Methods in the Diagnosis of Syphilis.—In view of what we have said about the fixation of alexin by specific precipitates, it is interesting to know that the probable physical basis of the reaction consists in the actual formation of a precipitate by the union of the so-called antigenic substance and the reacting sub- stance in the syphilitic serum. We have already mentioned that Jacobsthal in 1910 showed that a microscopic coagulation of particles could be detected in mixtures of syphilitic serum and lipoidal anti- gens under the ultra-microscope. This observation was confirmed by a considerable number of workers, and has borne fruit in a num- ber of diagnostic tests in which syphilitic serum and antigen extracts produce macroscopically visible precipitates. The best known of these is that spoken of as the Sachs-Georgi reaction. The following description is one prepared for us by our associate, Dr. Frederic Parker, Jr., for our “Textbook of Bacteriology,” 37 on the basis of comparative investigations made with this reaction and the Wasser- mann reaction upon a series of positive and negative cases. 37 Hiss and Zinsser. “Textbook of Bacteriology,” Fifth Edition, D. Appleton & Co.; N. Y.; 1922. 230 INFECTION AND RESISTANCE Sachs-Georgi Reaction for Syphilis (Direct Precipitation). Preparation of Extract.—A beef heart is freed from fat and endo- cardium, cut up finely and ground in a mortar. It is then shaken with 5 volumes of 95 per cent, alcohol and a few glass beads in a shaking machine for 5 hours, allowed to stand at room temperature over night, filtered through ordinary filter paper next morning, then placed in the ice-box for at least two days, when it is again filtered through ordinary filter paper, and is now ready for use. It must first be titrated against a standard extract on a number of sera to determine the optimum dilution and cholesterinization. For this, the alcoholic extract is diluted with 1, 2, and 3 parts of alcohol, and to fractions of each of these dilutions, 0.3, 0.45, 0.6 and 0.75 per cent, of a 1 per cent, alcoholic solution of cholesterin is added. These various portions are then diluted with 5 parts of saline as described below, and set up against a standard extract. At least two such ex- tracts should be used in each test. Extract Dilution.—The alcoholic cholesterinized extract is diluted with 5 parts of saline as follows: The required amount of extract is placed in an Erlenmeyer flask; to it is rapidly added from a burette an equal volume of saline. It is shaken gently and allowed to stand 10 minutes, then the remaining 4 volumes of saline are rapidly run in. It is again shaken and is ready for use. Serum.—Serum should be as fresh as possible. Three or four days is not too old. A slight degree of hemolysis does not interfere. Before use in the test, it is heated for y2 hour at 55° to 56° C. and should not be used sooner than 3 hours after heating. Sachs and Georgi 38 recommend that spinal fluids should be used undiluted in amounts of 1 c. c. and 0.5 c. c. Saline.—0.85 per cent, sodium chlorid in distilled water. Should be sterile and as fresh as possible. Test.—0.1 c. c. serum is diluted with 0.9 c. c. saline and to this is added 0.5 c. c. extract dilution. On each serum a control should be set up consisting of 0.1 c. c. serum 4" 0.9 c. c. saline -f- 0.5 c. c. of 95 per cent, alcohol, diluted 1:6 with saline. Each extract dilution should be controlled by a tube containing 0.5 c. c. extract dilution -f 1 c. c. saline. The tubes are thoroughly shaken and placed in the incubator at 37.5° C. for 20 hours. A preliminary reading may now be made; then the tubes are placed at 14° and 18° C., or in the ice-box for 20 hours, and the final and decisive readings are taken. The reactions present appearances similar to macroscopic bacterial agglutination or precipitin reactions, and are read with the naked eye, the positives showing varying amounts of precipitates and the nega- tives remaining opalescent as at the beginning of the test. Sus- 38 Sachs-Georgi. Med. Klinik, No. 33, 1918, 805, and Parker and Haigh, Archiv. Dermat, and Syphilol., 4, 1921, 67, PRACTICAL APPLICATIONS OF METHOD 231 picious tests are centrifuged at moderate speed for a few minutes, and are proved positive or negative by the fact that in the positives after centrifuging a few definite white compact flocculi can be shaken from the bottom of the tube, whereas the negatives, at most, show a slight grayish sediment which disperses on shaking. The serum controls should remain clear. If a precipitate does occur, the serum is unsuitable and another specimen must be obtained. The extract controls should remain diffusely opalescent, and should show no precipitate. The Meinecke Reaction.—The Meinecke reaction is one of the many precipitation reactions that have been described of late years for syphilis, since Jacobsthal’s observation of a precipitate in the Wassermann reaction. The Meinecke reaction differs from the others in that it adds to the precipitation reaction the question of the solubility of precipitates in salt solution. When certain concentra- tions of sodium chlorid are added to the ordinary Wassermann anti- gen, it is flaked out and remains precipitated. Many substances in human serum are prevented from flaking out by the presence of salt, such, for instance, as the globulins, and if flocculated by other means are redissolved by the addition of salt solution. Meinecke 39 claims that if normal and syphilitic sera are precipitated, respectively, with dilute solutions of a lipoidal alcoholic antigen in distilled water, the precipitate formed by the syphilitic serum is less soluble than is that formed from normal sera. The Kahn Reaction 39a—The recent modi- fication of the Sachs-Georgi reaction of Kahn has been found satis- factory by Miss Rockstraw in our laboratory. The essential point in the technique is the antigen preparation which consists in the extraction of dried heart muscle with alcohol, in the ice-box for 9 days and 1 day at room temperature. This avoids the larger lipoid contents of the antigen when incubator extraction is used. This is used both with and without cholesterin, diluted with salt solution. There are many smaller technical points which must be attended to for success, and for these we refer to Kahn’s own publications. COMPLEMENT OR ALEXIN FIXATION AS A METHOD OF DETERMINING THE NATURE OF UNKNOWN PROTEIN FORENSIC ALEXIN FIXATION TESTS Our preliminary discussions of the principles underlying alexin or complement fixation have revealed that alexin is hound not only by sensitized cells but also by the specific precipitates formed when an unformed protein antigen is mixed with its specific antiserum. This discovery, made by Gengou, was attributed by him, it will be 89 Meinecke. Berl. klin. Woch., 54, 1017, 613, also, 55, 1918, 83. **“ Kahn, Archiv. Dermat. and Syphilol., 5, 1922, 570, 734, and 6, 1922, 334. 232 INFECTION AND RESISTANCE remembered, to the presence of “albuminolysins,” or protein sensi- tizers, antibodies which have been by many observers regarded as separate from the precipitins, but which we believe, for stated rea- sons (see p. 211), to be very probably identical with the precipitating antibodies or precipitins. However this may be, when a dissolved' antigen is mixed with its antiserum alexin fixation is exerted by the complex, and this, even when the reacting quantities, antigen and antibody, are so small that visible precipitation will not take place. For this reason, it is plain, it should be possible by means of com- plement fixation to detect amounts of a foreign protein too small to be demonstrable by direct precipitation with an antiserum. The method has, therefore, been suggested chiefly by Neisser and Sachs 40 for the forensic determination of unknown proteins, as an adjuvant to, and improvement upon, the forensic precipitin test. Our discussion of the principles involved in the introductory paragraphs of this chapter will render unnecessary an extensive discussion of the reasoning upon which this reaction is based. It is well to remind the reader, however, of the facts which we have discussed regarding the quantitative proportions which govern the occurrence of precipi- tation when an antigen, say human serum, is mixed with its antibody, in this case antihuman rabbit serum. The actual precipitation may be absent either when an excess of the antigen is used or when the antigen is present in too small a quantity. Thus a given quantity of the antiserum may precipitate strongly dilutions of the antigen ranging from 1-50 to 1-10,000. No precipitation or, at least, a very slight one only may occur when concentrations stronger than 1-50 are used and when the dilution is greater than 1-10,000. Neverthe- less, in both cases, alexin fixation may be exerted by the complex although no precipitation takes place. As Gay 41 has shown, com- plement fixation may be exerted even when a formed precipitate has been redispersed by the subsequent addition of more antigen. The importance of the forensic reaction of Neisser and Sachs, however, lies chiefly in its application to the detection of quantities of un- known protein too small to be detected by precipitin reactions. The tests are carried out by mixing a dilution of unknown pro- tein with given quantities of antiserum, adding small quantities of alexin (quantities determined best by previous alexin titration as indicated in our section on the Wassermann reaction) ; these reagents are left together for a given time at 37.5° C., and then sensitized cells are added to determine whether or not the alexin has been bound. The table on the following page, taken directly from the article of Neisser and Sachs, loc. cit., will not only illustrate the method of carrying out the reactions but will also give an indication of their extreme delicacy. 40 Neisser and Sachs. Berl. klin. Woch., Yol. 42, No. 44, 1905, p. 1388. 41 Gay. Univ. of Cal., “Publications in Pathology,” 1912. PRACTICAL APPLICATIONS OF METHOD 233 0,1 human antiserum -f 0.05 complement and variable amounts of different normal sera (brought to 1 c. c. volume with salt solution); the mixtures kept 1 hour at room temperature. Then added 1 e, c. 5 per cent, washed beef blood + 0.0015 c. c. amboceptor and left 1-2 hours at 37° C. The results are as follows: TaMe Taken from Neisser and Sachs, loc, cit., p. 1388 Amounts of Hemolysis on addition of serum of: normal serum Man , Monkey Rat Pig Goat Rabbit Ox Horse 0.01 0 0 0.001 0 0 0.0001 0 moderate com- com- com- com- com- com- 0.00001 slight complete ' plete ’ plete ’ plete ' plete 'plete r plete 0.000001 complete complete 0 complete complete It will be seen that 0.00001 c. c. of the normal human serum still gave almost complete complement fixation of 0.05 c. c. of complement in the presence of 0.1 c. c. of the antihuman serum. The table also shows that this reaction follows a general law of relative specificity so often noted in other reactions, namely that, of all the animals tested, the serum of monkeys alone gave reactions with the human antiserum; and this in quantities as small as 0.001 cubic centimeter. The forensic complement fixation reaction of Neisser and Sachs is both theoretically and practically valid. Its extensive use in many investigations for theoretical purposes has well established its reli- ability. However, it is more complicated and requires much more experimental training and care than does the simpler precipitin test, and it will rarely occur that an unknown protein is available in quantities too small to permit of successful precipitation. THE USE OF COMPLEMENT FIXATION TESTS IN THE DIAG- NOSIS OF MALIGNANT NEOPLASMS A great many attempts have been made to establish a method of comple- ment fixation by which a diagnosis of malignant tumors could be made. It had been hoped that the substance of malignant tumors might contain a form of protein or protein lipoid combination which might represent sub- stances specific for such tumors, and might therefore functionate as a specific antigen. On this basis it might be possible that the serum of tumor patients would contain a specific antibody which could react with a specific antigen in tumor extracts, with the resulting formation of an alexin-fixing complex. No experimental facts have so far justified our assumption of the pres- ence of either specific antigen in tumor extracts, or that of a specific anti- body in the serum of such patients. However, we have seen that the Wasser- mann reaction is a perfectly useful clinically diagnostic method, in spite of 234 INFECTION AND RESISTANCE the fact that the antigen need not be specific, and the purely empirical basis on which the syphilis reaction is at present based has justified extensive at- tempts to establish an analogous empirical method for tumor diagnosis. The literature on this question is confusing. A number of observers using antigens variously prepared from tumor substances have reported favorable results. Simon and Thomas 42 report many positive reactions, as do Sanpietro and Tesa43 and a number of others. Clowes44 has carried out a reaction on sarcoma rats and obtained positive reactions in animals in which the tumors were small, negative ones when the tumor had grown to a large size. Ranzi, on the other hand, obtained negative results throughout. Ranzi45 found that normal serum would often give complement fixation with carci- noma extracts, also that many tumor extracts and sera of tumor patients inhibited complement by themselves. The reactions were so irregular that he assumed them to be without value. Recently the subject has been very thoroughly investigated by v. Dungern.46 Yon Dungern claims to have finally evolved a method by which the diag- nosis of malignant disease can be made with reasonable accuracy. Like the Wassermann reaction his method is purely empirical. He admits that probably it is not a specific antibody determination and depends rather upon the presence of pathological products of metabolism in the sera of tumor patients. The reliability of his method depends upon the observation of a number of details which he has determined empirically. He obtains his antigen in a purely non-specific manner, using, as just stated, for this reaction acetone extracts of human blood cells. We take the description of the reaction entirely from his own article in “Weichhardt’s Jahresbericht.” The antigen is prepared in the following way: Blood is taken from a vein, preferably from a paralytic patient, since v. Dungern claims that individual specimens of blood vary, and he has had the best results with that of paralytic cases. Clotting is prevented by sodium oxalate and the blood cells are thoroughly washed in the centrifuge. To the sedi- ment are added 19 volumes of pure acetone (Merck). This is allowed to stand three days at room temperature and is occasionally shaken during this time. It is then filtered, the acetone evaporated in the incubator at 37° C., and the residue taken up in 96 per cent, alcohol. This alcoholic extract is diluted before use with four parts of salt solution. Of this final preparation 0.8 c. c. is used in the individual test. Particular precautions must also be taken in the handling of the serum of the patient. In his earliest tests v. Dungern determined that the inactiva- tion of the tumor sera greatly diminishes their specific fixation properties, and for this reason he at first advised that the serum be used unheated. He has found recently that the best results are obtained when the serum is heated to 54° C., together with a little sodium hydrate solution. He handles the blood in the following way: After being taken from the patient it is allowed to stand 1 to 2 days in the refrigerator; just before use he adds two parts of an /o NaOH solution with one part of serum and heats it for half an hour at 54° C. As it is important that the sodium hydrate should contain no sodium carbonate, he advises the use of the Kahlbaum preparation. In set- ting up the test he uses graded quantities of the mixture corresponding to 42 Simon and Thomas. Jour. Exp. Med., Yol. 10, 1908. 43 Sanpietro and Tesa. Cited from v. Dungern in “Weichhardt’s Jahres- bericht,” etc., Yol. 8, 1912, p. 163. 44 Clowes. Jour. A. M. A., 1909, Vol. 52. 45 Ranzi. Wien. klin. Woch., 1906, p. 1552. 46 V. Dungern. Munch, med. Woch., Nos. 2, 20, 52, 1912; Berl. klin. Woch., 1913, “Weichhardt’s Jahresbericht,” Yol. 8, 1912, p. 163. PRACTICAL APPLICATIONS OF METHOD 235 0.2, 0.1, 0.05, and 0.025 c. c. of the original serum. To each of these quan- tities he adds the stated quantity, 0.8 c. c. antigen preparation described above, and the 0.05 guinea pig complement. Controls must be set up with the antigen alone and with the patient’s serum alone to prevent error from independent fixation by these substances. These reactions are allowed to stand three hours at room temperature, and then one cubic centimeter of a 5 per cent, solution of beef blood sensitized with two units of hemolytic serum is added (as in the Wassermann reaction). It is important to use a strongly sensitizing serum, so that not too much of the hemolytic rabbit serum must be added to the tubes. Experiments done in this way with normal sera usually result in complete hemolysis within one hour, although in certain other diseases, i. e., tuberculosis and syphilis, slight inhibition may result. However, fixation with the patient’s serum in quantities of 0.1 c. c. or less is, according to von Dungern, fairly specific for malignant tumors, since normal sera treated in the way described usually do not cause fixation in quantities of less than 0.2 c. c. and, in syphilis and tuberculosis, if fixation is at all present, it is usually not evident in quantities less than 0.1 c. c. With a reaction so carried out von Dungern has examined 244 cases. The following tabulation states his results: Malignant tumor of No. of cases Reaction positive* Pharynx 3 3 Esophagus 6 6 Stomach 15 11 Rectum 14 10 Larynx 2 2 Tongue 5 5 Bladder 1 1 Breast 22 22 Uterus 10 10 Skin 8 7 Ethmoid bone 1 1 Upper maxilla 1 1 * Taken from von Dungern, "Weichhardt’s Jahresbericht,” Vol. 8, 1912, p. 174. We report von Dungern’s results exactly as he states them in his last summary, since his well-known experimental ability necessitates serious con- sideration of all of his work. We may say, however, that a survey of the entire literature of complement fixation in the diagnosis of malignant tumors does not yet justify our acceptation of this method as of anything like the established value which the similar method has attained in syphilis. Complement Fixation in Glanders The diagnosis of glanders by the mallein test and by agglutina- tion has been recently reenforced by the method of complement fixa- tion. In carrying out these tests the method of preparation of the antigen is of the greatest importance. The directions which we give are those employed in the Diagnostic Laboratory of the Hew York Department of Health, under the immediate supervision of Dr. McNeil and Miss Olmstead, from whom we have our information. 236 Infection And resistance The particular strain of glanders bacilli employed seems to be of little importance. The organisms are grown on 1.0 per cent, acid glycerin-potato-agar. This stock culture is transplanted every other day. From it cultures are planted upon salt-free veal peptone agar. It is of the greatest importance that this medium shall be neutral to phenolphthalein. After twenty-four hours in the incubator the growth is washed off with distilled water, which also should be neu- tral, and the emulsion heated for from four to six hours at 80° C. in a water bath. It is then filtered through a Buchner filter simply to facilitate subsequent filtration through a Berkefeld “N” or “V” filter. After filtration this antigen is again sterilized for one hour .at 80° C. and then on two successive days at 56° C. for one-half hour. The fixation tests carried out with these antigens have yielded ■ excellent results as reported by Dr. McNeil47 at the Hew York • Serological Society. It is unnecessary to give further directions as to the technique of "this reaction, since it is simply that of complement fixations in gen- eral, the chief difficulty being that of antigen preparation. Complement Fixation in Gonorrheal Infections There are certain conditions following gonococcus infection of the genito-urinary tract which are not easily distinguished from a number of other tests unless the organisms can be cultivated or a specific serum reaction can be applied. Most important of these are gonorrheal rheumatism, salpingitis, and endocarditis. Complement fixation with the sera of such patients, and an antigen produced from gonococci, has been employed by many observers during recent years, and promises to be of great value. Here, too, the production of the antigen is the only feature of the reaction which has offered difficulties. Since the researches of Torrey have shown that not all races of gonococcus are antigenically alike, it seems necessary to produce a polyvalent antigen. At the Hew York Department of Health at present the antigen is prepared by using the ten Torrey strains. Stock cultures are carried on neu- tral veal agar and cultures are planted upon salt-free veal agar. Twenty-four-hour growths, washed off in neutral distilled water, are kept in a water bath at 56° C. for two hours, and then filtered through, first, a Buchner and then a Berkefeld filter. They are then sterilized for one hour. Complement Fixation in Tuberculosis Attempts to apply complement fixation to the diagnosis of tuber- culosis have been made by as many as thirty or more investigators 47 McNeil, Archibald. N. Y. Serological Soe. Meeting, April 4, 1914. PRACTICAL APPLICATIONS OF METHOD 237 with varying results. Wassermann and his collaborators attempted it before they succeeded in developing the Wassermann reaction in syphilis. Recently, intensive work has been done on the subject by Besredka,48 Petrol!,49 Craig,50 Bronfenbrenner,51 and Miller and Zinsser.52 Results have warranted the application of the reaction to clinical tuberculosis, although the actual degree of usefulness of the reaction must still await the multiplication of cases tested. The diffi- culty has of course consisted in the development of a suitable antigen. The antigen of Petroft' has consisted of a filtrate of potato broth. Besredka has used a filtrate of cultures made upon egg broth. Craig has used Besredka’s antigen and suspensions of ground bacilli. Mil- ler and Zinsser 52 have employed an antigen made by triturating liv- ing and dead bacilli with crystals of table salt, then adding distilled water to isotonicity. With all of the antigens favorable results have been obtained. Our own results seem to check up with clinical diagnoses in over 80 per cent, of the cases and so far have appeared to give practically no positive results in negative cases and indicated only active tuberculosis and not healed lesions. The reactions are carried out by methods entirely analogous to those employed in the Wassermann reaction, but careful antigen titrations must be done. The Preparation of Bacterial Antigens for Alexin Fixation Reactions.—We have mentioned only a few of the more commonly used alexin fixation reactions with bacteria. Alexin fixation can be used for experimental and diagnostic purposes in the case of almost any species of bacteria. The technical difficulties have involved chiefly the production of a suitable antigen, since many bacterial suspensions and extracts are non-specifically anticomplementary, or, in other words, these bacterial preparations fix alexin by themselves without previous sensitization. The reactions, for this reason, have necessitated a very careful titration of the maximum amounts of alexin fixed by the unsensitized antigen in order that this might be allowed for in the final reaction. Such a procedure, when the anti- complementary action of the suspension is at all marked, involves delicate manipulation and titrations, and great care in interpreta- tion. We have recently made studies of bacterial antigens which are mentioned in other parts of this book; but it may be useful at this point to call attention to the practical advantages for all kinds of bacterial alexin fixations represented in the use of our so-called 48 Besredka. Zeitschr. f. Immunity 1914. 49 Petroff. 50 Craig. Am. Jour. Med. Sc., Dec., 1915, p. 781. 51 Bronfenbrenner. Arch. Int. Med., 1914, No. 6, 786. Zeitschr. f. Immunit., 1914, XXIII, 2, 21. 52 Miller and Zinsser. Proc. Soc. Exper. Biol, and Med., 1916, 134. Jour. Lab. and Clinical Med., Yol. I, p. 817. 238 INFECTION AND RESISTANCE residue antigens. These substances which are antigenic in the sense that they unite with antibody, giving both clear precipitations and alexin fixations with specific sera and almost entirely devoid of anti- complementary action, consist in the residue left when alkalin ex- tracts of bacteria are boiled for a short time with acid, filtered clear and neutralized. The antigens may be further purified by precipita- tion in the neutral residues with ten volumes of alcohol, and resolu- tion in normal salt solution. The technique for the preparation of these antigens from different bacteria varies. Tubercle Bacilli.—This antigen devised by us 52a is being used extensively by Petroff at the present time. The result of his investigations has not yet been published. In the case of tubercle bacilli, the antigens are made by shaking pulverized tubercle bacilli, about 50 milligrams in 100 c. c. of slightly alkaline salt solution. After about three hours’ shaking, a massive precipitate is obtained by acidifying with acetic acid, added drop by drop. This is filtered off and the filtrate boiled for from 2 to 5 minutes over a free flame, still in the acid condition. The liquid is allowed to cool and the slight cloud which forms, is filtered off by passing through a Berkfeld. The filtrate is neutralized to about Ph 7, and the precipitate of phos- phates which forms as the neutral point is approached, again removed by filtration. The water-clear residue which gives a slight precipita- tion when mixed with about 10 volumes of alcohol can be used directly, and titrated for alexin fixations without further manipula- tion, or may be precipitated with 10 volumes of alcohol and taken up in any desired concentration with sterile salt solution. In this form it can be kept a long time and can be boiled repeatedly without losing its antigenic properties. Influenza Bacilli.52b—Influenza bacilli are grown on chocolate agar in large pie plates, or any moderately large surface, washed off with salt solution and shaken in neutral salt solution for about two hours, then filtered and treated as above. The influenza bacillus antigen is much less stable than the tubercle bacillus preparation. Pneumococci.—Pneumococci are washed off agar surfaces, shaken a short time, not more than an hour is necessary, in slightly alkaline salt solution, acidified, boiled, etc., and in other ways treated as described for the tubercle bacillus above. The pneumococcus anti- gen is extremely stable. Meningococcus.—Meningococcus antigen is prepared just ex- actly as for pneumococci, only in this case, as in the influenza bacillus, great care must be taken to preserve the final residue in a slightly acid condition and to apply no heat except when the antigen is slightly acid. If alkaline boiling weakens and eventually destroys it. Staphylococci.—Staphylococcus residue antigen may be pre- Baa Zinsser. Jour. Exp. Med., Yol. 34, 1921, p. 495. Bab Zinsser and Parker. Jour. Exp. Med., Yol. 37, 1923, p. 275. PRACTICAL APPLICATIONS OF METHOD 239 pared in the same way, except that with the staphylococci it is neces- sary to collect dried bacteria, grind them and extract the pulverized staphylococci as the tubercle bacillus. They are subsequently treated like tubercle bacillus powder. The only organisms, so far worked with, with which we have not succeeded in obtaining satisfactory amounts of residue antigen are typhoid bacilli. CHAPTER IX THE PHENOMENON OF AGGLUTINATION When bacteria are added to homologous immune serum there occurs a peculiar agglomeration of the individual micro-organisms into small clumps. The phenomenon is so general and so easily observed that it is not surprising that it was noticed and reported by a number of workers during the period of active investigation upon serum reactions which preceded and followed the discovery of the Pfeiffer phenomenon. Thus, in the years from 1891 to 1895, Metchnikoff,1 Charrin and Roger,2 Isaeff and Ivanoff,3 Washburn,4 and several other workers made this observation with a variety of bacteria and immune sera. But all of these observers failed to follow up or analyze the process they incidentally noticed in the course of other investigations. A thorough study of the phenomenon was not made until 1896, when Gruber and Durham,5 in Vienna, in the course of their studies upon bacteriolytic reactions with colon bacilli and cholera spirilla, again noticed the agglutination of these bacteria in homologous immune sera, recognized the specificity of the reaction, and called attention to its apparent independence of other previously studied serum phenomena. The process known as agglutination consists in the following train of occurrences. If we add to an even emulsion of bacteria a small amount of homologous immune serum the micro-organisms may be seen to collect rapidly in groups or masses, with a resultant clearing of the fluid in which they have been suspended. The clumps of bacteria gather in flakes which, not unlike flakes of snow, sink to the bottom of the test tube. The speed and completeness with which this phenomenon occurs depend, as we shall see, upon the agglutinating strength and other qualities of the serum which is em- ployed, but the essential process of clumping is alike in all cases. There are a large number of different methods by which this occurrence can be observed, each one particularly adapted to some special purpose for which the reaction is carried out. Gruber and Durham, who were investigating the properties of bacteriolysins 1 Metchnikoff. Ann. de Vlnst. Past., 1892. 2 Charrin and Roger. C. R. de la Soc. de Biol., 1889. 3 Isaeff and Ivanoff. Zeitschr. f. Hyg., Vol. 17, 1894. 4 Washburn. Jour. Path, and Bact., 1896, p. 228. 6 Gruber and Durham. Munch, med. Woch., 1896. 240 THE PHENOMENON OF AGGLUTINATION 241 when they observed agglutination, naturally recognized the specific nature of the reaction and proposed to make use of it for the purpose of bacterial differentiation and species determination. For this pur- pose, which has become one of the most important of the practical applications of the agglutination reaction, the phenomenon is best observed by the so-called “macroscopic method,” in which a series of serum dilutions are mixed, in small test tubes, with equal volumes of emulsions of the bacteria. Thus, if we wish to determine the nature of an unknown bacil- lus, suspected of belonging to the typhoid bacillus group, by this method, we may deter- mine its agglutination in the serum of an animal im- munized with a known strain of typhoid. The tubes are in- cubated after the mixtures have been made, and the agglutination which has taken place in the various tubes is recognized by a clearing up of the fluid and the flaking of the bacteria after from one to three hours. The test tube method has the advantage of permitting the use of larger quantities of reagents than can be used in the other methods de- scribed below, and therefore more exact quantitative measurements can be made. Although this method for the determination of bacteria has found universal application, it is probably most frequently employed at the present time for the rapid identification of colonies of doubtful typhoid or dysentery, incident to the isolation of these organisms for stools by such methods of plating as those of Conradi-Drigalski, of Endo, or of Hiss. The suspicious colonies can thus be fished directly to an agar slant, and the cultures, when developed, emulsified and identified by agglutination. The advantages of such a method for the determination of the biological interrelationship of the organisms of a given group, like, for instance, that of the dysentery bacilli, are obvious. An ingenious use of this reaction was also made by Shiga when he determined, among various bacteria isolated from the stools of dysentery cases, the particular one which was specifically aggluti- nated by the patient’s serum, thus discovering the dysentery bacillus .which bears his name. .Within a few months, after the publication of Gruber and Dur- Microscopic Agglutination. 242 INFECTION AND RESISTANCE ham’s work, Widal and, apparently independently of him, Griin- baum,*5 by a process of reasoning the converse of that detailed above, applied the reaction to the diagnosis of infectious disease. It is obvious that a human being or an animal infected with a given variety of bacteria may develop agglutinating properties against these bacteria. It is of great value, therefore, to determine the agglutinating power of the serum of a patient for the bacteria which are known to cause the disease suspected in the particular case in which a diagnosis is desired. This method has become a rou- tine measure in the early diagnosis of typhoid fever under the name of “Widal” or “Gruber-Widal” reaction and, since the quantities of serum which can easily be obtained from a patient are usually small, it is convenient to carry out the reaction by the microscopic method. This consists in mixing serum and bacterial emulsion in hang-drop preparations and observing them with the microscope. An excellent method, also, is the so-called Proeseher 7 method in which serum and bacterial emulsion are mixed in small watch-glasses or salt cellars. Proeseher used this method extensively in the study of staphylococcus agglutinations. The mixtures in the salt cellars were set away at 37° C. for two hours, and then observed with a magnification of 60 to 70 diameters. Close observation of the occurrence under the higher power of a microscope shows that the bacteria, if motile, lose their motility, if non-motile the Brownian motion is arrested. They are then rapidly gathered in small clumps, isolated individuals between these clumps being gradually drawn into them, until finally the fluid between the masses is entirely clear. This complete clearing, of course, happens only when there is not an excess of bacteria, for, like other serum re- actions, this phenomenon is a quantitative one in which definite pro- portions must be maintained. Clinically the most frequent use of the agglutination reaction is in the diagnosis of typhoid fever. The technique used for this test is, in the large majority of cases, the microscopic hang-drop method. In Germany the Proeseher method is sometimes used, and the micro- scopic method with dead organisms, as first introduced by Ficker, is also not uncommon at the present day. Since the serum of normal human beings very often contains moderate agglutinating powers for the typhoid bacillus, the diag- nostic value of the reaction in this disease depends upon the elimina- tion of this error by sufficient dilution. If dilutions of the serum of from 1-40 to 1-60 are used diagnostic errors on this point are avoided, since the normal agglutinating power of human beings is never such that typhoid bacilli will be clumped by it in these dilu- tions within one hour. Prompt clumping in serum dilutions of 1-20 6 Griinbaum. Lancet, 1896, Yol. 2. 7 Proeseher. Centralbl. f. Bakt., Yol. 34, 1903. THE PHENOMENON OF AGGLUTINATION 243 is fairly reliable, but does not absolutely exclude an unusually high normal agglutinating power. In carrying out tests clinically dilu- tions of 1-20, 1-40, and 1-80 are usually made and observed for one hour. From such tests diagnosis can be made without danger of error. In rare cases of icterus the agglutinating power for typhoid bacilli may be increased. Just what is the cause of this is not cer- tain; Wood 8 reports cases in which agglutination of 1-40 was pres- ent with slight jaundice (hepatic cirrhosis). On the other hand he has frequently failed to notice agglutination in other cases of intense jaundice. It is not impossible, as Wood suggests, that the occasional presence of unusual agglutinating power in individuals with jaun- dice has some relation to the frequent persistence of typhoid bacilli in the gall bladder. Occasionally it will be noticed that dilutions of the patient’s serum of 1-5 to 1-20 fail to agglutinate, while higher dilutions will give positive tests. This is referable to the so-called “pro-agglu- tinoid zone,” the principles underlying which we shall discuss in an- other place. The Widal test in typhoid cases rarely appears before the end of the first week, and, in the majority of cases, is present before the end of the second week. It may proceed for months, although Wood states that he has seen it disappear at the end of three to six weeks. In paratyphoid fever the diagnosis can often be made by agglu- tination, and in dysentery, as we have seen, the fact that the pa- tient’s blood agglutinated the bacteria was one of the important facts utilized by Shiga in his discovery of the organism which bears his name. In pneumonia agglutination of the pneumococcus, isolated from the patient’s sputum by sera prepared by immunization with various types of pneumococci, has become of considerable importance clin- ically, since Heufeld and Haendel and, in this country, Cole, Dochez, and Gillespie have determined that there are a number of different types of this micro-organism. The use of pneumococcus serum in the disease will be of value only if a serum is used which has been pro- duced with an organism of the same type as the one infecting the patient. Therefore, determinations of the type by highly potent agglutinating sera give a finger-point to the variety of serum to be used. Whatever may be the eventual outcome of the serum treat- ment in pneumonia, no results whatever can be expected, according to our present knowledge, unless such determinations are made. The technique of agglutinations in pneumococcus work is facilitated by growing mass cultures of organisms, as advised by Hiss, in flasks of glucose broth containing 1 per cent, calcium carbonate, but ordinarily no difficulty is encountered and no special methods are necessary. 8 Wood. “Chemical and Microscopical Diagnosis,” D. Appleton & Co., p. 242. 244 INFECTION AND RESISTANCE The same method of growing micro-organisms is useful in the case of streptococcus agglutinations, since the insoluble calcium car- bonate, if thoroughly shaken, breaks the chains of streptococci and thereby facilitates judgment as to the reaction. Agglutination reactions have been of considerable usefulness also in the diagnosis of glanders in horses. The early work on this sub- ject was done chiefly by Macfadyean,9 and the reaction has been particularly studied by Wladimiroff.10 Since the serum of normal horses will often agglutinate glanders bacilli in dilutions of as much as 1-500, Wladimiroff advises making the positive diagnosis on dilu- tions only higher than 1-1,000, since he states that normal horses may occasionally reach an agglutination titre of 1-1,000. The same writer states, moreover, that glanders bacilli are subject to great variations in agglutinability, and that for this reason the choice of a suitable strain is of great importance. The motility of bacteria has absolutely no relation to the reac- tion, and their agglutination is entirely passive. Some of the earlier investigators of agglutination associated the reaction with alteration in the flagellar mechanism of the micro- organisms. It is now well known, however, that non-motile, as well as motile, bacteria are subject to the phenomenon, and that no visible change in the appearance or arrangement of flagella accompanies the clumping. Although this is the case, observation of the motility of such organisms as the bacillus of typhoid fever, while subjected to the action of agglutinating serum, may be of great value in aiding in the determination of the degree of completeness with which the reaction is taking place. Agglutination, furthermore, does not lead to the death of the bacteria. Of course, whenever the reaction is carried out in un- heated serum the concomitant effects of the bactericidal substances bring about bacterial death. Agglutination does not, however, de- pend upon the cooperation of alexin, and serum may be inactivated without interference with its power of agglutination. In such heated serum clumping takes place without bactericidal effects, and, more than this, the bacteria may grow, if exposed to proper temperature conditions, when suspended in the serum. In fact, it is of consider- able interest to carry out the reaction in this way, for the bacteria growing in agglutinating serum form long convoluted threads and skeins even when in ordinary culture they habitually occur as sep- arate individuals. Thus colon bacilli, typhoid bacilli, pneumococci, cholera spirilla, and other organisms, which ordinarily grow as free single cells, or, at most, in chains of two or three, if kept in the incubator for ten to twelve hours together with homologous serum, will grow in long, delicate chains, like those of streptococci. This 0 Macfadyean. Jour. Comparative Path, and Ther., Vol. 9, 1896. 10 Wladimiroff. “Kolle u. Wassermann Handbuch,” 2d Ed., Yol. 5. THE PHENOMENON OF AGGLUTINATION 245 form of reaction has been especially studied by Pfaundler,11 who attributed particularly delicate specificity to it. However, the “Thread Reaction,” as it is sometimes called, may be regarded as merely another manifestation of the phenomenon of agglutination and subject to the same laws and limitations of specificity which apply to other methods. 1 he purely passive role played by the bacteria in agglutination is best shown by the fact that dead bacteria, killed in various ways, are specifically clumped just as are the living cultures.12 On this fact depends the method spoken of as “Ricker’s Reaction,” in which emulsions of typhoid bacilli, killed by formaldehyd or carbolic acid (distributed commercially), are agglutinated in small test tubes by the serum of typhoid patients. The original method of Ricker is said to be a proprietary secret; however, a number of other methods which attain the same purpose are in use in various places. Volk 13 describes the method used in Vienna, and states that there carbolic acid is used to kill the cultures. Similar to this is the method de- scribed by J. H. Borden,14 who proceeds as follows: The bacilli are grown on agar slants in large tubes for 24 hours. They are then washed from the medium with a sterile mixture of salt solution 450 parts, glycerin 50 parts, and 95 per cent, carbolic acid 2.5 parts. After this solution has been kept a week it becomes translucent and by this time the bacilli are dead. The preparation is then ready for use and can be kept a long time in dark bottles in a cool place. Borden very carefully controlled this bacterial emulsion with positive and negative typhoid sera and found it reliable. The great advantage of all these methods, of course, consists in the possi- bility of furnishing the general practitioner with materials for clini- cal agglutination tests in which the necessity of preserving and sus- pending living cultures is eliminated. The facts which we have just considered tend to show that agglu- tination is not a vital phenomenon 15 dependent in any way upon the living nature of the bacterial cell, but, like other phenomena of antigen-antibody reactions, a purely chemical or physical process in which the substance of the bacterial cell enters specifically into rela- tion with the agglutinating factor of the serum. In uniformity with other analogous reactions the antigenic substance is here spoken of as “agglutinogen,” the antibody as “agglutinin.” Agglutinogen.—The agglutinogen, or agglutinin-inducing sub- stance in the bacteria is apparently an inherent part of the bacterial protein, and agglutinins may be produced in animals by injection 11 Pfaundler. Wien. klin. Woch., 1898, and Centralbl. f. Bakt., I, Vcl 23 1898. 12 Bordet. Ann. Past., Yol. 10, 1896. 13 Volk. “Kravis und Levaditi Handbuch,” Yol. 2. 14 Borden. Medical News, N. Y., Mar., 1903. 15 Bordet. Ann. Past., Yol. 10, 1896. 246 INFECTION AND RESISTANCE not only of living and dead whole bacteria, but by bacterial extracts, prepared in various ways. And, furthermore, just as the agglutinins of serum are absorbed out of a serum by the whole bacteria, they may be neutralized by the dissolved bacterial extracts. Just what the nature of the agglutinogen is has been a matter of prolonged controversy, Pick 16 and others claiming that it is pos- sible to obtain an agglutinogen by alcohol precipitation from old bacterial cultures which, upon further purification, can be found to give none of the usual protein reactions (Biuret, Millon). It is by no means certain, however, that Pick’s results are correct. That the agglutinogen is, to a certain extent, subject to dialysis has been claimed because of experiments in which specific agglutinins have appeared in the sera of animals into whose peritoneal cavities celloi- din sacs, filled with bacteria, have been placed.17 There has been a great deal of discussion regarding the possible localiza- tion of the agglutinogen of bacteria in the ectoplasmic layers of the cells, and especially in the flagellar substance. We have seen that, as a matter of fact, nonmotile bacteria are subject to the phenomena of agglutination just as are the motile forms, but numerous attempts were made during the earlier stages of our knowledge of this reaction to demonstrate that changes in ectoplasm and flagella accompanied the actual agglutination. Gruber18 himself held the opinion for a time that the clumping was due to an ectoplas- mic swelling which rendered the bacteria sticky, causing them to hold to- gether after chance approximation. He soon gave up this idea himself, but a similar theory was for some time upheld by Nicolle 10 and others. Malvoz 20 in 1897 devised an ingenious method by which he believed that he could show that the agglutination of bacteria depended upon their ecto- plasmic substances. He passed the typhoid emulsion through Chamberland filters and, when the bacilli had been caught upon the filters, he subjected them to prolonged washing. The bacilli, now removed from the filter by passing fluid through in the opposite direction, were no longer motile or agglutinable either by formalin, safranin, or other chemical agents, nor by agglutinating sera. Dineur,21 repeating the experiments of Malvoz, came to the same conclusions. He decided that in agglutination the bacteria be- came entangled with each other by means of the flagella. Harrison,22 in later studies working under Tavel, attempted to dissolve out the ectoplasmic layers of bacteria with pyocyanase, and from his experiments also came to the conclusion that the agglutinogen was contained in the external layers. Similar results were obtained by De Rossi.23 16 Pick. “Hofmeister’s Beitrage,” 1901, 1902. 17 This would be in keeping with Pick’s work just referred to, and should be subjected to the same criticism before final acceptance. For a more de- tailed discussion of these conditions the reader is referred to the article by Paltauf, “Kolle u. Wassermann Handbuch,” Yol. 4, part 1. 18 Gruber. Munch, med. Woch., 1896. 19 Nicolle. Ann. de I’Inst. Past., 1898. 20 Malvoz. Ann. de VInst. Past., Yol. 11, 1897. 21 Dineur. Bull, de I’Acad. de Med. de Beige, 1898, cited from Smith and Reagh. 22 Harrison. Centralbl. f. Baht., Yol. 30,1, Orig. 1901. 23 De Rossi. Centralbl. f. Baht., I, Vols. 36 and 40. THE PHENOMENON OF AGGLUTINATION 247 Further studies on the same problem are those of Smith and Reagh.24 These investigators worked with two strains of bacilli, both of which they regarded as belonging to the hog-cholera group, though the one was motile and the other nonmotile. When rabbits were immunized with the nonmotile bacillus an agglutinin was obtained which acted upon this bacillus differently and less powerfully than did the agglutinin produced with the motile one. Contact with the nonmotile bacillus did not deprive the serum produced with the flagellated organism of the agglutinins for the latter. They con- clude that two agglutinins were involved—one incited by the ectoplasm and flagellar substance, the other by the bacterial cell body proper. Rehns as well as Paltauf have criticized these results by questioning the species identity of the two bacilli employed in the experiments, referring the phenomenon to the occurrence of group agglutination. As a matter of fact our present knowledge of agglutination no longer justifies the association of agglutination with flagella. ISTon- motile as well as motile bacteria are readily agglutinated, and we have much evidence which will be discussed presently which shows that the agglutination reaction is governed by many of the laws which obtain in colloidal flocculations. This, however, does not ex- clude the possibility that it is the ectoplasmic zone chiefly which takes part in the reaction. Furthermore, loss of motility, which always accompanies agglutination when a motile organism is under observation, is an extremely valuable aid in guiding us in our judg- ment of incomplete reactions. That changes may be brought about in bacterial agglutinogen by various methods of treatment has been shown by a number of workers, although the fundamental principles underlying such changes are not at all clear. Joos 25 was the first to study agglutination with particular refer- ence to the effects upon the reaction of heating both the antigen and the antibody. On the basis of extensive and complicated experiments upon the agglutinin produced in horses by immunization with heated and unheated typhoid bacilli, he drew the conclusion that agglu- tinogen (agglutinin-inducing substance) in bacteria was not a single element but consisted of at least two definite parts of which he speaks as a and 5-agglutinogen, is a constituent of the living bacteria, and is easily destroyed at 60° to 62° C. The 5-agglu- tinogen is also present in normal bacilli, but is more heat-resistant and will withstand 60° to 62° C. for several hours. The injection of living unheated bacilli then induces the formation of both a and 5-agglutinin, which have respectively a particular affinity for a and 5-agglutinogens. The injection of heated bacilli, on the other hand, induces the formation only of 5-agglutinin and not a trace of a.-agglu- tinin. The a-agglutinin is considerably heat-resistant, resisting 60° to 62° C., whereas the 5-agglutinin loses its agglutinating property 24 Smith and Reagh. Jour. Med. Res., Yol. 10, 1903. 25 Joos. Centralbl. f. Bakt., Yol. 33, 1903. 248 INFECTION AND RESISTANCE when heated to GO0 C. The a-agglutinin is entirely incapable of unit- ing with B-agglutinogen. However, i?-agglutinogen can combine or react with both the a, and B constituents of the bacilli. For this reason Paltauf has spoken of agglutinin produced with the heated bacteria as “umfanglicher.” This is a point of great interest, and if Joos is right is, of course, of considerable practical importance. However one may look upon these experiments, as well as the similar ones of other workers, it seems established that heating bac- teria leaves them still capable of inciting agglutinins powerfully and rapidly, perhaps of an “umfanglicher” nature than those pro- duced with the native cells. Heating bacteria may also alter their agglutinability. Thus, ac- cording to Eisenberg and Volk,26 heated above 65° C. the bacteria no longer agglutinate in the presence of specific immune serum, but still absorb agglutinin. Eisenberg and Volk, therefore, distinguished between a heat-sensitive constituent of the antigen, which is particu- larly associated with the clumping, whereas the thermostable sub- stance represents the haptophore or combining portion. It seems simpler, in this case also, to assume a change in the colloidal stability of the bacteria by heating than to seek it in a differentiation into combining and agglutinable parts of the same antigen. The points raised by Joos’ work have been followed up particu- larly by Kraus and Joachim27 and by Scheller.28 Scheller sum- marizes the results of his work as follows: First, in agreement with Joos he found that immune sera obtained by injection of bacteria modified by heat vary considerably from each other. Secondly, im- munization with living typhoid bacilli produces sera which agglu- tinate living bacilli very highly and less highly bacilli heated to 60° C. The titre of agglutinating serum is altered very little toward living bacilli after heating to 60° to 62° C., but is sometimes dimin- ished toward bacteria that have been heated. Bacilli that have been heated to 100° C. but slightly agglutinate unheated serum. Sera produced by the injection of typhoid bacilli heated to 60° to 62° C. agglutinate with both living and heated bacilli. Very important furthermore in Scheller’s work are the determinations that typhoid bacilli which have been heated absorb agglutinins out of the sera more actively than do the unheated bacteria, and that the highest agglutinin titres can be obtained by agglutination with bacilli that have been heated to 60° C. The analogy of Scheller’s results with similar work done in connection with the precipitin reaction is strik- ing and will be referred to in another place. Alterations in the agglutinability of bacteria may also occur spontaneously, without previous heating, as in the preceding experi- 26 Eisenberg and Yolk. Zeitschr. f. Hyg., Vol. 40, 1902. 27 Kraus and Joachim. Centralbl. f. Bakt., I, Vol. 36, 1904. 28 Scheller. Centralbl. f. Bakt., Vol. 36, 1904, and Vol. 38, 1905. THE PHENOMENON OF AGGLUTINATION 249 merits. It has been frequently noticed that typhoid bacilli, recently cultivated out of the human body, will not agglutinate in sera which have high agglutinating power for strains kept for some time on laboratory media. Much investigation has been focused upon the de- termination of the cause for this, and although many explanations have been suggested no satisfactory solution has been found. Most workers who have attempted to attack this problem have based their reasoning upon the receptor conception of Ehrlich and have assumed that such inagglutinable bacteria are characterized by a diminished equipment in “receptors.” Such strains have been especially well studied in the case of typhoid bacilli and cholera spirilla. Inagglu- tinable typhoid bacilli have been cultivated by many investigators from the spleen, gall bladder, and urine of typhoid patients, and many of these, when studied for prolonged periods, have been found to regain normal agglutinability after several generations of culti- vation upon artificial media. Apparently some alteration of the bacilli had taken place in the presence of the body fluids (immune serum) which affected their sensitiveness to the agglutinins, i. e* their ability to unite with or absorb this antibody. The phenomenon involves an important principle, emphasized some years ago by Pro- fessor Welch, namely, that the bacteria may acquire a quasi- immunity against the attacking forces of the body, a property which may be responsible for the increase of virulence noted when some bacteria are repeatedly passed through the bodies of animals, and, indeed, alterations of virulence signify biologically a process of adaptation on the part of the bacteria just as increased immunity indicates a similar process on the part of the invaded subject. This lessened susceptibility to antibodies is noticeable not only in strains cultivated from the body in disease, but can be produced arti- ficially by cultivating the bacteria in inactivated homologous immune serum. This has been accomplished by Walker 29 especially, and by Muller,30 with both typhoid bacilli and cholera spirilla cultivated upon broth mixed with serum. Such strains not only increase in virulence but lose in both agglutinability and susceptibility to bac- tericidal effects. Sacqueppee 31 obtained similar results by keeping the organisms in collodium sacs in the peritoneal cavity, and Bail 32 found similar inagglutinability of typhoid bacilli taken from the peritoneal exudates of guinea pigs dead of infection. Gay and Clay pole in 1913 33 produced the carrier state in rabbits with typhoid bacilli, and found that the organisms reisolated from the rabbits did not agglutinate in a serum which agglutinated stock 29 Walker. Jour. Path, and Bact., Yol. 8, 1902. 30 Muller. Munch, med. Woch., 1903. 31 Sacqueppee. Ann. Past., Yol. 4, 1901. 32 Bail. Archiv. f. Hyg., Vol. 42. 33 Gay and Claypole. Archiv. Intern. Med., 12, 1913, 614. 250 INFECTION AND RESISTANCE cultures in dilutions as high as 1:20,000. The writer, many years ago, noticed similar inagglutinability in a typhoid bacillus isolated from a case of gall stones which developed some 17 years after typhoid fever. A curious by-product of Gay and Claypole’s observa- tion is the fact that they claim that the blood and bile cultures which were not agglutinated by ordinary anti-serum were easily aggluti- nated by a serum produced by the immunization of rabbits with cul- tures grown on blood agar media. These observations, however, were not confirmed in an extensive investigation on this point by Bull and Pritchett.34 The artificial production of inagglutinability by cultivation on immune sera was again extensively worked out in 1921 by Morishima 35 in our laboratory. Morishima’s conclusions are as follows: Typhoid bacilli grown upon normal serum do not become inagglutinable. Cultivated continuously upon specific im- mune serum, they at first become inagglutinable, but if such cultiva- tion is persisted in for two weeks or longer, eventually these strains again become agglutinable. In some cases this return to normal does not occur until the 72nd day; usually, however, it occurs sooner than this. The inagglutinability of the typhoid bacillus is accom- panied by inability to absorb agglutinin. The development of capsu- lar material does not seem to be concerned in the inagglutinability, since treatment by the Porges method, that is, washing with weak acid, does not render the inagglutinable strains agglutinable. Zinsser and Dwyer 36 have noticed similar inagglutinability in typhoid bacilli recovered from the peritoneal cavities of guinea pigs injected with anaphylatoxin and bacteria. The anaphylatoxin in these cases possessed distinct aggressive action, and the conditions here were probably very similar to those observed by Bail. There are various possible explanations, the most prevalent ones all representing variations of the opinion that such inagglutinable strains possess an inadequate receptor apparatus. Cole 37 advances this because he found these cultures possessed less power to absorb agglutinin than others, and, injected into animals, produced sera which were not highly agglutinating for the injected strain. Some of Cole’s experiments show clearly the variable agglutinability dis- played by different strains of the same species. Thus the agglutina- tion in the same serum. Of strain E = 1:8,000 Of strain H = 1:7,000 Of strain I = 1:4,500 Of strain W = 1:4,500 Of strain C = 1:4,000 34 Bull and Pritchett. Jour. Exper. Med., 24, 1916, 55. 35 Morishima. Jour. Bacter., 6, 1921, 275. 86 Zinsser and Dwyer. Proc. Soc. for Exp. Biol, and Med., Feb., 1914. 37 Cole. Zeitschr. f. Hyg., Yol. 46, 1904. THE PHENOMENON OF AGGLUTINATION 251 The difference here between E and C actually amounted to a relation of 1 to 2. A rabbit immunized with strain I furnished a serum which agglutinated strain E more powerfully than I itself. Muller’s experiments have the same general significance. It has also been suggested that the inagglutinable bacteria, especially those from the peritoneal exudate, which Bail found were neither agglu- tinable nor absorbed agglutinin, may have taken up altered agglu- tinin or agglutinoid. We will have occasion to recur to this problem in connection with our discussions of the capsulated bacteria and of virulence. The explanations given above do not seem on the whole satisfactory, and the problem is an exceedingly complex one. It has been found indeed that the acquired resistance of bacteria against agglutinins is not at all unique, and that acquired resistance against serum lysins may he observed.38 The extensive investigations of Bail, Walker,39 and others, on the nature of changes in virulence in many invasive bacteria, and the knowledge more recently gained on the resistance to phagocytosis of virulent strains of streptococci and pneumococci are facts closely related in underlying principle to the inagglutinability of typhoid strains cultivated in immune sera. That no two strains of bacteria of the same species are exactly similar in their agglutinability in the same serum, moreover, is an observation which is made by every one who is in a position to carry out routine Widal tests in hospital practice. The spontaneous ag- glutination which occasionally occurs in the broth cultures of typhoid bacilli used for this test in many laboratories 40 may often be re- ferred, at least in the cases which have come to the writer’s notice, to an excessive acidity of the broth, a phenomenon which will be dis- cussed in a subsequent paragraph. As far as the phenomenon of variable agglutinability inherent in different strains is concerned, however, it is of great practical importance in carrying out routine Widal tests to bear this in mind and to control the strain of typhoid bacilli employed in the reactions from this point of view. A strain also which has been in use for a long time should be titrated with agglutinating animal sera from time to time to determine whether or not alterations in agglutinability have occurred. Group Agglutination.—That the reaction of bacterial agglutina- tion was specific was noted, we have seen, by Gruber and Durham from the very beginning. The closer study of the reaction in its application to bacterial identification has led to interesting data which have revealed certain definite limitations of this specificity. It has been found, for instance, that, while immunization with any given species of bacteria gives rise to a very marked increase of agglutinins for this species, there are formed at the same time, though 38 Eisenberg. Centralbl. f. Bakt., Yol. 34, p. 739, 1903. 39 Walker. Centralbl. f. Bakt., Yol. 33, 1903. 40 See section on Agressins. 252 INFECTION AND RESISTANCE to a lesser degree, agglutinins for bacteria of other species. This has been referred to as “group reaction,” and the agglutinins appear- ing in such sera are spoken of by German observers as “Haupt Agglu- tinine” and “Neben” or “Mit Agglutinine” In English texts they are usually referred to as “chief” or “major” agglutinins and “para” or “minor” agglutinins. Although, as a general rule, such group- agglutinin formation is evident most markedly in the cases of biologi- cally related micro-organisms like the typhoid, paratyphoid, and colon bacilli, this is not necessarily the case, and in some instances the immunization of an animal with a given bacterium may produce minor agglutinins for other bacteria that have no morphologically or culturally demonstrable biological relation to that which reacts with the major agglutinin. We may obtain the most graphic survey of these conditions by examining one of a number of experimental protocols in which such major and minor agglutinin formation is illustrated. Thus in the work of Hiss 41 on the dysentery bacilli the following relations were observed: A serum produced in rabbits by immunization with the Shiga bacillus agglutinated the Shiga bacillus in dilutions of 1 to 20,000, the “Baltimore,” “Harris,” “Gray,” and “Wollstein” bacillus 1 to 1.200, the Y bacillus and others 1 to 200. An Anti-Y bacillus serum, which agglutinated this bacillus 1 to 6,400, agglutinated the Baltimore bacillus 1 to 1,600, and the Shiga bacillus 1 to 100. Anti-“Baltimore” bacillus serum agglutinated this bacillus 1 to 3.200, and the Y bacillus 1 to 400, and the Shiga bacillus 1 to 100. In this series there is fair correspondence between cultural bio- logical relations and agglutination, and from many such investi- gations it would seem that “group” agglutination might be taken to represent a method of determining biological classifications similar to the zoological relations revealed by the precipitin reaction. While, in a general way, this is undoubtedly true, nevertheless great caution must be exercised in relying upon such evidence for classification, since notable exceptions have been observed. Park,42 for instance, cites a case in which a horse, immunized with a paradysentery bacil- lus, agglutinated a colon strain in dilutions up to 1 to 10,000. Simi- larly Durham 43 found that two members of the colon group—one saccharose fermenting—reacted almost identically with the same agglutinating serum, while the agglutinations of two culturally identical bacilli of the hog cholera group were entirely at variance. The cause for the phenomenon of group agglutination must un- questionably be sought in the nature of the bacterial agglutinogens, and it is but reasonable to assume that living cells so little differen- 41 Hiss. Jour. Med. Res., 13, N. S., Yol. 8, 1904. 42 Park. “Pathogenic Micro-organisms,” 1910, p. 166. 43 Durham. Jour. Med. Res., Yol. 5. THE PHENOMENON OF AGGLUTINATION 253 tiated biologically and morphologically should have much in common chemically as well. The bacterial cell, moreover, may contain several antigenic complexes and, beside its specifically peculiar constituents, therefore, we may suppose that every bacterium contains additional antigenic substances which it has in common with other species. It is the specific antigen in response to which the “chief” agglutinin is formed, while the others, present in smaller quantity, lead to the formation of the minor or para-agglutinins with an intensity pro- portionate to the amounts present in the bacterial cell. Thus, as Durham expresses it, if we assume one micro-organism to contain antigenic substances a, b, c, and d, and another d, e, f, and g, the antibodies produced by injections of the former would react with the common element d in the latter. The diagnostic value of the specificity, however, is plainly not affected by the phenomenon of group agglutination, since the action of minor agglutinins can be always easily eliminated by sufficient dilu- tion. Thus if we possess a typhoid- immune serum which agglutinates the typhoid bacillus in dilutions of 1 to 10,000, the paratyphoid bacillus 1 to 1,000 and the colon bacillus 1 to 100 (as in the figure), we may still utilize this serum for the identifica- tion of suspected typhoid cultures, as, let us say, in the isolation of un- known bacteria from stools or urine, by using potent sera in dilutions as high or higher than 1 to 1,000, be- yond which point the action of minor agglutinins is eliminated. The dia- gram illustrates our meaning in the hypothetical case of a typhoid-im- mune serum which agglutinates typhoid in dilutions of 1 to 10,000, paratyphoid bacilli 1 to 800, and colon bacilli 1 to 100. The relation of agglutination to biologic relationship is not a simple problem in that individual strains even of the same species may vary consider- ably in agglutination by the same serum. Smith and Reagh 44 have studied particularly these conditions as they prevail in the colon, hog cholera and allied groups. I hey found that biologic relationship usually may be concluded from close agglutination affinities, and that minor biologic differences such as colony appearance, etc., do not Diagrammatic Representation op Group Agglutination. 44 Smith and Reagh. “Studies from the Rockefeller Institute,” Vol 1. 1904, p. 270. ’ 254 INFECTION AND RESISTANCE exclude such affinities. On the other hand, closely related bacteria vegetating on mucous surfaces (different strains of diphtheria, dys- entery, and colon bacilli) may vary considerably in their agglutina- tive characteristics, while invasive species show a greater homo- geneity among their varieties or races. This brings in another impor- tant feature—that is, the modification in agglutinative characteristics induced in bacteria when they become parasitic upon different hosts, and Smith and Reagh conclude that such changes of parasitic habitat may modify the agglutinative properties (probably by adaptation to the peculiar reactions of each host), some of them being weakened and others strengthened. The animal species used for immunization indeed influences the quantity and nature of the produced agglutinin considerably. For instance, in Pfeiffer’s 45 experiments, a dog, a chicken, and a rabbit were immunized with the same strain of cholera spirilla. The sera obtained from these animals agglutinated this and other strains of cholera spirilla in an entirely irregular manner—showing that the constitution of the agglutinins in each case was an absolutely different one in regard to the relative concentrations of “major” and “minor” constituents. Agglutinin Absorption.—Castellani 46 found that the immuniza- tion of an animal with two or more different species of bacteria re- sults in the formation of agglutinins against all of these. Supposing, for instance, that species A and B are used for treatment, agglutinins against both A and B are formed in quantity, depending upon the intensity of the treatment in each case. JSTow, if to the serum so pro- duced an emulsion of A is added, agglutinin A only will be removed, while agglutinin B will remain in the serum almost undiminished. An example of this is seen in the following protocol taken from Cas- tellani’s paper: Titre of the serum Titre after absorption with B. typhi Titre after absorption with B. coli “31” Titre after absorption with B. coli and B. typhi B. typhi 4,000 B. coli “31” 1,000 B. typhi 0 B. coli1131” 1,000 > 300 B. typhi 4,000 B. coli “31” 0 B■ typhi 0 B.coli “31” 0 In the preceding paragraphs, however, we have seen that im- munization with a single organism, say B. typhosus, will induce the formation of agglutinins, not only for this species, but also of para or minor agglutinins for biologically similar strains as well. In such 45 Pfeiffer. Quoted from Paltauf in “Kolle u. Wassermann Handbuch,” Yol. 4. 46 Castellani. Zeitschr. f. Hyg., Yol. 40, 1902. THE PHENOMENON OF AGGLUTINATION 255 cases, as Castellani showed, absorption of the serum with the or- ganism used for immunization takes out, not only the major agglu- tinins, but rather all of the agglutinins, major and minor. Con- versely, however, absorption of such a serum with the species agglu- tinated by the minor agglutinins takes out these antibodies only, leaving the major substances intact. These relations are well illus- trated by the two following protocols, also taken from Castellani’s paper: Serum of rabbit No. 1 immunized with B. typhi only Agglutination titre of serum Titre after absorption with B. typhi B. typhi 5,000 B. typhi 0 B. coli 600 B. coli 0 Agglutination titre After absorption with After absorption with of serum B. typhi B. coli B. typhi 10,000 B. typhi 0 B. typhi 10,000 (heavy clumps) (small clumps) B. coli 800 B. coli 0 B. coli 0 Serum of rabbit No. 7 immunized with B. typhi only Note: All of these protocols are taken from Castellani’s communication, loc. cit. These facts, variously confirmed, tend to corroborate the concep- tion of the production of major and minor agglutinins outlined above. It is of practical and theoretical importance to mention that complete absorption of specific agglutinin by a single exposure to homologous bacteria, however thickly emulsified, is not possible. It is always necessary to absorb repeatedly, and even then a minute trace of agglutinin may eventually remain. Eisenherg and Volk,47 who have studied these conditions particularly, attribute this to the nature of the union of agglutinogen with agglutinin, wdiich they con- ceive as following the laws of mass action—this accounting for the persistence of a small “rest” of free agglutinin, even after repeated absorption by partial dissociation. The principle involved here is identical with that discussed in connection with antigen-antibody union in general. Normal Agglutinins.—It is not only in the sera of immunized animals, however, that agglutinins are found. Just as the other 47 Eisenberg and Yolk. Zeitschr. f. Hyg.t Yol. 40, 1902. Eisenberg. Centralbl. f. Bakt., Yol. 34, 1903. 256 INFECTION AND RESISTANCE antibodies, antitoxins, and bactericidal sensitizers may be found in the blood of normal animals, so agglutinins for various bacteria may be normally present. These normal agglutinins do not in any respect, further than that of quantity, differ from the immune agglutinins and follow the same laws of specificity which have been described for the latter. It has been shown a number of times that such normal agglutinins are not present in the new-born animal, but are acquired later in life, possibly because of the absorption of bacterial products from the intestinal canal. It has been variously shown 48 too, that living bacteria themselves may enter the lymphatics and the portal circulation from the intestine during apparently perfect health of the individual. This subject is of interest, not only in connection with the ag- glutinins, but has bearing upon the existence of normal antibodies in general. Ruffer,49 who has studied particularly the penetration of leukocytes and bacteria through the intestinal mucosa, demon- strated micro-organisms in the sub-mucous lymph nodes of normal rabbits, and Ribbert 50 and Bizzozero 51 have shown the presence of bacteria in apparently normal mesenteric lymph nodes. Adami and Nichols even claim that during health a certain number of living bacteria enter the portal circulation from the intestine, and from here may get into the systemic circulation, and are ordinarily de- stroyed by either leukocytes, liver lymphatic organs, or the kidneys. It is thus not surprising that normal agglutinins should occur, and that they should be qualitatively identical with the so-called “immune” agglutinins, since they probably arise by a sort of spon- taneous immunization through the intestinal canal. Researches of Ford 52 point in the same direction. However, Landsteiner and Reich 52“ in 1907 pointed out differences between normal and im- mune agglutinins in that the normal were more resistant and did not possess the specificity of the immune. For the details of these experiments, we refer to their publication. Their work prevents the unqualified acceptance of the identity of normal and immune anti- bodies. Ehrlich’s Conception of Agglutination.—An interpretation of the process of agglutination, according to the theory of Ehrlich, con- ceives it as a chemical union of agglutinin and bacteria (agglutino- gen). The agglutinin is regarded as consisting of two atom com- plexes, one the “haptophore,” having affinity for the bacterial protein, and concerned with the union, the other the “ergophore” or “zymo- 48 Adami. Jour. Am. Med. Assoc., Dec., 1899. 49 Ruffer. Brit. Med. Journal, 2, 1890. 60 Ribbert. Deutsche med. Woch., 1885. 51 Bizzozero. Centralbl. f. d. Med. Wiss., Yol. 23, 1885, p. 49. Quoted from Adami. 52 Ford. Zeitschr. f. Hyg., Vol. 40, 1902. 52a Landsteiner and Reich. Zeitschr. f. Hyg., Vol. 58, 1907, p. 213. THE PHENOMENON OF AGGLUTINATION 257 phore,” by means of which the actual agglutination is brought about after the union has taken place. Unlike the antibody concerned in the processes of hemolysis or bacteriolysis, the agglutinins are not dependent in their action upon the cooperation of alexin, and the agglutination power of a serum is therefore not destroyed by inactiva- tion or heating to 56° C., as is the case with the former. Although the accurate point of thermal destruction varies with different ag- glutinins (the agglutinins for the Bacillus pestis and a few other bacilli are said to be destroyed at 56° C.), as a rule agglutinins will not disappear from serum until the temperature is raised to between 70° and 80° C. Once destroyed, however, no reactivation takes place upon the addition of fresh normal serum. Ehrlich, for this reason, has conceived the structure of agglutinins as “Haptines of the Second Order,” in which he supposes that the zymophore and the haptophore groups are inseparably connected, and in which we could assume an alteration of the less stable zymo- phore group without interference with the functional integrity of the haptophore group. Such an altered agglutinin could be spoken of as “agglutinoid,” and this could be- come united with a bacterial cell without inducing agglutination, but, by its union, prevent subsequent combination of the cell with un- altered agglutinin. This process of “agglutinoid Verstopfung” has been held responsible for the failure of agglutination when bacteria that have been in contact with heated serum are subsequently exposed to the action of actively agglutinating serum. It is assumed that the agglutinoids which were present in the heated serum have occupied the bacterial receptors and have thereby prevented the union of these with the agglutinins later added. The So-called Agglutinoid Phenomenon.—The work of Eisen- berg and Volk 53 has gone very thoroughly into these conditions and forms the strongest bulwark of this point of view. These workers showed that bacteria thus exposed have not only become less sensitive to agglutinins, but have, at the same time, lost much of their power to absorb agglutinins when compared with normal bacteria. The same loss of agglutinating power which is observable in heated ag- glutinating serum is evident to a lesser extent in serum which has been preserved at room temperature. Eisenberg and Volk have shown that such serum, in addition to a quantitative loss of agglutinin con- tent, loses the power to agglutinate in high concentrations. Thus Diagrammatic Representation of Ehrlich’s Conception of the Structure of Agglutinin. 53 Eisenberg and Yolk. Zeitschr. f. Hyg., Yol. 40, 1902. 258 INFECTION AND RESISTANCE a scrum which has been preserved in this way will no longer ag- glutinate bacteria in concentrations of 1 to 20, 1 to 40, or even 1 to 100, but will agglutinate as before in higher dilutions. This is taken to mean that the agglutinoids formed during the period of standing possess a higher affinity for the bacterial antigen than do the true unaltered agglutinins. Since these so-called “proagglutinoids” are relatively small in amount, their action is masked when considerable dilution has sufficiently diminished their quantity, in proportion to the more plentiful unaltered agglutinins. In support of this assump- tion it has been further shown that sera which have been rendered inhibitory by either of the methods named can be deprived of their inhibiting characteristics by absorption with homologous bacteria. Together these observations might appear to constitute a strong argu- ment in favor of the agglutinoid theory. In practical experience the existence of such an inhibition zone is of great importance, since freshly taken sera will occasionally show this failure of agglutination in concentration, while strong agglutination follows when the dilution is increased. In clinical tests, as in the Widal reaction for the diagnosis of typhoid fever, we not infrequently encounter sera which will give no agglutination in dilutions of 1 to 20 and even 1 to 40, and the reaction would there- fore be regarded as negative unless the possibility of the proag- glutinoid zone were recognized and further dilutions carried out. While there is no question of the accuracy of the experimental data cited in the preceding paragraphs, the interpretation of the phe- nomena on the basis of Ehrlich’s haptine conception has not been universally accepted. The gist of the explanation of the so-called “agglutinoid” phe- nomena by the Ehrlich school, therefore, can be summarized as fol- lows: The agglutinin is conceived as consisting of a “haptophore” and a “zymophore” group; the “haptophore” group brings about the specific union of the agglutinin with the bacteria, the “zymophore” group causes the agglutination. Heating destroys the “zymophore” group, but not the “haptophore” group. In consequence, such altered agglutinin or “agglutinoid” can unite with bacteria, but can no longer cause agglutination. By uniting with the bacteria, it occludes the bacterial receptors for agglutinin in such a way that normal agglutinin, added subsequently, is unable to unite with the bacteria at all. In the transformation of agglutinin to “agglutinoid,” the affinity is changed so that the “agglutinoid” now unites more easily with the bacteria than does normal agglutinin, hence the term “pro- agglutinoid.” There seems to us almost nothing in this theory which can justly be retained. In the first place, Bordet’s salt experiment has pretty well excluded the assumption of “haptophore-zymo- phore” structure on the part of the agglutinin. Moreover, as we have seen in discussing complement fixation, and as we shall see in THE PHENOMENON OF AGGLUTINATION 259 discussing precipitins, the so-called “agglutinoid” zones are in entire analogy with the zone phenomena observed with other antibody re- actions, and dependent upon principles of quantitative union be- tween antigen and antibody that have nothing whatever to do with deterioration of the antibody by heat or otherwise. The only point of argument on the part of the Ehrlich school which is not easy to answer in this connection is the claim made by Eisenberg and Volk, as well as by Kraus and Joachim, that the agglutinin inhibiting prop- erties of a heated serum can be specifically absorbed out of such a serum with the appropriate homologous bacteria. If the matter of heating were only active by producing a protective colloidal action in the serum, then one would have to assume that such heated serum would prevent agglutination of any bacteria, or that normal heated serum could do the same thing. If, however, as Kraus and Joachim and others have claimed, it is possible to produce agglutinin inhibit- ing properties in typhoid immune serum by heating and then specif- ically absorbing out this inhibiting substance with typhoid bacilli, in such a way that the serum is deprived of its “agglutinoid” action, by the bacilli, and the bacilli are rendered inagglutinable by virtue of the material they have absorbed out of the serum, it would appear as though the inhibiting substance were really some inherent altera- tion property of the specific agglutinin, itself. Our explanation of this is as follows: We know from experiments of Porges, as well as from our own, that in various colloidal precipitations in which serum is involved, moderate heating of the serum will strongly re- duce its ability to precipitate a suspension. Thus, while minute amounts of fresh dog serum precipitate colloidal arsenic-sulphid, a very minute amount of heated dog serum will inhibit such precipita- tion by fresh dog serum. Kow, when we heat any normal serum, it is likely that we are changing it in its colloidal state, and produc- ing a certain amount of colloidal protective property in the serum. In all reactions by the bacteria and antiserum, it is likely that the antibody carries into the union a not inconsiderable amount of inac- tive serum constituents. Thus, in precipitin reactions, as we shall see, the bulk of the precipitate formed comes from the serum. It is our belief that the so-called specific action of “agglutinoids” is due to the fact that the antibody carries into the union with the bacteria inactive protein which has become colloidally protective by virtue of the heating. Hemagglutination.—In describing the investigations which led to the discovery of the mechanism of the lytic phenomenon, in the chapter on Cytolysis, we mentioned that Bordet and others had no- ticed the frequent agglutination of red blood cells in the sera of animals treated with such cells after the hemolytic property had been destroyed by heating to 56° C. Such hemagglutination is a phenomenon entirely analogous to the agglutination of bacteria by 260 INFECTION AND RESISTANCE serum, and hemagglutinins regularly result when an animal is sys- tematically treated with the red blood cells of another species. Like the bacterial agglutinins, the hemagglutinins are relatively ther- mostable and are best observed, therefore, after the sera are inac- tivated. Otherwise rapid hemolysis will often obscure the agglutina- tion. Like other agglutinins the hemagglutinins thus produced are specific, acting only upon that variety of cells which are used in their production. Moreover, certain sera may normally contain hemagglu- tinins for the blood cells of animals of another species. An illustra- tion of this is the hemolytic and hemagglutinating property of normal goat serum for rabbit cells—but there are many other examples which might be cited. Such normal hemolytic and hemagglutinating prop- erties for the cells of other animals usually render the sera toxic for these animals, and some observers have attributed the toxicity to this agglutinating action, believing that the clumped erythrocytes form emboli around which clotting is initiated. The writer’s own investi- gations, however, seem to show that this is not the case, since the toxicity of such sera is completely removed after they have been heated, in spite of the fact that the hemagglutinative property re- mains unchanged. Bordet’s Analysis and the Importance of Electrolytes.—The fundamental principle underlying all the Ehrlich hypotheses is the conception that these reactions take place as do purely chemical reactions, following the law of multiple proportions. Such reason- ing has often necessitated the assumption of differences of affinity which, critically examined, are really ex post facto explanations, forcing the phenomena to conform with the theory. As a matter of fact, the bodies which participate in the antibody-antigen reactions are probably of the nature of the substances which are spoken of as colloids, and it is therefore more than likely that the quantitative and other relations governing the union of these reagents should be analogous to those governing colloidal reactions in general. The reaction of agglutination, like that of precipitation, has lent itself particularly to the study of the principles of the union from this point of view, and the first and fundamental progress made in this direction is found in the work of Bordet. Bordet 54 compared the formation of precipitates in bacterial emulsions to the precipitation of such inorganic emulsions as clay in distilled water, and noted that the precipitation of homogeneous emulsions of such substances is “often controlled by such insignifi- cant causes as the presence of salts.” Applying this analogy to the agglutination of bacteria, he performed the following experiment: Cholera spirilla, emulsified in salt solution, were treated with homol- ogous immune serum and, after agglutination had taken place, the bacteria were thrown to the bottom by centrifugation and divided 54 Bordet- 4wn. ide VJnst. Pasteur, 1896, 1899, THE PHENOMENON OF AGGLUTINATION 261 into two parts. One part was again suspended in salt solution, and the other was washed, and then suspended in distilled water. The bacteria in the tube of salt solution rapidly agglutinated, while those in the distilled water, after thorough shaking, remained indefinitely suspended in an even emulsion. If, however, to these unagglutinated bacteria a small amount of pure sodium chlorid was added agglutina- tion occurred. The conclusions that can justly be drawn from this experiment are, first, that the bacteria could not agglutinate, even though they had been bound to agglutinin, when salt was removed from the en- vironment, and, second, that the addition of salt to such emulsions brought about immediate agglutination. The same principle can be demonstrated in other ways. If, for instance, a bacterial emulsion is rendered free of salt by dialysis, and this is added to an agglutinat- ing serum similarly dialyzed, no agglutination occurs. The suspen- sion may remain evenly clouded indefinitely unless salt is added. As soon as a little salt is added, however, perfect agglutination occurs. To this technique the very obvious criticism may be applied that perhaps the absence of salt has precipitated the agglutinins, which, as we know, are precipitated with globulin, which is insoluble in the absence of salt. However, this source of error is excluded by the first experiment cited, and, moreover, it can be shown by the last experiment that, even though the bacteria are not agglutinated in the salt-free serum, they have nevertheless absorbed agglutinin. For, if such a salt-free mixture is centrifugalized, the bacteria washed and suspended in distilled water, and salt is then added, agglutina- tion occurs. The supernatant fluid of the original suspension, furthermore, can be shown to have been deprived of agglutinins by suitable experiment. These facts, first observed by Bordet, and further elaborated by the studies of Joos,5° Friedberger,56 and others, have been inter- preted in different ways. Joos claims that there is a chemical union between the bacteria and the salt, and bases this upon the observation that the salt added to a salt-free mixture cannot be demonstrated in the supernatant fluid after agglutination has taken place. His ob- servations in this respect have not found confirmation at the hands of Friedberger and other workers, and it is generally agreed to-day that the role of the salts is, as Bordet first assumed it to be, a purely physical one. Bordet’s opinion is often spoken of as the “two phase” theory, in that he conceives the process of agglutination to consist of two distinct occurrences, first, an absorption of the agglutinin by the bacteria, and, second, an agglutination of the new complex by the salt. It is not the agglutinin which causes agglutination, but by union with the agglutinogen forms a complex which is altered in 55 Joos. Centralbl. f. Bakt., 1, Yol. 33, 1903. 56 Friedberger. Berl. klin, Woch,, 1902; Centralbl. f. Bakt., 1, Yol. 30, 262 INFECTION AND RESISTANCE “colloidal stability,” and therefore is flocculable by the action of the electrolyte. The opinion of Bordet becomes clearer as we consider the con- ditions governing the flocculation of colloids in general. Without wishing to enter in this place into detail regarding the nature of colloidal suspensions, it nevertheless seems necessary in order to do justice to this phase of the question to recall briefly the conditions governing such flocculation. The so-called colloidal solutions are not true solutions as the term is applied to dissociable substances, but are looked upon as consisting of small particles in suspension. The particles are similarly charged, as can be demonstrated by their wandering when subjected to an electric current, and it is supposed that it is this fact of similarity of charge which, in the “sol” state, permits them to remain in suspension. For the similarity of the charges of the individual particles prevents their mutual approxima- tion.57 The state of suspension of these substances, then, represents a delicately balanced equilibrium between the two forces of electrical repulsion and of surface tension, an equilibrium which may be dis- turbed by the action of a number of factors. Thus, studies on inor- ganic colloids have shown, long before these considerations were applied to the explanation of serum reactions, that the stability of these suspensions could be disturbed both by electrolytes and by the addition of other colloids. Thus they may be precipitated by various salts, acids, and bases and, as Schultze58 has shown, they react with that ion of the electrolyte which carries an opposite charge to that of the colloidal particles. For, although the colloidal units are similarly charged, this may be either negative or positive, according to the nature of the particular substance. In the case of the so-called amphoteric colloids reaction may take place, according to Pauli,59 with both ions of the electrolyte. The probable mechanism of the process is postulated by Pauli in describing the precipitation of a colloidal metal by salts, acids, or bases in the following way: “The introduction of such electrolytes into a colloidal suspension is of course accompanied by a certain amount of dissociation. In consequence the weakly charged particles of the colloid collect about the ions of opposite charge until a sufficient accumulation of the particles leads to an electrical neutralization of the ion, and the 57 That these relatively simple conceptions of the conditions in suspensions containing proteins and other colloids call for considerable revision in view of Loeb’s recent work will be discussed in a later section. They are crudely stated here because much of the work on agglutination cited below was based upon them. 58 Schultze. Jour. f. prakt. Cltiem., 25, 1882, and 27, 1883. 59 Pauli. “Hofmeister’s Beitrage,” 1905, and “Physical Chemistry in Medicine,” Wiley & Son, N, Y., 1907, THE PHENOMENON OF AGGLUTINATION 263 aggregation, if of sufficient size, will sink to the bottom, forming a precipitate.” In regard to the mutual influences exerted upon each other when two colloids are mixed, it has been shown by Biltz, Hardy, and many other observers that oppositely charged colloids precipitate each other, though this is not an absolute rule, as experiments by Pro- fessor Stewart Young, of Stanford, have shown. Thus colloidal gold and platinum will be precipitated by such colloids as ferric oxid or aluminum oxid. When such a precipitating colloid is added tc another oppositely charged suspension in quantities too small to bring about flocculation, moreover, the addition of a quantity of salt, likewise too small to precipitate alone, will in many cases bring about the flocculation. These and other phenomena of colloidal reaction have found close analogy in antibody-antigen studies, and have given support to the interpretation of the latter in the sense of Bordet. To return to the consideration of bacterial agglutination, we have spoken of the dependence of the reaction upon the presence of salts, and have seen that the researches of Friedberger and others have refuted the assumption that the action of the salt in bringing about agglutination depends upon chemical union of the salt with the bacteria. It is probable, therefore, that here, as in other colloidal precipitations, the function of the salt is to be regarded purely as an electrophysical phenomenon. The analogy becomes still closer when we consider the researches of Bechold,60 Neisser and Friedemann,61 Sears and Jameson,62 and others, which have shown that bacteria in suspension are to be com- pared very closely with true colloidal suspensions in that the bac- terial cells carry a definite and uniform electrical charge and wander in the electric field. Bacteria in salt solution emulsion, for instance, wander to the anode, thus giving evidence of their carrying a negative charge. This charge may be altered by adding to the emulsions definite con- centrations of acids or bases, a reversal of the charge taking place under the influence of NaOH or other hydroxids. Just how this is brought about is by no means clear, but it is not impossible that there is a selective absorption of OH ions by the bacteria, which therefore take on the charge of the ion. However this may be, and we must admit that explanations of these phenomena are as yet largely speculative, a fact which interests us particularly in connection with the phenomena under discussion at present is the influence exerted upon the charge of bacteria by 60 Bechold. Zeitschr. f. physik. Chem., 48, 1904. “Neisser and Friedemann. Munch, med. Woch., Vol. 51, pp. 465, 827, 1904. 03 Sears and Jameson. “Thesis for M. A., Stanford University,1” 1912. 264 INFECTION AND RESISTANCE exposure to the influence of serum. Bechold,63 as well as Neisser and Friedemann,64 assert that bacteria which have absorbed agglutinin no longer wander to the anode, but act as though they had been deprived of electrical charge, and precipitate or agglutinate between the electrodes. Bechold has suggested, for this reason, that it may be possible that bacteria in the normal condition are protected from the action of the electrolyte by a membrane or coating of protoplasm which acts as a protective colloid. The absorption of agglutinin may alter this in such a way that they become amenable to the flocculating effects of the salt ions. In keeping with such an opinion is the well- known observation of the inagglutinability of capsulated organisms, which, as Porges65 has shown, become agglutinable as soon as the capsules have been destroyed by heating in a weak acid. That the absorption of agglutinin indeed alters the electric sta- bility of the emulsified bacteria further appears from the fact that “agglutinin” bacteria 66 are agglutinated by concentrations of salts which are too slight to affect the normal micro-organisms. In this respect there is close similarity between the flocculation of agglutinin- bacteria and such emulsions as kaolin and mastic, whereas bacteria without agglutinin require much higher concentrations of the salts to produce like effects. The absorption of agglutinin may have re- moved a factor which protected the bacteria against the influence of the salt. On the other hand, it is equally just to assume—and this is more likely and corresponds with Bordet’s views—that the ab- sorption of agglutinin has “sensitized” the bacteria to the action of the electrolyte. The experimental facts upon which the above state- ments are formulated are largely found in the important papers of Neisser and Friedemann—whose work brought out, likewise, inter- esting analogies of the colloidal precipitations with the phenomenon which we have described above as the proagglutinoid zone.67 In regard to the greater amenability of agglutinin bacteria to flocculation by electrolytes, the following protocol, adapted from the work of these authors, will explain itself. They were tabulated from experiments in which different quantities of normal " solution of various salts were added, on the one hand to emulsions of unal- tered bacteria, and, on the other, to bacteria which had absorbed agglutinin. It is seen that, with some salts, agglutination of the unaltered bacteria did not occur at all, whereas agglutination was 03 Bechold. “Die Kolloide in der Biologie u. Medizin,” Steinkopf, Dres- den, 1912. 64 Neisser and Friedeniann. Munch, med. Woch., Vol. 51, 1904, pp. 465 and 827. 65 Porges. Zeitschr. f. exp. Path. u. Therapie, 1905. fie “Agglutinin” bacteria—bacteria which have absorbed specific agglutinin. 67 See work of Northrop and that of Coulter in its bearing on this point in subsequent sections on pages 267 and 313. THE PHENOMENON OF AGGLUTINATION 265 brought about in the treated bacteria with comparatively small amounts; in other cases the difference is a quantitative one only: Protocol constructed from the tables of Neisser and Friedemann, loc. cit. y solution of salt Quantity of salt sol. which brought about agglutination of 1 c. c. of normal bacteria in emulsion. 0 = no agglutination by the salt solution Quantity of salt sol. which agglutinated 1 e. c. of agglutinin bacteria in emulsion NaCl 0 .025 NaNO, 0 .025 Na2S04 0 .025 Rbl 0 .025 MgS04 0 .0025 ZnS04 .01 .001 CaCl2 0 .005 BaCl2 0 .005 Cd(N03)2 .01 .001 CuS04. .0025 .0001 CuCl2 .0025 .0005 Pb(N03)2 .0025 .0001 HgCl2 .0025 .0005 The analogy between the experiment tabulated in the preceding protocol and the following from the work of the same writers is self- evident. Just as the absorption of agglutinin by bacteria rendered these more amenable to precipitation by salts, so the addition of minute quantities of gelatin to mastic emulsions had a similar sensi- tizing effect upon these. NaCl 10% solution 1 c. c. mastic (1-10 original emulsion) diluted to 3 c. c. 1 o. c. mastic + .0001 c. o. of a 2% gel. solution, the whole diluted to 3 c. c. 1.0 + + + + + + 0.5 0 + + + 0.25 0 + + + 0.125 0 + + + 0.05 0 0 0.025 0 0 Finally, one of the most important analogies yielded by the work of the above investigators is illustrated in the following protocol as follows: 266 INFECTION AND RESISTANCE Colloidal iron hydroxid Precipitation of mastic emulsion 1 c. c. 1. 0 0.5 0 0.25 0 0.1 + + 0.05 +++ 0.025 +++ 0.01 +++ 0.005 +++ 0.0025 ++ 0.001 0 Here we have an inhibition zone in the tubes containing the highest concentrations, accurately analogous to the previously dis- cussed proagglutinoid zone. It is a phenomenon similar also to the inhibition zones noticed in precipitin reactions and observed, though by a different technique, in bacteriolytic phenomena discussed in an- other place in connection with the Neisser-Wechsberg notion of com- plement-deviation or “Komplement Ablenkung.” It seems to be a universal fact governing the union of colloidal substances, that defi- nite quantitative proportions must be maintained in order to lead to reaction, this being, possibly, explicable on the basis that actual union can take place only after disturbance of the electrical balance which keeps the particles apart. These reactions will be found more accurately discussed in another place. Whatever the mechanisms may be, however, these and similar experiments have seemed to render unnecessary and unlikely the assumption of proagglutinoids, proprecipitoids, etc., to explain the inhibition zones so frequently observed in all reactions of this kind. A peculiar observation, which does not coincide with the above interpretation of these phenomena, and the significance of which is indeed doubtful, is one which Friedberger 68 made in researches in which he confirmed the work of Bordet on the absence of agglutina- tion in a salt-free environment. He found that not only the addition of various salts would bring about agglutination under such condi- tions, but that organic substances such as dextrose and asparagin could be substituted for salts and had similar agglutinating effect— although higher concentrations of these than of the salts were re- quired. Were these substances at all dissociable it might be pos- sible that they acted by a mechanism identical with that of the salts— but since such substances as dextrose either do not dissociate at all or do so to an infinitesimal degree only there does not seem any pos- sibility of reconciling these results with Bordet’s theory. 68 Friedberger. Centralbl. f. Baht., 30, 1901. THE PHENOMENON OF AGGLUTINATION 267 It is difficult to explain Friedberger’s results. Possible impurity of his preparations and the presence of traces of electrolyte seem to be excluded by the fact that he was quite conscious of this possi- bility of error and used only substances which yielded no ash on combustion. It may be that the results of Friedberger in which glucose and asparagin were used may have brought about agglutination by an entirely different mechanism from that which we are discussing and form no analogy to this. The most important recent piece of work that has been done on agglutination in our opinion is that of Northrop and deKruif.69 As we have seen above, it is well known that bacteria, as well as other particles in suspension, carry an electric charge with reference to the surrounding medium, and we have already referred to the idea that repellent forces due to the like charges carried by individual particles, represented the force by which agglomeration is prevented. As we have mentioned above, and as will be seen further discussed in the chapter on colloids, the two forces which are opposed to each other in suspensions of this nature are the electric charge above alluded to, on the one hand, and the surface tension which has been supposed to exert a force of attraction between particles. It is the balance between these two which until very recently was regarded as determining suspension or precipitation. The question of the charge on suspended particles has been investigated by a number of workers, a particularly interesting paper being that of Powis,70 who studied oil emulsions and found that coagulation occurred when the potential between the drops of oil and the surrounding liquid was reduced below a critical value of about 30 millivolts. Thus, the stability of the oil emulsion was definitely shown to depend upon the potential. Northrop mentions, however, that in the case of bacteria, this cannot be taken to have a direct bearing because agglutination by immune serum can occur without any apparent change of potential. For the first time in the investigation of agglutination, at least as far as we know, Northrop and deKruif have taken into account, in addition to the charge on the bacteria, the cohesive forces, and have attempted to measure both of these factors in relation to each other. They worked particularly with thoroughly washed suspensions of B. typhosus and the Bacillus of rabbit septicaemia. The potentials were calculated from the rate of migration of the organisms in an electric field. The cohesive force they measured by the following interesting technique which we quote verbatim. “Measurement of the Cohesive Force.—A piece of thick glass slide was covered with a thin film of very heavy suspension of washed 68 Northrop and deKruif. Jour. Gen. Phys., 4, 1922, 639. 70 Powis. Zeit. f. Physik. Chem., 89, 1914, 186. 268 INFECTION AND RESISTANCE organisms (B. typhosus), the film allowed to dry and then heated to 60° for a few minutes. This causes the bacteria to adhere firmly to the glass. A heavy (No. 3) cover-slip was similarly prepared. The cover-slip was suspended by means of a fine platinum wire from the lever of the de Noiiy 71 surface tension apparatus. The glass slide was immersed in a dish containing the solution to be studied and the cover-slip allowed to rest on it with its own weight for 1 minute. The force required to pull the cover-slip from the slide was then determined, it was found that if the measurement was made imme- diately after the two surfaces came in contact, the value obtained depended on the force with which the two had been pressed together. If the slip had been pressed down firmly a much greater force was required than if it had simply been allowed to rest on the slide. After a short time interval, however, this difference became less, and eventually the same reading was obtained in both cases. This is due presumably to the fact that the distance apart of the two surfaces is regulated by capillary forces and comes to the same point from either side. The same smear was used as long as the same value was obtained on replacing the preparation in distilled water. The value obtained becomes less after ten or fifteen measurements, due to the gradual removal of the film. Control experiments with clean glass surfaces showed no significant variation under the conditions of the experiment. The values obtained in this way were surprisingly reproducible. They have been expressed as milligrams required to separate two surfaces each 2 cm. square. The results are not exactly comparable to the measurements of the potential since the organisms have been subjected to dry heat. It will be noted, in fact, that the results do not conform exactly to those expected from the potential measurements. In the case of NaCl, for instance, the concentration required to affect the cohesive force noticeably, is slightly higher than would be expected from the potential curve. “It has usually been considered that this force is a surface tension effect, but there does not appear to be any conclusive evidence as to its nature. It is better, perhaps, to refer to it simply as ‘cohesive’ without an exact definition of its nature.” The conclusions they reached in their work are extremely inter- esting and considerably at variance with many of the ideas previously held. In examining the effects of salts on the agglutination of washed bacteria, it was found that their experiments could be divided into two groups: first, those in which agglutination was caused by very low concentrations, less than 0.01 normal, and those in which high concentrations were needed. In the first group, it was found that agglutination occurred whenever the potential between the organisms and the solution was reduced below 13 millivolts, either positive or negative. This indicated that the change of potential 71 deNoiiy. Jour. Gen. Physiol., 1, 1918, 521. THE PHENOMENON OF AGGLUTINATION 269 was the essential factor. In the second group, however, agglutination with many salts did not occur, even though the potential was reduced to an immeasurably small value, and in such cases they assume that the salt affected the cohesive force as well as the potential. This supposition was confirmed by experiment. In other words, they found that high concentrations of salts decreased the cohesive force. Therefore, although the potential required to keep them apart was also decreased and in concentrated salt was reduced to zero, the cohesive force was rendered so insignificant that agglutination did not occur. In regard to serum, they showed that if dialyzed serum is added to a suspension of organisms in distilled water, the potential of the organisms gradually decreases, but not enough to cause agglutination. If a salt solution now is added to this mixture until the potential is decreased to the critical value of 13 millivolts, agglutination occurs. The serum seems to prevent the salt from decreasing the cohesive force between the organisms, and the potential, therefore, determines the agglutination when the salt becomes sufficiently concentrated to reduce this to less than 13 millivolts. Conversely, if the experiment is reversed, that is, if serum is added to organisms in the presence of salt, sufficient in amount to show this low potential, the serum increases the cohesive force until it is greater than the repulsion due to the potential (which latter is not affected by the addition of serum), and agglutination occurs. Of course, their work does not touch upon the possible reasons why immune sera alter the bacteria more definitely than normal sera, or upon what the specific absorption of immune bodies from serum depends, but their work brings us closer to an understanding of the physical conditions which underlie the agglutination of bac- terial suspensions. Acid Agglutination.—In one of the preceding paragraphs we have mentioned the phenomenon spoken of as “acid agglutination.” By this is meant the spontaneous clumping, not only of bacteria, hut of small particles of any kind, in suspension, in the presence of certain concentrations of acid. Michaelis,72 Beniasch,73 and others who have studied this phenomenon in detail have come to the con- clusion that it is the concentration of the hydrogen ions which is responsible for the agglutination. This explanation is also applicable to the agglutination often observed about the anode when bacteria are subjected in suspension to the action of a direct current. In such experiments the organisms after concentrating at this electrode often flocculate, and it is here, of course, that hydrogen ions are present in the greatest concentration. How this takes place is prob- lematical, but the reasoning of Pauli, if applied to this, would favor 72 Michaelis. Folia Serol., 7, p. 1010, and Deutsche med. JVoch., 37, 969. 73 Beniasch. Zeitschr. f. 1mm., Yol. 12, 1912. 270 INFECTION AND RESISTANCE the assumption that the weakly charged bacteria group themselves about the ions and, when a sufficiently large aggregation has formed, fall to the bottom as precipitate. This phenomenon of acid aggluti- nation is of course entirely different in nature from the specific serum agglutination which we are discussing. Nevertheless, Schidorsky and Iieim,74 Jaffe,75 and others have attempted to apply acid aggluti- nation to the isolation and differentiation of bacteria, on the concep- tion that different species are agglutinated by varying concentrations of hydrogen ions. The former investigators, even, claim to have been successful in isolating typhoid bacilli from the stools by this method in that the typhoid bacillus was agglutinated by concentra- tions of acid which had no effect upon the Bacillus coli. Sears 76 has gone over this work carefully, and, while he has obtained results which bear out the contention that the agglutination is probably due to rhe concentration of the H ions, his experiments have revealed an irregularity in the behavior of bacteria of the same species in acid solutions and an overlapping of those of one species with those of another. Therefore the use of acid agglutination for differential purposes seems to us entirely hopeless. And indeed it would be sur- prising if any such distinctive and regular reaction differences be- tween simple bacterial cells, after all chemically and physically so essentially alike, could be found. The Functional Importance of Agglutination in Infectious Disease.—Since the property of specifically agglutinating bacteria is developed in the bodies of animals and man in the course of contact with bacteria in the course of infection, it is natural to speculate concerning the possible significance of this phenomenon. Of course, it is quite possible that it is merely an incidental, inconsequential effect of reactions between antigen and antibody, and it has been so looked upon by a number of investigators, such, for instance, as Metchnikoff,77 who says the part played by agglutination in acquired immunity is “merely accidental and subordinate.” Salimbeni 78 goes so far as to state that bacterial agglutination does not take place within the animal body. His work was done with cholera spirilla. On the other hand, many observers have actually determined aggluti- nation in vivo, the first observation of this kind emanating from Sawtschenko and Melkich,79 who found clumps of the spirochsetes of relapsing fever in the blood of infected patients. Also, in natural immunity, such as that, for instance, of pigeons against pneumococci, Keyes and others have seen clumps of bacteria in the capillaries of 74 Schidorsky and Reim. Deutsche med. Woch., Vol. 38, p. 1125. 75 Jaffe. Arch. f. Hyg., Yol. 76. 76 Sears. Proc. Soc. of Exp. Biol, and Med., 1913. 77 Metchnikoff. “Immunity in Infectious Disease,” Cambridge, 1905, p. 263. 78 Salimbeni. Ann. de VInst. Past., 11, 1897, 277. 79 Sawtschenko and Melkich. Ann. de VInst. Past. 15, 1901, 497. THE PHENOMENON OF AGGLUTINATION 271 the liver and spleen. Recently, Bull 80 has studied the matter in more detail. Bull finds that with typhoid bacilli, in the circulating blood of normal rabbits, they are rapidly clumped, removed from the blood stream and accumulated in the organs where they are taken up by polymorphonuclear leukocytes, in the liver and spleen, espe- cially. In actively immunized animals, this is still more noticeable, both for the organisms mentioned, as well as for pneumococci, staphylococci, Shiga dysentery bacilli, and some other organisms. Bull’s observation in regard to the action of pneumococcus immune serum, in pneumococcus infected rabbits, is particularly interesting in that he found that the injection of sufficient amounts of anti- pneumococcus serum into septicsemic rabbits resulted in a rapid clumping of the pneumococci in the blood stream. Incidental to other experiments, we have had occasion often to confirm this ob- servation, and have been astonished by the speed with which the phenomenon occurs. Thus, if one injects a rabbit with pneumococci, allows him to go until the organisms are plentiful in the circulation, and then injects intravenously a sufficient dose of anti-pneumococcus serum, an immediate heart puncture will reveal clumps of the bacteria which were evenly distributed in the smears taken just before the injection. If one waits for 3 or 5 minutes after the serum injection, it may not be possible to find any organisms in the circulating blood by ordinary smear method. It will appear from this work that the clumping of bacteria in the body of the infected animal may have a very definite protective function, consisting in a preliminary concentration of the bacteria in the capillaries of various organs where phagocytosis is, in conse- quence, facilitated. 80 Bull. Jour. Exper. Med.. 22, 1915, 475 and 484; also, 24, 1916, 25. CHAPTER X THE PHENOMENON OF PRECIPITATION (Precipitins) The establishment of the agglutinin reaction as a constant and specific serum-phenomenon by the work of Gruber and Durham led immediately to assiduous investigation of the many problems sug- gested by it, and among them, as we have seen, the question of the nature of the agglutinogen. It was found that agglutinins could be produced, not only by the injection of whole bacteria, but equally as well by treatment with dissolved bacterial extracts or with filtrates from old broth cultures. This naturally led to the thought that there might be a definite reaction if such extracts (instead of the bacteria themselves) were added to agglutinating sera in vitro. Rudolf Kraus 1 was the first to perform this very logical experiment. He was working with broth filtrates of Bacillus pestis and of the cholera spirillum, and found that when he mixed the perfectly clear filtrates of such cultures with their respective antisera the mixtures would at first become turbid and finally show a light flocculent precipitate. He named the reaction the “precipitin reaction” and, in analogy to agglutinins, spoke of the bodies in the serum which caused the pre- cipitation as “precipitins.” The reaction was found, like that of agglutination, to be specific; the cholera serum gave no precipitate with the plague extract and vice versa, and Kraus, after extending his observations to other bacteria, pointed out the practical diagnostic possibilities of his discovery. Though Kraus’ first observations were made entirely with bac- terial culture filtrates and antibacterial sera, it was soon discovered that his results were merely isolated instances of a broad biological law, and that specific precipitins were produced whenever animals were treated with injections of any kind of foreign protein. Thus Tschistovitch,2 in 1899, found that the blood serum of rabbits im- munized with eel-serum gave specific precipitates when mixed with eel-serum, and Bordet 3 obtained analogous results by treating rab- bits with defibrinated chicken blood and with milk. Thus rapidly the discovery of Kraus was developed into the generalization that 1 R. Kraus. Wien. klin. Woch., No. 32, 1897. 2 Tschistovitch. Ann. de Vlnst. Past., 13, 1899. 3 Bordet, Ann, de Vlnst. Past., Yol. 13, 1899, pp. 225-273. 272 THE PHENOMENON OF PRECIPITATION 273 the sera of animals that have been treated with foreign proteins of any kind—bacterial, animal, or vegetable—will develop the property of causing precipitates when mixed with clear solutions of the re- spective antigens. The substances which, after injection into the animal body, lead to the formation of precipitating antibodies are spoken of in the language of immunology as “precipitinogen.” In the case of bac- teria it has been shown that, while the injection of the whole bac- terial cell—dead or alive—will lead to precipitin formation, bacterial extracts produced in a variety of ways will lead to the same result. Such precipitinogen extracts can be obtained by allowing the bacteria to grow in flasks of slightly alkaline bouillon, keeping them in the incubator for from three weeks to three months, and then filtering them through Berkefeldt candles. Again, useful extracts can be more rapidly produced by growing large quantities of bacilli on agar, emulsifying in salt solution, and shaking in any one of the ordinary types of shaking machine for 48 hours or longer. On filter- ing an extract is obtained which will form precipitates with homol- ogous immune serum, or will incite precipitins when injected into animals. In fact, any one of the customary vigorous methods of extracting bacterial or other cells will yield precipitinogen. A rela- tively purified precipitinogen in the form of a dry, water-soluble powder has been obtained by Pick by the precipitation of culture filtrates with alcohol. Precipitinogens.—Regarding the chemical nature of the pre- cipitin-inducing substances, or precipitinogens, the same problems have arisen which have been discussed in connection with antigens in general. We may say that all soluble native proteins possess precipitin-inducing properties. Yet this does not sufficiently define the term, since many observations have been published which show that physically and chemically altered proteins may still induce specific precipitins; a few investigators, furthermore, have claimed that they have produced non-protein precipitinogen by various methods of breaking up the molecule of the original antigen. In the section on agglutination we have seen that moderate heating (56 to 65° C.) rather increases than decreases the agglutinogen char- acteristics of bacteria, and it is equally true that such heated bacteria or bacterial extracts may induce precipitins. The effects of various degrees of heat upon the specificity of precipitinogens have been extensively investigated and will be discussed, in considerable detail, below. Of more immediate, indeed of fundamental, importance is the problem of a non-protein antigen. The most important claims in this regard have been made by Pick,4 Obermeyer and Pick,5 and by 4 Pick. “Hofmeister’s Beitrage,” Vol. 1, 1901. 5 Obermeyer and Pick. Wien, klin. Woch., 1904, p. 265, 274 INFECTION AND RESISTANCE Jacoby.6 Jacoby, working with a vegetable antigen, ricin, found that by trypsin digestion he could obtain a substance which still retained antigenic properties, but no longer gave any of the pro- tein reactions. Obermeyer and Pick, by the same method, claim that they have produced a non-protein precipitinogen from egg al- bumen. On the other hand, others have had negative results, and Kraus 7 himself, after reviewing the evidence on both sides, comes to the conclusion that available data do not justify us in separating the antigenic properties from the protein molecule. In unpublished experiments which the writer carried on in the laboratory of Profes- sor Friedemann in Berlin also attempts to produce a non-protein precipitinogen from horse serum by bacterial putrefaction were en- tirely negative. The putrefaction of the serum, though carried out in dialyzing bags for the removal of diffusible products, was ex- tremely slow, and when finally the Biuret reaction disappeared the serum was no longer precipitable by potent antisera. However, the flaw in these experiments is that the true test of the presence of precipitinogen is not the precipitable character of the solution in question, since actual precipitation is dependent, as we shall see, upon many modifying secondary factors, but rather the ability of the substance to induce precipitins in treated animals. The fact that Nicolle,8 and later Pick,9 were unable to obtain alcohol-soluble substances from bacteria and bacterial extracts which were still precipitable might also be taken to point toward the non- protein character of the precipitinogens, suggesting that these sub- stances may be of a lipoidal nature. However, as Landsteiner 10 points out, mere solubility in organic solvents can no longer be taken as a proof of lipoidal character, since it is more than probable that non-lipoidal substances may go into alcoholic and other organic solu- tion when lipoids, such as lecithin, are present. Thus Muller 11 found that the antigen of typhoid bacilli was soluble in chloroform in the presence of old preparations of lecithin. Pick and Schwartz,12 who had previously studied similar antigen solubilities in the pres- ence both of lecithin and of other organ lipoids, suggest that possibly such solutions represent lipoid-protein combinations—colloidal “so- lutions”—which permit the presence of protein mechanically or chemically united to the lipoid in the organic solvents—alcohol, chloroform, etc. Here, too, then there is no evidence for the ex- istence of non-protein precipitinogen. 6 Jacoby. “Hofmeister’s Beitrage,” Yol. 1, 1901. Oppenheimer. “Hof- meister’s Beitrage,” Yol. 4, 1904, p. 259. 7 Kraus in “Kolle u. Wassermann Handbuch,” Yol. 4, p. 605. 8 Nicolle. Ann. de I’Inst. Past., 12, 1898. 9 Pick. “Hofmeister’s Beitrage,” Yol. 1, 1901. 10 Landsteiner. “Weichhardt’s Jahresbericht,” Vol. 6, 1910, p. 214, 11 Muller. Zeitschr. f. 1mm., Vol. 5, 1910. 12 Pick and Schwartz. Biochem. Zeitschr., Yol. 15, 1909. THE PHENOMENON OF PRECIPITATION 275 In regard to the actual precipitable materials in the bacterial bodies, our own opinion is that they are not represented in the ordinary coagulable proteins alone. We do not wish to repeat too extensively observations reported in another part of this book. We, therefore, refer the reader to the section on alexin fixation, where we have set forth the manner of producing certain alcohol precipitable bacterial extracts from which all the ordinary proteins had been removed by boiling with acid. The substances there described, the chemical analysis of which is now occupying our own attention, are specifically and very sharply precipitable by homol- ogous antiserum. Indeed, in the case of such organism as pneu- mococci, meningococci and influenza bacilli, the reactions are sharper and more powerful than with whole bacterial extracts in which adventitious substances seem to exert some inhibiting influence. Of importance in connection with the problem of the nature of precipitinogen, also, is the claim of Myers,13 that specific precipitins may be produced in rabbits by treatment with Witte peptone, a sub- stance complex in constitution, but consisting largely of albumoses. This observation has failed of confirmation in the hands of Ober- meyer and Pick, Michaelis,14 ISTorris,15 and others, and cannot, there- fore, be accepted as an established fact. Whichever method of precipitinogen production is used bacterial precipitins appear in the serum of the immunized animal only after careful and continued immunization, usually later than the demon- strable appearance of the bactericidal or agglutinating properties of the serum. The most convenient material for such immunization consists of salt solution emulsions of agar cultures, killed at 60° to 70° C. These may be injected subcutaneously, intraperitoneally, or intravenously, the last method leading to the most satisfactory and rapid results and, therefore, best employed unless great inherent toxicity of the particular bacteria contraindicates. When rabbits are nsed it is generally necessary to inject 3, 4, or 5 times at 5- or 6- day intervals, and to bleed the animals on the 8th or 9th day after the last injection. Specificity.—The bacterial precipitins so produced are, as we have said above, specific—but, again, specificity, as in the case of agglu- tinins, is limited by the so-called “group reactions.” In the chapter dealing with agglutination we have seen that the serum of a typhoid- immune animal which agglutinates typhoid bacilli strongly will also agglutinate, though far less powerfully, paratyphoid bacilli and, in some cases, even colon bacilli, this appearance of “minor” agglutinins being probably due to a close group relationship of these baoteria to the typhoid bacillus. In the case of bacterial precipitins the same 13 Myers. Centralbl. f. BaJct., Yol. 28, 1900. 14 Michaelis. Deutsche med. Woch., 1902. 15 Norris. Jour. Inf. Dis., Yol. 1, 1904. 276 INFECTION AND RESISTANCE thing is true, and has been made the subject of special studies by Zupnik,16 Kraus,17 Norris,18 and others. As in the case of ag- glutination, however, this fact does not in any way interfere with the practical value of the specificity of the reaction because elimina- tion of the secondary group reactions, which in agglutination is obtained by dilution of the antiserum, can here be obtained, as Kraus points out, by diminishing the quantity of the undiluted precipitat- ing serum added to the bacterial filtrates. Thus, while one volume of serum added to one, two, or three volumes of culture filtrate may still give error due to non-specific group reactions, a proportion of one part of serum to 8 or 10 parts of the filtrate will usually elimi- nate all secondary reactions and prove strictly specific. An illustration of such an elimination of “partial” or “minor” precipitins by diminution of the amount of the homologous anti- serum is given in the following table taken from the work of Nor- ris 19: ANTICOLI RABBIT SERUM TABLE III The precipitating action of the anticoli rabbit serum upon its corresponding filtrates and upon the filtrates of B. N° 1 (hog cholera) and B. typhosus. Coli filtrate 0.5 c. c. 0.5 c. c. 0.5 c. c. 0.5 c. c. Anticoli serum 0.05 0.10 0.15 0.25 Cloudiness in all tubes in 1 hour at 37.5° C. which increases rapidly. Six hours well-marked precipita- tion—most copious in tube containing 0.25 serum. Fluid in all tubes becomes clear. B. N°1 filtrate 0.5 c. c. 0.5 c. c. Anticoli serum 0.10 0.25 At 6 hours a slight precipitate in the form of fine granules appears on the sides of the tubes. After 24 hours the precipitate in the tube containing 0.25 c. c. serum compares in amount to that formed in the homologous filtrate with 0.05 c. c. of serum. B. typh. (Coll) filtrate 0.5 c. c. 0.5 c. c. B. typh. (Pfeif- fer) filtrate 0.5 c. c. 0.5 c. c. Anticoli serum 0.10 0.25 0.10 0.25 Similar reaction obtained to that with B. N° 1 filtrate. Similar delay in reaction as obtained with B. typh. Coll. And, indeed, though the great practical value of the precipitin reaction has not been in the special field of bacteriology, it has been 16 Zupnik. Zeitschr. f. Hyg., 49, 1905. 17 Kraus. Wien. klin. Woch., 1901, No. 29. 18 and 18 Norris. Jour. Inf. Dis., Yol. 1, 1904, p. 472. THE PHENOMENON OF PRECIPITATION 277 successfully utilized in the diagnosis of glanders by Wladimiroff,20 and constitutes a valuable adjuvant to our methods of determining the biological relationship between micro-organisms. The production of precipitins against unformed proteins, egg albumen, animal sera, etc., is much more easily accomplished than the production of bacterial precipitins, and three intravenous injec- tions of from 2 to 5 c. c. of the protein at 5- or 6-day intervals usually give rise to a formation of potent precipitins. When a small quan- tity of the serum of such an animal, taken 9 or 10 days after the third injection, is mixed in a test tube with an equal quantity of a dilution of the protein which was injected, turbidity and rapid floccu- lation will result. In tests of this kind, unlike the bacterial precipitin tests in which the delicacy of the reaction is ordinarily determined by diminution of the amounts of antiserum, the same object may be more conveniently attained by dilution of the antigen. Thus, in test- ing the precipitating potency of, let us say, the serum of a rabbit immunized with sheep serum, we would proceed by setting up a series of small tubes, each of which contains a constant amount of antiserum (precipitin), but a progressively diminishing amount of antigen in the same volume—i. e., in dilution with isotonic salt solu- tion. The following example will make this clear: Antisheep serum from rabbit Sheep serum 0.5 c. c. of following dilutions: Precipitation 0.5 c. c. + 1:10 d= 0.5 c. c. + 1:100 + + + 0.5 c. c. + 1 500 + + + 0.5 c. c. + 1:1,000 + + 0.5 c. c. + 1:5,000 1:10,000 4- 0.5 c. c. + — In this test it will be noticed that the strongest concentration of the antigen (1:10) gave a relatively slight precipitation only. This phenomenon is analogous to the inhibition zones noticed in the case of agglutination and other antibody reactions and will be more espe- cially discussed in a succeeding paragraph. The delicacy of the above example, moreover, is by no means unusual, and sera have been obtained by careful immunization with which the specific antigen could be detected in dilutions as high as 1 to 100,000 (Uhlenhuth). A serum which will react with antigen dilutions of 1 to 10,000 and 1 to 20,000 is not at all uncommon nor difficult to obtain. Apart from the additional advantage of the 20 Wladimiroff. “Kolle u. Wassermann Handbuch,” article on “Glanders,” Yol. 5, 2d Ed. 278 INFECTION AND RESISTANCE specificity of the reaction, therefore, this biological method of de- tecting proteins is more delicate than that of any of the known chemical methods; neither the Biuret nor Millon’s reaction will far exceed a delicacy of 1 to 1,000. By a modification known as the method of Complement or Alexin-fixation, furthermore, the delicacy of the biological reactions can be still further enhanced. This is discussed in detail in another place. The practical value of the precipitin reaction, however, lies, not in the mere detection of protein, but, by virtue of its specificity,21 in the determination of the variety of protein under examination. And here again the specificity, like that of bacterial precipitation, ag- glutination, and other serum tests, is relative rather than absolute. Thus a serum which has been obtained by the immunization of an animal with human serum may react, not only with human serum, but also with relatively higher concentrations of the sera of some of the higher apes. However, such non-specific partial reactions can be eliminated entirely by employing higher dilutions of antigen. Thus Uhlenhuth,22 on the basis of a large experience, has established a standard of antigen dilution at 1 to 1,000, beyond which no “para” or “minor” precipitation will occur. Since potency far exceeding this is easily procured, absolute specificity can be ensured by the very simple precaution of a sufficient dilution. Species Specificity of Precipitin Reactions and Its Uses.—The most important practical use for the reaction has been found in forensic medicine, where it is possible in this way to determine the species of animal from which have emanated the blood, sperm, etc., found in spots on wearing apparel, weapons, or other articles. The extensive investigations of fSTuttall 23 upon this subject have inci- dentally been of much value in furnishing a further method for the determination of zoological species relationships. ISTuttall carried out 16,000 precipitin tests, with precipitating sera, upon 900 speci- mens of blood which he obtained from various sources. He not only confirmed many of the accepted zoological classifications, but shed much light upon a number of disputed points. In working out the tests upon monkeys he found that the reactions carried out with anti- human serum become weaker as the species examined is farther re- moved from man zoologically. Thus as we read down the column 21 Wassermann and Schiitze. Deutsche med. Woch., 1900, Yereinsbeilage, p. 178; Berl. klin. Woch., 1901; Deutsche med. Woch., 1902; Bordet, Ann. Fast., Yol. 13, 1899; Nolf, ibid, Yol. 14, 1900; Fish, Medical Courier, St. Louis, 1900, cited from Wassermann. 22 Uhlenhuth. Deutsche med. Woch., 1900, 1901; Rob. Koch Festchrift, 1903. Uhlenhuth and Weidanz. “Kraus u. Levaditi Handbuch,” etc., Yol. 2, 1909. Uhlenhuth and Weidanz. Loc. cit., where other publications are summarized. 23 Nuttall. “Blood Immunity and Blood Relationship,” Cambridge Uni- versity Press, 1904. THE PHENOMENON OF PRECIPITATION 279 from man to the hapalidse the precipitate becomes less and less in amount. Nuttall’s Tests with Antihuman Serum. (Nuttall, loc. cit., p. 165.) Tested against Precipitate 34 Specimens human blood 100%* 8 Simiidae, 3 species 100% 36 Cercopithecidae 92% 13 Cebidae 78% 4 Hapalidae 50% 2 Lemuridae 0 ANTIHUMAN PRECIPITATING SERUM * The percentages refer to the volume of precipitate formed on standing for a given time, the amount formed by the antiserum with its specific antigen being taken as 100 per cent. Antigen dilutions correspond throughout. In another series he finds: ANTIHUMAN PRECIPITATING SERUM Tested against Precipitate Man 100% Chimpanzee (loose precip.) 130% Gorilla 64% Ourang 42% Cynocephalus mormon 42% Cynocephalus sphinx 29% Ateles 29% Among the primates the highest figures with antihuman serum are given by the chimpanzee. Other bloods than those of the primates gave slight reactions or none whatever with the antihuman serum. In addition to these results the relationships within the dog family, the horse family, and many other kinships similar to these were confirmed. In every case the precipitin reaction was con- sistent with the results of other methods of classification, and Nut- tail’s work is an extremely valuable aid to zoologists in disputed questions of animal relationships. These facts are the more surprising in that they demonstrate species differences between the proteins of various animals which are not determinable by known chemical methods. How funda- mental these differences are and how delicate the reaction, is further shown by experiments of Uhlenhuth, in which he obtained a specific antihare serum by treating rabbits’ with hares’ blood, an astonishing result in view of the close zoological relations between these animals. Isoprecipitins, that is, precipitins resulting from the treatment of animals with blood of another individual of the same species, have also been described by Schiitze and others. They are not, however, regular in their appearance, nor are they very potent when obtained. 280 INFECTION AND RESISTANCE Since the reaction is equally applicable to vegetable proteins, similar investigations on the interrelationship of different varieties of wheat have been carried out by Magnus.24 The methods of performing precipitin tests for forensic or other purposes is extremely simple. Nevertheless, there are a number of theoretical considerations which we must take up in order to make clear the limitations of accuracy and conditions of control which are involved in these reactions. From our discussion of the nature of precipitinogen it follows that blood stains, etc., on linen or articles of any kind will be suitable for precipitin tests even after they have been exposed for considerable periods to unfavorable conditions, that is, an environment in which they are subjected to exposure to light, moderate heat, or drying. Thus blood spots, etc., if kept dry and in the dark, may give positive reactions even after years, as experi- ments by Uhlenhuth have shown. Meyer25 claims even to have obtained a precipitation with extracts of the material of mummies. One of his specimens was a mummy dating back to the first Egyptian Empire (5,000 years), the other about 2,000 years old. Pieces of the leg and neck muscles of these specimens were chopped up finely, extracted for 24 hours with salt solution, then filtered until clear. With antihuman serum they gave turbidity after one hour at 37.5° O. Under conditions of putrefaction, of course, the precipitinogen is more rapidly destroyed, though blood putrefies with surprising slowness, even if, as in our own experiments, the conditions of mois- ture, temperature, and reinoculation with putrefactive bacteria are constantly observed. Under such conditions a weak reaction may be obtained after as long as a month or six weeks. In carrying out the tests with any material it is first necessary to get it into clear solution, a result which is best accomplished by soaking it in a small quantity of isotonic salt solution. Preliminary to this it is always necessary to scrape off a bit of the specimen and examine it microscopically to discover, if possible, whether blood cells, sperm, or other cellular constituents can be detected. The infusion in salt solution should be continued for several hours—if necessary for 12 to 24 hours. After the first few hours in the incubator the material should be placed at room or refrigerator temperature so that the yield in unchanged protein may not be diminished by the action of bacterial growth. After extraction the solution may be filtered in order to clear it, but often mere centrifugation suffices for this pur- pose. The concentration of antigen in such an extract is always an uncertainty, but may be determined with sufficient accuracy for practical purposes by shaking and observing the formation of a lasting foam. Protein solutions will show foam on shaking in dilu- 24 Magnus. Cited from Uhlenkuth, loc. cit. 25 Meyer. Munch, med. Woch., Yol. 51, No. 15, 1904. THE PHENOMENON OF PRECIPITATION 281 tions as high as 1 to 1,000, and if the original amount of salt solution used in washing out the material is properly gauged to the amount of blood available in the stain, and the solution shaken and observed for the formation of foam, it is usually a simple matter to obtain a final concentration approximating one to one thousand.26 The antiserum which is used should be of such a potency that preliminary titration with the specific antigen, diluted 1 to 1,000, should give an almost immediate cloudiness at room temperature. By testing this serum against a number of other varieties of protein—dog serum, beef serum, etc.—it must be determined that the precipitin in this case is strictly specific. The reaction can be observed with greater delicacy if it is first set up by the method recommended by Fornet and Muller,27 which we may speak of as the “ring test.” The antiserum is put into the tubes and the solution to be tested is allowed to flow slowly over this —as in Heller’s nitric acid albumin test. At the line of contact be- tween the two a fine white ring will rapidly appear, thickening and growing heavier as the preparation is allowed to stand. After taking the final readings from such a test, let us say after an hour or so, it is well to shake up the tubes, set them away in the ice-chest, and again read the amount of precipitates formed in the various tubes the next morning. Since every test of this kind necessitates a number of controls, the following example will serve as a basis for discussion: Forensic Blood Examination Material: Blood spot on trouser pocket, washed up in salt solution. Clear after paper filtration. Antiserum: Rabbit treated with three intravenous injections, 2, 5, and 5 c. c. of human serum at six-day intervals; bled on tenth day after last injec- tion. This serum has been titrated against human serum and gives precipitation in dilutions up to one to ten thousand. With one to one thousand there is clouding which begins in three minutes and is very dis- tinct in eight minutes, at room temperature.28 Test Tubel. Known human serum 1 to 1,000... 1.0 c. c. + Antiserum... .0.2 c c. Tube 2. Unknown solution to be tested 1.0 c. c. + Antiserum... .0.2 c. c. Tube 3. Unknown solution to be tested 1.0 c. e. + Normal rabbit serum.... 0.2 c. c. Tube 4. Salt solution 1.0 e. c. + Antiserum... .0.2 c. c. Tube 5. Unknown solution 1.0 c. e. + Salt solution. .0.2 c. c. 26 If there is enough material, the amount of dissolved protein can be also approximately gauged by adding to a little of it a drop of acid, boiling and observing the heaviness of the cloud which forms. A control test of a known dilution of the suspected variety of blood can be made at the same time and the heaviness of this cloud compared with that in the test solution. 27 Fornet and Muller. Zeitschr. f . Hyg., Yol. 66, 1910. 28 A mixture of too specific antisera should never be used, since such sera may often precipitate each other for reasons that are discussed below. 282 INFECTION AND RESISTANCE In this test, if the original material was human blood, tubes 1 and 2 should show ring formation within 5 minutes—while the other tubes remain clear. In addition to these controls it is well to be sure that the test extract is neither strongly acid nor alkaline, and that, as Uhlenhuth suggests, the material from which it is extracted does not contain other substances which can give precipitates by themselves when added to serum. This is especially necessary in the case of cloth fabrics, and a recent instance in our own experience has suggested to us the possibility that such materials may also contain colloidal dyestuffs or other extractable substances which can cause inhibition of the precipitation. In an apparently positive case the reactions with a blood extract from trouser cloth were suffi- ciently heavy, but regularly delayed, as in the flocculation of such colloidal suspensions as arsenic trisulphide in the presence of a protective colloid. In the ordinary criminal or civil case which would come under consideration for precipitin tests the spots or stains are made by blood as it flows from the wound and unchanged by chemical or physical agencies except as these are encountered. afterward, by exposure. In the case of meat inspection, in which the precipitin test is useful in detecting admixtures of horse flesh, dog flesh, or other less desirable varieties of meat, in sausages, chopped meat, etc., it often happens that such procedures as heating or smoking may vitiate the results of precipitin reactions. It is of practical im- portance, therefore, that we should know exactly what the effects of heating (boiling) may be upon precipitinogen. Moreover, this ques- tion possesses considerable theoretical interest since the coagulation of proteins by heat seems to involve chiefly a physical rather than a chemical change. Cohnheim 29 says in discussing this question: “It is still unclear what the changes are that take place in coagulation. It may be that there is merely an intramolecular ‘Umlagerung’—or there may be cleavage; or the process may be comparable to the flocculation of col- loidal clay emulsions by salts. . . . With coagulation all proteins have lost the differences which they possess in the native state in respect to solubility or precipitability by salts. Physically all coagu- lated proteins are alike; they are no longer native proteins, and with- out further decomposition are insoluble. Chemical differences, how- ever, variations of composition, and the cleavage products which they yield still distinguish them.” The question has been experimentally approached by Obermeyer and Pick 30 in connection with their general investigations upon the influence of chemical and physical alterations upon precipitinogen. 29 Otto Cohnheim. “Chemie der Eiweiss Korper Vieweg Braunschweig,” 1900, p. 8. 30 Obermeyer and Pick. Wien. klin. Woch., 12, 1906. THE PHENOMENON OF PRECIPITATION 283 They found that precipitin produced with unchanged (native) beef serum does not react with heated beef serum, even if immunization was prolonged and a very potent serum was produced. On the other hand, when animals were immunized with beef serum which had been boiled for a short time (“Kurz aufgekocht” 31) the precipitin so produced reacted, not only with native beef serum, but also pre- cipitated the boiled serum and a whole row of split products which give no reaction to normal precipitin. The “coctoprecipitin” so produced, furthermore, was found by them to be specific, acting only upon beef protein or its derivatives. It is immediately evident that these investigations are closely analogous to those of Joos and others on the agglutinins. The anti- serum produced with the heated antigen here again reacts both with the native and with the heated antigen, whereas the antiserum produced with the native unheated antigen reacts only with the unheated. The “heat-precipitins” therefore may be also called “umfanglicher”—the term applied by Paltauf to the agglutinins produced with heated bacteria. Schmidt,32 who has studied the problem extensively, finds that heating serum protein to 70° C. for as long as 30 to 60 minutes alters its precipitability by “native precipitin” (precipitin produced by immunization with native unheated serum) only in so far as it diminishes the delicacy of the reaction by 10 to 30 per cent., and that heating to 90° C. for as long as an hour does not render it en- tirely non-precipitable, so that protein so treated may yet be detect- able by ordinary specific precipitins produced by injections of un- heated serum, though the delicacy of the reaction is lessened. Boil- ing, according to Schmidt, renders the antigen no longer precipitable by such “native precipitin,” but, on the other hand, it does not seem to destroy its antigenic property of inciting precipitins on injection into animals. Fornet and Muller, on the other hand, claim that even boiled protein can be detected by “native precipitins,” though the reaction is only about one-tenth as delicate as it is with unheated protein. Schmidt studied these relations especially as they affect the per- formance of specific precipitin reactions in the identification of boiled meat. He found that when he immunized rabbits with serum protein that had been heated at 70° C. for 30 minutes the antiserum so obtained gave strong and practically useful reactions with its specific antigen even if this had been boiled. Since “native pre- cipitin” gives weak reactions only with such a boiled protein, 31 Sera or other proteins used in such tests are boiled in dilutions of 1 to 10 or more, in order to avoid the formation of heavy flakes which cannot be injected. Boiled in sufficient dilution, an opalescent suspension is formed which easily passes through the syringe. 32 Schmidt. Biochem. Zeitschr., 14, 1908; also Zeitschr. /. 1mm., Yol. 13, 1912. 284 INFECTION AND RESISTANCE Schmidt recommends the use of the “70° precipitin” (produced by injections of heated serum) for tests in which a heated antigen is to be identified. He states, however, that very prolonged heating may so com- pletely coagulate the antigen that none of it can be gotten into “solu- tion” (suspension), and in such cases results can be obtained neither with the “native” nor with the “70° precipitin.” He has at- tempted, therefore, to find a method whereby even such entirely insoluble proteins may be identified, and claims to have succeeded by preparing what he calls his “heat-alkali-precipitin.” 33 He di- lutes serum with equal parts of isotonic salt solution and heats it to 70° C. for 30 minutes in a water hath. To 60 c. c. of such a solution he now adds 10 c. c. of " NaOH, and continues heating for 15 to 20 minutes. At the end of this time he neutralizes with IIC1, cools, and injects 20 c. c. intraperitoneally into rabbits. (The neutraliza- tion is not absolutely necessary.) Five or more injections yield a serum sufficiently potent for use. A precipitin so produced will, according to Schmidt, react spe- cifically with heated proteins, and also with protein which has been solidly coagulated and brought into solution by means of NaOH and heat. It will not, however, react with normal unheated antigen. He tested this by coagulating horse serum by boiling for 3 hours. The coagulum was washed with salt solution, dried, and powdered. Tests were then made to prove that this powder was entirely in- soluble in NaCl solution. A little of it was then treated with 10 c. c. of salt solution containing enough NaOH to correspond to an x solution. The exposure was continued for 20 minutes in a water bath at 60° to 70° C. Before the entire mass was dissolved the solu- tion was filtered and neutralized with Tn0- HC1. The rather complicated relations described by Schmidt are easily surveyed in the following protocol taken from his work (see table I, p. 285) : Schmidt speaks of the “heat-alkali-precipitin” also as “alkali- albuminate-precipitin.” It can be produced only if the NaOH treat- ment of the serum is cautiously performed. If the sodium hydroxid is allowed to act too vigorously in strong concentrations or for too long a time the antigen is completely destroyed, is no longer pre- cipitable, and no longer produces precipitin when injected into animals. The striking feature of these experiments is that they show a gradual alteration of the protein first by heat, then by alkali and heat, in such a way that the antigenic properties are changed but 33 “Native precipitin” — precipitin produced by injections of normal un- heated serum. “70° precipitin” = precipitin produced by injections of serum heated to 70° C. for 30 minutes. THE PHENOMENON OF PRECIPITATION 285 TABLE I (W. A. Schmidt, Zeitschr. f. Imm., Vol. 13, 1912, p. 173) Solution of Natiye precipitin Heat (70°) precipitin Heat-alkali- precipitin Native serum Strong reaction Good reaction 0 (very slight turbidity) 70° serum (heated 30 min.) 100° serum (heated 30 Good reaction Strong reaction Strong reaction min.) 70° serum treated with NaOH (used to produce 0 Good reaction Strong reaction heat-alkali-precipitin) . Boiled insoluble serum, brought into solution 0 0 Strong reaction with NaOH Native serum treated with 0 0 Good reaction NaOH in the cold 0 0 Good reaction not destroyed. Each precipitin, moreover, seems to react most strongly with the particular antigen-alteration which produced it, and, according to Schmidt, retains its species specificity. This is not the case with the iodized proteins and nitroproteins and diazo- proteins produced by Obermeyer and Pick.34 Here iodized beef protein injected into animals produced a precipitin which reacted with the iodized protein, not only of the beef, but also similarly altered proteins of other animals—and the same was true of the nitro and diazo modifications. Although the experiments of Schmidt have great theoretical value, their practical utilization must depend upon the degree of specificity possessed by the heat-precipitins or the heat-alkali-pre- cipitins. In Obermeyer and Pick’s original investigations we have seen that they found the precipitin produced with heated serum as strictly specific as that induced by native serum. This has also been the experience of Schmidt. Eornet and Muller,35 on the other hand, report that the precipitins produced by them with heated muscle- protein were not as strictly specific as those produced with the un- heated—in that the former gave precipitates, not only with homol- ogous protein solutions, but with foreign proteins in moderate con- centration as well. In experiments carried out by the writer with Ostenberg 36 it was attempted to determine whether or not precipi- tins could be produced by injecting animals with protein that had been boiled, and if so what the action of these substances would be upon boiled proteins. Contrary to the results of Fornet and Muller, 34 Obermeyer and Pick. Wien. klin. Woch., No. 12, 1906. 35 Fomet and Muller. Zeitschr. f. Hyg., Vol. 66, 1910. 36 Zinsser and Ostenberg. Proc. N. Y. Pathol. Soc., 1914. 286 INFECTION AND RESISTANCE Cross titrations—dilutions of sera in salt solution boiled 5 minutes, pre- cipitated with antisera produced by injections with similarly boiled material. The readings here indicated were taken by “ring” test at the end of 30 minutes. Experiments on Cocto-precipitin. Table II (March 23, 1913). Dilution Beef serum vs. anti- beef precipi- tin Beef serum vs. anti- dog precipi- tin Beef serum vs. anti- sheep precipi- tin Dog serum vs. anti- dog precipi- tin Dog serum vs. anti- beef precipi- tin Dog serum vs. anti- sheep precipi- tin Sheep serum vs. anti- sheep precipi- tin Sheep serum V8. anti- dog precipi- tin Sheep serum vs. anti- beef precipi- tin 1:20 + + + + + + + + 1:50 + + + + + + + + + — + + + + + + + + + 1:100 + + + + + + + — + + + + 1:500 + + — + + — + + 1:1,000 ± — ± — ± ± — — Controls of boiled serum alone* 1:20 1:50 Serum control — — * These controls were necessitated by the fact that the boiled serum suspensions were them- selves turbid and occasionally showed slight settling on standing. it was actually found that sera boiled for 3 to 5 minutes injected into rabbits induced precipitins which acted upon boiled proteins, but at the same time it was determined that the antibodies so produced were no longer strictly specific. The protocol given at the top of the page will illustrate these experiments. Summarizing these results together with those of Fornet and Muller and of Schmidt it would seem that the injection of boiled proteins induces precipitins which no longer act on native antigen, which act powerfully on boiled antigen, but are no longer strictly specific. This seems to us of great theoretical interest as showing an alteration by heating in the species adherence of the antigen. Practically, therefore, precipitins produced with boiled protein are of little value, and forensic determinations of boiled proteins should be done, as advised by Schmidt, by the “70° precipitins,” or with native precipitin as practiced by Fornet and Muller. Organ Specificity.—The specificity which is the basis of the prac- tical value of the reactions that we have discussed is spoken of as “species” specificity since it has been found that the blood serum of rabbits or other animals into which the serum of another animal has been injected reacts, not only with the homologous blood serum, but also with extracts of the various organs of the particular species of animal which furnished the serum. Thus if we immunize rabbit, let us say, with sheep serum the resulting precipitin will react, not only with sheep serum, but also with extracts of sheep spleen, sheep THE PHENOMENON OF PRECIPITATION 287 liver, etc. It seems that every species of animal possesses throughout its tissues a particular variety of protein, fundamental to its general metabolism and peculiar to its species. On the other hand, we have seen in the preceding discussions how chemically slight the changes in a protein may be which can alter materially its antigenic nature, and it is a logical deduction that different organs of the same animal might contain antigenic constituents qualitatively different from the general serum protein. There are undoubtedly in many organs pro- tein complexes which are peculiar to them and not present in other organs, and it would be reasonable to expect therefore that im- munization with separate organ substances would lead to the pro- duction of sera of specific precipitating power for the protein of that particular kind of organ. This is not ordinarily obtainable, how- ever, because it has been impossible to isolate from organs their pe- culiar, characteristic proteins, and immunization of animals with organ extracts or solutions has necessarily implied the injection of much blood protein and other albuminous material of a character general to many organs of the animal, i. e., to the species. These quantitatively overshadow the organ-specific substances which may be present, and give rise, therefore, to a “species” precipitin. That “organ specificity,” however, is a fact has been shown by the experi- ments of Uhlenhuth with the protein of the crystalline lens of the eye. Immunization with this substance induces a precipitin which does not react with the serum of the animal from which the lens was taken, hut does react, not only with the crystalline lens proteins of this spe- cies of animal, but also with crystalline lens proteins in general, though taken from another animal species. Analogous to this are the experiments of von Dungern and others upon the protein derived from the testicle. In both of these cases, as well as in other less sharply defined examples, the specificity is attached, not to the species of animal, but rather to the nature of the organ from which the particular protein is derived. These facts—first ascertained by means of the precipitin reaction—have been recently confirmed by means of the reaction of anaphylaxis by Uhlenhuth and Haendel, and by Kraus, Doerr, and Sohma. (See chapter on Anaphylaxis.) They have been discussed, moreover, in connection with the problem of spec- ificity in general. Biologically they probably signify that, although there are fun- damental species differences between the general body proteins of various animals, there are still, in certain highly specialized organs, varieties of protein which, possibly because of functional exigencies, have developed similar chemical characteristics. These have been determinable by our present methods, however, only for organs like the lens, the testicle, and the placenta from which the organ-specific protein can be gotten in a relatively pure state. The pathological 288 INFECTION AND RESISTANCE importance of these phenomena lies in the fact that, although guinea pig serum injected into a guinea pig will not give rise to antibodies, lens protein apparently will do so—an observation which opens the possibility of autocytotoxins. The significance of this is indicated in such investigations as those of Homer,37 who, using the complement- fixation technique to determine antibody, found that the serum of adult human beings possessed antibodies for their own lens protein, but that such antibodies were absent in the sera of children. The study of agglutination and that of precipitation reveal,’ throughout, a close similarity between the two reactions, and indeed in physical principles they are probably the same, although the one (agglutination) consists in the flocculation of large particles in sus- pension—the bacteria—while in the other the precipitation is one of smaller units—the precipitable colloidal particles of the protein solutions. This phase of the subject will be more thoroughly dis- cussed directly. Schematic Representation op Ehrlich’s Views on the Structure op Pre- cipitins. Ehrlich’s Conception of Precipitins.—Meanwhile, it is noticeable also that, even without drawing the physical parallel between the two reactions, there is much in the behavior of the antibodies—the agglutinins and the precipitins as conceived by Ehrlich, which led him and his school to attribute to them a similar receptor structure. Like the agglutinins, the precipitins are not inactivated by 56° C., but when once rendered ineffectual by higher temperatures (70° C. or over) they can no longer be reactivated by the addition of fresh normal serum. For this reason chiefly Ehrlich attributed a similar structure to both agglutinins and precipitins, calling them “haptines of the second order.” Ehrlich assumed that when dissolved protein substances—ordi- narily suitable for body nutrition—are injected into animals, they become anchored to the cells by such receptors of the second order. When overproduction occurs in response to repeated stimulation of the cells by consecutive injections (see Side-Chain Theory), these haptines of the second order circulate as agglutinins or precipitins. 37 Romer. Klin. Monatsbl. f. Augenheilkunde, Sept., 1906. Ref, from “Weichhardt’s Jahresbericht,” Yol. 2, 1906, p. 348. THE PHENOMENON OF PRECIPITATION 289 Since they act without the apparent cooperation of alexin, he sup- poses that they carry within themselves the “zymophore,” or ferment groups, by means of which the agglutination or coagulation is ac- complished. It is this zymophore group which, it is assumed, accom- plishes the digestion of the foreign protein before its assimilation, when these receptors are still parts of the living cell. Thus the conception of precipitins is identical with that formu- lated by the same school concerning the agglutinins, and the deduc- tions from these premises have been essentially similar. Thus, anal- ogous to the conditions prevailing in agglutination, Pick,38 and Kraus and v. Pirquet 39 have shown that when precipitating serum is inactivated by heat, and then is added to bacterial filtrates, it will prevent their subsequent precipitation by active precipitin. An illustration of this is found in the following protocol taken from the paper by Kraus and v. Pirquet (loc. cit., p. 69). (a) 5 c. c. cholera filtrate + 0.5 c. c. inactiv. (60°) cholera serum = no pre- cipitate after 10 hours at 37° C. After 10 hours add 0.5 c. c. active cholera serum — no precipitate. (b) Omitted. (c) Omitted. (d) 5 c. c. cholera filtrate + 0.5 c. c. active cholera serum = after 10 hrs. typical precipitate. From this it was concluded that heat may destroy the zymophore or coagulating group of precipitins, leading to the formation of “precipitinoids” which, like agglutinoids, may have a higher affinity for the antigen than is possessed by the uninjured antibody. Subsequently there were opposed to these views the physical in- terpretations which have been outlined sufficiently in the section on Agglutination (see p. 267). In the case of precipitation the anal- ogy between colloidal reactions and the serum phenomena is fully as striking as in the former, an analogy in the delineation of which the first credit belongs to Landsteiner,40 and important further contri- butions have been made by Keisser and Friedemann, Porges, Gen- gou, and a number of others. As in agglutination and colloidal floc- culation, the presence of salts (electrolytes) fundamentally influ- ences the occurrence of precipitin reactions; and in both colloidal and precipitin reactions the relative concentration of the reacting bodies is paramount in determining whether or not precipitation takes place. In this connection the most frequently observed inhibi- tion occurring in serum precipitations is that which is caused by an excess of antigen. An example of this is as follows: 38 Pick. “Hofmeister’s Beitrage,” Yol. 1, 1902. 39 Kraus and v. Pirquet. Centralbl. f. Bakt., Vol. 32, 1902. 40 Landsteiner and Jagic. Munch, med. Woch., No. 18, 1903; No. 27, 1904; Wien. klin. Woch., No. 3,1904. Landsteiner and Stankovic. Centralbl. f. Bakt., Yols. 41 and 42, 1906. 290 INFECTION AND RESISTANCE Sheep serum 0.5 c. c. Antisheep rabbit serum Precipitate 1:10 + 0.5 c. c. — 1:50 + 0.5 c. c. =fc 1:100 + 0.5 c. c. + + 1:500 + 0.5 c. c. + + + 1:1,000 + 0.5 c. c. + + 1:5,000 + 0.5 c. c. + This is entirely analogous to the inhibition which may occur when, let us say, a weak gelatin solution is added to a colloidal sus- pension of arsenic trisulphid; or blood serum is added to mastic or arsenic suspensions. In both cases inhibition zones appear which show that the relative quantities of the two reacting bodies are quite as significant as their chemical or physical constitution in determin- ing the occurrence of flocculation. This, according to Bechold, Bil- litzer,41 and others depends upon the fact that the reason for floc- culation is one of electrical charge. One hydrosol—say arsenic trisulphid—can be flocculated by the oppositely charged colloidal aluminium hydroxid, but this will occur only when the quantitative relations are properly adjusted. If one or the other is in excess, no flocculation may occur, and, if subjected to a direct current, both colloids, though ordinarily wandering in opposite directions, will now wander in that of the one which is now present in the largest amount. We will not elaborate here upon the causes for this, since they have been indicated in the section on Agglutinins and in the section on Alexin-fixation where Dean’s accurate analysis of the importance of the relative amounts of antigen and antibody for precipitin reactions are discussed. This effect of quantitative proportions would explain not only the absence of precipitation in the presence of too much antigen, but also the converse phenomenon, already mentioned, that precipitation may be inhibited when the precipitin is in excess. The fact that heated precipitating serum when added to its an- tigen not only does not cause flocculation, but may even prevent sub- sequent precipitation by active precipitin, also finds its analogy in colloidal reactions in the so-called protective colloids. Thus arsenic trisulphid may be protected from precipitation by gelatin, if a small amount of gum arabic is added, and the analogy has been brought even closer by Porges,42 who showed that heated serum will protect mastic suspension from precipitation by normal serum. This obser- vation of Porges is so closely similar to the results obtained by Kraus and v. Pirquet and others on the inhibition of precipitation by heated 41 Billitzer. Cited from Bechold, “Die Kolloide, etc./’ p. 79. 42 Porges. Chapter on “Colloids and Lipoids” in “Kraus u. Levaditi Handbuch ” Yol. 1. THE PHENOMENON OF PRECIPITATION 291 precipitating serum that it would seem, on first consideration, effec- tually to refute the conception of “precipitoids.” However, it does not explain the specificity of such inhibition on the part of heated precipitating serum, as reported by Kraus and v. Pirquet, an observation which is one of the strongest arguments in favor of the derivation of the inhibiting factor from the specific precipitin (a precipitoid).43 This apparent specificity of the precipitoids we think can be explained on the same basis on which we have explained the so- called specificity of “agglutinoids,” where we have attributed it to the colloidal protective action of the inactive protein mate- rials carried into combination with the antigen by the specific precipitin. In spite of the strong evidence in favor of the colloidal inter- pretations, such contrary evidence, brought forward by careful and experienced workers, must be borne in mind and positive acceptance of the colloidal explanations, however attractive, must be withheld until much further investigation has been done. Another important and interesting phase of the study of precipi- tins is that associated with the occasional presence in the same serum of remnants of antigen and of precipitins which, though present side by side, do not unite to form precipitates. This condition is frequently seen in such sera as those produced by Fornet and Midler44 for rapid precipitin production for forensic work, a method in which the foreign serum is injected into rabbits in large amounts (2 to 10 c. c.), on consecutive days, and the animals are bled 6 to 8 days after the last injection. That such sera contain both antigen and antibody is shown by the fact that, though clear when taken, they will show precipitation not only when mixed with dilutions of the antigen, but also when added to homologous precipi- tating sera.45 This phenomenon has been noticed by Linossier and Lemoine,46 Eisenberg,47 Ascoli,48 and others, and has been extensively studied 43 Although normal sera may gradually precipitate on standing, this takes place much more rapidly in precipitin-sera. The spontaneous precipitation of normal sera as well as of those under consideration is analogous to what Bechold and others call the “ageing” (altern) of colloidal suspensions, which, though originally stable, will eventually settle out, even in the presence of protective colloids. 44Fornet and Muller. Zeitschr. f. biol. Technik u. Methodik, Yol. 1, 1908. 45 For instance, a rabbit was injected on three consecutive days with sheep serum. It was bled on the fifth day after the last injection. The serum was clear when taken, but a precipitate was formed when it was added to sheep serum and also when it was added to serum from another rabbit similarly treated and containing sheep serum precipitin. 46 Linossier and Lemoine. C. R. de la Soc. de Biol., 54, 1902. 47 Eisenberg. Centralbl. f. Bakt., 34, 1903. 48 Ascoli. Munch. med. Woch., Yol. 49, No. 34, 1902. 292 INFECTION AND RESISTANCE by von Dungern.40 Gay and Husk 50 have recently observed it in connection with the rapid method of precipitin production of Fornet and Muller, and have noted that such sera, although containing both antigen and precipitin, do not possess complement-fixing properties. According to Uhlenhuth and Weidanz,51 the antigen may persist in the sera of protein-immunized animals, in demonstrable amounts, as long as fifteen days after the last injection, and it is constantly present during this period, but in progressively diminishing amounts, eventually disappearing. We are thus confronted by the apparently paradoxical phenom- enon of the presence in these sera, side by side, of an antigen and its homologous precipitin, incapable of reacting with each other, al- though each of them readily reacts with precipitin or antigen, re- spectively, when these are added from another source. Many attempts have been made to account for this. A number of observers, notably Eisenberg, have concluded from extensive anal- yses of quantitative relationships, both of agglutinin and precipitin reactions, that these take place according to the laws of mass action. In consequence, in addition to the combined precipitin-antigen com- plex present in all mixtures of the two, there should also be present free dissociated fractions of each, in amounts dependent upon rela- tive concentrations. This might explain conditions such as those described above. Von Dungern, whose paper forms one of the most extensive studies of the phenomenon with which we are concerned, does not believe that precipitin reactions can follow the laws of mass action, and explains the simultaneous presence of precipitin and antigen in the same serum by assuming a multiplicity of precipitins. He believes that every proteid antigen contains a number of related partial an- tigens which give rise in the immunized animal each to a partial precipitin. In sera in which both antigen and precipitin are found side by side and free, he believes that the antigen is of a nature that has no affinity for the particular partial precipitin present with it. He says: “Auch hier handelt es sich nicht um zwei reaktionsfahige Korper, deren Verbindung aus irgend welchen Griinden unterbleibt, sondern um Substanzen, welche keine Affinitat zu einander besitzen. Die betreffenden Kaninchen haben zu dieser Zeit noch nicht alle mdglichen Teilprazipitine gebildet, sondern nur einzelne derselben. Diese zunachst produzierten, nur auf bestimmte Gruppen der prazi- pitablen Eiweisskorper passenden Partialprazipitine sind es, welche nach der Absattigung aller zur Verfiigung stehenden zugehorigen Gruppen der priizipitablen Substanz in Serum nachweisbar werden. 49 Yon Dungern. Centralbl. f. Bakt., 34, 1903, 50 Gay and Rusk. “Univ. of Cal. Public, in Pathology,” Vol. 2, 1912. 51 Uhlenhuth and Weidanz. “Praktische Anleitung zur Ansfiibrung, etc.,” Jena, 1909. THE PHENOMENON OF PRECIPITATION 293 Daneben bleibt aber ein anderer Teil der prazipitablen Substanz, der keine Affinitat zu dem gebildeten Prazipitin bestizt, bestehen, solange bis ein anderes Partialprazipitin von den Kaninclienzellen geliefert wird, welches sich mit Gruppen der in Losung geliebenen Eiweisskorper vereinigen kann.” Zinsser and Young52 have also studied these phenomena and have attempted to explain them on the basis of protective colloidal action. In considering the theories that have been advanced to ex- plain these occurrences, the conception of mass action as accounting for the simultaneous presence of the two reacting bodies in the same serum seemed entirely incompatible with our own observations and with those of Gay and Rusk, that these sera do not of themselves fix alexin. Were the conception of the manner of union of these two reagents, according to the laws of mass action, representative of the true state of affairs, it would be necessary to assume the pres- ence, in such sera, not only of the two reacting bodies free and disso- ciated, but also of a definite quantity of the united complex of the two, a state of equilibrium being established. If this were the case the sera should, in agreement with all experience on the phenomenon of complement fixation, exert definite complement-binding power. Moreover, it has not been experimentally shown that colloidal sub- stances react in accordance with the laws of mass action as observed for simpler chemical substances. As regards the opinion of von Dungern, this seemed incom- patible with another occurrence, observed by many writers, namely, that such sera, although clear at first, eventually, after prolonged standing, do actually precipitate spontaneously; that is, the union of the precipitin and the precipitinogen does actually take place, but goes on with extreme slowness. How a notable and strange feature of this phenomenon is the fact that two such sera, both containing antigen and precipitin, but neither of them precipitating by itself, will precipitate each other when mixed. For this reason Uhlenhuth has advised against the use of mixtures of precipitin sera for forensic tests. For it is not unusual that precipitin sera, even when produced by the slow method, may contain traces of antigen, and this may lead to precipitate formation if such a serum is mixed with another homologous pre- cipitin and thereby simulate a positive forensic test. In seeking analogy for this serum phenomenon with the various colloidal suspensions, the problem consisted in protecting two mutually precipitating colloids by a third, and this in such propor- tions that the mixing of two such protected suspensions, each con- taining all three of the elements, would be followed by precipitation. This was obtained by the use of gum arabic, gelatin, and arsenic tri- sulphid. Thin emulsions of gelatin will precipitate arsenic tri- 52 Zinsser and Young. Jour. Exp. Med., 1913, Yol. 17. 294 INFECTION AND RESISTANCE sulphid suspensions. Small amounts of gum arabic will act as a protective agent, preventing the precipitations. The amount of the protecting substance necessary to prevent precipitation in any one mixture varies apparently with every change in the relative proportions of the two. Thus a considerable number of mixtures of the three can be made which will remain stable for days, the actual and relative quantities of the three ingredients differing in each of the mixtures. When two such mix- tures are poured together, in many cases precipitation will result, varying in speed and completeness, according to the particular quan- titative relationship arrived at in the mixture. An example of such an experiment follows: Two solutions of colloidal arsenic sulphid were prepared, one containing 1 gm. per liter, the other containing 5 gra. per liter. With Kahlbaum’s “Gold- ruck” gelatin a solution containing 1 gm. per liter was prepared. A solution of gum arabic was prepared which contained 10 gm. per liter, this being made stronger than the gelatin solution to avoid too great dilution in the final mix- tures. The gelatin solution was prepared twenty-four hours before being used, as freshly prepared gelatin has but slight precipitating power for arsenic sulphid, this power appearing to increase greatly with the ageing of the solution. For the purpose of demonstrating this analogy two protected solutions were prepared as follows: Solution 1.—This consisted of 2 drops of gum arabic, 2 c. c. of gelatin, and 5 c. c. of the weaker arsenic solution. Solution 2.—This consisted of 10 drops of gum arabic, 1 c. c. of gelatin, and about 4 c. c. of the stronger arsenic solution. In each case the arsenic sulphid was added until there were signs of increasing opalescence or turbidity, this being done in order that the two solutions should each be as little overprotected as possible. Portions of the two solutions were then mixed in equal propor- tions. In the course of a few minutes the mixture was noticeably more turbid than either of the original solutions. This turbidity continued to increase quite rapidly, and on the following morning after about sixteen hours of standing, the mixture was found to be completely flocculated out, while the original protected mixtures re- mained unprecipitated and showed about the same degree of opales- cence as on the preceding night. The same condition of affairs was found to have persisted after five days. On the fifth day the less concentrated of the clear protected suspension began to settle out, and was completely precipitated within twenty-four hours. The other remained clear for four days more, but on the ninth day it began to precipitate slightly, the precipitation remaining incom- plete. In these cases it appears, therefore, that a complete analogy to THE PHENOMENON OF PRECIPITATION 295 the observed conditions of the serum reactions has been found, and that all data observed in connection with sera in which antigen and precipitin are found side by side without reacting can be most simply explained on the conception of protective colloid action. Moreover, the chemical nature of the substances involved seems to add weight to this point of view. These relations have been gone into here at some length, since they seem to us to possess considerable theoretical and practical sig- nificance. Tor it may be that the presence of a protective colloid may, by inhibiting the union of antigen and precipitin within the body, protect the animal from intoxication during the early stages of immunization when antigen and antibody are present simulta- neously for longer or shorter periods. Were union between the two possible at such times in the circulation, an assumption necessitated both by the hypotheses of mass action and of multiplicity of precip- itins, there would probably be an absorption of complement by these complexes, with, as shown by Friedberger, a consequent formation powerful toxic products. (See chapter on Anaphylaxis.) It is not impossible by any means, therefore, that the injection of antigen in an animal in which such a balance has been established may lead to a sudden elimination of the colloidal protective action, union of the antigen and antibody, and, by the mechanism just outlined, anaphylactic shock. The fact, moreover, that mere heating will change the precipi- tating action, which certain sera have on inorganic colloids, to a protective one seems to show that this latter function may justly be associated with delicate physical or chemical alterations of animal sera. Furthermore, this point of view is strengthened by the fact that the mutual precipitation of sera, such as those described, takes place slowly, as does the mutual precipitation of two protected colloidal mixtures, in contradistinction to the more rapid precipitation which takes place when any of these sera is added to an antigen dilution, where the element of protection may be assumed to be practically eliminated by more extensively changed quantitative relations. This point of view has lately been disputed by Weil, who has gone back to the older view of von Dungern, largely on the basis of pre- cipitation experiments he carried out with crystallized egg albumen. Weil claims that if a pure protein, like crystallized egg albumen, is used for immunization, antigen and antibody are never found simul- taneously in the blood stream. If this were true it would indeed con- stitute a very important contradiction of our point of view. In con- sequence Bayne-Jones carried out similar experiments in our labora- tory, and found that even with the purest obtainable recrystallized egg albumen both antigen and antibody are at times demonstrable in the blood. He showed this both hy precipitation and by cornple- 296 INFECTION AND RESISTANCE ment fixation. We do not consider the question closed, however, be- cause it is indeed true that when working with a purified protein it is more difficult to demonstrate the two substances in any quantity, than it is when the crude serum antigen is used. This may be, of course, due to the fact that pure egg albumen may be more rapidly assimilated and remains in the circulation for a less extensive period than does the crude antigen. However, further experiments in this direction will unquestionably clear the matter up because it is a simple question of fact amenable to experiment. CHAPTER XI ISO-ANTIBODIES Early in their researches, Ehrlich and Morgenroth were led to speculate upon the possibility of the formation of lytic antibodies within the animal against its own tissue cells. It would be of the greatest importance to pathology, they pointed out, if it could be shown that an animal could produce hemolysins, for instance, against its own blood cells. Thus, if an extensive internal hemor- rhage occurred from trauma or other cause, in the course of which considerable quantities of erythrocytes are subjected to disintegra- tion and absorption, it is at least conceivable that specific “auto- hemolysins” might appear which would lead to a chronic destruction of the red cells, with consequent anemia. This form of reasoning, as we shall see, has been extensively applied in the case of the cyto- toxins for the explanation of a variety of pathological conditions. Ehrlich and Morgenroth approached the question experimentally in their further work on the hemolysins in goat blood. They found that it was comparatively easy to produce hemolysins in one goat by treatment with the erythrocytes of other goats, isohemolysins, as they called them. Although, however, the blood serum of such an immunized goat was strongly hemolytic, not only for the blood cells of the goats whose blood had been injected, but also for the erythrocytes of cer- tain other goats (though not, as we shall see, for goats in general), it was never in any case active against this goat’s own cells. More- over, while the other sensitive erythrocytes could absorb the hemo- lytic antibody out of the inactivated serum, the insensitive corpuscles of the goat himself seemed to possess no affinity whatever for the lysin of his own serum; mixed with the serum they failed to absorb out the hemolysin. This was in no sense, therefore, an autolysin. These experiments show a remarkable individual variation be- tween the similar tissues of animals of the same species, since Ehr- lich and Morgenroth were indeed able to show that the insensibility of the goat’s own corpuscles depended upon a complete absence of receptors for the isolysin. For, to explain the lack of “autolytic” action of such a serum, two possibilities could be assumed. One, as above, that the corpuscles of the goat possessed no receptors by means of which the isolysin could be “anchored” or, second, that, although 297 298 INFECTION AND RESISTANCE such receptors were present, they were already satisfied, or saturated with the lysin in the blood stream. In the latter case it would be hard to understand why hemolysis had not taken place. In order to completely disprove the latter possibility, Ehrlich and Morgenroth did not allow the matter to rest upon conjecture, but resorted to an ingenious method of experimentation which yielded a further important result, namely, the discovery that the injection of antibodies into animals may give rise to “anti-antibodies.” They injected inactivated hemolytic serum into goats whose corpuscles were sensitive to its action, and found that an “anti-isolysin” was formed, which, mixed with hemolysin and sensitive corpuscles, pre- vented hemolysis. Injection of such an isolysin into the goat from which it had been obtained, however, did not yield anti-isolysin, and it was therefore reasonable to suppose that its tissue cells possessed no suitable receptors. This failure of the production of antibodies by an animal against its own tissue cell has been spoken of by Ehr- lich as “Horror Autotoxicus.” These rather involved experimental data will be shown to have a more than purely academic value when we come to speak of the problems of cytotoxin formation, and although they seem to show that auto-antibodies do not form as a rule, exceptions to this gener- alization have been observed. The most notable of these is the ob- servation of Landsteiner and Donath 1 made in connection with the condition of paroxysmal hemoglobinuria. It was found that in such cases, in which hemoglobinuria follows exposure to cold, the blood serum of the patient contains an “autohemolysin.” If the blood of such a case is taken into oxalate or citrate solution, and allowed to stand at ordinary or incubator temperature, nothing occurs. If, however, such blood is cooled to 0° to 10° C. and then warmed grad- ually to the temperature of the body, rapid hemolysis occurs. In this case the “amboceptor” of the serum is apparently fixed or an- chored by the blood cells only at a low temperature, the complement becoming active as the blood is warmed. Although Landsteiner’s observations are undoubtedly accurate, it is likely that this mechan- ism does not explain all such cases. The writer has had occasion to examine carefully a number of clinically diagnosed cases of this sort with a partially successful “Landsteiner” phenomenon in one of them only. Other observers have, however, confirmed Land- steiner’s observation in well-established cases of the condition. Taking its departure from these early observations, the problem of iso-antibodies, in general, aroused a considerable amount of at- tention among serologists and pathologists because it revealed an unexpectedly wide range of possible antigenic differences in the proteins of similar cells in animals even of the same species. The practical bearing on pathology was obvious. 1 Landsteiner and Donath. Munch, med. Woch., 1904, p. 1590. ISO-ANTIBODIES 299 The peculiar facts unearthed by Ehrlich and Morgenroth 2 indi- cated specific differences between red blood cells of individuals in the same species (goats), which could only be recognized by the development of immune isolysins. Work on other species of ani- mals has indicated that this fact has a broad significance and that similar differences between individuals of the same species occur in many, if not all, species of animals. Isolysins similar in principle to those of Ehrlich and Morgenroth were produced by Ascoli 3 in rabbits; by Todd and White,4 in oxen; by Ottenberg, Kaliski, and Friedmann 5 in dogs; by Ottenberg and Thalhimer 6 in cats, and by Hada and Rosenthal 7 in chickens. In all these instances the iso- lysins developed showed the same peculiarities, namely, that they attacked the cells of certain individuals and left the cells of other individuals of the same species unharmed. Recent work on the isolysins occurring naturally in the human blood has thrown con- siderable light on the nature of immune isolysins. The occurrence of iso-antibodies in human blood was first noted by Maragliano 8 in 1892, and a large amount of work was done be- fore it became perfectly clear that the occurrence of the iso-hemo- lysins noticed by him was not a characteristic of disease. Analogous to isolysins, iso-agglutinins against blood were first described in 1901, independently, by Landsteiner9 and by Schattock. Landsteiner studied 22 individuals whom he could divide into three groups with respect to iso-agglutinins. The three groups were designated by A, B, and C, as follows: In Group A, the sera agglutinated the corpuscles of Group B, but not of Group C; the corpuscles of Group A, however, were agglutinated by the sera of both B and C; Group B, the sera agglutinated the corpuscles of Group A, but not those of C; the corpuscles of Group B were agglutinated by the sera of Groups A and C. In Group C, the sera agglutinated the corpuscles of both the other groups, but its corpuscles were not agglutinated by the sera of either of the other two. This preliminary classification was slightly changed in 1902 by Decastello and Stiirli who added a fourth group, the corpuscles of which were agglutinated by both the other groups, but the serum of which agglutinated none of the others. A 2 Ehrlich and Morgenroth. “Uber Hamolysine,” Berl. klin. Woch., 1900, No. 21. 3 Ascoli. Munch, med. Woch., 1901. 4 Todd and White. Nature, June 23, 1910. 5 Ottenberg, Kaliski, and Friedmann. Jour. Med. Res., Yol. 28, 1913. 6 Unpublished personal communication. 7 Hada and Rosenthal. Zeitschr. f. Imm., 1913, 16, p. 524. 8 Maragliano. IX Kongr. f. Innere Med., 1892. 9 Landsteiner. Wien. klin. Woch., 14, 1901, 1132. Landsteiner and Richter. Zeits. f. Med., 3, 1902. See also Ascoli, Munch, med. Woch., 1901. 300 INFECTION AND RESISTANCE concise description of these groups was finally given by Jansky 10 in 1907, whose classification of the four definite groups is shown in the following diagram. J~am,shy I - 40 % more or le.53 " H - 35 % " " « nr = 15 % " " « IE = 5 % " " Tanoky's i" and Moaa' “4-" ia spoken of some- times as the '"universal" donor—for reasons explained in the text. In 1910, Moss 11 who studied particularly the parallelism of iso- lysins and iso-agglutinins in human sera, at that time unfamiliar with Jansky’s classification, reported observations which are essen- tially identical with Jansky’s, but, unfortunately, for uniformity of 10 Jansky. Originally published in the Klincky Sbornik, 2, 1907. In- formation obtained from abstract in Report of Committee of Soc. of Amer. Pathol. Article has been abstracted in the “Jahresbericht iiber Leistungen und Fortschritte auf dem Gebiete der Neurologie und Psyehiatrie,” 11, 1907, 1092. 11 Moss. Johns Hopkins Hosp. Med. Bull., 11, 1910, 63. ISO-ANTIBODIES 301 classification happened to designate his groups in a manner directly opposite to that of Jansky, in that Jansky’s Group I becomes Moss’s Group IV, and vice versa. Thus, the two classifications are alike, but Groups I and IV are reversed. We have indicated this difference in the table, and wish to call particular attention to the fact that all clinicians who utilize these facts for transfusion purposes must be perfectly clear in their minds concerning the classification which they are using. Failure to do this may lead to accident, evident from examining this grouping that the phenomena can be explained (as Landsteiner has suggested) if it is assumed that there are two agglu- tinins (a and (3) and two corresponding agglutinogens present in the red cells (A and B). The blood of the first group possesses both agglutinins, but no agglutinogens, the blood of the second group pos- sesses agglutinin a, agglutinogen B, the blood of the third group possesses agglutinin (3, agglutinogen A, the blood of the fourth group possesses no agglutinin but both agglutinogens. The correctness of this conception can be proved by experiments in which various agglutinins are absorbed out of serum by the cells of the different groups, a line of study which has been followed par- ticularly by Hooker and Anderson,12 and recently, again, by Gichner.13 These agglutinins are present in weak dilution only, being gen- erally active in dilutions only of 1-15 to 1-30. They are separately absorbed from the serum by the suitable red cells (Hektoen).14 Ot- tenberg noticed that they were inherited, and this was also shown in 1908 and in 1910 by von Dungern and Hirschfeld,15 who further found that this inheritance followed the Mendelian law strictly. The agglutinogens are the unit characters. The agglutinogens apparently are present at an earlier embryonic stage than the agglutinins. The agglutinogen, or agglutinahility of the red cells, thus, is usually pres- ent at birth, while the specific agglutinative power of the blood serum, or agglutinin, may be absent at birth, and may not appear until several months later. The laws of inheritance in regard to the transmission of iso- antibodies in human beings have been studied extensively since von Dungern and Hirschfeld’s first observations. Ottenberg,16 particu- larly, has followed a considerable series of families, and recently made the suggestion that in a very limited way, medico-legal use might be made of the reaction. This would, of course, as he admits, be necessarily a limited use for reasons that will become obvious when 12 Hooker and Anderson. Jour. Immunol., 6, 1921, 419. 13 Gichner. Jour. A. M. A., 79, 1922, 2143. 14 Hektoen. Jour. Inf. Dis., 1907, p. 297. 15 Von Dungern and Hirschfeld. Zeitschr. f. Imm.} 4, 1910, p. 53 and 5, P- 284. 16 Ottenberg. Jour. A. M. A., 77, 1921, 682. 302 INFECTION AND RESISTANCE we discuss its possibilities. Buchanan 17 discussing this suggestion, disputed Ottenberg’s assertion on genetic grounds. But since that time the question has been submitted to Thomas H. Morgan 18 whose discussion in the recent lecture before the New York Pathological Society is so interesting an example of the application of genetic reasoning to problems of immunology, that we think it worth quoting at length from his paper. “Since Ottenberg’s statement has recently been disputed by Buchanan, from an entirely wrong interpretation of Mendel’s prin- ciples, I should like to point out that on the Mendelian assumption of two pairs of factors, all the known results are fully accounted for. If we represent one pair of genes by A and a and the other pair by B Mating of blood, group AaBb to same AaBb Fig. 8. Representing the kinds of individuals expected when an indi- vidual of the blood group type AaBb marries an individual of the same blood type, namely AaBb. Sixteen kinds of individuals are possible in the ratio of 9: 3: 3:1. These belong to four blood types, namely, class IV that con- tains at least one A and one B; class II that contains at least one A but no B; class III that contains at least one B but no A; and class I that contains neither A nor B. and b, and if we represent an individual with the genetic consti- tution AaBb mating with another individual of like constitution (AaBb), then each will contain four kinds of germ cells, viz., AB, Ab, Ba, and ab. Thus sixteen possible combinations may be formed if any sperm may fertilize any egg. 17 Buchanan. Jour. A. M. A., 79, 1922, 180. 18 Morgan, T. H. Goldsmith Lecture, Rep. from Transac. N. Y. Pathol. Soc., 1922. ISO-ANTIBODIES 303 These sixteen individuals fall into four groups according to whether they have both A and B, or only A, or only B, or neither A nor B (i.e., ab) in the proportion of 9AB: 3A: 3B: lab. These four genetic classes correspond to the four recognized blood types IV, II, III, I, as indicated in the diagram. How these sixteen kinds of individuals are found in all populations, so far studied, although in somewhat different proportions in different “races.” It is very simple to tell what the kinds of genetic offspring will be where any one of these sixteen individuals marries any other one. These possibilities are summarized in the following statement taken from Ottenberg: Unions of I and I give I I nl II Ilj I, II I III] III III] I, III Unions of II and III give I, II, III, IV. iy i i, n, III, IY. IV II I, II, III, IV. IV III I, II, III, IV. IV IV I, II, III, IV. From a knowledge of the blood group to which the child be- longs it is possible to predict to what groups its parents may have belonged, and in certain cases it is possible to state that an indi- vidual of a certain group could not have been the parent of a par- ticular child. This gives these considerations a practical medico- legal value which, it is true, is limited, but definite as far as it goes. From the practical medical point of view, the importance of this subject is based on the increasing use of transfusion of human blood from one individual to another, especially in surgical practice. In selecting donors, it is, of course, desirable to select an individual of the same group as the recipient. Infusion from some of the other groups may bring about both agglutination, and as Hopkins first showed, phagocytosis of red blood cells in the circulation, with con- sequent injury to the recipient. In judging of the possibilities of harmless infusion, it is not necessary to memorize the combinations, hut merely to remember that the chief danger occurs when the pa- tient’s serum is agglutinative for the donor’s red cells, and a number of such transfusions have had fatal results. When the opposite occurs, that is, when the patient’s corpuscles are agglutinated by the serum of the donor, the danger is far less, owing to the dilution of 304 INFECTION AND RESISTANCE the injected serum in the circulation of the recipient. Thus, in Jansky’s classification where the serum of group I agglutinates the corpuscles of all the other groups, but the corpuscles of which are agglutinated by none of the other groups, group I could be regarded as a universal donor and used when a donor of the same type as the patient is not available. Conversely, this would apply to Moss’s group IV. For practical purposes, it is seen that tests can easily be carried out if one merely possesses stock sera of group II and III. The 5 era Ce\U Jansky I Moss 44- Jansky H Moss 2. Jansky III Moss 3 Jansky EZL Moss 1 following diagram illustrates this. Formerly these reactions carried out with washed blood corpuscles in test tubes. This method has been greatly simplified of recent years by carrying out the entire test in drops on slides, a drop of a salt solution dilution of the blood of one individual being mixed with a drop of II or III serum, and observed for agglutination, either under the low power microscope, or with the naked eye. The reactions are prompt, sharply defined, and offer no difficulties, but precautions must be taken to prevent the drying up of the drops so that the increasing concentration of the salt does not bring about false agglutination. ISO-ANTIBODIES 305 Because of the confusion that the Jansky and Moss classification brought to the nomenclature;, and the possible dangers accruing therefrom, a joint committee of the American Immunological and Bacteriological Societies took up the matter and after some study on the basis of priority, recommended a general adoption in the United States of the Jansky classification.19 The importance of iso-antibodies in such procedures as tissue transplantation, skin grafting, etc., has been variously studied with results which one might have expected, namely, that heterologous types did not lend themselves easily to such procedures. In general, this confirms our own observations on the toxicity of normal serum of one species to the red cells of another, in that it shows that aj serum which has hemo-agglutinating or hemolytic action, also has a certain amount of action on other tissues of the body, being a gen- eral expression of incompatibility, not only of one type of cell. Of the greatest interest in connection with iso-agglutination of red blood cells are studies recently made by L. and H. Hirschfeld.20 Hirschfeld, working in Serbia, carried out thousands of iso-agglutina- tion tests on different races. He found the agglutinable substances, A and B, present in all races, but a great preponderance of A in Europeans, and of B in Asiatics and Africans. Arabians, Turks, Jews and Russians were intermediate. The anthropological pos- sibility of such an observation in pointing out the different racial intermixtures and the possibility of a double origin in Europe, is obvious. Similar iso-agglutinins have been observed in the blood of lower animals, in horses (Klein,21 1902) ; rabbits (Boycott and Douglas,22 1910) ; cats (Ingebrigtsen) ; dogs, rats, and steers (Ottenberg).23 The iso-agglutinins have been developed in dogs (von Dungern and Hirschfeld).24 In most of the lower animals they have occurred with peculiar irregularity, indicating probably the presence of, not two, but of a larger number of agglutinins and agglutinogens. In steers, however, they fall into simple groups, indicating the presence of only one agglutinin and agglutinogen. In many animals the agglutinins are entirely latent, and the biochemical differences rep- resented by the agglutinogens are present in the red cells, and the correct agglutinin is developed by the animal only when it is im- munized with blood whose cells contain agglutinogen not present in the animal’s own blood cells. 19 Report of the Committees of the Amer. Assoc. Immunologists and Bac- teriologists. Jour. A. M. A., 72, 1921, 130. 20 Hirschfeld, L. and H. Lancet, October, 1918, Yol. 2, p. 675, abstracted in the Jour. A. M. A., 1919, 1641. 21 Klein. Wien. klin. Woch., 1902, p. 413. 22 Boycott and Douglas. Jour, of Path, and Bad., Jan., 1910. 23 Epstein and Ottenberg. Tr. N. Y. Path. Soc., 1908. 24 Yon Dungern and Hirschfeld. Zeitschr. f. Imm,, 1909, 1910, p. 53L CHAPTER XII A FURTHER CONSIDERATION OF THE NATURE OF ANTIBODIES In the immediately preceding chapters we have considered the course of the occurrences which follow upon contact of the animal body with various infectious agents and their products. We have seen that one of the expressions of reaction in such cases is the appearance of the so-called specific antibodies which have the prop- erty of reacting with the particular bacteria or bacterial products which have incited them, in various ways, both within the animal body and in the test tube, and we have attempted to analyze such reactions. We hope, also, that wre have made it plain that the phenomena with which we are dealing are by no means limited to the reactions of the body to bacteria, but represent general biological laws which govern the response of the living body to a large class of substances spoken of as antigens. In the case of the antibodies formed in response to antigens of bacterial origin, the alterations in the physiology of the body of which antibody production is an expression, leads, under certain cir- cumstances, to an ability of the body to defend itself against injury by bacterial poisons, and to remove the invading bacteria. In this process, circulating antibodies may, as in the case of the antitoxins, agglutinins and opsonins, be directly responsible for an important part of the protective process. Again, as we shall see in the chapters dealing with hypersusceptibility, the production of antibodies and their presence both in the cells which form them, or to winch they become secondarily attached, and in the circulation, may lead to con- ditions of hypersusceptibility quite the reverse of protection in its practical consequences. The criteria which govern this are complex, and are considered in detail in the individual chapters dealing with the several antibodies and with anaphylaxis. Immunological analy- ses have, of necessity, dealt almost entirely with the consequences of antibody formation and the mechanism by which these conse- quences are governed, but have, up to the present time, left us almost entirely in the dark concerning the fundamental cellular physiology upon which antibody formation is based. The fundamental source of all changes induced by antigen injec- tions is, of course, the tissue cell. 306 CONSIDERATION OF THE NATURE OF ANTIBODIES 307 It is reasonable to assume, as Ehrlich did, that the tissue cells of higher animals are normally prepared only for the metabolic processes concerned in the nutritional and excretory functions essen- tial to the maintenance of life, the liberation of energy and the per- formance of any special secretory functions peculiar to their respec- tive provinces of activity in the general body economy. Compared with the cells of the simpler forms of life, the normal functions of the mammalian tissue cells are considerably less wide in range. A protozoan cell, for instance, may take up boiled starch granules or bacteria and deal with them by complex processes, killing the bacteria in an acid vacuole, digesting them subsequently in an alkaline me- dium and extruding waste products. In only a few cells of the body, such as the phagocyting ones, either free or fixed, does such an atavistic ability to deal with substances unprepared by digestion survive. We are not equipped to enter upon matters of cell nutrition in an authoritative manner, and, indeed, this is not necessary in the present connection. The essential consideration is that in the bodies of the higher animals the substances which reach the cells for nutritional purposes through the blood or lymph stream, or perhaps through the intercellular fluids beyond the lymphatics, come into actual cellular contact only after elaborate preparation by preliminary digestive processes. Thus, proteins probably reach the ultimate; cells which they nourish only in the form of aminoacids; the fats are in the form of glycerol, fatty acids and perhaps soaps, and the carbohydrates in that of simple sugars. The cell is thus normally attuned only to dealing with substances in the chemical and physical conditions into which such preliminary digestion has put them. It is only such substances, apparently, which can come into repeated or continuous contact with cells without in some way altering the quality or degree of the cellular reactions aroused by them. It seems to be a fairly general biological principle that most materials which are not in this chemical and physical class of predigested nutritive matter give rise sooner or later to a specifically altered state of reaction capacity on the part of the cells. Thus, even when dealing with substances as relatively low in molecular structure as alcohol, some of the narcotics, quinine, morphine and other alkaloids, etc., the mere facts of habituation and occasional idiosyncracy indicate that such altered conditions have been produced. And, indeed, such drug tolerance or habituation cannot always be explained entirely by increased powers of excretion or destruction of the tolerated drug. Eor, although such increased eliminating properties are involved in the process, still it has been shown, at least in the cases of alcohol and morphine tolerance, that equal concentrations of the drugs in the blood stream of normal and of tolerant individuals may cause a deeper state of intoxication in the abstainers than in the habituated. 308 INFECTION AND RESISTANCE (Rubsamen, Van Dongen, cited from Wells.) Thus, it is necessary to assume, as Wells puts it, “a certain refractoriness or cellular im- munity in addition.” So, too, as we proceed upward toward the more complex substances with which the bacteriologist and im- munologist more particularly deal, toxins and the proteins proper, contact of cells with these substances, incident to processes of in- fection or artificial parenteral administration, invariably induces an altered reaction capacity which is recognized either as some form of hypersusceptibility or of tolerance: When we consider the varied chemical and physical constitution 1 of the many substances which may thus come into contact with the body cells, from the drugs at the bottom of the list to unchanged proteins, it need not astonish us if the manifestations accompanying the development of such susceptibilities or tolerances are subject to a wide range of variations. Common to all of them, whether it is the fluctuating tolerance to morphine or the quasi-permanent ac- quired immunity to plague, cholera or typhoid, is a fact that the tissue cell is basically changed in its reaction to the particular mate- rial concerned with a degree of specificity which seems to be more striking as chemical complexity of the foreign substance increases. Important differences, however, exist in the laws governing the ac- quisition of the altered cell reaction capacity and in the manifesta- tions by which they may be recognized. These differences have been analyzed by a number of recent reviewers, and it is not necessary for our purposes to enter into the detailed controversial points in- volved. Basic to such discussions has been the classification of all these phenomena into two main subdivisions: Those in which definite antigen-antibody reactions are involved and in which passive transfer to normal animals is, therefore, feasible; and those in which no antibodies seem to be concerned and passive transfer is consequently unsuccessful. The problem has received particularly careful analysis in relation to reactions of hypersusceptibility. Here the various manifestations of increased susceptibility to proteins in which anti- body formation is unquestionably and easily demonstrable constitute a sharply defined class, the so-called condition of anaphylaxis, about the basic mechanism of which there is very little essential difference of opinion among workers. Apart from this well-defined group, however, stand many other phenomena of hypersusceptibility, in which the antibody mechanism so clearly concerned in typical protein anaphylaxis is either uncertain or can be definitely excluded. The ability of the cell thus to express its response in the produc- tion of specific antibodies wdiich, in the course of the reaction, may become free in the blood stream is the chief point which separates 1 See Zinsser. Newbold Lecture, Transact. Phil. College of Physicians. 1922. CONSIDERATION OF THE NATURE OF ANTIBODIES 309 the mechanism of one type of reactions (the protein ones) from all the others. But even in reactions in which antibodies occur (im- munity to plague, typhoid, etc., or anaphylaxis in the very early or very late stages after active sensitization) the changed reactions can exist on a purely cellular basis without the intervention of de- tached antibodies. Indeed, the cellular properties by virtue of which the typhoid convalescent remains resistant for years after recovery are just as little understood today as is the mechanism of the tolerance to morphine. Regarded in this light, the formation of free antibodies, practically important as it is, may still be looked upon as an incident rather than as a fundamental difference, dependent upon the manner in which the chemical or physical properties of the inciting substance permits it to react with the cell. Ehrlich, whose lines of reasoning we have followed in the main, with others of his time conceived the cell as a giant molecule, a homogeneous chemical system with an enormous molecular weight, provided with a large number of “side chains;” these “side chains” were conceived as normally adapted for union with the various types of foodstuff that might be brought to the cell in the course of nutrition, but also capable of reacting with other substances reaching the cell under unusual conditions if they happened to have chemical affinities which fitted with one or another of the normally provided “side chains.” It is not necessary for us to follow this well-known, purely chemical reasoning in his explana- tion of antibody formation. Since his time the conception of the cell entity has changed considerably. The material is perhaps most thoroughly brought together in Bayliss’s book, and a clear discus- sion of some of the problems involved may be found in recent articles by Alsberg on chemical structure and physiological action. The cell can no longer be regarded as a large molecule of living matter, the life of which is maintained by a constant interchange of chemical unions and dissociations, but must be conceived, as Alsberg puts it, “as a heterogeneous series of phases separated from each other by semipermeable surface layers ” 2 resulting from the concentration at the surfaces, particularly, of lipoidal substances. But the semipermeable membranes which separate the internal subdivisions of the cell and delimit it from its environment prob- ably do not consist of lipoids alone, but are composed of complex “colloidal intermixtures of lipoids and proteins.” 3 It is clear that the reaction of an extraneous substance with a cell must depend not only upon its chemical but also upon its physical properties, according to which it may enter the cell and react with the sub- stances in its interior or may come into direct contact only with 2 See also work of Clowes. 8 Bayliss. “Principles of General Physiology,” Longmans, Green & Com- pany, 1920. 310 INFECTION AND RESISTANCE the outer-surface phases of the protoplasm. It is also quite prob- able that the permeability of the cell membrane may change under various functional conditions, and that in the problems of hyper- susceptibility a part of the process may consist of an increased ability of the injurious substances to get into the cell. In fact, though we have not yet made the matter one of special study, we have noticed on a number of occasions that the isolated uterus of a sensitized guinea-pig was more irritable to nonspecific extraneous substances than were the uteri of normal guinea-pigs. This matter, however, needs more definite investigation. At any rate, the ques- tion of cell permeability to extraneous substances is quite as im- portant in guiding our reasoning about immunological problems as is the matter of chemical structure. Alsberg points out three general ways in which substances may affect cells: They may attack the surfaces of the cells either by precipitating, coagulating or dissolving parts of the constituents of the surface, or by coming into chemical or purely physical union with only these surface layers. Again, they may enter the cell and cause chemical and physical alterations within the protoplasm. Other substances, again, may react with the cell in an indirect way only by altering the concentrations within the cell. Thus, in reconstructing our ideas of the changes which may take place in cells under conditions of immunization or sensitization, we must depart from the purely chemical conception of Ehrlich to the extent of including in our considerations the physical prop- erties of the foreign substances concerned, especially as regards their ability to enter the cells or to react with the surfaces only. When we look upon the conditions governing altered cell reac- tions from this point of view, we are struck by the fact that anti- body formation, a property by virtue of which the inciting substance is classified as an “antigen,” is exclusively an attribute of materials which are practically nondiffusible, proteins or substances that have not been chemically separable from proteins hitherto. Considering this in connection with the fact that in test-tube reactions between such antigens and their antibodies the phenomena which are ob- served follow closely the analogy of colloidal reactions and are intimately dependent upon physical conditions of the environment, the thought suggests itself strongly that nondiffusibility, the property of reacting only with cell surfaces, and antibody formation are in some way connected. Although this thought is at the present time one that cannot be approached by direct experimentation, it is still of sufficient importance for the shaping of experimental thinking to be expressed. Thus, tolerance and hypersusceptibilities to drugs and other substances that pass easily through semipermeable membranes would be conceived as based on intracellular processes in which, per- haps, substances functionally analogous to antibodies may play a part, CONSIDERATION OF THE NATURE OF ANTIBODIES 311 but in which the ease with which the foreign substance can enter the cells renders unnecessary a mechanism for the production of circulat- ing antibodies. In the case of proteins, on the other hand, where diffusion does not normally occur, the process takes place on the surface of the cell, and here the reaction products, as we know by observation, jire eventually discharged into the circulation, and rep- resent those factors in the circulating blood by virtue of which the tolerance or the hypersusceptibility can be transferred to normal animals. The suggestion, thus, that antibody formation is in some way a consequence, not only of its chemical structure but also perhaps of the molecular size of the antigen, is one that must be borne in mind. Landsteiner came to this conclusion in a recent study of the chemistry of antigens, as we have from our own studies on ana- phylaxis. The Union of Antigen with Antibody.—In considering the vari- ous individual antibodies in the chapters on the toxin-antitoxin reaction, as well as in those dealing with agglutination and precipita- tion, we have seen that many different points of view have been expressed concerning the nature of the specific union. Ehrlich fol- lowed a purely chemical analogy in which atom groups of the tissue cell were assumed to have definite chemical affinity for atom groups of the injected antigen; that these cellular atom groups, when over- produced by the cell and discharged into the circulation, represented the antibody, and that, subsequently, therefore, the union of this anti- body with the antigen was again based upon chemical affinity between definite parts of the molecules of each. According to Ehrlich’s analysis, the reaction was supposed to take place by processes anal- ogous to those by which a strong acid and a strong base unite. Quantitative irregularities in the curve of gradual saturation of one by the other Ehrlich explained on the basis of alteration products, such as toxoids, agglutinoids, etc., incident to which affinities of one for the other were altered. This conception of Ehrlich was modified by the school of Arrhenius, Madsen and their coworkers. While they admitted the chemical nature of the union, they explained the irregularities in the quantitative relations between the two, as frac- tional amounts of one were added to a unit amount of the other, by assuming that the antigen-antibody combination was dissociable or re- versible, and followed laws of mass action, coming finally, in the case of each mixture, to a definite equilibrium. Bordet and his followers, on the other hand, for reasons which have been set forth at some length in previous sections, denied that antigen-antibody unions under any circumstances took place by chemical laws of equivalents, asserting that the process was one of adsorption, comparable to that which occurs when any anilin dye is brought into contact with, let us say, filter paper. Bordet held that 312 INFECTION AND RESISTANCE the antigen-antibody union was in every way analogous to colloidal reactions in which the laws of adsorption, and, in this case, of course, specific adsorption, dominated the phenomenon. It is not unlikely that it will become necessary in the future to alter all of these views, particularly on the basis of the recent work of Loeb.4 Loeb’s investigations upon the so-called colloids have led to a change in our conception of the reactions which take place between proteins and other substances which immunologists cannot afford to neglect. The adsorption theories applied to immunological processes, such as particularly those of Bordet, were largely based on analogy, and assumed that when protein reacted with other sub- stances, colloidal or otherwise, the union was one in which the entire molecules of the reacting substances united. Loeb’s work seems to indicate definitely that proteins may be regarded as amphoteric elec- trolytes which can exist in three states, according to the hydrogen ion concentration. Colloidal particles, as is well known, carry a definite charge which is dependent upon the hydrogen ion concen- tration. The particles carry a negative charge on the alkalin side of the so-called iso-electric point, and a positive charge on the acid side. For every particular colloidal suspension, there is a definite hydrogen ion concentration at which there is no electric potential difference between the particles and the medium in which they are suspended, so that they will not move in the electric field and are uncharged in their relationship to the media. Loeb has shown that at the iso- electric point, protein is in its purest condition, exists in a prac- tically non-ionized condition, and is able to form neither metal proteinate nor protein acid salt. On either side of the iso-electric point, however, the protein combines like any other chemical com- pound, with acids, salts and perhaps other substances, in a character- istic way which is determined by the hydrogen ion concentration. Thus, in the case of gelatin, for instance, at which the Ph for the iso-electric point is 4.7, the hydrogen ion concentrations on the acid side of this combination can take place only with the anion of an electrolyte, forming, let us say, gelatin chloride. When the Ph is greater than 4.7, or on the alkalin side, it can unite with the cation only, forming sodium gelatinate, etc. Loeb conceives the protein molecule as presenting various atom groups for combination with materials with which it comes in contact, which, on the alkalin side of the iso-electric point, act something like fatty acids which are able to form salts with metals, etc., perhaps by combination with the COOII groups of the molecule. On the acid side of the iso-electric point the reverse is true, the proteins reacting like ammonia and being capable of uniting with only the anion of electrolytes, perhaps through their NH2 groupings. 4 Loeb, J. “Proteins and the Theory of Colloidal Behavior,” McGraw- Hill, New York, 1922. CONSIDERATION OF THE NATURE OF ANTIBODIES 313 It is impossible for us in this space to go into the various proofs of such a conception of the reactions of proteins and the tremendous importance for the understanding of colloidal phenomena in general, which Loeb’s conception carries with it. It is plain that it must alter and simplify considerably our points of view. It is, of course, as Loeb admits, quite possible that this is not the whole story, and that the difference in the behavior of proteins on the opposite sides of the iso- electric point may be accompanied by further intra-molecular changes in the protein molecule. However, this, until we know more about it, must remain undecided. There can be no doubt about the fact, however, that many of the substances which in immunology we have classified as behaving by the laws of colloidal reactions, must be regarded as amphoteric electrolytes and great attention must be given to the control of hydrogen ion concentration and the influence of cells, etc., in the reactions which are carried out with them. When we are working with bacterial suspensions, or suspensions of blood cells and the various normal and immune sera which are the instruments of immunology, we are using materials all of which come under the classification of colloids. As a matter of fact, one of the workers in our laboratory discovered by chance in following up this line of thought, recently, that practically all the ordinary serum reactions done in laboratories, were done at a Ph of at or about 8. It will be impossible in the future to ignore these facts in the performance of serum reactions and, especially, in quantitative work. Moreover, the principles elucidated by Loeb have already in- directly led to what seems to us an important advance in our under- standing of the union of antigen and antibody in the hands of Coulter. Coulter 5 determined the movement of normal and sensitized red blood cells in an electric field and found, as others had before him with bacterial and other colloidal suspensions, that the movement of such cells in the field is the function of the hydrogen ion concen- tration. The iso-electric point for the cells he used was Ph 4.6. On the alkaline side they carried a negative charge and on the acid side a positive one. There is an old observation by Joos 6 that the salt which is necessary for the agglutination of bacteria did not act indirectly as supposed by some, but combined chemically with the bacteria. Joos using the minimum amount of salt necessary, found that it disappeared from the supernatant fluid; but until very re- cently this observation was neither confirmed nor further pursued. Coulter reinvestigated this in the light of Loeb’s demonstration of the chemical nature of the relations of protein with acids, bases and salts, at various hydrogen ion concentrations, and found that, like colloidal protein solutions, both normal and sensitized cells combined 5 Coulter. Jour. Gen. Phys., 3, 1921, 309 and 513. 6 Joos. Zeit. f. Hyg., 36, 1901, 422. 314 INFECTION AND RESISTANCE chemically with inorganic ions. By adding decimolecular HaCI and HC1 solutions, he found that the cells combined with the chlorine ions on the acid side of the iso-electric point, taking up amounts much greater than any they would take up on the alkaline side. On adding NaOH to such mixtures, he found that chlorin is actually given off by the cells. Conversely, he found that when he suspended the cells In isotonic barium chloride solutions, the barium ion was absorbed on the alkalin side of the iso-electric point. This behavior corre- sponded to that found by Loeb for his gelatin and other protein suspensions which combined with the cations on the alkalin side of the iso-electric point, and the anion on the acid side. He found, further, that the optimum agglutination for normal cells is at Ph 4.75, a point at which the cells supposedly carried no charge in relation to the surrounding medium, and are, if we follow out Loeb’s views, in their most chemically pure form, and uncombined with inorganic ions. The optimum for the agglutination of sensitized cells was at Ph 5.3, a point probably related to the optimum for the flocculation of the immune bodies in the serum. Of still greater significance are the further experiments of Coulter on the equilibrium between sensitizer and red cells in relation to hydrogen ion concentration. Working in a salt-free medium, namely, isotonic saccharose solution (9.2 per cent.), he measured the proportionate amounts of sensitizer which combined with the cells at various hydrogen ion concentrations, and, conversely, the amount of sensitizer which dissociated from the saturated cells when they were brought into a similar range of hydrogen ion concentrations. Both measurements corresponded with considerable accuracy, showing that in the combination a definite equilibrium is maintained between the two for each Ph. He found that the maximum combination be- tween sensitizer and cells took place at or about Ph 5.3, the approxi- mate iso-electric point of the serum globulin in which the immune bodies are probably carried, according to Bona and Michaelis.7 At this point the combination between the two was almost 100 per cent. On both sides it diminished rapidly, on the alkalin side being re- duced to not much more than 5 per cent, at a Ph of about 10. On the acid side it also diminished, but could not he measured to the same degree because of the hemolytic action of the increasing acidity. The addition of sodium chloride greatly increased the proportion of sensitizer combining with the cells at all reactions except those near the iso-electric point where the union between the two seemed independent of the salt. Apparently, if we follow Coulter in analyzing these facts in ac- cordance with Loeb’s observations, wre can assume that the maximum union is at a point where almost all the immune body is present 7 Rona and Michaelis. Biochem. Zeit., 28, 1910, 193. CONSIDERATION OF THE NATURE OF ANTIBODIES 315 as an undissociated molecule not in combination with inorganic ions. The dissociated ions of the sensitizer formed either by its acid or basic dissociations, do not appear to unite with the cells, so that, as we pass from the iso-electric point in both directions, there would be a gradually smaller and smaller amount of undissociated, that is, unionized sensitizer present, and the union -with cells would de- crease. The salt solution, again in conformity with Loeb’s observa- tion, seems to depress the ionization, and, therefore, render the com- bination relatively independent of the Ph. It need hardly be pointed out wrhy a conception of this kind would render it imperative to take actively into account the Ph at which every antigen-antibody union or titration is carried out. It enforces a completely changed interpretation of the significance of the Bordet salt experiment, and definitely introduces the factor of calculable dissociation and reversibility into antigen-antibody reactions, making it possible to think of the reaction at every given Ph, as one at which an equilibrium is established. The Dissociation of Antigen and Antibody.—In the preceding section we have gone into Coulter’s recent work at some length be- cause it seemed to us to follow out purposefully in immunological experiments, the newer conception of colloids and colloidal reac- tions which recent investigations have made necessary. The re- versibility of the antigen-antibody reaction, however, has been the subject of many previous investigations. Landsteiner,8 and Land- steiner and Jagic 9 in 1902 found that when red blood cells were agglutinated by abrin, and the agglutinated cells then rapidly washed in cold salt solution and finally emersed in a salt solution at 42° C., a certain amount of the abrin was split off from the combination and could be recovered. Experiments with normal agglutinins showed the same thing, the most successful dissociation of agglutinins from agglutinated typhoid bacilli being obtained at 55° C. At about the same time, Morgenroth 10 showed that when red blood cells were sensitized with hemolysin or amboceptor, and were then brought into contact with unsensitized cells, some of the hemolytic antibody was dissociated from the sensitized cells and became attached to the freshly added unsensitized ones. Similar observation of dissocia- tion of antigen and antibody after union was subsequently made by a considerable number of observers. Bail and Tsuda,11 Spaet,12 Hahn and Trommsdorf,13 Von Liebermann and Fenyvessy 14 digested 8 Landsteiner. Munch, med. Woch., 49, 1902, p. 1905. 9 Landsteiner and Jagic. Munch, med. Woch., 50, 1903, 764. 10 Morgenroth. Munch, med. Woch., 50, 1903, 61. 11 Bail and Tsuda. Zeit. f. Immunitdts., 1, 1909, 546. 12 Spaet. Zeit. f. Immunitdts., 7, 1910, 712. 18 Hahn and Trommsdorf. Munch, med. Woch., 47, 1900, 413. 14 Yon Liebermann and Fenyvessy. Centralbl. f. Baht., 47, 1908, 274. 316 INFECTION AND RESISTANCE sensitized pig corpuscles in N/100 hydrochloric acid in salt solution, precipitated the extracts with alkali, purified the precipitate with ether, and found that the final solution contained antibodies with too little protein to be determinable by qualitative tests. This may be cited as one of the earliest attempts to produce protein-free antibodies. In 1918, Kosakai 15 washed sensitized sheep cells in saccharose solutions, and succeeded in recovering about five-sixths of the anti- body combined with the antigen. The most important recent contribution to this problem has been made by Huntoon.16 Huntoon worked with various materials, but chiefly with the pneumococci. He has developed a method since then, by which he can dissociate a large proportion of the antibody from sensitized pneumococci by washing the agglutinated pneu- mococci with 0.5 per cent, sodium carbonate solution in salt solution. Such solutions could be repeatedly filtered without loss of antibody, and, therefore, obtained in a sterile manner. His antibody solutions did not give any of the ordinary qualitative protein reactions, were not affected by trypsin, and were not precipitated in solutions con- taining little or no electrolytes. They were not soluble in ether, and not dissolved by dilute alkalis or acids. They were still destroyed by temperatures over 60°. With his so-called pure antibody solutions, Huntoon has been do- ing a considerable amount of clinical work which is not yet sufficiently analyzed for appraisal. The results that he and clinical workers using his antibody solu- tions have obtained, indicate to us that, in addition to the anti- bodies, a considerable amount of bacterial material, possibly in the form of the residue antigens studied by us, is present in his solutions. From a theoretical point of viewT, his researches are of considerable importance in that they form a beginning of the possibility of our being able to study antibodies free from admixtures of inactive serum constituents. Many of these investigations w7ere made before we had a definite idea of the influence of hydrogen ion concentration on dissociation. With this knowledge available, it ought to he possible in the future to remove almost any desirable part of the united antibody by prop- erly planned experiments. Investigations such as these justify a certain amount of hope, therefore, that we may eventually be able to define chemically what the antibody consists in, but for the present none of this work has led to sufficiently accurate and detailed investigation to make i£ possible for us to come to a definite conclusion. 15 Kosakai. Jour. Immunol., 3, 1918, 109. 16 Huntoon. Jour. Immunol., 6, 1921, 117 and 123 and 185. CONSIDERATION OF THE NATURE OF ANTIBODIES 317 On the Essential Identity of the Antibodies.17—Since Ehr- lich’s 18 first classical analysis of antibodies, it has been a generally accepted conception of immunity that agglutinins, precipitins, sensi- tizers, bacteriolysins, hemolysins, or the so-called amboceptors, opso- nins and the anaphylactic antibodies are separate substances formed in the animal body, often in response to treatment with a single anti- gen. Kraus,19 in the first edition of Kolle and Wasserman’s Hand- book, summarizes this point of view unambiguously in the following words: “Just as the bacterial body contains a variety of different anti- gens, so we may assume that animal protein is made up of a large number of different antigenic elements. If the animal body is treated with such substances and finds corresponding receptors, there results the formation of a variety of qualitatively different antibodies. ...” When Gengou,20 in 1902, noted that alexin or complement was fixed when a precipitating antiserum was added to its homologous antigen, he interpreted this as meaning that, in addition to precipitins, the antiserum contained other antibodies, the “albuminolysins.” To be sure, Gay and Moreschi 21 showed that the fixation of alexin was chiefly a property of the precipitate which was formed, but this was regarded as signifying that the protein sensitizers were mechanically carried down during the precipitation. Ehrlich, commenting upon this in 1910, says: “It seems reasonable to assume, in accordance with Gengou’s first explanation, that the property of binding the complement is exercised by the albuminous bodies sensitized with a specific amboceptor and, j ust as when immunizing with cells, agglutinins and amboceptors are formed, so also when immunizing with dissolved albuminous bodies two kinds of antibodies are formed, precipitins and amboceptors.” To be sure the idea that agglutinins and precipitins might rep- resent one and the same antibody has been more or less prevalent since their first observation. It originated, we believe, with Pal- tauf 22 and was expressed as a widely accepted view by v. Eisler 23 in a review of precipitin reactions published in 1909. But, in regard to identification of other antibodies with these two, there has been either a complete disregard of such a possibility or, when suggested, it has been thrown out of consideration because of the frequent and 17 Zinsser. Jour. Immunol., 6, 1921, 289. 18 Ehrlich. “Collected Studies on Immunity,” translated by Bolduan, 2nd Edit., p. 585. 19 Kraus, Kolle and Wassermann. Handb., 1st Edit., 4, 1904, 617 and 618. 20 Gengou. Ann. de I’Inst. Past., 16, 1902, 734. 21 Moreschi. Berl. klin. Woch., 37, 1905, 1181, and 1906, 100. 22 Paltauf. Quoted from V. Eisler, loc. cit. 23 V. Eisler, Kraus and Levaditi. Handb., 2, 1909, 835. 318 INFECTION AND BESISTANCE complete lack of quantitative parallelism between the curves of tlie various antibody functions in one and the same serum. The idea of such a possible identity, however, has cropped up again and again and, in our own work, has gradually forced itself upon us so insistently that we have thought it important to bring it forward again. The fundamental idea was expressed quite definitely in 1908 by Bail and Hoke 24 who made an extensive study of the bacteriolytic, precipitating and agglutinating actions of normal beef serum and immune rabbit serum upon cholera spirilla. They clearly expressed the opinion that there were no separate bacteriolytic, precipitating or agglutinating antibodies in these sera; that the essential fact was the existence, in the sera exerting these effects, of a single antibody which united with the bacterial substances and that the various reactions which followed were the results of the conditions under which the different observations were made. Although a similar idea, on somewhat less valid evidence, had been expressed by Biirgi,25 and although Bail and Tsuda 26 followed out the thought in subse- quent publications, the view has made little actual headway, in spite of much corroborative, though scattered, evidence. In order that there may be no ambiguity as to just what is meant by what we call the “unitarian” view of antibodies, let us begin by formulating it clearly. By such a conception of antibodies, we do not, of course, imply a complex cell like, for instance, the typhoid bacillus can give rise to one variety of antibody only. There may be formed a specific sensitizing antibody against the major chemical constituent, and other sensitizers against other antigenic substances enclosed in the same cell body or contained in the same antigenic solution. But we do mean that, were we working with a single antigen, in a pure state, one variety of antibody only would be produced. This would be present in the form of a serum constituent specifically capable of uniting with the antigen. As a result of the union, the antigen is altered in its physical, and perhaps, to some extent, in its chemical behavior. The resultant reactions which may be observed with this sensitized antigen (agglutination, precipitation, complement fixation, bactericidal phenomena, bacteriolysis, opsonization or sensitizing effects in the anaphylactic sense) would be determined not by differences in the nature of the antibodies with which the antigen had united, but rather by the physical state of the antigen itself, the nature of the cooperative substances (alexin, leucocytes, tissue cells), and by the environmental conditions under which the observations are made. 24 Bail and Hoke. Arch. f. Hyg., 64, 1908, 313. 25 Biirgi. Arch. f. Hyg., 62, 1907, 239. 26 Bail and Tsuda. Zeit. f. Immunitats., Orig., 1, 1909, 546. CONSIDERATION OF THE NATURE OF ANTIBODIES 319 Thus, if the antibody comes in contact with a very finely divided antigen, as in a bacterial extract or in, let us say, horse serum, if elec- trolytes are present and perhaps other necessary physical factors fur- nished by the presence of serum, etc., precipitation occurs. When we are dealing with whole bacteria of relatively large mass and correspondingly small surface exposure, agglutination is the re- sult, and quantitative parallelism with the precipitin reaction is not to be expected because of the much greater dispersion of the antigen in the latter test. When alexin is present, complement fixation or hemolysis or bac- tericidal effects result, since the changes produced by the sensitiza- tion have not permitted union with the complement. When there are leucocytes present the union makes possible the phagocytosis of the antigen, and when the antibody is absorbed by the cells of an animal, anaphylactic “sensitization” occurs. As we have stated, the earlier opposition to such a view was largely based upon lack of quantitative parallelism between agglu- tination and precipitation curves on the one hand, and bactericidal or protective antibody curves on the other, and this in spite of the rela- tive inaccuracies which biological measurements of this nature can- not fail to involve. In appraising such objections, however, we must not forget that agglutination and precipitation are actually only secondary phe- nomena, after the union of antigen and antibody has taken place, and are dependent upon a great many environmental factors which may not, to the same degree, influence phenomena in which alexin, the leucocyte or the body cells of animals are involved. We need only to point out the frequently observed alterations and diminutions of the agglutination and precipitating powers of sera by heat. Heating antibacterial sera even to 56° to 60° C. will often materially diminish their precipitating effects for bacterial extracts, an observation which is entirely analogous to the influence of heating (to 60° to 70° C.) on the flocculating effects of serum for various colloidal suspensions, like arsenic trisulphide, etc. In addition to this, the flocculation re- actions depend upon the presence and the concentration of electrolytes, upon reaction, upon mutual relations of concentration, and perhaps upon viscosity. Moreover, the suspension equilibrium of the sensitized antigen must to some extent depend upon the varying factor of the inactive serum constituents carried into the union with the antibody. For we know that in precipitation reactions the hulk of the precipi- tate comes from the serum, and yet relatively protein-free antibodies can be split off from such a complex (Gay and Chickering,27 Chick- ering,28 Huntoon,29 conditions which prove that, in the union, much 27 Gay and Chiekering. Jour. Exper. Med., 21, 1915, 115. 28 Chiekering. Jour. Exper. Med., 22, 1915, 248. 29 Huntoon. Jour. Immunol., 6, 1921, 117. 320 INFECTION AND RESISTANCE inactive protein substance is carried along, which inevitably must influence reactions of flocculation. Indeed, Tulloch has suggested that these “presumably inactive constituents” may even protect the united antigen-antibody complex from flocculation, a conception which we believe explains the “agglutinoid” phenomena. It is not to be wondered at, therefore, that agglutination and precipitation curves should not run parallel with the curves of other antibody functions. And it is worth noting that, in regard to such lack of parallelism, while it has frequently been noted that agglu- tinating and precipitating functions were often weaker than other antibody effects or even absent entirely in such sera, it has rarely been observed that they were powerfully and specifically present when other effects were lacking.* In addition, however, to these purely quantitative objections to the “unitarian” conception, other arguments have been advanced, such for instance as those of Gay and Stone 30 who observed, with cholera extracts and cholera sera, that the formation of precipitates removed little or no lytic substance from the supernatant fluid. As against this, however, we have the experiments of Bail and Tsuda who found that from specific cholera precipitates, obtained as above and injected into the peritoneal cavities of guinea pigs, lytic and bactericidal anti- bodies were liberated and effective in producing a Pfeiffer reaction. We must confess that such failure of quantitative removal of antibodies from the supernatant fluid, after agglutination and pre- cipitation reactions had been carried out with these sera, was our own experience with typhoid serum, and there are certain points here that require further investigation. But when one considers, as we have stated above, that the amount of sensitizer necessary to bring about an agglutination or precipitation may be very slight, even in the presence of an excess of antigen, and that from such agglutinated or precipitated bacteria or bacterial extracts dissociation can take place; and if we then further consider the great inaccuracies coin- cident to the quantitative determination of bactericidal and bacteri- olytic effects, such experiments lose much of their weight. One need only recall such experiments as those of Topfer and Jaffe 31 who found absolute lack of uniformity between plating tests and Pfeiffer phenomenon in determining bactericidal substances in one and the same sera. There are too many and uncertain secondary factors in all these purely biological methods to give one much confidence in any reasoning based purely on quantitative results. More recently the growing interest in the purification of antibodies by dissociating them from antigen-antibody unions has again led 30 Gay and Stone. Jour. Immunol., 1, 1916, S3. 31 Topfer and Jaffe. Zeit. f. Hyg., 52, 1906, 393. * See also work of Northrop and deKruif on Agglutination, in a preceding chapter. CONSIDERATION OF THE NATURE OF ANTIBODIES 321 to attempts to separate antibodies in the pure state. Landsteiner 32 in his early work on dissociation makes no particular point of this phase of the problem. Gay and Chickering found that protective antibodies could be extracted from specific precipitates with dilute sodium carbonate, but interpreted this as a mechanical absorption of the protective bodies during precipitation. Huntoon succeeded in sensitizing pneumococci, heavily, and then, by treating them with slightly alkaline salt solution at 55° C. dissociating from them pro- tective antibodies in considerable concentration, and in solutions which are practically protein-free. With these antibody solutions he has been able to protect mice. It is not our function to go into the experiments of Huntoon more extensively, since these are all published or in the process of publication. The important point for us is the fact that these highly protective antibody solutions fail to agglutinate pneumococci in a large number of tests made by him, although they possessed distinct protective powers. Having considered some of the more important objections, let us see what may be said in favor of the “unitarian” view apart from its simplicity. The identification of agglutinins with precipitins should hardly require much argument since both are specific flocculation reactions between a serum and the same antigenic substance, depending upon analogous environmental conditions. That they should differ from each other quantitatively is to be expected from the fact that in one case the antigen is present in relatively large masses and in the other case it is finely dispersed. That there is at least a strong likelihood that precipitins and bactericidal and protective antibodies may be identical is indicated by the experiments of Bail and Tsuda who dissociated bacteriolytic cholera antibodies from precipitates obtained with cholera extracts and normal beef serum. Bail and Hoke obtained similar results not only with normal beef serum, but with immune rabbit serum, though in the latter case somewhat less sharply. The latter point is important because the conglutination question is involved in their experiments with normal serum for they obtained much better precipitates with the normal beef serum in its active state. However, since sensitization with an antibody is necessary for the conglutinin effect, the principle of Bail and Hoke’s experiment in regard to the liberation of bacteriolytic sensitizer from precipitated cholera extracts remains the same. Also the identity of precipitins and protective antibodies is very strongly suggested by the experiments of Gay and Chickering, inas- much as they succeeded in extracting protective pneumococcus anti- bodies from specific precipitates, and the identity of the two is at least likely as mere mechanical carrying down with the precipitate. 32 Landsteiner. Miinch. med. Woch., 49, 1902, 1905. 322 INFECTION AND RESISTANCE The probable identity of precipitins with complement fixing anti- bodies is indicated by the work of Dean 33 and by many observa- tions of our own. In 1912, Dean, analyzing the relationship between alexin fixation and precipitation, concluded that the proportions of antigen and antibody which favor rapid and complete precipitation do not favor complete alexin fixation. He did not believe that the two reactions followed a parallel course, but said that he thought they represented twro phases of the same reaction, a “flocculation representing the first stage of a change that can be recognized in its early stage by complement fixation.” In 1912 and 1913 we were engaged in a similar analysis from which we came to the conclusion that there was no need for assuming that the antibodies which were involved in the fixation of the alexin were essentially different from those that brought about the precipitation. Indeed, in his Croonian lecture of 1917, Dean elaborated this idea, and came to the same conclusion that we did, namely, that all the various so-called antibody reactions wrere attributable to one and the same specific substance in the serum. This lecture of Dean, published during our absence, was, unfor- tunately not in our hands when our own paper on the same subject was written, but though he approached the problem from a slightly different point of view, his conclusions were essentially the same. Studying the relationship between precipitin reaction and com- plement fixation in the reactions between sheep serum and anti-sheep rabbit serum, like so many other observers, we found that amounts of antibody which did not precipitate would, nevertheless, produce complement fixation reactions in such mixtures and this, of course, is the basic principle of the forensic complement fixation, introduced and described practically by Neisser and Sachs.34 In order to eliminate the possibility of non-specific mechanical carrying down of the complement fixing antibody, we carried out experiments with complement fractionation, and found that the fixation by the pre- cipitates and by the supernatant fluids in such mixtures took place in the same way that fixation by sensitized cells occurs; namely, that the precipitates first fixed end-piece and mid-piece, secondarily. From this and other experiences, we expressed the conclusion at that time that “there is but one variety of specific sensitizer,” and that “the visible precipitation is merely secondary, occurring be- cause of the colloidal nature of the reacting bodies under quantitative and environmental conditions which favor flocculation.” Further- more, the experiments of the last ten years have shown again and again that the physical state, the formation of precipitates and the changes in sizes and perhaps in electrical conditions of the substances in serum reactions are intimately related to the fixation of alexin. 33 Dean. Zeit. f. Immunitats., Orig., 13, 1912, 84. 34 Neisser and Sachs. Berl. klin. Woch., 1905, 1388. CONSIDERATION OF THE NATURE OF ANTIBODIES 323 The recently developed observations on the Wassermann reaction, the Yernes test and the Sachs-Georgi reaction now successfully em- ployed in our laboratory are all evidence in this direction. Recently the writer with J. T. Parker observed a pneumococcus horse serum which gave powerful precipitation with the residue antigens pre- pared from bacteria by us and described in another place. This serum, however, gave no complement fixation with the same antigen, and since this was consistently so, it seemed to contradict our ideq. of the identity of the two antibodies involved. We subjected this to analysis, and found that the discordant results were due to a special interfering substance in the horse serum which prevented the fixation of complement even when an anti-pneumococcus serum obtained from rabbits, was employed, with which perfect complement fixation was obtained unless the horse serum was added. It was thus found, that the failure to fix complement on the part of the horse serum could not be interpreted as indicating two separate antibodies.35 That the anaphylactic passive sensitizing effect of sera was found to be quantitatively proportionate to the precipitin contents of these sera, was shown by Doerr and Russ 36 in experiments which seem completely to justify the identity of precipitating and anaphylactic antibodies suggested by Friedberger in 1908. In regard to the dissociation experiments of Huntoon, some of whose solutions were sent to us by Dr. Huntoon, himself, we have, indeed, found that these solutions exert considerable protective effect upon mice and fail either entirely, or almost entirely to produce agglutination “in vitro” of the pneumococcus against which they protect. This would seem a potent argument against the “unitarian” idea. However, it must be considered that the “protein-free” antibody of Huntoon is physically, and, therefore, in its agglutinating and pre- cipitating functions quite a different substance from the original anti- body in the unchanged serum, which in its native state is associated with the inactive pseudo-globulin substances which it carries down with it into precipitates. For, as we have stated before, it is of course known that most of the substance which comes down in pre- cipitin reactions is derived from the immune serum. Moreover, by, to some extent, restoring the Huntoon antibodies to their original environment in the circulation of an animal, we were able to observe powerful agglutination. We repeated, with these substances, the ex- periment on the mechanism of serum protection against pneumococci in rabbits, carried out by Bull 37 in 1915. A rabbit of approximately 1200 grams was intravenously injected at 5 P. M. with about 8 c.c. of a broth culture of pneumococcus I of relatively low virulence. 35 Zinsser and Parker. Jour. Immunol., 1922. 36 Poerr and Russ. Zeit. f. Immunitdts., 3, 1909, 181. 37 Bull. Jour. Exper. Med., 22, 1915, 466, 484, and 24, 1916, 25. 324 INFECTION AND RESISTANCE At 10 A. M. the next morning the rabbit was very sick; a heart’s blood puncture was done which showed numerous pneumococci evenly distributed through the blood stream. Ten cubic centimeters of Huntoon’s material was injected intracardially in this animal, the needle was withdrawn and about two minutes later blood was taken from the heart and smeared. Similar punctures were done five minutes later and fifteen minutes later. As will be seen from the attached illustration, smears from the heart’s blood taken two minutes later showed the pneumococci in the blood in clumps of varying sizes, with very few small clumps of two and three, and a very few individual organisms. But the large majority of the organisms were now in clumps of 10 or more members. Smears after five min- utes showed a few clumps and a few individual organisms, and after fifteen minutes there were very few single organisms and no clumps, but it was then hard to find organisms, whereas before injection every field showed ten or more. We did not succeed in thus restoring the agglutinative functions of Huntoon’s materials in all cases. But the reason for this was re- vealed, we believe, by experiments carried out for us by J. T. Parker. She found that the Huntoon substances, produced by dissociating sensitized pneumococci in dilute sodium bicarbonate solutions at 55° C., had a reaction of Ph 8.8 to Ph 9.4. When powerfully agglutinating pneumococcus sera were subjected to similar treatment at similar reactions, their agglutinating powers were largely lost and but partially restorable by neutralization. It would seem that these various considerations should serve materially to weaken the validity of objections to the “unitarian” theory based upon the separation of antibodies by dissociation experiments. Furthermore, observations recently made by Coulter 38 seem to us to have considerable bearing upon this question in indicating that agglutination and the sensitization to hemolysis of red cells, are both due to the action of one substance. Coulter found that “the optimum hydrogen ion concentration for the agglutination of sensitized cells (rabbit-antisheep sensitizer), in a salt-free medium, occurs at Ph 5.3 which corresponds with the optimal point for the precipitation of the serum-globulin itself.” The optimum for precipitation of serum- globulin, in which the immune bodies are carried, is stated by Rona and Michaelis 39 as Ph 5.2 and the iso-electric point for typhoid immune bodies as Ph 5.4. This reaction is more alkalin than that which is optimal for the agglutination of normal sheep cells in sac- charose solution, so that Coulter concludes, as far as agglutination is concerned, the behavior of sensitized cells is closely related to the properties of the immune serum. We quote directly from a personal communication from Coulter as follows: 38 Coulter. Jour. Gen. Physiol., 3, 1921, 309. 80 Rona and Michaelis. Biochem. Zeit., 28, 1910, 193. CONSIDERATION OF THE NATURE OF ANTIBODIES 325 “Furthermore, an equilibrium has been found to exist between the amount of hemolytic sensitizer free and that combined with cells, the amount which combines at a Ph of 5.3 being at the maximum, and approximating 100 per cent.” These observations indicate that the hydrogen ion concentration at which the agglutination of sensitized cells is most perfect corre- sponds with the iso-electric point of that part of the serum which makes the antibodies and also corresponds with the point at which the largest amount of hemolytic sensitizer is absorbed by the red cells. This, to our mind, would be strong evidence in favor of identity of the hemolytic sensitizer and the agglutinin. We do not wbsh by any means to convey the impression that we consider the “unitarian” view as absolutely and rigidly proven. We do believe, however, that the denial of such a view necessitates the assumption that the injection of a pure antigen calls forth five or six fundamentally different reactions on the part of the tissue cells, a theory which would be justified only on the basis of incontrovertible proof. If there is nothing further to be said in favor of the “unitarian” view, one might at least wait for further evidence before one tried to deny an existing view, however complicated. But there is much to be said in favor of it and evidence in this direction is accumulating. We have believed in the probable truth of the “unitarian” view for a considerable number of years, with sufficient conviction to teach it as the most likely state of affairs. And while we cannot prove it in all the ramifications of the difficult experimental problems involved, we believe it has gone far enough certainly to throw the burden of proof upon those who still cling to the separation and the conception of separate structure for agglutinins, precipitins, bac- teriolysins, etc. FURTHER ATTEMPTS TO APPLY PHYSICAL MEASUREMENTS TO ANTI- BODY REACTIONS In a number of discussions in preceding chapters we have em- phasized the fact that serum reactions are gradually being recognized as having more in common with so-called colloidal phenomena than with those taking place during the union of crystalloids. The funda- mental physical principles underlying colloidal reactions are as yet pretty vague and the serologist especially (ourselves included), when he speaks of colloidal reactions is often groping in the dark. Never- theless, even without such fundamental understanding we can recog- nize the close analogies which exist between the various serum re- actions and those taking place between substances recognized by their attributes as colloids. We have sufficiently discussed this in 326 INFECTION AND RESISTANCE the chapters on agglutination and precipitation, and need not en- large upon it here except in indicating how the gradual tendency to pay attention to the physical factors involved has led to the actual working out of serum experiments in which the reasoning from the beginning and the technique finally developed were physical rather than chemical. Perhaps the earliest phases of such work were those in which complement fixation was shown to occur when complement was brought together with non-specific inorganic and organic colloids. It is due chiefly to the work of Landsteiner and his associates that attention was called to such phenomena. Landsteiner with Stan- kovic showed that complement may he fixed by silicic acid, and Seligmann soon afterwards found that in the precipitation of mastic suspensions complement may he fixed. Much work has been done that shows that a variety of colloidal suspensions of known chemical constitution fix complement, probably by adsorption. Perhaps the most striking instance of such complement adsorption is that occur- ring in the Wassermann reaction. Here, as we know, complement is fixed by a combination of syphilitic serum and various lipoidal suspensions, which may he entirely non-specific in origin. When the reaction occurs, as Jacobstahl and, later, Bruck have shown, a precipitation occurs which can he seen in the ultramicroscope. Furthermore, this precipitation takes place more rapidly in the ice- chest than in the incubator, a principle upon which is based the so- called refrigerator method of performing the test, and which strik- ingly suggests that the reaction is an adsorption rather than a true chemical union. It is this precipitate which fixes the complement; whether or not this is due to quantitatively increased globulin or to purely physical change in the syphilitic serum, is a matter which we cannot discuss at present. Whatever it is, it is unquestionable that the availability of the antigen for the Wassermann reaction depends not only upon its lipoidal nature but also on its state of dispersion. Since it is not possible, as we have found, to make available antigens for this reaction with non-lipoidal substances, like mastic, gelatin, gum arabic, salicic acid, albumins, and a number of other substances, even when in dispersion more or less similar to that of the Wasser- mann antigen, it seems that the secret of the Wassermann antigen must lie in the fact that substances of the chemical and physical con- stitution of lipoids when brought into a definite state of dispersion offer surface tension conditions not easily obtained with colloids of another nature. It is, therefore, at least in our opinion at present, the physical condition of the Wassermann antigen which makes it avail- able for the test, a physical condition which is secondarily dependent upon the chemical nature of the dispersed substance. The importance of the state of dispersion and therefore the surface tension properties is quite apparent from the fact noted by many Wassermann workers that a considerable difference in the fixing power of the antigen may CONSIDERATION OP THE NATURE OF ANTIBODIES 327 be obtained by in one case adding tbe salt solution to the alcoholic ex- tract quickly, and in another case adding it very slowly, the two separate preparations showing, one a very transparent, the other a very turbid, condition. The Bordet-Danysz phenomenon has already been discussed, but is another case in point. It consists of the fact that if to a definite amount of antitoxin a definite quantity of toxin is added, the re- sult is one of greater toxicity in the mixture if the poison is added to the antitoxin fractionally than when the entire amount is added at once. An interesting difficulty of this phenomenon is the fact that such a reaction seems to force upon us the assumption that the toxin- antitoxin union is not reversible, whereas later work on immuniza- tion with neutralized mixtures of these substances seems to necessitate the assumption that within the body they are reversible. The “Epiphanin” Reaction.—it is a consideration of these and many other apparently physical factors of immune reactions which has led experimenters to seek to utilize physical changes for practical serological purposes. One of the reactions resulting from such studies is that known as Weichhardt’s Epiphanin reaction. Weich- hardt noticed that when two solutions of toxin and antitoxin are brought in contact with each other on exactly horizontal glass plates, diffusion takes place between them much more rapidly than in con- trols in which one or the other, antigen or antibody, was lacking. He tested this at first on the horizontal glass plates by adding coloring matter to the two solutions and observing the diffusion cur- rents. Later he developed a method in which he tried to determine such increased diffusion by means of a delicate chemical balance. His method, briefly described in his own words, was as follows: “To the two arms of scales, to the right and left, a little bell-shaped jar is attached into which dilutions of serum are placed, on the one side specific immune serum, on the other normal serum. These little bell-jars are closed at the bottom with ‘Schleicher-Schiill’ filter paper and are immersed into solutions containing antigen in salt solution. Through the filter-paper membrane diffusion takes place, and in observations carried on for from several hours to several days it can be determined that the scales sink on that side in which specific immune serum had been placed into the little bell-jar. In other words, the antigen solution which is contained in the salt solution diffuses more rapidly on the side on which the specific immune serum was present. In consequence, the weight of the little bell in- creases and a definite reading can be made.” Similar observations have been made by other observers, Kraus and Amiradzibi doing th6 experiment as follows: they employed a U-tube in the connecting horizontal part of which there was a glass stopcock. Intq. one side they put diphtheria toxin with a little aqueous methylene blue, and into the other side antitoxin. For each experiment two controls were 328 INFECTION AND RESISTANCE set up, one with salt solution and the other with normal horse serum, and they noticed that after a definite period of time after the stopcock connecting the two had been opened, methylene blue could be ob- served to diffuse across in the tube in which antigen and antibody had been present and not in the controls. Many modifications of technique to demonstrate this principle have been made by Weich- hardt himself, and since the reaction is not likely to find much im- mediate diagnostic application because of its great delicacy, we need not describe them at length but refer the reader to Friedemann’s excellent description in the Kolle and Wassermann, second edition, Vol. Ill, Similar in principle but by no means identical is the so-called Meiostagmin reaction, chiefly developed by Ascoli. The Meiostagmin Reaction.—Ascoli and Izar 40 have attempted to work out a diagnostic reaction which depends upon an alteration of surface tension of a fluid when an antigen unites with its specific antibody. Ascoli in his first experiments worked with typhoid bacillus extracts and the sera of typhoid patients, and found that when the two suspensions were mixed a reduction of surface tension resulted after time for union between the two had been allowed. They determined the reduction of surface tension by Traube’s 41 method by the use of apparatus spoken of as the “stalagmometer.” The principle of this method depends upon the fact that as surface tension is reduced the number of drops to a given quantity of fluid is increased. Diluted serum of patients was mixed with diluted antigen, and the number of drops contained in one cubic centimeter of the mix- ture was immediately determined and again measured after the mix- ture had remained for two hours in the incubator at 37° C. An example of one of Ascoli early measurements is given in the protocol cited below. Reduction of surface tension results when various antigens are brought together with normal sera, but this can be easily controlled by suitable dilution, and must be carefully taken into consideration in each individual case. Ascoli and Izar have applied this method to the diagnosis of tuberculosis, typhoid, and various other diseases, and have reported what seemed to them reliable results. So far ex- perience with the meiostagmin reaction has not been very extensive; not all observers have been able to obtain results as apparently reliable as those of Ascoli and his collaborators. It is not possible therefore to express a final opinion regarding this method of investigation; it contains, however, an interesting principle which with more exact methods of measurement may well become very important in serum diagnosis. 40 Ascoli and Izar. Munch, med. Woch., Nos. 2, 7, 18, 22, 41, 1910. 41 Traube. Pfliiger’s Archiv, Yol. 123, 419. CONSIDERATION OF THE NATURE OF ANTIBODIES 329 1 c. c. of serum of typhoid patient diluted to 1-10. Number of drops Immedi- ately 57.8 58.1 57.5 57.5 57.0 57.0 58.1 57.7 57.4 57.6 57.0 56.9 56.5 56.5 56.5 56.6 56.7 56.5 56.6 56.7 After 2 hours in incubator 59.7 59.9 59.4 59.6 59.3 59.2 59.7 59.6 59.4 59.2 59.2 59.4 58.0 57.8 57.5 57.4 57.4 57.5 57.5 57.6 1 0/00 1 0/000 1 0/000 1 c. c. alcoholic typhoid extract diluted to.... 1 0/00 1 0/000 1 0/000 1 c. c. alcoholic typhoid extract diluted to 1 0/00 1 0/000 1 0/0000 1 c. c. alcoholic precipitate taken up in distilled water - 1 c. c. in 1 0/00 alcohol in 1 c. c. 0.85 per cent. NaCl solution Colloidal Gold Reaction.—An important reaction, depending entirely upon the principle of colloidal precipitation, is the so-called colloidal gold reaction extensively used for the diagnosis of syphilis of the central nervous system. In 1901, Zsigmondi, knowing that pro- tein substances will protect various colloids from precipitation by electrolytes, attempted to work out a method by means of which he could quantitatively estimate protein in solution by its protective effect. He worked with colloidal metals, using especially colloidal gold. He determined what he called the “Goldzahl” for various pro- teins, by which he meant the amount in weight of a protein which was just enough to protect from precipitation 10 c.c. of colloidal gold, of a percentage of 0.0053, in the presence of 1 c.c. of 10 per cent. NaCl. It, of course, had long been known that in various pathological conditions of the central nervous system the protein contents of the fluid varied. Thus, the reactions of Honne, of Hoguchi, etc., were 330 INFECTION AND RESISTANCE all aimed at revealing an abnormal globulin content of the spinal fluid. Lange, attempting to apply Zsigmondi’s method to the quan- titative detection of proteins in the spinal fluid, observed a curious reaction, quite the opposite of what he had set out to find. He observed that spinal fluid, especially of syphilitic cases, in which there was protein material beyond the normal, precipitated rather than protected colloidal gold. He also observed that the dilution at which such precipitation took place was more or less constant in syphilitic cases and might therefore be utilized for the diagnosis of such diseases as paresis, locomotor ataxia, etc., etc. The reaction was taken up and carefully studied by a large number of observers, among whom were Zaloziecki, Jaeger and Goldstein, Flesch, Kafka, Lee and Hinton, Miller and Levy, and many others. One of the most practical discussions and clear descriptions available for Ameri- can and English readers is that of Miller, Brush, Hammers, and Felton. The chief difficulty of the test consists in the preparation of a proper colloidal gold solution. Lange adopted the method used by Zsigmondi with slight modi- fications. He added 10 c.c. of a 1 per cent, solution of gold colloid and 10 c.c. of a 2 per cent, solution of potassium carbonate to a liter of carefully and freshly distilled water. The solution was rapidly warmed almost to a boil and just before boiling, while actively stir- ring 10 c.c. of 1 per cent, formalin solution is added. The solution has remained colorless up to this point but upon this addition should almost instantaneously become a deep, transparent red. There should be no iridescent or smoky “Schimmer.” The utmost care in getting pure distilled water must be exercised and Jena glass must be used throughout. Other methods are those of Eicke, who adds dextrose, and many workers, such as Flesch, Kaffge, Eskuchen, and others, have found great difficulty in making up the solution by Lange’s technique or by any of the other methods described. Miller and Levy state that with Lange’s method good solutions can always be obtained if the water is absolutely pure and the glassware is satisfactorily cleaned; later, Miller, with the collaborators mentioned above, found that this was not universally true. Also, these writers, as well as Eskuchen, found that occasionally solutions which appeared all right did not react, and special studies followed dealing wfith the technique of the preparation of the gold sol. Miller and his collaborators find that the reduction method of producing this solution is the best one, and proceed as follows. They use the following reagents: 42 1. The Gold Solution: AuCl,—Merck’s yellow crystals hermetically sealed in brown glass ampules 1 gram Water triply distilled, up to 100 c.c. 42 The descriptions are taken direct from the thorough papers of Miller and Levy. CONSIDERATION OF THE NATURE OF ANTIBODIES 331 This stock solution is kept well stoppered in dark glass bottles away from any bright light. 2. The Alkaline Solution: Merck’s Blue Label Potassium Carbonate (desiccated) 2 grams Water triply distilled, up to 100 c. c. 3. The Reducing Agents: a. Formaldehyde, Merck’s 40 per cent, stock solution, highest purity 1 c. c. Water triply distilled, up to 40 c. c. b. Oxalic acid, Merck’s Blue Label, Crystals 1 gram Water triply distilled, up to 100 c. c. Solutions dSTo. 2 and No. 3 must he made up immediately prior to use. 4. Bichromate cleaner for glassware: Potassium Bichromate, powdered 200 grams Water, distilled, up to 1500 c. c. Sulphuric Acid cone 500 c. c. The potassium bichromate should be well dissolved before the sulphuric acid is added. If this solution is reserved for cleaning glassware only, it can be used repeatedly. Great attention must be paid to the cleaning of glassware. They boil their Jena beakers in Ivory soap solution, then brush under hot tap water. After being rinsed for five minutes, hot bichromate and sulphuric acid is added for half an hour. The beaker is then emptied and washed in running water for five minutes, rinsed with distilled water and then in triply distilled water. Similar methods are used with other glassware. The chief errors are insufficient brushing, failure to get all bichromate out, and allowing beakers to dry in air before using. In obtaining the distilled water, they first take ordinary distilled water which they then re-distil from Jena flasks. They wash out the collecting flasks with the first 200 c. c. of the second distillate, then collect and re-distil in the same way, again rinsing with the first 100 c. c. of the second distillate. After all these steps have been performed the rest is more or less simple. A beaker rinsed out with triply distilled water is filled to the liter mark and the tem- perature raised to 50° C. gradually, then the gas is turned on full and when the temperature has reached 60° C. 10 c.c. of the 1 per cent, gold solution and 7 c.c. of the 2 per cent, potassium carbonate solu- tion are added. The solution should remain perfectly clear. At 80° C. while stirring with a clean thermometer, 10 drops of oxalic acid are slowly added. The solution may now turn a delicate bluish- pink, often due to an excess of alkali. Otherwise the solution re- mains colorless until 90° C. has been reached. When 90° C. has been reached, the gas is turned out and, while stirring, 5 c. c. of 1 per cent, formaldehyde is added, drop by drop. If a pink color makes its 332 INFECTION AND RESISTANCE appearance before all the reducing agent has been added, Miller advises to stop at once. He also states that the best solutions are those in which the color change is slow. For further technical points, the reader is referred to the paper of Miller and his collaborator in the Johns Hopkins Hospital Bulletin, 1915, xxvi, 391, from which this description is almost bodily taken. The test is done as follows: into a clean test tube 1.8 c. c. of fresh sterile 0.4 per cent. NaCl solution is placed. Into ten further tubes 1.8 c. c. of the same salt solution is placed. To the first tube is added 0.2 c. c. of spinal fluid to be tested and well mixed. 1 c. c. of this 1: 10 solution is added to the second tube, mixed, and of this 1 c. c. is added to the third tube, in consequence of which dilutions are obtained running from 1: 10, 1: 20, 1: 50. How to each of these is added 1 c. c. of the colloidal gold solution. Changes begin to take place in five minutes, which usually reach their completion in about a half hour. The spinal fluids must be free from blood and clear from bacterial contamination. Normal spinal fluids produce usually no reaction. The so-called luetic curve is usually one in which the greatest precipitation occurs in the tubes ending in 1: 40 to 1: 160. In suppurative lesions, etc., the strongest precipitation occurs in higher dilutions, say, from 320 to 280, which Lange has called “verschiebung nach oben.” A so- called paretic curve means complete precipitation in, say, from 110 to 160, with a gradual fading out toward the higher dilutions. A complete precipitation means a colorless tube; partial precipitation shades from pale blue to the complete red of the unaffected colloidal gold. Fluids from early stages of syphilis without nervous system involvement react usually like normal fluids. That the reaction has unquestionably found a permanent useful- ness cannot be doubted. It seems to be dependent entirely upon the technique of making the colloidal gold solution. CHAPTER XIII PHAGOCYTOSIS Early investigations into the fate of bacteria within the infected animal body were largely carried out by pathological anatomists, and the observation of the presence of micro-organisms within the cells of the animal and human tissues was definitely made as early as 1870. Hayem,1 Klebs,2 Waldeyer,3 and others, saw leukocytes con- taining bacteria but failed to interpret this in the sense of possible protection. The process was regarded rather as a means of trans- portation of the bacteria through the infected body, or it was as- sumed that possibly the micro-organisms had entered these cells be- cause of the favorable nutritive environment thus furnished. The first to suggest that such cell ingestion might represent a method of defence was Panum,4 who referred to it as a vague possi- bility. A similar hut more convinced expression of this opinion was made in 1881, according to Metchnikoff,5 by Roser in explaining the resistance of certain lower animals and plants against bacteria. But Roser brought no experimental support for his contention, and little attention was paid to his assertion. The significance of cell ingestion as a mode of protection against bacterial invasion, therefore, was hardly more than a vague sugges- tion when Metchnikoff, who, though a zoologist, had become intensely interested in the problem of inflammation, began to experiment upon the cell reaction which followed the introduction of foreign material, living or dead, into the larvae of certain starfishes (Bipinnaria). Pathologists, at this time, held complicated views of inflamma- tion which involved complex coordinated reactions of vascular and nervous systems, and Metchnikoff’s primary purpose was to observe reactions to irritation in simple forms devoid of specialized vascular or nervous apparatus. He noted in these transparent, simple forms of life that the foreign particles were rapidly surrounded by masses of ameboid cells and reached a conclusion which, in his own words, is expressed as follows: 1 Hayem. C. R. de la Soc. Biol., 1870. 2 Klebs. Pathol. Anat. der Schusswinden, 1872. 3 Waldeyer. Arch. f. Gynekol., Yol. 3, 1872. 4 Panum. Virch. Arch., Yol. 60, 1874. 5 Metchnikoff. “L’lmmunite dans les Maladies Infectieuses.” 333 334 INFECTION AND RESISTANCE “L’exsudat inflammatoire doit etre considere comme une reac- tion contre toutes sortes de lesions et l’exsudation est un phenomene plus primitif et plus ancien que le role du systeme nerveux et des vaisseaux dans Pinflammation.” 6 He compared the process of cell ingestion or phagocytosis of for- eign particles, as here observed, to that taking place in the most simple intracellular digestion which occurs in unicellular forms, a hereditary cell function now specialized in certain mesodermal cells, and passed on in the evolution of higher forms to other specialized cells. And indeed in animals of the most complex structure the leukocytes which carry on this phagocytic process may he considered as, in a way, representing a primitive form of cell, since they are only nucleated elements of the body which wander from place to place, and are anatomically independent of nervous control. In 1883, at the Naturalists’ Congress in Odessa, Metchnikoff 7 first expressed his views and communicated the first of the splendid re- searches upon which our modern conception of phagocytosis is largely based. His earlier studies were carried out with a small crustacean, the daphnia, in which he studied the reaction which followed the intro- duction of yeast cells. He observed the struggle which ensued be- tween the ameboid leukocytes of the crustacean and the infecting agents and determined that complete enclosure of the yeast within the leukocytes assured protection to the daphnia, while a failure of this process, either from fortuitous causes or because of too large a quantity, or too high a virulence of the infecting agents, resulted in disease and rapid death. This early work of Metchnikoff forms the beginning of a long train of investigations to which we owe most of the basic facts we possess concerning the role of the phagocytic cells in the protection of the body against infection. Just as the various serum phenomena, of which we have spoken, have a general biological significance apart from their importance in relation to bacterial invasion, so the process of phagocytosis must be looked upon as an attribute of the animal and vegetable cell which has important physiological bearing entirely apart from infection. In fact, the ingestion of bacteria and other foreign particles by the leukocytes and other phagocytic cells of higher planets and ani- mals is entirely analogous to the intracellular digestive processes which take place, as the ordinary manner of nutrition, among the unicellular forms. Among the rhyzopods, in general, food is taken 6 Inflammatory exudation should be considered as a reaction against all sorts of injuries, and exudation is a phenomenon more primitive and ancient than are the parts played by nervous system and blood vessels in the process of inflammation. 7 Metchnikoff. Arb. a. d. zool. Inst., Wien, Yol. 5, 1883. PHAGOCYTOSIS 335 in by means of the ingestion of other smaller forms of life, bacteria, algae, etc. (or particles of dead organic matter), into the cell body of the protozoon. These materials are gradually engulfed by the body of the ameba, which flows about them with its pseudopods, and within the cyto- plasm undergo gradual digestion. The process has been carefully studied by Mouton.8 In symbiotic cultures of amebse with colon bacilli on agar plates, the bacteria are taken up in large numbers and about them are formed small vacuoles. That the digestion takes place in a slightly acid medium with the vacuoles can be proved by adding a drop of neutral red to the hand-drop preparation of amebse and observing the brownish-red color taken by the materials in the vacuoles. Mouton was able to obtain a digestive ferment from the amebse, by glycerin extraction, which exerted strong proteolytic action upon various albuminous substances, liquefied gelatin, and digested dead colon bacilli in vitro, acting best in slightly alkaline, but also in slightly acid, reactions. It is plain, therefore, that the most prim- itive form of digestion is an intracellular one carried on by ferments comparable in every way to the secreted digestive enzymes which accomplish the same purpose outside of the cells in higher animals. In essence, however, there is no fundamental difference physiolog- ically between intra- and extracellular digestions, and the intracellu- lar manner of assimilating solid nutritive particles may be retained in forms much higher in the scale of evolution than the rhizopods. It has been studied by Metchnikoff and others in certain of the flat worms (Dendrocelum lacieum) in which typical phagocytosis is car- ried on by the cells of the intestinal mucosa. Many of these pla- naria obtain their nourishment by sucking the blood of higher ani- mals. Placed under a microscope after feeding, it may be seen that the foreign blood cells are rapidly taken up by the intestinal epithe- lial cells, which engulf them by means of pseudopodia not unlike those of the ameba. After ingestion, here, too, the blood cells are surrounded by vacuoles within which their gradual disintegration or digestion is accomplished. Similar intracellular digestion seems to be general among the coelenterates, and has been thoroughly studied by Metchnikoff in the actinia. Here the food particles are carried by the tentacles into the esophagus, and are taken up by the endo- dermal cells of the so-called “mesenteric filaments,” where they are digested hy a trypsin-like enzyme. In these animals digestion is entirely intracellular, though the ingesting cells are the parts of a specialized tissue. In other forms, still higher in the scale, although there is persistence of intracellular digestion, the extracellular process begins to be developed. Thus in certain mollusca the solid food is taken into the intestinal canal, where it first undergoes a preliminary digestion by secreted intestinal juices. After it has 8 Mouton. C, R. de VAcad. des Sciences, Yol. 133, 1901. 336 INFECTION AND RESISTANCE been reduced to small amorphous particles in this way, these are seized by the ameboid cells, and intracellular digestion completes the process which has been begun extracellularly. As we study the process among higher animals, it appears that, among vertebrates, the intracellular methods of digestion have been, at least for normal metabolism, entirely displaced by the extracellu- lar as it occurs in the intestine, where solid particles are rendered completely amorphous, dissolved, and reduced to a diffusible condi- tion by the digestive juices before they are offered to the cells for utilization. However, the capacity for intracellular digestion is not entirely lost, and is retained of necessity in certain body cells. For were there not such an emergency arrangement the body would lack an available mechanism with which to meet such accidents as ex- travasations of blood, or the entrance of bacteria and other foreign solid particles into the tissues. It seems reasonable to classify both the phagocytic action of body cells and the formation of anti-bodies in the blood plasma, primarily as emergency devices for the diges- tion of foreign materials both formed and unformed which, under abnormal conditions of injury or disease, penetrate into the physio- logical interior of the body (blood stream or tissue spaces), and must be disposed of. In the lowest animals the single cell is called upon to perform all necessary functions. In the course of evolution, however, as the body becomes more and more a community of many cells, a division of labor takes place which is expressed morphologically in the differ- entiation of tissues and organs, and physiologically in the adaptation of individual tissue cells to the performance of specialized functions. Nevertheless, it is necessary, both for certain normal processes, as well as for provision against such complex emergencies as those mentioned, that certain cells of the complex community the primitive abilities of the more independent cells of the lower forms. Thus, among many animals, the phagocytic action of cells performs definite services in the course of normal development. This is seen most markedly in some insects (diptera) in which the destruction of larval organs, useless to the adult animal, may be en- tirely accomplished by the action of phagocytic cells, and a similar process may accompany the transformation of the tadpole to the adult in many amphibia.9 In higher animals the removal of extravasations of blood is accompanied by a train of occurrences which is readily subjected to study.10 In such cases the leukocytes rapidly enter the area of extravasation and an engulfment of the blood cells occurs, followed by a process of digestion entirely analogous to the digestion of similar blood elements by the various forms of intestinal hem- amebse. In the latter case it is a process of normal digestion, in the 9 See Henneguy. “Les Insectes,” Paris, 1904, p. 677. 10 Langhans. Virchow’s Archiv, Yol. 49, 1870. PHAGOCYTOSIS 337 former an emergency procedure carried out by virtue of the retained ancestral characteristics of the special phagocytic cells. The leukocytes, whose chief functions seem to be associated with such processes of intracellular digestion, may, therefore, be looked upon as cells retaining primitive characteristics for definite physio- logical purposes. We shall see, however, that, to meet exceptional conditions, the process of phagocytosis may be carried out also by many other cells which are associated ordinarily with functions en- tirely apart from this phenomenon. During normal life in higher animals, too, constant destruction of red blood cells by phagocytosis takes place in the spleen and liver, and is described by Dickson 11 as occurring in the bone marrow as well; and similar phagocytosis of red cells is seen in the hemolymph nodes. It is claimed by Metchnikoff, furthermore, that many of the degenerative and retrogressive processes which take place in the human body are carried on by the mechanism of phagocytosis. The rapid return of the puerperal uterus to the normal state is explained in this way, and work by Helme 12 seems to show that there is an actual phagocytosis of the hyperplastic uterine musculature during this period. The atrophic changes of senility, too, are attributed by Metchnikoff13 to the same processes. The involution of the ovaries is accompanied by active phagocytosis of portions of this organ, and Metchnikoff claims further to have shown that the de- generation of the nervous system during old age is accomplished by the phagocytosis of nerve cells by phagocytic elements derived either from the leukocytes or the neuroglia, or from both.14 The whitening of the hair, both in human beings and in old animals (dogs), is simi- larly due, he claims, to phagocytosis of the pigment by cells which wander in from the root sheaths. It is, up to the present time, im- possible to determine the stimulus by which this phagocytosis is initiated. Since the subject is a very important one, many studies have been made to determine which cells of the body of higher animals can take in and digest foreign particles and to classify them according to this power. Metchnikoff has distinguished between the “motile” and “fixed” phagocytes, the former the leukocytes of the circulating blood, the latter certain connective tissue cells, endothelial cells, splenic pulp cells, and certain cellular elements of the lymph nodes, 11 Dickson. “The Bone Marrow,” Longmans, Green, London, 1908. 12 Helme. Transact. Roy. Soc. of Edinburgh, Vol. 35, 1889. Cited from Metchnikoff. 13 Matschinsky. Ann. de VInst. Past., Vol. 14, 1900; Vol. 15, 1901. 14 That the leukocytes are concerned in the destruction and resorption of dead tissues has been shown by Leber especially (Leber, “Die Entstehung der Entziindung,” Leipzig, Engelmann, 1891). An accumulation of leukocytes about a bacterial focus or from any other stimulus is followed by tissue lysis due to leukocytic enzymes. 338 INFECTION AND RESISTANCE the neuroglia tissue, and, in fact, all phagocytic cells which are ordinarily confined to some definite localization in the body. Among phagocytic cells Metchnikoff further distinguishes between “micro- phages,” by which he designates the polymorphonuclear leukocytes of the circulating blood and “mgcrophages.” The ma- crophages include the fixed cells mentioned above, to- gether with the large mono- nuclear elements of the blood, in short, all phago- cytic cells except the micro- phages. Although no absolute functional differentiation is possible between the two, it is true, in a general way. that the microphages are concerned primarily with the phagocytosis of bacteria and especially of those which invade acutely, while the macrophages are con- cerned especially with the resorption of cellular detritus, foreign bodies, and such bacteria as are more chronic in their activities, or are peculiarly insoluble On the other hand, micro phages may take up foreigr particles and bacteria of all kinds under suitable condi- tions, and no sharp line can be drawn between the twc varieties in this respect Metchnikoff further be- lieves that the two classes of phagocytic cells differ in the nature of the protective substances they secrete and furnish in the blood plasma. This, however, is a problem concerning which there is much difference of opinion and which calls for separate discussion in an- other place. The property of phairo- Polynuclear Leukocytes Taking up Sta- phylococci. Kupper Cells Containing Malarial Pig- ment . Diagrammatically Drawn from a Section of Malarial Liver Kindly Furnished by Dr. R. Lambert. PHAGOCYTOSIS 339 cytosis is therefore an attribute of a considerable num- ber of different va- rieties of cells. In the circulating blood the polynu- clear leukocytes are the most actively motile and phago cytic elements. The eosinopbile cells may also take up foreign particles and bacteria, as may also the large lymphocytes. The small lymphocytes and mast cells are either entirely inac- tive in this respect, or, at least, possess phagocytic powers under ex- ceptional circumstances only. This does not mean, however, that these last-named cells may not accumulate at the point of invasion nor that they may not play an important part in the defence of the body. It is well-known, of course, that, in tuberculosis and a number of other con- ditions, the lymphocytes may form the majority of the cellular elements which accumulate at the site of the lesion. Among the fixed cells of the body it is probable that phagocytosis may be carried on by cells of many different origins, though the identification of cells in tissues is often a purely morphological prob- lem, and therefore fraught with many possibilities of error. Probably the most active fixed tissue cells are the endothelial cells of the blood vessels and those which line the serous cavities, the Rat Leprosy Bacilli Grouped in the Remains of Dead Spleen Cells Growing in Plasma. Drawn after illustration in Zinsser and Carey, Journal of the A. M. A., Vol. 58, 1912. Phagocytosis of Sensitized Pigeon Cor- puscles by Alevolar Cells of Lung. Drawing’ made after photomicrograph pub- lished by Briscoe, Journal of Path, and Bad., Yol. 12, 1908. 340 INFECTION AND RESISTANCE sinuses of the lymphnodes, and of the spleen. However, there are many other cells in addition to these which may be phagocytic. The writer, with Carey,15 has observed the active phagocytosis of leprosy bacilli by cells, probably of connective tissue origin, growing from plants of rat spleen in plasma. Phagocytosis by the cells lining the alveoli of the lungs has been observed by Briscoe.16 This author made the interesting observation that in cases of mild infection such cells can free the lungs of micro-organisms entirely without aid from the leukocytes of the circulating blood. It is these cells, too, which, in the ordinary conditions of life, take up the inhaled particles of dust and are, therefore, often spoken of as dust cells. The origin of the dust cells has often been the subject of controversy. In the embryo the alveoli of the lung, like the bronchi, are lined with columnar cells which are transformed into flattened epithelium as the alveoli ex- pand at the first inspirations after birth. These flattened cells, which constitute the alveolar or dust cells, are probably of epithelial origin, and as such are probably the only epithelial cells which act as phagocytes under ordinary conditions. Although no positive general statement is justified, we can yet say with reasonable accuracy that among the phagocytic fixed tissue cells the most important are the connective tissue and endothelial cells. The type of phagocy- tosis and the variety of cell which participates in it seem to depend to a great extent upon the nature of the substance which incites the process, or rather at which the process is aimed. Thus the large cells which, in tissues, take up the lep- rosy bacillus, those which are characteristic of tuber- culous foci, or those caused by blastomycetes, or by for- eign bodies, all have special appearances which are suf- ficiently characteristic to have diagnostic value. However, it is difficult to determine with certainty the origin of the cells which participate. The chemical nature of the substances taken up, moreover, often complicates the phagocytic process in such a way that different cellular elements are enlisted in succession in order that the ingested substances may be disposed of. Thus tubercle Giant Cell in Tuberculosis. 15 Zinsser and Carey. Jour. A. M. A., March, 1912, Yol. 58. 16 Briscoe. Jour. Path, and Bacter., Yol. 12, 1907. PHAGOCYTOSIS 341 or leprosy bacilli which are injected into an animal may be at first taken up by polynuclear leucocytes or microphages, by which they may even be carried into the lymph channels and distributed, perhaps to the detriment of the host. But these cells, probably because they lack a lipolytic ferment by means of which the waxes of the acid-fast or- ganisms can be digested, cannot destroy the bacteria, which are then attacked by other cellular elements at the site of their final deposit. That fixed tissue cells as a matter of fact play a very important role in the disposal of invading bacteria is becoming more and more clear. Kyes 17 showed a few years ago that the immunity of the pigeon to pneumococcus infection is largely due to active removal of the bacteria by the Kupfer cells in the liver. Bull’s 18 observations on the intravascular agglutination of typhoid bacilli which are then phagocyted by cells in the liver and spleen point in the same direc- tion, and recently Hopkins and Parker 19 in our laboratory have shown that streptococci injected into rabbits and cats are rapidly re- moved from the circulation, the removal being to a great extent due to phagocytosis carried on by the endothelial cells in the lungs and by similar cells in the liver and spleen. In many such cases the further resolution of the foreign sub- stance is accomplished by an important type of phagocytosis which is characterized by the formation of the so-called giant cells. These cells are of varying appearance in different conditions and locations. Thus the giant cells which form about foreign bodies, such as the small cotton fibers occasionally left in wounds, or injected particles of paraffin or iron splinters, etc., are quite characteristic and distinct from the giant cells of tuberculous foci, or of rhinoscleroma, glanders, or leprosy. They are all large cells, containing often numerous nuclei which form either by the fusion of several cells, as claimed by Borrell,20 Hektoen,21 and others, or by the cleavage of the nuclei alone, without coincident divisions of the cytoplasm. Although it is, of course, impossible to decide definitely upon purely morphological grounds, the researches of Hektoen especially would lead one strongly to favor the former view. It is equally difficult to decide the origin of giant cells, and endothelial, connec- tive tissue, and even leucocytic origin has been claimed for them. Yet in no case has it thus far been possible to actually observe their formation by a method which could positively decide this point. In order to gain a clear conception of the participation of phago- cytes in the response of the body to injury or invasion, it will be useful to follow out the process of inflammation as it occurs in the 17 Kyes. Jour. Inf. Dis., Yol. 18, 1916, p. 272. 18 Bull. Jour. Exp. Med., Yol. XX, p. 237. 19 Hopkins and Parker. Paper in Manuscript. 20 Borrell. A nn. de VInst. Past. 7, 1893. 21 Hektoen. Jour. Exp. Med., 3, 1898, p. 21. 342 INFECTION AND RESISTANCE higher animals. Inflammation may be incited by a large number of agencies—chemical irritants, mechanical injury, or even by the in- troduction of inactive and isotonic substances such as broth or salt solution.22 Yet in these cases the response, though essentially similar in principle to that following invasion by bacteria, lacks certain features especially interesting in the present connection, and it will be most profitable for our purpose to consider in detail the result of infection with pathogenic micro-organisms. If an emulsion of pyogenic staphylococci is injected into an ani- mal subcutaneously the site of injection will soon become reddened and swollen and microscopic examination will show, within a few hours, a swelling and engorgement of the blood vessels. The injected cocci will be found to lie partly scattered in the tissue spaces, in part within polynuclear leukocytes and connective tissue cells which have begun to ingest them. The tissue space will be swollen and stretched by the exudation of blood serum from the ves- sels. This condi- tion will begin in from 4 to 6 hours after injection and increase during the next 24 hours in ex- tent and severity, according to the quantity and viru- lence of the cocci injected. The con- ditions which pre- cede the wandering of the p o 1 y m o r- phonuclear leuko- cytes out of the ves- sels have been care- fully studied in such thin tissues as the mesentery of a frog after injury by trauma or acid. Within the vessels of the affected area there is at first an acceleration of the blood stream, then a dilatation of the capillaries and a slowing of the current. Leukocytes may now be observed moving more slowly than the main stream, and keeping close to the periphery along the walls of the vessels. Here and there they seem interrupted in their movements and adhere to the vascular wall. A little later these cells appear to pass through the wall of the vessel by sending out pseudopodia which slowly penetrate it. Adami Diagrammatic Representation of Leukocytes Wandering Through Capillary Walls. Adapted from Ribbert, “Lehrbuch der Allgemeinen Pathologic,” p. 337. 22 Adami. “Inflammation,” Macmillan, London, 1909. PHAGOCYTOSIS 343 states that if, at this stage, the tissues be excised, fixed in osmic acid, and stained, leukocytes may be seen crowding the inner sur- face of the vessel in all stages of transition from its anterior to the lymph spaces on the outside. In the staphylococcus infection, after from 12 to 48 hours, there will be seen the results of an active and destructive struggle between the invading bacteria and the defending cells. In the center of the area of invasion tissue has been destroyed and disintegrated. Amid the necrotic detritus, closely packed, lie leukocytes and cocci and active phagocytosis has taken place. In some cases the intracellular bacteria appear swollen and disintegrating, in others the leukocyte itself, overcome by the larger number of bacteria it has taken in, becomes vacuolated, indefinite in outline, and apparently is being itself destroyed. The presence of blood serum, which is aiding in the destruction of bacteria both by its bactericidal powers and its reenforcement of the phagocytic process, renders this mass fluid or semi-fluid, and the whole mixture constitutes what is known as pus. Around the periphery cocci and leukocytes become more scattered and sparse, and bacteria, together with leukocytes, loaded with cocci, may be seen lying within large mononuclear cells (macrophages). Whether the process goes on to further extension or is eventually walled off into a distinct abscess by the formation of granulation tissue and new connective tissue depends upon the balance of forces between attacking agent and defensive factors. If we inject a similar emulsion of cocci into the pleural or peri- toneal cavity of an animal a process similar in principle may be observed. formally the peritoneum contains a small amount of this serous fluid and a moderate number of white blood cells, chiefly lympho- cytes. When any substance, broth or salt solution, an aleuronat or a bacterial emulsion, is injected into the peritoneal cavity, there follows a brief period during which there is a diminution of the free cellular elements in the peritoneal fluid. At this time there is a clumping of cells in the folds of the omentum and mesentery, a transient stage of flight away from the point of injury. This, how- ever, is soon over. Within one to two hours an active immigration of leukocytes into the serous cavity occurs and if, during the next 12 to 24 hours small quantities of fluid are, from time to time, with- drawn with a capillary pipette, a rapid and constant increase of leukocytic elements, chiefly of the microphage or polynuclear type, is observed. If the injected substance has been a sterile, harmless fluid, a gradual return to normal within 48 hours then ensues. If, however, we have injected bacteria, a struggle similar to the one described above takes place within the peritoneum, and active phagocytosis of the micro-organisms takes place. Let us suppose that the injected bacteria have been small in 344 INFECTION AND RESISTANCE quantity and moderate in virulence. In such a case a rapid phago- cytosis gradually rids the fluid of micro-organisms and within 24 hours after injection few, if any, free bacteria are visible. A little exudate taken at this time shows large numbers of inicro- pliages varyingly crowded with well-preserved and disintegrating bacteria. Some of the phagocytes, having literally taken up more than they can digest, are vacuolated and disintegrating, but, in gen- eral, the victory lies with the cells. A little later large mononuclear elements appear, and here and there will be seen to take up dead leukocytes together with ingested cocci. In this way gradually a cleaning out of the peritoneum takes place, the animal recovers, and the peritoneum returns to normal. Let us suppose, on the other hand, that the bacteria injected are in larger doses and of greater virulence. In such a case, after a period of active phagocytosis, there may be a gradual increase of bacteria over leukocytes. The phagocytic cells are found to be under- going degeneration in larger numbers, the free bacteria increase, and the impending death of the animal can often be foretold by the appearance of the exudate. Finally, the peritoneal fluid may con- sist chiefly of free and rapidly multiplying bacteria with a practical absence of phagocytic cells. In all of the processes so far as described the burden of the defence has fallen upon the microphages or polynuclear leukocytes, while the macrophages—endothelial and connective tissue cells— have taken a purely secondary part in the reaction, forming, to some extent, a second line of defence, or, more probably, taking part only in the final removal of degenerated and disintegrating combatants and tissue detritus. In order to obtain a complete conception of phagocytosis in its entire significance it will be necessary to consider a further example, namely, the process which takes place within tis- sues in the course of the efforts of macrophages to remove bacteria and other substances which, either because of their insolubility or for other unknown reasons, are refractory to the attacks of the mi- crophages. Since we are interested in this subject chiefly from the point of view of the defence against bacteria, we may illustrate this process best by the description of the reaction which takes place when tubercle bacilli become localized anywhere within the animal body. When tubercle bacilli are injected into the peritoneum they are actively taken up by the polynuclear leukocytes just as are other bacteria and many entirely inactive solid particles. A similar inges- tion by microphages may take place in the folds of the intestinal mucosa if tubercle bacilli are fed to guinea pigs. However, this preliminary phagocytosis is probably of but secondary significance in the combat of the body against tuberculosis, since it has still to be shown that polynuclear leukocytes are capable of digesting and destroying acid-fast bacilli. Indeed, much evidence tends to show PHAGOCYTOSIS 345 that the ingestion of tubercle bacilli by microphages may be a detri- ment to the host, since the bacilli by this means are carried through the lymphatics and variously distributed throughout the body. Poly- nuclear leukocyte extracts, though containing, as we shall see, pro- teolytic enzymes, do not, according to Tschernorutzky, contain any lipase, and it may well be that for this reason they are unable to attack the waxy substances which form an integral part of these or- ganisms. This is in keeping with the observations made by Terry in our laboratory, that rat leprosy bacilli may be kept within leu- kocytes for weeks without losing their acid-fast properties, whereas the same bacilli, as the writer and Cary found, were rapidly disin- tegrated in spleen cells growing in plasma. Moreover, it is well known that the estimation of tuberculo-opsonin contents of the sera of tuberculous patients has been peculiarly unsatisfactory in throw- ing light on the progress of the disease. It would seem, therefore, that in this disease, as well as in others caused by acid-fast organ- isms, the microphages play only an unimportant part in the defence of the body. On the other hand, when tubercle bacilli are deposited either in a lymphnode (through the vehicle of leukocytes) or in a capillary anywhere by the blood stream, a train of cellular changes is initiated in which the predominant part is played by the macrophages. The tubercle bacilli so deposited are rapidly surrounded by large mono- nuclear cells, probably endothelial in origin. Some of the micro- organisms may even be phagocyted and taken into these cells. These cells, spoken of as “epithelioid cells,” surround the clump of bacteria in more or less concentric rings, and around these there is an accumu- lation of leukocytes, largely of the lymphocyte variety, with an ad- mixture of a very few microphages. Then by the fusion of endothe- lial cells, or possibly by division of the nuclei of some of these cells within the individual cell bodies, giant cells are formed which take up the bacilli. The further progress of the tubercle now greatly depends upon the balance of power. Often such a tubercle may heal, possibly because of complete intracellular digestion of the ba- cilli. On the other hand growth and multiplication may lead to a slow and dry necrosis of the center of such a mass of cells, leading to the condition spoken of as caseation. Epithelioid cells lose their outlines and staining properties, and go to pieces. The center of the lesion is a grumous mass, the periphery shows a few giant cells and connective tissue proliferation. It is always surprising to those who study these lesions for the first time how rarely they succeed in finding tubercle bacilli in microscopic sections prepared from such tubercles by the ordinary Ziehl-Eeelsen method of staining. Repeated and careful examina- tion of such material may fail to reveal any acid-fast organisms, though inoculation into guinea pigs is nevertheless successful, pro- 346 INFECTION AND RESISTANCE ducing typical tuberculosis. Much 23 has studied this peculiar state of affairs particularly and has shown that, although such lesions may show no tubercle bacilli by the ZiehKNeelsen carbol-fuchsin method, staining by a modified Gram technique will reveal numerous Gram- positive rods and granules which have lost their acid-fast properties. This, too, if true, and the evidence is very much in its favor, would point to an ability of the macrophages to digest the waxy substance of the tubercle and other acid-fast bacilli, a property not possessed by the microphages. It may, of course, mean on the other hand that the tubercle bacilli in the lesion have not developed the waxy condi- tion. Chemotaxis and Leukocytosis The part played by the phagocytic cell in the defence of the body against the entrance of bacteria and other foreign substances consists, then, of two functionally different phases. The first is an active motion of the cells toward the point attacked, and their accumulation about the noxious agent, the second consists in the act of ingestion itself. The motion of the leukocytes toward the invading substances indicates a sensibility on the part of the cell to changes in its environ- ment incited by the foreign agent, and since the stimuli most likely to reach the leukocytes and bring about this alteration in the direc- tion of their movements are chemical in nature, the phenomenon is spoken of as “chemotaxis.” This term was borrowed from Pfeffer,24 who studied similar phenomena in connection with many freely motile plant cells, spermatozoa, and bacteria. Since the change of direction brought about in a moving cell by such influences may be such as either to attract or to repel, the term “positive chemotaxis” is used to designate the former and that of “negative chemotaxis” the latter. The property of chemotaxis is of vital interest in the present connection, since, whatever may be our opinion regarding the relative values of phagocytosis and serum protection in immunity, the great importance of the phagocytic process cannot be questioned, and any agency which repels the approach of the phagocytes must be a detri- ment, while any factor which attracts them is, of necessity, a power- ful means of defence. In the investigations upon the nature of infec- tious diseases attention has been concentrated upon the phenomenon of phagocytosis, and the relations governing the act of ingestion have been very thoroughly studied. The details of the chemotactic phenomenon, however, though of equal importance, are much more 23 Much. “Beitrage zur Klinik der Tuberk.,” Yol. 8, 1907, Hft. 1 and 4. 24 Pfeffer. “Untersuch. a. d. Botan. Inst. Tubingen,” Yols. 1 and 2, 1884 and 1888. PHAGOCYTOSIS 347 obscure. A large part of our sparse knowledge in this connection, moreover, has been gained by studies not related to infection. The stimuli which determine the motion of cells are, of course, not necessarily chemical, and extensive studies have been made upon the effect of light waves in this connection. Although these inves- tigations are of great biological importance, they have little direct bearing upon the problems of tropism as related to bacteria and leu- kocytes and cannot therefore be considered here. Some of the earlier researches upon chemotaxis were those made by Stahl 25 upon the slime-molds or myxomycetes. These organisms possess the power of ameboid motion, and were observed by Stahl to move toward or away from any given region, according to the nature of the substances with which they came in contact. Pfeifer sub- jected this phenomenon to closer analysis. Working with the sperma- tozoa of ferns, swarm spores, bacteria and infusoria, he elaborated an ingenious technique by means of which he was enabled to de- termine directly the negative or positive chemotactic properties of various substances in solution upon these motile forms. His tech- nique was exceedingly simple. Capillary glass tubes, about 8 to 10 mm. long and 0.1 mm. in diameter, were sealed at one end in the flame, and then dropped into a watch-glass. The solution which was to be tested was poured over the tubes and the watch-glass then placed under the bell of an air-pump. When the air was evacuated and pressure reduced the tubes became partly filled up with the liquid. They were then removed, washed in water, and placed under a cover slip under which a preparation of the motile cells was swim- ming. Positive chemotaxis was indicated by entrance of the cells into the tubes, negative, by their refusal to enter. Failure of the solution to exert any chemotactic influence resulted in their moving into and out of the tubes indiscriminately.26 By this technique a large number of interesting observations were made which threw much light upon the causes underlying the move- ments of plant cells. For instance, in investigating the spermatozoa of the ferns it was found that they were attracted strongly by malic acid and its salts, while no other substance investigated approached these compounds in the intensity of positively chemotactic stimula- tion. From this Pfeffer concludes that the bursting of the fern archegonia is accompanied by the liberation of malic acid, this at- tracting the male to the female cell. Similar experiments have been carried out since then by numer- ous naturalists, among them Buffer,27 Lidforss,28 and Jennings,29 25 Stahl. Botanische Zeit., 1884. 26 Buller. Annals of Botany, Yol. 16, No. 56, 1900. 27 Buller. Loc. cit. 28 Lidforss. “Jahrbiicher f. wissensch. Botanik,” 41, 1904. 29 Jennings. “Behavior of Lower Organisms,” Columbia Univ. Press, Macmillan, 1906. 348 INFECTION AND RESISTANCE and it lias been found that in addition to malic acid compounds many other substances, organic and inorganic, occurring in plant cells and cell-sap exert positive chemotactic power. Lidforss has shown, for instance, that calcium elilorid in 0.1 per cent, solution may strongly attract plant spermatozoids (equisetum—horsetail). When the solu- tion is concentrated to 1 per cent., attraction is still exerted, but the spermatozoids immediately lose their motility upon entrance into the fluid. The same worker has shown that a substance which is positively chemotactic for one variety of plant cell may be negatively chemo- tactic for another, showing a certain selective variation which should be of great biological importance. Thus capillaries with a 1 per cent, solution of potassium malate actively attracted the spermatozoids of marchantia (a liverwort), while not a single spermatozoid of equi- setum would enter these tubes. Low 30 has applied these methods of study to the investigation of the chemotaxis of mammalian sperma- tozoa and found that these cells were actively attracted by weakly alkaline solutions. Studies upon the factors determining the movement of bacteria and amebse toward some substances and away from others have been numerous, and are valuable for the understanding of leukocytic chemotaxis, because they have led to the formulation of a number of important general theories. The fact that the motions of bacteria in suspensions are, to a certain extent, determined by the negative electrical charge which they all carry in neutral media, has been touched upon in the section on agglutination. Attempts on the part of Young and the writer to determine whether the attraction of leukocytes toward bacteria might he due to the carrying of an elec- tropositive charge by the white cells have met with no result, owing so far to the failure to elaborate a reliable technique. However, this thought is not an impossible one and should be borne in mind. That certain bacteria will Avander actively toward a source of oxygen was shown by Engelmann’s 31 classical experiment in which a diatom, half in the shade and half in the light, was surrounded by an emulsion of bacteria, and these were seen to collect about the lighted half only, where oxygen was being liberated by virtue of the chloro- phyll. The extreme delicacy of chemotactic reactions is illustrated in these experiments in that Engelmann calculated that the bacteria reacted to one one-liundred billionth of a milligram of oxygen. The selective reaction of bacteria to various chemical substances, further- more, has been shown by allowing different solutions to diffuse into bacterial emulsions from capillary tubes, and by observing attraction or repulsion from the point of contact. The chemotaxis of leukocytes has opposed more difficulties to 30 Low. Sitzungs Berichte kais. Akad. d. TFiss., Wien, Yol. 3, Abf. 3. 31 Engelmann. Arch. f. d. ges. Physiol., Yol. 57, p. 375. PHAGOCYTOSIS 349 direct study, since the conditions within the living body are subject to a large number of modifying factors, and experiments upon the isolated cells, in vitro, even under conditions of the most careful' technique, are fraught with much unavoidable injury to the cells. However, enough has been learned to indicate that these cells are subject to the phenomena of chemotaxis or tropism just as are inde- pendent unicellular forms, and that they may be attracted or re- pelled by a variety of organic and inorganic substances. Leber 32 was one of the first to study this in his work upon inflammation. He found that leukocytes were actively attracted by powdered cop- per and mercury compounds, but not by powdered gold or iron. He also observed that dead bacteria exerted a similar positive chemo- tactic influence, and Buchner 33 later succeeded in extracting sub- stances from various bacteria which possessed similar properties. It appears, from these and other investigations, that the power of stim- ulating positive chemotaxis is a general property of bacterial pro- teins, equally evident in bacterial extracts, dead bacteria, or the living organisms. It is likely, therefore, that the attraction of leu- kocytes toward the point of bacterial invasion is, in part at least, due to the properties of the bacterial proteins themselves. That this, however, is not the whole story is evident from the work of Massart and Bordet,34 who showed that the products of cell destruction and disintegration possess similar positively chemotactic properties. This is true not only of the products of disintegrated tissue cells, but of those of the destroyed leukocytes themselves. Thus it appears that when any injury of tissue takes place, a stimulus which attracts leukocytes results, even when the injury is not accompanied by bac- terial invasion. This would explain the participation of leukocytes in reactions to injury, and in inflammations not of bacterial origin, and their local accumulation following the injection of insoluble inorganic substances. When bacteria are actually present, however, the added stimulus due to the diffusion of bacterial proteins probably increases the process to a degree often sufficient to meet the added requirements for protection. Following this, both the destruction of tissues, of bacteria, and of leukocytes may together exert a cumulative chemo- tactic power which continues the process proportionately with the extent of the lesion. It is of the utmost importance, therefore, to ascertain whether or not any substances derived from bacteria may, under any circum- stances, exert a repellent or negatively chemotactic power. If we infect an animal intraperitoneally with virulent bacteria, in doses 32 Leber. Fortschr. der Med., 1888; also “Die Entstehung der Ent- ziindung,” Engelmann, Leipzig, 1891. 33 Buchner. Berl. klin. Woch., Yol. 27, No. 30, 1890. 34 Massart and Bordet. Ann. de VInst. Past., Yol. 5, 1891. i 350 INFECTION AND RESISTANCE sufficient to lead to death, and examine the peritoneal exudate just before the lethal outcome, we may observe that leukocytes are gradu- ally disappearing, and that finally but a few will be present and the fluid will be swimming with free micro-organisms. In the same way it is well known that the diminution of leukocytes in the circulating blood—or even the failure of these cells to increase in the circulation in the course of such diseases as pneumonia, or general infections with staphylococci or streptococci—is seriously prognostic of fatal outcome. The conditions here observed point strongly to the ex- istence of substances of negative chemotactic influence which protect the bacteria, not from phagocytosis itself, but from that necessary forerunner of phagocytosis, the approach of the leukocyte. It is necessary to draw this distinction since these phenomena are not merely, as often believed, “antiopsonic,” but in truth largely “anti- chemotactic.” It is true that Kanthack,35 and more especially Werigo,36 have denied the existence of negatively chemotactic bac- terial products, the latter basing his assertion upon the observation that active phagocytosis occurs in the lungs, liver, and spleen of animals dying of infection with virulent germs. However, the argu- ments of these authors are not conclusive and a mass of experi- mental and clinical evidence which points to a direct failure of leukocyte accumulation in the presence of virulent bacteria in the animal body would alone suffice to render such conclusions unlikely. Moreover, strong evidence in favor of the existence of negatively chemotactic influences is brought by the extensive experiments of Bail upon the so-called aggressins, discussed in another place, and such observations as those of Vaillard and Vincent 37 and Vaillard and Kouget,38 which showed that the injection of a little tetanus toxin together with tetanus spores would prevent the ingestion of the spores by leukocytes, and thereby furnish an opportunity for germi- nation and consequent fatal toxemia. Similar observations have been made by Besson 39 in the case of the bacillus of malignant edema by the use of the original technique of Pfeiffer. Capillary tubes containing the toxin remained free of leukocytes after subcutaneous introduction into guinea pigs, while similar tubes containing the culture medium alone, or the bacilli and their spores, attracted leukocytes in considerable numbers. It is possible, of course, to interpret such phenomena as due to a failure of positive chemotaxis rather than to an active negative chemotaxis. Although the phenomena of chemotaxis are most easily studied 35 Kanthack. Quoted from Adami, loc. cit. 36 Wei'igo. Ann. de I’Inst. Past., Yol. 8, 1894. 37 Yaillard and Vincent. Ann. de VInst. Past., Yol. 5, 1891. 38 Vaillard and Rouget. Ann. de VInst. Past., Yol. 6, 1892. 39 Besson. Ann. de VInst. Past., Yol. 9, 1895. PHAGOCYTOSIS 351 in extravascular inflammatory changes, there is none the less a regular and apparently purposeful attraction or repulsion of leuko- cytes evident in the circulating blood during infectious diseases. That infection of the body with many micro-organisms results in the increase of leukocytes, and that in others there is either no increase or even a decrease, is too well known and too generally applied in diagnosis and prognosis to warrant our giving up much space to a review of the facts. Nevertheless, the causes which lead to a leuko- cytosis in the one case, a leukopenia in the other, are still very obscure and deserve discussion. In the first place it is by no means certain whether a leuko- cytosis signifies an active discharge of new leukocytes from the bone marrow or whether it means simply an altered distribution in that the phagocytes accumulated in the lymphatic and other organs are attracted by chemotaxis into the peripheral circulation. Studies of the bone marrow during infection as well as the occasional appear- ance of myelocytes and other cells ordinarily found only in the bone marrow during health would point toward a participation of active bone-marrow hyperplasia in the increase of peripheral leukocytes. There is no good reason to doubt, moreover, that a chemotactic stimu- lus exercised in the circulation should withdraw leukocytes from any place of accumulation to the circulation. Probably both proc- esses take part. When bacteria are injected into the circulation of an animal there is, at first, a moderate diminution of the leukocytes just as there is after injection of bacteria or other substances into the peritoneum. This is soon followed in most cases by a rapid and progressive increase, in which, whenever the leukocytosis is one of considerable degree, the polynuclear leukocytes preponderate. The extensive clinical study of the white cells in infectious disease of the human being give us more material for reasoning in this respect than we have available from animal experiment. Infection with invasive bacteria such as the pneumococcus (and Neufeld and others have shown that most lobar pneumonias are accompanied by pneu- mococcus bacteriemia), streptococci, staphylococci, and others is always accompanied by an increase of the leukocytes, while, in typhoid fever, influenzal infection, tuberculosis, and a number of other infections, the leukocytes do not increase and may even de- crease. How are we going to account for this ? That all these bac- teria contain a substance which is positive in its chemotactic effects is easily demonstrated by injecting them into the peritoneum and observing an accumulation of leukocytes and a consequent phago- cytosis, even in the cases of those organisms which do not call forth a leukocytosis in the blood of the diseased human being. Thus it has been our experience as well as that of others invariably to ob- serve the rapid and complete polynuclear phagocytosis of both leprosy bacilli and tubercle bacilli after injection of these micro- 352 INFECTION AND RESISTANCE organisms into the peritoneal cavities of guinea pigs. Yet a chronic tuberculous peritonitis or pleurisy is characterized usually by an exudate which contains but few polynuclears and relatively many lymphocytes. A final explanation of these conditions is not pos- sible at present. No adequate explanation for the selective accu- mulation of lymphocytes and the absence of polynuclear cells about tuberculous foci has yet been advanced. The absence of polynuclear leukocytosis may possibly be due to the great insolubility of these bacilli, in consequence of which little or no leukocytosis-stimulating substances are liberated. Pearce 40 has suggested a similar reason for the absence of poly- nuclear accumulations about chronic localized lesions of any kind in which tissue encapsulation may prevent the contact of the inciting agents with the body fluids and there is a consequently slow or slight production of such chemotactic stimulating materials. In typhoid fever, where the slight primary leukocytosis is rap- idly succeeded by a leukopenia with a relative lymphocytosis, the conditions are somewhat different. Here, as in some other infec- tions, as Friedberger and others have shown, we are dealing with a generalized infection by an organism which is easily subject to the action of alexin with consequent production of anapliylatoxin. (See chapter on Anaphylaxis.) This poison, it seems, exerts a nega- tive chemotaxis, and probably during the height of the disease, therefore, leads to the low leukocyte count observed. That this is at least likely seems to follow from the studies which have been made upon the nature of the typhoid poisons, and also from the observation of Gay and Claypole, that typhoid-immune rabbits react to the infection of typhoid bacilli with a rapid and powerful increase in the polynuclear leukocytes, whereas similar injections into the normal animal lead to leukopenia. If the supposition regarding tuberculosis, made above, is correct, it would follow that a sudden and considerable increase in the poly- nuclear leukocytes in a case of tuberculosis would indicate a dis- charge of organisms into the circulation and a tendency toward gen- eralization of the infection in this manner. (See Weigert’s view of the manner in which tuberculosis may spread by the destruction of the wall of a vein by a localized lesion.) However, although specu- lation in the absence of experimental proof is justified, it must not be forgotten that the problems of selective chemotaxis are too ob- scure to permit of our laying much weight on any of these views. Gabritchewsky,41 who investigated this subject extensively, has classified various substances according to their positively, negatively, or neutral chemotactic activities. It is not necessary to recapitulate these, but it is interesting to note that he found that some substances 40 Pearce. Jour. A. M. A., Yol. 61, 1913. 41 Gabritchewsky. Ann. de VInst. Past., Yol. 4, 1890 PHAGOCYTOSIS 353 which were positively chemotactic in certain concentrations became neutral or even negative when the concentration was altered. We have seen that the action of the leukocytes in moving toward some substances and away from others is entirely analogous to simi- lar phenomena occurring among lower, unicellular forms of life, and the explanations applied to the apparently conscious acts of the ameba, such as the motion toward and the engulfment of food, have been applied to the activities of the leukocytes as well. Many of the theories developed concerning the free living forms, however, have been easily excluded in the case of the leukocytes, because of the environment in which their activities are developed. Thus the many interesting reactions of paramecia and other organisms to light (heliotropism) have little bearing upon this subject, and the views based on the theories of orientation may be excluded on the ground of the symmetry of the normal leukocyte. The observations of Garrey,42 that indicate that it is the dissociated ions of various acids and bases which are responsible for the directive stimuli exerted upon certain flagellates, may yet result in throwing some light upon leukocytic movements, especially if we can come to accept the con- ceptions of ion-proteins upheld by Loeb 43 and his pupils. However, the facts concerning these phenomena, as well as the possibility, previously mentioned, of the opposite electrical charges carried by the leukocytes and the substances attracting them cannot be regarded at present as more than interesting thoughts. Of more than merely speculative interest, however, are the views of chemotaxis which are based upon the study of conditions of surface tension. In order to consider these properly it will be useful to review briefly the funda- mental principles governing these conditions. The molecules of any fluid are held together by mutual attraction due to the force generally spoken of as cohesion. This force is ex- erted by like molecules upon each other in solids more strongly than in liquids, and in gases less strongly. Since we are dealing in this connection with occurrences taking place in liquids, we will restrict our consideration to these. The force of cohesion is influenced in a number of ways. Thus, for instance, heat reduces it, and this is the cause that solids are converted into liquids and liquids into gases, provided of course that the heat brings about no chemical change. In large masses of fluids the force of gravitation over- comes that of cohesion and larger masses of liquid assume the shape of the containing vessel. In smaller masses the force of cohesion tends to bring about the spherical shape. This comes about in the following way: Within the interior of a drop of liquid all the molecules attract each other, and since the force of attraction is equal in all directions it neutralizes itself, and the molecules are 42 Garrey. Am. Jour. Phys., 3, 1900. 43 Loeb. Am. Jour. Phys., 3, 1900. 354 INFECTION AND RESISTANCE uninfluenced by it, mobile and free. The molecules on the surface are in a different condition, however. They are subjected to the force of cohesion from -within, but not from without, and are there- fore drawn strongly toward the center. The result is the same as though the drop were subjected to pressure from without and the surface layers were in a state of compression. There is in conse- quence a constant tendency of all the surface molecules to be drawn toward the center and a resulting tendency to a diminution of the surface area. It is as though the surface of such a drop were a thin, elastic membrane which tended to contract and diminish in size and surface. The force with which this takes place is spoken of as sur- face tension,44 and the energy underlying it is called, by Ostwald, surface energy. Since a drop of one fluid suspended in another with which it cannot mix is relieved of the disturbing factor of gravitation, its surface tension has the effect of contracting the small mass into a form which, for the given volume, will expose the smallest possible surface, and this is, of course, the sphere. It is for this reason that, if -we shake up such systems as water and chloroform, or oil and water, the chloroform or the oil will be distributed through the water as small droplets. The degree of surface tension of any fluid is meas- urable by a number of reasonably accurate methods which may be found in any text-book of physics and which we need not consider here. It is of course dependent in each case upon the nature of the surrounding medium. We have taken into consideration above only the force which is exerted within the drop by the cohesion, that is, the attraction toward the center. This would be uninfluenced from without only in a vacuum. In nature the surface molecules, though forcibly drawn toward the center, are also affected from without by the attraction exerted by the molecules of the substances surrounding the drop. There is a constant balance, therefore, at any part of the surface of a drop of fluid between the cohesion tension from within and attractions from without. The resultant of the two forces de- termines the surface tension, which will be greater or less in inverse ratio to the attraction from without for any given drop, and a varia- tion of the external attraction at different points on the periphery of the drop will naturally influence the shape of the drop. For a relief of attraction at one point would tend to permit that part of the sur- face to retract, and an increase in this attraction would tend to allow it to bulge, with the formation of a sort of pseudopod. In studying the importance of surface tension 45 in determining the motions of unicellular organisms a number of important attempts have been made to imitate cell motion by means of the suspension of various substances of strong cohesive properties in liquid media. The 44 Michaelis. “Dynamik der Oberflachen,” Steinkopf, Dresden, 1909. 45 For a thorough discussion of this phenomenon see also Gideon “Chemical Pathology/’ Saunders, 1911. PHAGOCYTOSIS 355 idea was suggested by Quincke,48 and later by Biitschli,47 but has been most extensively studied by Rhumbler.48 The result has been the production of a number of “artificial amebse” which in almost all respects behave like the living organisms. Thus if a small mass of mercury is placed into a dish filled with water acidified with nitric acid, and a small crystal of dichromate of potassium is dropped near the mercury, the dichromate will dissolve and a yellow cloud will gradually diffuse from it toward the mercury. As soon as the yellow cloud touches this it will begin to show change of form and to elongate in the direction of the dichromate, often moving to- ward it. The motion of the quicksilver will resemble with con- siderable accuracy that of an ameba moving toward a particle of food or sending out pseudopodia. A more striking and complete imitation is that obtained by Rhumbler when he placed a drop of clove oil into a mixture of alcohol and glycerin. The changes of sur- face tension produced upon the surface of the clove oil by the alcohol give rise to movements in the oil entirely analogous to those of mo- tile cells in favorable media. The similarity has been extended even to the processes of engulfment of the food as observed among amebse. Thus a drop of chloroform in water will flow about a particle of shellac and dissolve it. If a piece of glass coated with shellac is placed in contact with the drop it will engulf it, but will cast out the glass after the shellac coating has been dissolved away. The similarity between phenomena purely referable to surface tension and those taking place in the living cells is therefore very striking and has been clearly analyzed in regard to its bearing upon leukocytic chemotaxis by Gideon Wells in his “Chemical Path- ology.” The chemotactic substances, diffusing to the leukocyte, will lower its surface tension on the side at which they come in contact. Pseudopodia will be thrown out on this side in consequence, and the leukocyte will move in this direction. The motion will be continued in this direction as long as the concentration of the chemotactic sub- stance, and therefore the diminution of surface tension is greater on this side than on other parts of the periphery, until a point is reached at which the chemotactic substance is equally diffused on all sides, and motion will cease. The actual engulfment may then occur or the nature and concentration of the chemotactic substance may be so great that injury is done to the leukocyte. Whether or not the purely physical explanation of chemotaxis tells the whole story it is of course not possible to decide. At any rate, it furnishes a rational basis for 46 Quincke. Quoted from H. G. Wells, “Chemical Pathology,” Saunders, 1907. 47 Biitschli. “Untersuch. iiber mikroskopische Schaume und das Proto- plasma.” Leipzig, 1892. See also H. G. Wells, loc. cit., pp. 220 et seq. 48 Rhumbler. Arch. f. Entwickelungs Mechanik, 1898, 356 INFECTION AND RESISTANCE the study of the phenomenon more promising than any of the others so far offered. It is true, on the other hand, that such a theory in no way ac- counts for the apparently selective positive chemotaxis which is exerted by different substances. Thus the preponderance of poly- nuclear leukocytes in foci and serous cavities containing organisms like staphylococci, meningococci, streptococci, and others is in con- trast to the lymphocytic accumulation in the pleural, subarachnoid, and peritoneal spaces infected with tubercle bacilli. Some writers have spoken, therefore, of active and passive leukocytosis according to whether or not the cells attracted seemed to possess ameboid motility. That surface tension phenomena alone do not account for this is clear. But it must be remembered that even tubercle bacilli, though eventually attracting few polynuclears and many lympho- cytes, will cause an active polynuclear accumulation in the perito- neum and pleura when first injected, and are actively phagocyted. Later when the lesion is established and the bacilli are lodged in the tissues the polynuclears give way to the lymphocytes, which even then never accumulate in such proportion as do the microphages in acute suppurative lesions. It may well be that the chemotaxis origi- nally attracting the polymorphonuclear leukocytes is the same in every case, but that a continued irritant, especially one well sur- rounded by tissue elements as are the organisms within the tubercles, may cease to exact any chemotactic influence, the accumulation of in- active lymphocytes possibly being due to a progressive death of these cells carried into the neighborhood of the lesion by the normal circu- lation of the lymph. CHAPTER XIV THE DELATION OF THE LEUKOCYTES AND OF PHAGOCYTOSIS TO IMMUNITY In Metchnikoff’s earliest work upon the daphnia or water flea he observed clearly that there was a direct relation between the de- gree of phagocytosis and the outcome of the infection. When phagocytosis of the invading yeasts was energetic and complete the daphnia recovered. When the yeast cells penetrated the intestinal wall of the daphnia in large numbers, and were enabled to multiply before the phagocytic cells could accumulate in suflicient numbers to engulf them, then the body of the daphnia was soon swamped with the parasites and death ensued. This simple observation fostered the thought that the basic prin- ciple underlying all processes of immunity was represented in this struggle between the invading bacteria and the phagocytic cells. To the activity of the latter, entirely, he attributed the power of resistance. In support of this contention Metchnikoff and his pupils have marshaled many facts, most of which are set forth in his classical work “L’lmmunite dans les Maladies Infectieuses.” Tt will he manifestly impossible here to do more than outline the plan of study which these investigations have followed and the conclusions to which they gave just foundation. The original study upon the infectious disease of daphnia led to analogous experiments upon higher animals and, by the prolonged and patient investigations of Metchnikoff and his pupils, it was shown that, throughout the field of infectious disease, there was a striking parallelism between the resistance of the infected subject and the degree of phagocytosis which occurred. Earlier studies concern themselves chiefly with the natural im- munity possessed by many animals against certain infection. The infectious disease which at this time had been most thoroughly studied was anthrax, and Koch had shown that frogs and other cold- blooded animals were markedly resistant against this micro-organism. Taking advantage of this observation, Metchnikoff studied the phago- cytosis of anthrax bacilli in frogs and found that it took place rap- idly and effectively, all of the injected bacilli being soon engulfed by the accumulating cells. Similarly, active phagocytosis of anthrax bacilli was demonstrated in such naturally resistant animals as dogs 357 358 INFECTION AND RESISTANCE and chickens, while almost no cell ingestion occurred in delicately susceptible animals like guinea pigs and rabbits. Eats, on the other hand, more resistant to anthrax than guinea pigs, less so than dogs, showed a degree of phagocytosis intermediate between that observed in the cases of the other animals mentioned above. And yet, in these more susceptible animals, the normal bactericidal action of the blood upon anthrax bacilli, though never extreme, was often more marked than that of the naturally immune animals mentioned above. It is well known, for instance, that the serum of dogs possesses almost no bactericidal properties for anthrax bacilli,1 although the animals are highly resistant to this infection, while the serum of rabbits is probably more strongly bactericidal for these bacilli than the serum of most other animals, and yet rabbits are extremely susceptible. That the lack of bactericidal powers of the serum is not always a sign of susceptibility on the part of the animal was shown as early as 1889 by Lubarsch. (We must remember, how- ever, that lack of bactericidal power does not necessarily mean lack of sensitizer. For bacteria may be sensitized without being killed extracellularly as can be shown by the alexin-fixation reaction.) The study of anthrax infections was a peculiarly fortunate choice of subject, since in this bacillus resistance to serum lysis is especially well marked and phagocytosis seems indeed to be the chief mode of bacterial destruction. Studies analogous to those originally made with anthrax, however, were subsequently carried on with streptococci, pneumococci, and staphylococci chiefly by Bordet,3 Marchand,3 and others, and results coinciding with those of Metchni- koff were obtained. In every case naturally resistant animals showed marked phagocytosis, and susceptible ones failed to show it to the same degree. It is a strong support of the same opinions, too, that Marchand’s studies, later extensively confirmed, showed that the more virulent and invading strains of streptococci, the less active is the phagocytosis—a converse, but equally conclusive, observation. Further support for this point of view is manifold and cannot be considered with anything like completeness. We may refer briefly, however, to the experiments of Vaillard, Vincent, and Rouget 4 with tetanus, and those of Leclainche and Vallee5 with symptomatic anthrax, because they are especially valuable in illustrating the importance of phagocytosis in another class of infection. The poi- sons of these micro-organisms are extremely toxic for rabbits, and if a small amount of culture material, together with agar, broth, or any foreign substance which may inhibit or divert phagocytosis from 1 Petterson. Centralbl. f. Bakt., 1, 39, 1905. 2 Bordet. Ann. de Vlnst. Past., Vol. 11, 1897. 3 Marchand. Archiv. de med. Exp., Vol. 10, 1898. 4 Vaillard, Vincent, and Rouget. Ann. de Vlnst. Past., Vols. 5, 6, 1891- 1892. 5 Leclainche and Vallee. Ann. de Vlnst. Past., Vol. 14, 1900. RELATION OF LEUKOCYTES TO IMMUNITY 359 the spores, is injected into these animals rapid proliferation and death with toxemia result. If, on the other hand, the spores are carefully washed of foreign material and toxin rapid phagocytosis results and the animals recover. The parallelism which was followed out so extensively between natural immunity and phagocytosis was even more closely marked in the case of artificial acquired immunity. The first observations of this kind made by Metchnikoff, again on the subject of anthrax infection, were carried out by the active immunization of rabbits. The subcutaneous injection of virulent anthrax bacilli into normal rabbits is usually followed by a rapid growth of the bacteria, with much serous exudation but hardly any leukocytic accumulation. In immunized animals, on the other hand, the bacilli are taken up by hosts of phagocytes, just as this occurs in naturally resistant dogs or other animals. Similarly Bordet6 has shown that cholera spirilla injected into the blood stream of cholera-immune animals are taken up by leukocytes even before they can be subjected to lysis by the circulating lytic antibodies. It would add little to clearness were we to multiply the examples in which it has been demonstrated that the acquisition of increased resistance is accompanied by enhancement of the phagocytic process. This statement may be regarded as an axiom, and indeed our later discussions of the opsonins and bacteriotropins will show clearly why such a state of affairs is to be expected. Taken by itself, however, it does not necessarily prove that the destruction of the invading germs is entirely due to the leukocytes. It might still be possible that the bacteria are injured or even killed by the antibacterial serum constituents before they can be taken up and carried away by the cellular elements; the phagocytes then would act only as scavengers for the removal of the dead bodies. Indeed, this opinion was long held by a number of the adherents of the purely humoral school. However, such a point of view is no longer tenable—espe- cially in the light of the later opsonin studies just referred to. Moreover, long before these more recent studies it was clear that bacteria may often grow within the leukocytes—finally destroying these—and that they may even remain fully virulent after ingestion. For, as Metchnikoff showed, if guinea pigs were injected with a little of the exudate formed after the injection of anthrax bacilli into immunized rabbits (an exudate in which there were no longer any extracellular bacteria because of energetic phagocytosis) death often resulted. It was clear, therefore, not only that the ingested bacteria were still alive, but that they were, at least in part, still fully virulent. A further method of investigation employed by Metchnikoff in his endeavors to prove his point consisted in the attempt to demon- 6 Bordet. Ann. de I’Inst. Past., Yol. 9, 1895. 360 INFECTION AND RESISTANCE strate that virulent bacteria could be protected from destruction in the bodies of resistant animals if the leukocytes could be held at bay. This resulted in a number of ingenious experiments, the most con- vincing of which is the one carried out with anthrax bacilli and frogs by Trapetznikoff.7 Anthrax spores were inclosed in little sacks of biter paper and these were introduced subcutaneously into frogs. In consequence the spores, bathed in the tissue fluids, but protected from phagocytosis, developed into the vegetative forms, multiplied, and remained virulent for several days. Taken up by the frog’s phagocytes under ordinary conditions, they would rapidly have been taken up, digested, and destroyed. Here again it was shown that the body of fluids alone were unable to dispose of the bacteria and that the natural resistance of the frog was due entirely to phagocytic processes. Other experiments have been aimed at a general reduction of phagocytic activity by the use of narcotics. Thus, Cantaeuzene 8 showed that animals treated with opium are very much more sus- ceptible to infection than are normal controls. And since opium markedly inhibits the activity of the white cells it may possibly be that these experiments furnish a further support for Metchnikoft’s opinion. At any rate, it is worth noting that, even though these experiments are not convincing in their assertion that the increased susceptibility was due entirely to the interference with the leuko- cytes, they indicate very definitely the inadvisability of using mor- phin and similar narcotics in infectious diseases. It is quite clear at any rate, then, that the process of phagocy- tosis increases in energy as immunity is acquired and, so far, Metcli- nikotf’s assertions are entirely upheld by later knowledge. In his contention that all properties upon which the resistance of the ani- mal against infection depends center directly or indirectly in the phagocyte, however, many subsequent amendments have been neces- sary, which will become self-evident in the following discussions of individual phases of the destruction of invading bacteria. We cannot at the present time attempt to correlate these extreme views of Metchnikoff with the equally extreme opinions of those in- vestigators who formerly attributed immunity entirely to the prop- erties of the body fluids, assigning to the cellular activities a merely secondary role. Many of the apparently opposed contentions have become reconciled, and we now realize that neither process alone tells the whole story, both being parts of the complicated correlated proc- esses which together constitute the mechanism of resistance. It was indeed to the eager controversy between the two schools that we owe much of the clearness of conception which recent years have given. After the bacteria are taken up by phagocytes they undergo a 7 Trapetznikoff. Ann. de VInst. Past., Vol. 5, 1891. 8 Cantacuzene. Ann. de VInst. Past., Yol. 12, 1898. RELATION OF LEUKOCYTES TO IMMUNITY 361 gradual disintegration or dissolution comparable to that by which a particle of food is digested within the cell body of a rhizopod. With the exception of such particularly insoluble micro-organisms as the tubercle bacillus, the leprosy bacillus, blastomyces, and a few others, there is in all cases an eventual complete resolution of the bacterial body. As in amebse the digestion takes place often after the formation of digestive vacuoles, and by staining at this time with neutral red it may be demonstrated that the process goes on in a weakly acid environment. Problem of the Leukocytic Origin of Alexin.—Metchnikoff natu- rally assumed, therefore, that the intracellular digestion of bacteria by microphages (polynuclear leukocytes), or of cellular elements, etc., by macrophages, was a process carried on most probably by enzymes, and that these enzymes were identical with the bactericidal bodies described as “alexin” and “sensitizer” or “amboceptor” in the blood stream. To follow without confusion the development of his ideas, however, it is necessary to bear in mind that much of his earlier work was done at a time when the discovery of the cooperation of two substances in bacteriolysis and hemolysis (the amboceptor and the complement) had not yet been made by Bordet, and when the bactericidal effect of normal serum was attributed entirely to a single substance—the alexin of Buchner. Buchner 9 himself had suggested that alexin was an enzyme-like body probably derived from the leukocytes. In his experiments Buchner had noticed that escudates, produced by intrapleural injections of aleuronat in rabbits and dogs, possessed a bactericidal value for Bacillus coli which exceeded the bactericidal power of the blood serum itself. The influence of active phagocytosis could be excluded by the fact that the leukocytes of the exudate had been killed by repeated freezing and thawing. Similar results were obtained by Hahn 10 with B. typhosus. Denys and Kaisin,11 working along similar lines, found that the pleural exudates of rabbits, obtained by the injection of dead staphy- lococci and freed of cells by centrifugalization, were more highly bactericidal for staphylococci than the blood serum of the same ani- mals, but found also that the inactivated exudate could not be reacti- vated by the addition of leukocytes. Denys offered as an explanation for these phenomena that the living leukocytes in the original exudate secreted alexin or complement which enhanced the bactericidal activity of the exudate, that the leukocytes, subsequently added to inactivated exudate, however, had lost vitality during the process of isolation and washing, and no longer possessed secretory power. 9 Buchner. Munch, med. Woch., No. 24, 1894. 10 Hahn. Archiv f. ILyg., Yol. 25, 1895. * 11 Denys and Kaisin, Denys and Havet. La Cellule, Yol. 9, 1893; Yol. 10, 1894. 362 INFECTION AND RESISTANCE Hankin,12 Kanthack and Hardy 13 had gone even farther than this, and had attributed the production of alexin to the eosinopliile leukocytes particularly. Metchnikoff,14 basing his opinion on his own studies, those of his pupils, and many other investigations similar to those mentioned above, came to the conclusion that, under ordinary conditions, the normal blood contains no free bactericidal substances. He assumes that these substances are entirely intracellular, being constituents of the various phagocytic elements, by means of which the cells digest the foreign elements they take up. He believes that there are essen- tially two varieties of such digestive enzymes or “cytases”—just as there are two varieties of phagocytes. The microphages, chiefly con- cerned in the digestion of bacteria, secrete the bactericidal alexin, or, as Metchnikotf calls it, “microcytase.” The macrophages, the large mononuclear lymph and endothelial cells, primarily concerned in the phagocytosis of cellular elements (red cells, etc.) contain another variety of digestive enzyme, the “macrocytase,” or cytolytic (hemo- lytic) alexin. The supposition that the hemolytic “cytase” is largely derived from the macrophages was based particularly upon the in- vestigations of Metchnikoff’s pupil, Tarassewitch,15 who found that the extracts obtained from lymph nodes, and other organs rich in macrophages, possessed hemolytic properties. Both this work and the preceding studies regarding the extraction of alexin from poly- nuclear leukocytes will be more fully discussed below. Maintaining that these cytases are purely intracellular under ordinary conditions, Metchnikotf believes that, in normal animals, the destruction of invading bacteria or of injected cellular substances (blood cells, etc.) is accomplished entirely by the phagocytic process, with subsequent intracellular digestion. In immunized animals, however, there is present in the circulating blood another substance, not identical with the cytases, but also derived from the leukocytes or from the blood-forming organs—the “fixateur” (Ehrlich’s “ambo- ceptor”—Bordet’s “sensitizer”). This specific “fixateur” sensitizes the bacteria or other antigens to the action of the cytases. For his assumption regarding the origin of this sensitizer he finds support largely in the researches of Pfeiffer and Marx, and others mentioned in our section on the origin of antibodies, as well as in the simi- lar investigations of Deutsch,16 carried on under Metchnikoff’s per- sonal supervision. Final digestion of the sensitized antigens (bacteria or blood cells), however, can take place only under the influence of the 12 Hankin. Centralbl. f. Bakt., Yol. 12, 1892. 13 Kanthack and Hardy. Proc. Roy. Soc., Yol. 52, 1892. 14 Metchnikoff. Ann. de VInst. Past., Vol. 7, 1893; Vol. 8, 1894; Vol. 9,1895. 10 Tarassewitch. Ann. de VInst. Past., Yol. 16, 1902. 16 Deutsch. Ann. de VInst. Past., Vol. 13, 1899. RELATION OF LEUKOCYTES TO IMMUNITY 363 cytases intracellularly, unless by previous leukocytic injury these enzymes have been liberated into the blood stream. While it is admitted, then, that bacteria may be killed and di- gested both intra- and extracellularly in the animal body, the cytases, which accomplish this, are regarded as the same in both cases, being derived from the phagocytic cells. In immunized animals “fixateur” may be produced under the stress of active immunization and fur- nished to the blood stream by the blood-forming organs. By this substance bacteria and cells may be sensitized. However, the enzyme by which digestion is actually accomplished, “cytase” or alexin, is not present free in the blood even in immune animals unless it has become free and extracellular by injury to the leukocytes. How, then, on this basis does Metchnikoff account for the Pfeiffer phenomenon, in which the extracellular destruction of bacteria takes place rapidly in the peritoneal exudate ? His explanation is the fol- lowing: When bacteria or other substances are injected into the peritoneum there is a preliminary injury of leukocytes (phagolysis), and by this alexin or cytase is liberated. When cholera spirilla, for instance, are injected into the peritoneal cavity of an immunized guinea pig there follows a short period during which few if any leukocytes are present in the exudate, but many may be found gath- ered in motionless clumps in the folds of the peritoneum and mesen- tery, incapable of phagocytosis and apparently injured. If such leukocytic injury can be avoided Metchnikoff claims that the extra- cellular lysis of cholera spirilla will fail to take place. Thus if sterile broth or salt solution is injected into the peritoneum of a guinea pig a preliminary phagolysis will be followed by an accumu- lation of leukocytes. If cholera spirilla are now introduced no extracellular digestion is seen, but, instead of this, rapid phagocytosis takes place. This he says is due to the fact that the freshly accumu- lated, healthy phagocytes, collected in response to the preliminary broth injection, are not easily injured and do not undergo phago- lysis ; no cytase is liberated and, in consequence, no serum bacterio- lysis can take place. In the same way he claims that the hemolysis of red blood cells (goose blood) in the peritoneum of specifically immunized guinea pigs may be prevented if, by a previous injection of broth, healthy leukocytes have been caused to accumulate. In such a case the goose blood corpuscles are rapidly ingested by the phagocytes and no hemolysis occurs. It is self-evident that the validity of this interpretation of the occurrences is strictly dependent upon the demonstration that the circulating blood normally contains no alexin or complement. This is rigidly maintained by Metchnikoff, and is indeed one of the most important uncertainties of serology. He asserts that alexin appears in the blood serum only because changes in the leukocytes take place during coagulation. It is not, by any means, settled that Metchni- 364 INFECTION AND RESISTANCE koff is right in this—in fact, more recent investigations seem to show that he is wrong, and that we may assume definitely that alexin is present in considerable amounts in the circulating blood plasma of normal animals. Metchnikoff s denial of this is based chiefly on the experiments of Gengou. Gengou 17 took the blood from various animals into paraffined tubes and centrifugalized it at low temperature before it could clot. This freed the plasma from the cells before clotting, though coagulation of course took place as soon as this plasma was removed to tubes and kept at room temperature. The serum ex- pressed from this clotted plasma he compared for alexin contents (bactericidal properties) with that obtained from clotted whole blood. He found that, in all cases examined (dogs, rabbits, and rats), the plasma contained practically no bactericidal substances, or at any rate an incomparably smaller amount than was present in the serum obtained from the clotted blood. These experiments of Gengou would be conclusive in establishing Metchnikoff's theory if they were confirmed by other observers. This, however, has not been the case. Petterson 18 found no differ- ence between the bactericidal properties of serum and oxalate plasma, and Lambotte 19 arrived at similar results when he compared serum with the coagulable plasma obtained by tying off a section of a vein and centrifugalizing the blood without opening the vessel. Hew- lett,20 Falloise,21 Schneider,22 and more recently Dick 23 and Addis,24 whose work has been done with particular attention to technical accuracy, fail to confirm Gengou, finding no appreciable difference between plasma and serum. In favor of Gengou’s results are the investigations of Herman 25 and the more recent ones of Gurd.26 Further supporting Gengou’s conclusion is the observation recorded by a number of workers (Wal- ker,27 Longcope,28 and others) that the complement or alexin con- tents of serum will increase somewhat as the serum is allowed to stand on the clot. This observation, too, has been rendered incon- clusive by contrary reports from other investigators. Longcope,29 17 Gengou. Ann. de VInst. Past., Yol. 15, 1901. 18 Petterson. Arch. f. Hyg., Yol. 43, 1902. 19 Lambotte. Centralbl. f. Bakt., Vol. 34, 1903. 20 Hewlett. Zeitschr. f. Heilkunde, 24, 1903. 21 Falloise. Bull, de VAcad. Boy. de Med., 1905. 22 Schneider. Arch. f. Hyg., 65, 1908. 23 Dick. Jour. Inf. Dis., Yol. 12, 1913. 24 Addis. Jour. Inf. Dis., Vol. 10, 1912. 25 Herman. Bull, de VAcad. Boy. de Med., 1904. 26 Gurd. Jour. Inf. Dis., Vol. 11, 1912. 27 Walker. Jour. Hyg., 3, 1903. 28 Longcope. Med. Bull. Univ. of Pa., 1902, Vol. 15, p. 331. 29 Longcope. Jour. Hyg., Vol. 3. RELATION OF LEUKOCYTES TO IMMUNITY 365 further, has found that alexin was more plentiful in the blood of individuals suffering from leukemia—in which of course a larger percentage of leukocytes is present in the circulation. This, too, has been contradicted by other workers, but even if upheld would not influence the possibility of there being alexin in the normal circula- tion. On the whole Gengou’s contentions with their consequent bearing upon MetchnikofFs theory cannot be accepted as final. In fact, the greater part of available experimental evidence seems to point to the actual presence of alexin in the normal circulating blood. This seems also indicated by the unquestionable fact that active phagocytosis may take place in the circulation of an animal and, as we shall see below, free alexin is probably necessary (as opsonin) in this process. Further evidence in this direction also is furnished by the immediate anaphylactic shock which follows the injection of antigen into the blood stream of a sensitized animal, a process in which we have much reason to believe that alexin takes an active part. However, the problem is a difficult one, and, while we favor the opinion that free alexin is present in the intravascular blood, we must admit that a crucial experiment has not yet been formulated. Leukocytic Bactericidal Substances.—How, as regards the ap- parent extraction of alexin from leukocytes and lymphatic organs, we have already called attention to the fact that most of the re- searches associating these cells with the bactericidal substances were carried out before the dual mechanism of sensitizer and alexin in bacteriolysis had been fully worked out. In consequence conclusions were formulated from the mere facts of the presence of bactericidal or hemolytic properties in cell-extracts without the further determina- tion of heat stability or the possibility of reactivation. Most of the earlier work also was done without sufficient attention to the separa- tion of the cells and the serum of leukocytic exudates. The first one to do this carefully was Hahn,30 who, like his predecessors, con- cluded that the bactericidal leukocytic substances, undoubtedly en- countered by him, were identical with alexin. Doubt was first cast upon this by Schattenfroh,31 who worked with leukocytes suspended and extracted in physiological salt solution. He found that bac- tericidal substances were, indeed, obtained in this way, but that, unlike alexin, these substances were relatively thermostable, with- standing exposure to a temperature of 56° C. and destroyed only by exposure to temperatures as high as 75° C. to 80° C. continued for thirty minutes. Moxter,32 a little later, working with cholera spirilla, also came to the conclusion that the leukocytic bactericidal substances were not 30 Hahn. Arch. f. Hyg., Yol. 25. 31 Schattenfroh. Arch. f. Hyg., Yols. 31 and 35, 1897. 32 Moxter. Deutsche med. Woch., 1899, p. 687. 366 INFECTION AND RESISTANCE identical with those found in the blood serum. Petterson,33 too, made thorough investigations into the nature of the bactericidal substances extracted from the leukocytes, and, working chiefly with B. proteus and B. anthracis, found such substances in the leukocytes of dogs, rabbits, and guinea pigs active against the bacteria mentioned above, but failed to tind them active, at least in guinea pig and cat leuko- cytes, against B. typhosus or the cholera spirillum. He expresses the opinion that bactericidal leukocytic substances are normally given up to the blood in minute quantity only or not at all, and that these substances hold no definite relationship to the bactericidal sub- stances found in blood serum. In a later investigation he showed that the “endolysins,” as he now calls the leukocytic bactericidal substances, may, like many enzymes and serum bacteriolysins, be precipitated out of solution with alcohol and ether; but he separates them absolutely from serum lysins and complement. The latter, while they may be, in part at least, secreted by the leukocytes, are, according to Petterson, induced easily to come out of the cells during life by slight injury or other stimulation, while the endolysins them- selves are abstracted from the cells only after extensive extraction or maceration. Schneider 34 has come to similar conclusions and speaks of the endocellular bactericidal substances as “Leukine.” In a recent in- vestigation of the same subject the writer 33 has in all essentials con- firmed Schattenfroh’s original conclusions regarding the heat sta- bility of the extracted leukocytic bactericidal substances, and has shown that after inactivation by heat these substances are not reacti- vate by the addition of fresh leukocytic extracts, and that the yield obtained from the leukocytes of immunized animals is not greater than that obtained from normal leukocytes. It appears, therefore, that, contrary to Metchnikoff’s first sup- position, the enzymes which bring about the digestion of phagocyted bacteria within the cell are not identical with those which bring about a similar extracellular digestion. In addition to the demon- stration of a definitely different structure possessed by the bacteri- cidal leukocytic extracts, as evidenced by their heat stability, we have the negative evidence that neither true alexin nor sensitizers have ever been successfully extracted from such cells. It is still possible that this may eventually be done—but, al- though indirect evidence like that of Denys, Longcope’s observations in leukemia, and the occasional increase of the alexic powers of serum after standing on the clot points to a probability of this, no direct evidence has so far been satisfactorily produced. In the hope that the leukocytes would give up alexin—possibly as a secretion as sug- 33 Petterson. Centralbl. f. Bakt., i, 39, 1905; 46, 1908. 34 Schneider. Archiv f. Hyg., Vol. 70, 1909. 35 Zinsser. Jour. Med. lies., Yol. 22, 1910. RELATION OF LEUKOCYTES TO IMMUNITY 367 gested by Denys—the writer, with Cary, some years ago kept washed leukocytes at 37.5° C. in Locke’s solution, but was unable to find any evidence of alexin production within 48 hours. The apparent extraction of hemolysin from macrophages by Tarassewith, moreover, has met wuth a similar refutation. Korschun and Morgenroth 36 have shown that these hemolytic extracts are ex- tremely heat resistant, are alcohol and ether soluble, and do not act as antigens. They are quite different from the serum hemolysins, therefore, and probably closely related to the hemolytic lipoidal substances described by Noguchi and others. Further strong arguments against the assumption of the pres- ence of hemolytic alexin in the body of the macrophages have been advanced by Gruber 37 and by Neufeld.38 Gruber showed that no extracellular hemolysis takes place when leukocytes are brought together with sensitized red blood cells, and Neufeld showed that even after the phagocytosis of such sensitized cells the hemolysis is very much slower, and of a different character from extracellular serum hemolysis. In the intracellular digestion there are no mere solution of the hemoglobin and formation of a shadow form (stroma), but there occur a gradual degeneration with the forma- tion of a granular detritus of hemoglobin. It is probable, then, that the digestion of bacteria and cells within the phagocytes is carried out by substances not identical with those taking part in serum lysis. It is not unlikely that the intra- cellular process is a quite complicated one, not depending on a single enzyme. Leukoprotease.—In addition to the bactericidal substances ex- tracted from leukocytes a number of true enzymes have indeed been obtained by various investigators. We have mentioned in another place that one of the earliest observations in this respect was that of Leber,39 who noticed that sterile pus could liquefy gelatin. It may be commonly observed in paraffin or celloidin sections of staphy- lococcus abscesses that a ring of apparently digested or degenerating tissue is formed about an accumulation of leukocytes—in foci in which the bacteria may be too sparse to be held accountable for the changes. These leukoproteases have subsequently been carefully studied by Opie,40 Jochmann and Muller,41 and a number of others. Opie found that two distinct proteolytic enzymes could be ex- tracted from the cells of exudates obtained by turpentine injections. One—peculiar to the polynuclear leukocyte, and similar to one pre- 36 Korschun and Morgenroth. Berl. klin. Woeh., 1902. 37 Gruber. Quoted from Sachs, in “Kraus u. Levaditi Handbuch,” Vol. 2, p. 991. 38 Neufeld. Arb. a. d. kais. Gesundheitsamt, Yol. 28, 1908. 39 Leber. “Die Entstehung der Entziindung,” Leipzig, 1891. 40 Opie. Jour. Exp. Med., Vol. 7, 1905; Yol. 8, 1906; Vol. 9, 1907. 41 Muller and Jochmann. Munch, med. Woch., Nos. 29 and 31, 1906. 368 INFECTION AND RESISTANCE viously described by Miiller 42—acts in a weakly alkaline medium. The other, present particularly in exudates containing a predominat- ing number of mononuclear cells, acts in a weakly acid reaction. Tschernorutski also found proteolytic ferments in both micro- and macrophages, but found no lipase in the polynuclear extracts. This seems particularly interesting in view of the great resistance to intracellular digestion noticed in acid-fast bacteria, a point of some importance in connection with the destruction in the body of such micro-organisms as the bacilli of tuberculosis and leprosy.43 Joch- mann 44 states that the action of the leukoprotease, which acts in an alkaline medium upon casein, results in the formation of tryptophan and ammonia, and believes it to be functionally very similar to trypsin. It is interesting to note that the most active protease is obtained from pus as it forms about acute infections or other stimuli which lead to the accumulation of polynuclear leukocytes, whereas it is apparently completely absent from tuberculous pus. The question immediately arises, are these leukoproteases identi- cal with the bactericidal substances extracted from leukocytes as de- scribed above ? For it might well be that bacterial death resulted merely from the digestive action of the enzyme upon the bacterial protein. Jochmann,45 who has approached this problem experi- mentally, has answered it in the negative. By repeated alcohol precipitation of glycerin extracts of leukocytes he obtained an en- zyme preparation which possessed absolutely no bactericidal prop- erties, though it was still actively proteolytic. ISTot only did this relatively pure ferment possess no bactericidal action, but bacteria actively proliferated when suspended in it. Joch- mann believes that living bacteria are not amenable to the enzyme possibly because of their possession of an “antiferment,” at least this would follow in some cases from the experiments of Kantoro- wicz.46 The leukoproteases, therefore, appear to possess no direct sig- nificance in bacterial immunity. Their function seems rather to lie in the resorption of dead tissues, fibrin, blood clots, etc. Friedrich Muller 47 has pointed out their possible importance in the rapid de- struction and liquefaction of the massive fibrinous exudates remain- ing after the crisis in lobar pneumonia. Effects of Leukocytic Substances upon Infections.—From the discovery of antibacterial properties in the extracts of leukocytes it is but a logical step to the attempt to utilize these substances thera- 42 Muller. Kongr. f. inn. Med., Wiesbaden, 1902. 43 Zinsser and Cary. Jour. A. M. A., 1911. 44Jochmann. Leueozyten Fermente, etc., “Kolle u. Wassermann Hand- buch2d Ed., Yol. 49, 2. 45 Jochmann. Zeitschr. f. Hyg., 61, 1908. 48 Kantorowicz. Munch, med. Woch., No. 28, 1909. 47 Friedrich Muller. Verhgnd. d, Kongr. f. inn. Med.f 1902, RELATION OF LEUKOCYTES TO IMMUNITY 369 peutically. Petterson 48 was probably the first to study this phase of the problem systematically in connection with anthrax infection in dogs and rabbits. In preliminary studies he claimed to have de- termined that when leukocytes are left in contact with serum for four hours or longer there develops in the mixture a bactericidal power far superior to that which is possessed by these elements when sepa- rately kept in salt solution and mixed only just before the bactericidal tests. He attributes this to the fact that in dogs, at least, the leuko- cytes furnish bactericidal substances to the serum—an assumption which is entirely in accord with the earlier opinion of Denys and Kaisin,49 which we have mentioned in another place. In direct con- tinuance of these experiments he injected leukocytes into dogs at the same time at which he infected them with anthrax and observed a moderately protective influence, which, however, he admits was not very great. He followed this work in 1906 with similar observa- tions on the protective influence of leukocytes in intraperitoneal in- fections of guinea pigs with typhoid bacilli. In these experiments 50 he made the curious observation that, although such protective influ- ence was unquestionable, the guinea pig leukocytes contained no bactericidal substances active against typhoid bacilli. In conse- quence he concluded that the destruction of these bacteria in the guinea pig was due entirely to the serum-antibodies absorbed by the micro-organisms before phagocytosis, even when the actual destruc- tive process took place intracellularly. The protective effect follow- ing on the injection of the leukocytes he attributed to an indirect influence of the leukocytic substances in stimulating the more rapid accumulation of alexin or complement in the peritoneum, with consequently more powerful phagocytosis. Following this, in 1908, Opie 51 carried out experiments in which he observed that leukocytes injected intrapleurally into dogs, together with tubercle bacilli, exerted a distinct protection. In the same year extensive observations on the protective prop- erties of leukocyte extracts were published by Hiss. Hiss 52 worked at first with extracts of dog, rabbit, and guinea pig leukocytes; later he confined himself entirely to rabbit leuko- cytes. He extracted the leukocytes at first by repeated freezing and thawing in physiological salt solution, but the technique of his sub- sequent work was uniformly as follows: Intrapleural injections of aleuronat emulsions were made in rabbits and, after about 24 hours, the resulting exudates were taken away with sterile pipettes and centrifugalized before clotting could take place; the serum was de- 48 Petterson. Centralbl. f. Baht., Yol. 36, 1904. 49 Denys and Kaisin. “La Cellule,” Yol. 9, 1893. 50 Petterson. Centralbl. f. Baht., Yols. 40 and 42, 1906 51 Opie. Jour. Exp. Med., 1908. £2 JIjss, Jour. Med. Res., new series, Yol. 14, 1908, 370 INFECTION AND RESISTANCE canted and the leukocytes then emulsified in distilled water, in quan- tity about equal to the amount of serum poured off. In this the leu- kocytes were allowed to stand for a few hours at incubator tempera- ture, and then in the ice-box until used. For his experimental work in both animals and man, in most instances, not only the clear super- natant fluid was injected, but the cell residue as well. With leukocytic extracts so prepared Hiss treated staphylococ- cus, typhoid bacillus, pneumococcus, streptococcus, and meningococ- cus infections in rabbits and obtained results which justified him in concluding that the leukocyte extract exerted strong protective action in all of these cases. Many of his animals survived infections fatal to controls even when the treatment was delayed as long as 24 hours after infection. Subsequently Hiss and Zinsser 53 treated series of patients, ill with pneumonia, meningitis, and staphylococcus infec- tions, with leukocyte extracts prepared by the method of Hiss, and felt that they were justified in concluding that in many cases, at least, the course of the disease was favorably influenced by the leuko- cyte extract. Favorable results have since then been obtained also by Lambert in erysipelas, and by Hiss and Dwyer in a variety of con- ditions. While there seems to be little question about the actually favor- able influence of the leukocyte extract, both in experiments with animals and in the treatment of human cases, there has been consid- erable difficulty in determining the reasons for this influence. In subsequent studies Hiss and Zinsser (loc. cit.) were able to show that the extracts did not favor phagocytosis and that the moderate bacteri- cidal properties possessed by the leukocytic substances could not ac- count for their effectiveness. There did seem to be a more rapid accumulation of phagocytes in the peritoneal cavities of guinea pigs infected with cholera spirilla when leukocyte extract was injected with the bacteria, and it is not impossible, in fact, it seems probable to the writer, from subsequent experience, that the protective prop- erties of the leukocyte extracts are attributable, in part at least, to their positively chemotactic effect. We are inclined to believe at present that the beneficial effects of leukocyte extracts are based on the same principles as those which de- termine the reactions following on the injection of bacterial and any other protein. The Problem of Leukocytosis.—In this connection a very inter- esting problem has arisen—namely, that spoken of as the phenomenon of Specific Hyperleukocytosis. Bordet, as early as 1896, made the following statement, “Active immunity has also other characteristics, in that there is an increase of the number of leukocytes, that is, an ‘exaltation’ of the chemotactic sensibilities of the leukocytes.” He suggests herein that an immunized animal may respond with a more 53 Hiss and Zinsser. Jour. Med. Res., new series, Yol. 14, 1908. RELATION OF LEUKOCYTES TO IMMUNITY 371 powerful leukocytic reaction to the injection of the infectious agent than would a normal animal similarly treated. This idea has re- cently found experimental elaboration in the work of Cay and Clay- pole, who found that the reinjection of immune animals with the homologous bacteria produced a specific hyperleukocytosis, that is, typhoid immune animals receiving typhoid bacilli would respond with counts ranging up to 150,000 leukocytes per cu. mm., whereas the normal animals rarely showed more than 40,000 to 50,000. This observation would tend to indicate a great advantage of the specific over the non-specific methods of treatment. Unfortunately the results of Gay and Clay pole 54 have not found confirmation. McWilliams 55 in similar experiments found no differ- ences in the degree of leukocytosis between normal and immune ani- mals in response to the injection of bacteria and reported that the same degree of response followed in typhoid immune animals when injected with Bacillus coli as when typhoid bacilli were adminis- tered. In part, this is also stated to be the experience of Jobling and Petersen. The question is such an important one that the writer, with Dr. Tsen,56 reinvestigated it in connection with work on the therapeutic effect of leukocytic extract. Our conclusions showed little agreement with those of Gay and Claypole. We found that when homologous Gram-negative bacilli are in- jected into immunized animals there seems to be a definitely higher leukocytosis in the immunized animals than in normal controls simi- larly treated. The contrasts in our experiments, however, were nothing like as striking as those reported by Gay and Claypole. Indeed the contrast in general is so slight and so irregular that in the case of the Gram-negative bacilli we were at first inclined to agree with McWilliams. There was, however, a sufficiently definite differ- ence in an average of many counts to convince us that this was more than coincidence. In the case of the Gram-positive cocci there was a more marked difference, in that the immunized animals reacted more promptly and very much more energetically than did the normal animals to similar injections. It seems reasonably clear, then, that an animal reacts more ener- getically as far as its mobilization of leukocytes is concerned when reinjected than does a normal animal treated with the same variety and quantity of bacteria. The reaction is dependent upon a number of factors, chief among which are: (1) the condition of the animal (loss of weight, etc.) ; (2) the amount of bacteria injected, and (3) the interval between 54 Gay and Claypole. Arch, of Int. Med., V, XIV, 1914, p. 662. 55 MeWilliams. Jour. Immunol., Vol. I, No. 2, 1916, p. 159. 56 Zinsser and Tsen. Jour. Immunol., Vol. II, No. 3, 1917, p. 247. 372 INFECTION AND RESISTANCE injections. These factors all very naturally signify the necessity of avoiding too profound an intoxication of the animal. When immune animals are treated with heterologous bacteria— that is, when prodigiosus bacilli or colon bacilli are injected into typhoid immune animals and vice versa—there seems to be no specific difference in response. That is, the injection of colon bacilli into typhoid animals has shown no marked difference in leukocytic re- sponse from that observed when typhoid bacilli were injected into a typhoid animal. In this our figures correspond with those of McWil- liams. They are also in keeping with the clinical experience of Kraus, Ichikawa, and others which have been mentioned above. The injection of leukocytic extract does not arouse as vigorous a leukocytic response as does the injection of bacillary protein. In reading these facts superficially they at first seem to be con- tradictory in significance, inasmuch as specificity seems to exist in the fact that typhoid immune rabbits or streptococcus immune rabbits respond somewhat more vigorously than do normal controls injected with the same substance. However, we think that these relations are explained by the fact that animals that have reacted to such organisms as the typhoid bacil- lus, etc., develop a certain amount of non-specific tolerance against the proteose-like substances which are probably responsible for a not unimportant part of the symptoms caused by the bacteria. Such tolerance has been shown in the experiments made by the writer with Dwyer. To summarize, therefore, we do not think that at present a specific leukocytosis in the sense of Gay and Clavpole has been demonstrated, but believe that an animal, immune to one micro-organism, will have a slight non-specific increase of resistance to other organisms. This does not mean that the immunity is non-specific. The de- struction of living bacteria is still a purely specific process, and this, of course, would determine the occurrence of outcome of an infection. CHAPTER XV FACTORS DETERMINING PHAGOCYTOSIS OPSONINS, TROPINS AND THE OPSONIC INDEX From the very beginnings of his researches upon phagocytosis Metchnikoff recognized that the process was profoundly influenced by the properties of the fluid constituents of the blood plasma in which the phenomenon occurred. Both he and his pupil Bordet,1 at this time working in Metchnikoff’s laboratory, noticed that the phagocytic activity of leukocytes was greater in immune than in normal sera and associated this with the specific properties of the immune substances or antibodies in these sera; Metchnikoff himself interpreted the phagocytosis-enhancing power of the serum as a stimulation of the leukocytes and referred to the serum constituents by which this effect was produced as “stimulins.” A closer analysis of the factors involved in this interrelationship, however, was not attempted at this time by him or his pupils, although indirect ref- erence was made to it in a number of articles emanating from this school in the course of investigations on kindred problems of phago- cytosis. Thus Gabritschewsky,2 in 1894, published a paper on “Leukocytose dans la Diphtherie,” in which he concluded that the poison of diphtheria bacilli, among other harmful effects, diminished the phagocytic power of the leukocytes, and that one of the beneficial influences of the curative serum was to render these and other cells “less sensitive to the bacterial poisons.” This may be interpreted as indicating an assumption that the action of an immune serum iu increasing phagocytic activity rested rather upon its influence upon the bacterial products than upon any stimulation of the phagocytes themselves. However, in diphtheria the action of the leukocytes was, even at this time, recognized as a merely secondary one, and Gabritschewsky’s results did not materially influence the “stimulin” conception. The first extensive investigation which occupied itself directly with these problems was that of the Belgian bacteriologists Denys and Leclef.3 The publication of these workers deals primarily with the nature of streptococcus immunity in rabbits. It established, first 1 Bordet. Ann. de VInst. Past., 1895. 2 Gabritschewsky. Ann. de VInst. Past., 1894. 3 Denys and Leclef. La Cellule, 11, 1895. 373 374 INFECTION AND RESISTANCE of all, the paramount importance of phagocytosis in the resistance of animals against these bacteria, and made clear that the destruction of bacteria was carried out equally as well by the leukocytes of nor- mal as by those of immune animals, but was powerfully enhanced when either normal or “immune” leukocytes were combined with immune serum. Their work, therefore, indicated again that the in- creased phagocytosis of virulent bacteria, taking place in immune animals, depended clearly upon alterations in the functions of the serum rather than in those of the cells, and they suggested that the influence of this serum was not necessarily one of leukocyte stimulation, but might rather consist in action upon the bacteria, rendering them less resistant to phagocytosis. They say in sub- stance : “A notre avis, on pourrait tout aussi bien admettre que la substance vaccinante ou antitoxique agit, non pas sur le leukocyte, mais sur un poison renferme dans le corps du microbe ou dissous dans le milieu, et qui preserve le micro-organisme contre les at- teintes du leukocyte.” 4 In this statement we have, in brief, the distinct formulation of our present view of the “opsonins.” 5 Observations with pneumococci and streptococci carried out after this by Marchand 6 and by Mennes,7 whose investigations wre cannot discuss in detail, beside confirming most of the observations of Denys and Leclef, brought out especially the relation of the virulence of micro-organisms to phagocytosis, showing that very virulent strains were taken up to a slight degree only in the presence of normal serum, but were subject to active phagocytosis when im- mune serum was employed. This, too, seemed to point primarily to the fact that the serum influenced rather the bacteria than the phagocytes, although no convincing proof is brought for this in their publications. Though much that had bearing indirectly on this problem was written during the following years, no definite progress was made beyond the results of Denys and his pupils until 1902, when Leischman 8 introduced a technique by means of which it be- 4 In our opinion one can just as well believe that the vaccinating or anti- toxic substance acts not upon the leukocyte but upon a poison inclosed within the body of the bacteria or dissolved in the medium, which preserves the micro-organism against the attacks of the leukocyte. 6 Denys formulated this view with still greater clearness and positiveness at the Congress of Hygiene held at Brussels in 1903. We take our citation from the discussion on opsonins by Gruber (3d meeting Freie Yereinigung f. Mikrobiol., Vienna, 1909, Centralbl. f. Bakt., I Ref., Vol. 44, Suppl. p. 3). Following is Denys’ statement: 1. The phagocytosis in immune sera is de- pendent upon substances which are precipitated with the euglobulins. 2. These substances cause phagocytosis by inciting a physical alteration of the micro-organisms. 3. These substances are specific. 6 Marchand. Arch, de Med. Exp., 1898. 7 Mennes. Zeitschr. f. Hyg., Vol. 25. 8 Leischman. Brit. Med. Jour., Vol. 2, 1901, and Vol. 1, 1902. FACTORS DETERMINING PHAGOCYTOSIS 375 came possible to observe the process of phagocytosis with fresh serum and leukocytes in vitro. By utilizing this technique and improving upon it Wright and Douglas in the following year (1903) evolved a method by means of which phagocytic activity could be quantitatively measured with reasonable accuracy. They worked at first with staphylococcus phagocytosis by human leukocytes in the presence of human citrate plasma, a research undertaken primarily because Wright,9 in collabo- ration with Windsor, had previously determined that human blood serum possessed practically no bactericidal power for this organism, and that phagocytosis was probably the chief mechanism of protection which the human body possessed against these bacteria. The re- searches of Wright and Douglas 10 were carried out chiefly by mixing equal volumes of bacteria, serum, and leukocytes (in citrate sus- pension),11 allowing these elements to remain together at 37.5° C. for varying periods, then staining on slides and determining the degree of phagocytosis by counting the numbers of bacteria taken up by each polynuclear leukocyte. Though many technical difficulties had to be overcome, and although the method at its best still permits of much personal error, careful work and untiring repetition made possible a considerable degree of accuracy, and definite facts regard- ing the mechanism of phagocytosis, heretofore merely suspected, could be recorded. The most important result of these investiga- tions was the unquestionable establishment of the function of serum in the process of phagocytosis, namely, that it in no way “stimu- lated” the leukocytes in the sense of Metchnikoff, but rather acted entirely upon the bacteria, preparing them for ingestion. For this reason Wright coined the word “opsonins” (6\f/oveoo = I prepare food) for the serum constituents which brought about this effect, believing them to be new antibodies, entirely distinct from the other serum antibodies heretofore recognized. Wright and his followers now concluded that the role of the leukocyte in taking up bacteria was entirely dependent upon the opsonin contents of the serum. In a menstruum containing no serum, or in a serum in which the opsonins had been destroyed by heat, they found practically no phagocytic action on the part of washed serum-free leukocytes, and they, therefore, doubted the oc- currence of spontaneous phagocytosis on the part of leukocytes themselves. In this point it is not unlikely that Wright is mistaken, since 9 Wright and Windsor. Jour. Hyg., Yol. 2, 1902. 10 Wright and Douglas. Proc. Roy. Soc., 72, 1903, 73 and 74, 1904. See also Wxight, “Studien iiber Immunisierung,” Fischer, Jena, 1909. 11 At first bacteria were merely mixed in equal volumes with eitrated whole blood. 376 INFECTION AND RESISTANCE other observers, notably Lohlein,12 have observed the phagocytosis of various bacteria by washed leukocytes in indifferent, opsonin-free media. Although we may take it as assured that such spontaneous phagocytosis may take place (Metchnikoff and a number of others having obtained results similar to those of Lohlein), this is prob- ably never very intense. In fact, Wright, in some of his later work, does not insist rigidly upon the non-occurrence of spontaneous phagocytosis, but attempts to associate such phenomena with the salt contents of the medium in which it occurs. Together with Reid,13 he determined that spon- taneous phagocytosis of tubercle bacilli unquestionably takes place, is most intense at a concentration of about 0.6 per cent. ISTaCl, and diminishes as the concentration is increased. This, as we shall see, has bearing on the possible physical explanations advanced to ac- count for opsonic action, and has its parallels in experiments on the influence of electrolytes on agglutination and precipitation. The fact remains that Wright demonstrated by his work that Metchnikoff’s original view, which interpreted the difference be- tween susceptibility and immunity as a difference between the in- herent phagocytic powers of the leukocytes, is incorrect, and that the essential regulating influence affecting phagocytosis rests upon the action of the serum upon the bacteria. The following experiment from the work of Hektoen and Rue- diger 14 illustrates this point with exceptional clearness. It shows that human leukocytes in the presence of normal defibrinated blood will take up bacteria energetically. When the leukocytes, however, are washed free of blood and added to untreated bacteria phago- cytosis is practically nil. If, however, such washed leukocytes are mixed with bacteria that have been previously in contact with serum active phagocytosis will take place. In other words, the bacteria have been altered by the serum in such a way that they are now amenable to phagocytosis by washed leukocytes. The serum then acts upon the bacteria and not upon the leukocytes. TABLE II Phagocytosis by Human Leukocytes of Sensitized Bacteria Average Phagocytosis Human leukocytes (defibrinated blood) + Staphylococcus aureus... 22. Human leukocytes (washed in NaCl solution) + Staphylococcus aureus 1.2 Human leukocytes (washed in NaCl solution) + Staphylococcus aureus (treated with human serum) 10. Human leukocytes (defibrinated blood) + Streptococcus 300 22. 12 Lohlein. Centralbl. f. Bakt., 38, 1906, Beiheft, p. 32; also Munch, med. Woch., 1907, p. 1473. 13 Wright and Reid. Proc. of Roy. Soc. B., Yol. 77, 1906. 14 Ilektoen and Ruediger. Jour. Inf. Dis., Yol. 2, 1905, p. 132. FACTORS DETERMINING PHAGOCYTOSIS 377 Average Phagocytosis Human leukocytes (washed in NaCl solution) + Streptococcus 300.. 1. Human leukocytes (washed in NaCl solution) + Streptococcus (treated with human serum) 14. Human leukocytes (washed in NaCl solution) + Streptococcus (treated with guinea pig serum) 12. Human leukocytes (washed in NaCl solution) + Streptococcus (treated with rabbit serum) 14. Wright and Douglas’ 15 work was done at first with normal serum or normal citrate plasma, and in this case they found that the opsonins were essentially unstable, being easily weakened by ex- posure to light, or heat, and even when preserved in sealed tubes in the dark they diminished noticeably on standing for 5 or 6 days. Other writers who have worked with the opsonic substances in nor- mal serum have confirmed this instability of the normal opsonin, although even Wright himself admits that heating to 60° C. does not entirely destroy the opsonic power, though it reduces it to a mini- mum. A protocol from Wright and Douglas’ first paper will best illustrate the degree of reduction of opsonic power resulting from the exposure of normal serum to 60° to 65° C. for 10 to 15 minutes. A. Unheated serum Wright—Staphylococcus suspension 1 vol.-—Blood cells Wright 3 vols. (1) Phagocytic average 20 cells 17.4 (2) Phagocytic average 20 cells 19.8 B. Heated serum as above. (1) Phagocytic average 52 cells 0.6 (2) Phagocytic average 46 cells 3.4 The experiments just cited refer only to the opsonic powers of normal serum. When an animal is immunized with any particular micro-organism or other cellular antigen, such as red blood cells, etc., a marked specific increase of opsonins occurs, but unlike the opsonins of normal serum these newly formed elements in the im- mune serum seem to possess a much greater resistance to heat. Neufeld and Kimpau,16 who have studied these constituents of immune serum with especial thoroughness, have shown that heating to 62° to 63° C. for as long as three-quarters of an hour does not destroy them,, and that such sera may he preserved for as long as several years without their complete disappearance.17 We may accept as definitely determined, therefore, that there is a qualitative difference between the serum components which initiate 15 Wright and Douglas. Cited in Wright, “Studien iiber Immun., etc.,” P- 9. 16 Neufeld and Rimpau. Deutsche med. Woch., No. 40, 1904; Zeitschr. f. Hyg., Yol. 51, 1905. 17 Leishman. Trans. London Path. Soc., Yol. 56, 1905. 378 INFECTION AND RESISTANCE phagocytosis in normal serum (normal opsonins) and those which carry out the same function to a much more powerful degree in immune serum. This is the more surprising since, in the case of all other antibodies (lysins, agglutinins, etc.), it has been shown that in structure and mode of action the antibodies of immune serum are in every way qualitatively similar to the corresponding ones of nor- mal serum,18 representing merely a specific quantitative increase of substances originally present in small amount. This difference between the normal and immune opsonic sub- stances has added much difficulty to the investigation of the nature of these bodies, and we may approach the problem with greater clearness by considering them separately, at first, attempting to define the relations between them after we have set down the facts ascertained in connection with each. Relation of Opsonins to Alexin and Other Antibodies.—In their earliest investigations upon the normal opsonins Wright and Douglas19 regarded them as new antibodies, separate and dis- tinct from those already known. There is no convincing proof of this, and a number of other interpretations of the observed phe- nomena are possible. Indeed, the burden of proof is rather upon those who would establish the existence of a new antibody, for before this can be done it must be shown that the new function is not merely another property of the serum constituents already known. For, as Gruber has justly said, “One of the most important attributes of the natural scientist is economy of hypotheses.” And in the case of the normal opsonins there are many good reasons for regarding them as possibly identical with known serum constituents. The two possi- bilities suggested have been (1) Are the opsonic substances identical with the alexin or complement ? or (2) Do they represent the com- bined action of the normal sensitizer of the serum activated by the alexin ? The similarity of normal opsonin with alexin or complement has been brought out especially by Muir and Martin,20 by Baecher,21 and by Levaditi and Inmann.22 The fact that both are thermolabile has been mentioned above. In addition to this, as Muir and Martin 23 have shown, all antigen- antibody complexes which absorb alexin out of serum at the same time remove the normal opsonin. Thus sensitized red corpuscles, 18 Dean. Proc. Roy. Soc., 76, 1905. Neufeld and Hiine. Arb. a. d. kais. Gesundh. Amt., Vol. 25, 1907. 19 Wright and Douglas. Loc. cit. 20 Muir and Martin. Brit. Med. Jour., Vol. 2, 1906; Proc. Roy. Soc. B., Yol. 79, 1907. 21 Baecher. Zeitschr. f. Hyg., Yol. 56, 1907. 22 Levaditi and Inmann. C. R. de la Soc. Biol., 1907, pp. 683, 725, 817, 869. 23 Muir and Martin. Loc. cit. FACTORS DETERMINING PHAGOCYTOSIS 379 sensitized bacteria, and specific precipitates added to normal serum take out its opsonic substances. From this fact they also concluded that the normal opsonins like alexin were non-specific. For just as the alexin of a serum may serve to activate a considerable variety of sensitized antigens, so the opsonic action of a normal serum may functionate upon a large variety of bacteria. Muir and Martin were probably wrong in this and, as we shall see below, normal opsonins, like normal sensitizers, may be regarded as specific. Similar to the observations of Muir and Martin are those of Neufeld and Hiine,24 which showed that yeast cells will absorb both alexin and opsonin out of serum. A further similarity between the two serum constituents is the fact that both are absent from the normal fluid of the anterior cham- ber of the eye, but they together appear in it after injury (puncture for the first removal of fluid). A like parallelism between the ab- sence and presence of both has been shown for edema fluids. Furthermore, phosphorus poisoning which reduces alexin likewise reduces opsonin. Although this parallelism is very striking, it does not on this account mean that necessarily the two are identical. It may signify merely that the alexin is a necessary participant in normal opsonic action, essential in that it activates a thermostable opsonic constitu- ent just as it activates hemolytic or bactericidal sensitizer. This opinion has been expressed by Levaditi, Neufeld,25 Dean,26 and others, and indeed it is a conception which seems most logical. For the procedures which remove both alexin and opsonin, as stated above, do not, as a matter of fact, remove all the opsonic action. (Although Neufeld maintains this.27) Studies of Hektoen and others have definitely proved that, though reduced to almost nil, nevertheless heated serum shows definite though slight opsonic action as compared with indifferent menstrua such as salt solution. A similar slight remnant of opsonic action after absorption of normal serum with sensitized cells, bacteria, and precipitates is evident in the protocols of Muir and Martin. The significance of this point be- comes immediately clear when we consider the properties of the bac- teriotropins or immune opsonins, which are heat stable and capable of initiating opsonic action in the entire absence of alexin or comple- ment. It is possible, therefore, that there may be present in normal serum a slight amount of specific thermostable opsonin, which, though capable of acting feebly by itself, is nevertheless powerfully 24 Neufeld and Hiine. Arb. a. d. kais. Gesundh. Amt., Vol. 25, 1907. 25 Neufeld. “Kolle u. Wassermann’s Handbuch,” Erganzungsband 2, p. 313. 26 Dean. Brit. Med. Jour., 2, 1907, p. 1409. 27 In fact he states that heated normal serum may be used as a control in opsonic experiments instead of salt solution. 380 INFECTION AND RESISTANCE activated by alexin—just as bactericidal or hemolytic antibody is similarly activated. One of the most thorough studies upon this question is that of Cowie and Chapin.28 Dean 29 had previously shown that, although heated immune serum was capable of exerting opsonic action by itself, this action could nevertheless be enhanced by the addition of a little diluted fresh normal serum. The particular significance of Dean’s work will be discussed later. Cowie and Chapin, however, carried on similar experiments with normal serum in which they at- tempted to reactivate heated normal serum by the addition of small amounts of diluted fresh serum, by itself but slightly opsonic. One of their experiments may serve to illustrate this point, as follows: Experiment 10. June 13, 1907 Phagocytic count * 1. Unheated serum 15.44 2. Salt solution 0.18 3. Heated serum, 57° C 1.08 4. Diluted serum (1:15) 1.56 5. Heated serum 57° C. + diluted serum (1:15) 12.40 6. Unheated serum + unheated serum 16.08 * Phagocytic count = average number of bacteria in each leukocyte. This experiment and others like it seem to demonstrate clearly that the opsonic action of normal serum, though dependent largely upon alexin, is nevertheless also dependent upon a heat-stable body, comparable to the sensitizer or amboceptor, in that it is reactivable to almost the full power of the original condition (before heating) by slight amounts of alexin—in themselves almost inactive.30 These findings were later confirmed by Eggers,31 and it is plain from this work that the apparent opsonic inactivation of normal serum by heat depends upon the destruction of the heat-sensitive constituent only—the heat-stable substance—surely involved in the process, remaining intact, and reactivable. Closely associated with this phase of the problem is that of the specificity of the normal opsonins. For if, as at first supposed, the normal opsonins are, like complement or alexin, non-specific, the above amboceptor-complement structure of this mechanism would be rendered unlikely. Earlier work upon this question was con- 28 Cowie and Chapin. Jour. Med. Res., Yol. 17, 1907, pp. 57, 95 and 213. 29 Dean. Loc. cit. 30 In earlier experiments Hektoen and Ruediger33 did not succeed in reactivating heated sera and concluded that normal opsonins had the hypo- thetical structure of toxins in that they possessed a haptophore and an opsonophore group. From this point of view Hektoen has subsequently receded largely because of work done under his own direction. 31 Eggers. Jour. Inf. Dis., Yol. 5, 1908. FACTORS DETERMINING PHAGOCYTOSIS 381 tradictory. Bulloch and Western,32 working with staphylococci and tubercle bacilli, found that each of these organisms absorbed out separately specific opsonins from normal serum, leaving those for other bacteria but slightly reduced. Slight reduction of the opsonic action for other micro-organisms might easily be explained by a partial removal of complement which is bound to take place in such experiments. Simon, Lamar and Bispham,33 and some others failed to find any such specificity. Russell,34 Axamit and Tsuda,35 and a number of others obtained similar negative results—in that a num- ber of different bacteria seemed to absorb opsonins out of normal serum indiscriminately and without specificity. On the other hand, more recent careful work by Rosenow,36 by Macdonald,37 and by Hektoen 38 has upheld the original contention of Bulloch and West- ern. The work of Rosenow, in which pneumococci were shown to absorb out their specific opsonins from normal human serum, taking out in part only those for streptococci, staphylococci, and tubercle bacilli, is especially convincing, and the experiment of Hektoen with normal hemopsonins (opsonins which cause the phagocytosis of red blood cells) bear him out. It seems fair to conclude, therefore, that normal opsonins de- pend upon the cooperation of a heat-stable and a heat-sensitive body. The heat-stable body, analogous to normal sensitizer or amboceptor, is specific and reactivable by the heat-sensitive body which appears to be identical with alexin. This statement merely asserts the facts of the dual mechanism of the process without assuming necessarily the identity of the heat-stable body with sensitizer or that of the heat- sensitive one with alexin, though this seems extremely probable. This question we will discuss again more particularly in connec- tion with the bacteriotropins or immune opsonins. Further proof for such a complex constitution of the normal opsonins has been adduced by means of absorption experiments at 0° C.—by Cowie and Chapin. In our discussion of the lytic anti- bodies we have seen that sensitizer or amboceptor may be absorbed from serum by its specific antigen at 0° C.—but that the attachment of alexin takes place only when the temperature is raised above this. Practically no alexin is bound at the low temperature. Cowie and Chapin, applying this method of investigation, showed: 1. That normal human serum may have its opsonic power for staphylococci removed by absorption with staphylococci at 0° C. 32 Bulloch and Western. Proc. Boy. Soc. B., 77, 1906. 33 Simon, Lamar, and Bispham. Jour. Exp. Med., Yol. 8, 1906. 34 Russell. Johns Hopkins Bull., Vol. 18, 1907. 35 Axamit and Tsuda. Wien. klin. Woch., Yol. 20, No. 35, 1907. 36 Rosenow. Jour. Inf. Dis., Vol. 4, 1907. 37 Macdonald. Quoted from Hektoen, loc. cit.; Aberdeen TJniv. Studies, Vol. 21, 1906, p. 323. 38 Hektoen. Jour. Inf. Dis., Yol. 5, 1908. 382 INFECTION AND RESISTANCE 2. Serum so treated retains the power of reactivating the op- sonin of heated normal serum. 3. Staphylococci so treated are more easily subject to phago- cytosis in the presence of dilute normal serum, or normal serum which has been inactivated by contact with staphylococci in the cold, than are the same bacteria untreated. Kurt Meyer 39 has carried out similar experiments with paraty- phoid bacilli and normal serum, and, though his work is less exten- sive, he reaches the same conclusion as Cowie and Chapin. We may accept, therefore, as fairly well established that the opsonic power of normal serum depends upon a complex mechan- ism consisting of (a) a thermostable substance comparable to amboceptor or sensitizer, probably specific, but present in very small amount, and (b) a thermolabile substance probably identical with alexin or complement which powerfully, but non-speci- fically, enhances the slight opsonic power of the thermostable substance. In considering this conception, together with the subsequent dis- cussion of bacteriotropins or immune opsonins, it will be well to remember that in normal inactivated sera the thermostable opsonic constituent differs in its action from the bodies we speak of as ambo- ceptors or sensitizers in that it may functionate for phagocytosis by itself—entirely without alexin—while neither bactericidal nor he- molytic effects can be brought about by sensitizer alone. Does this definitely exclude the identity of this thermostable opsonic substance and sensitizer? It is indeed an argument against identification, but in opsonic action, we must remember, there is merely a sensitization to the action of the phagocyte. This phagocyte may in itself be capable of furnishing a small amount of substance comparable in action to alexin—in fact, we have seen that the origin of alexin from leukocytes is still suspected by a number of workers. At any rate the phagocyte is a living cell which may well be capable of supplying in itself to some degree the necessary activation, and therefore the difference cited above is not necessarily a proof that the normal thermostable opsonic constituent is different from normal sensitizer or amboceptor. The difference between the opsonic action of normal serum and that of immune serum, then, is the fact that heating to from 56° to 60° C. almost completely destroys the former, whereas it has but slight if any diminishing effect upon the latter. The immune op- sonins, or, as Neufeld and Rimpau have called them, bacteriotropins, therefore are thermostable. This was determined as early as 1902 by Sawtschenko,40 and was subsequently studied with great accuracy 39 Kurt Meyer. Berl. klin. Woch., 1908, p. 951. 40 Sawtschenko. Ann. de VInst. Past., Yol. 16, 1902, quoted from Levaditi. FACTORS DETERMINING FHAGOCYTOSIS 383 by Neufeld and Rimpau,41 Neufeld and Topfer,42 Dean,43 Hektoen,44 and others. It was shown that when an animal is immunized with any given bacterium or other cellular antigen (blood corpuscles, etc.) opsonic substances specific for the particular antigen appear in considerable quantities, and these are but slightly, if at all, dimin- ished when the serum is heated; Neufeld and Hiine 45 found that heating for as long as three-quarters of an hour to 63° C. did not noticeably reduce the activity of the bacteriotropins of immune serum, and that, again, unlike the normal opsonins, prolonged pres- ervation, under sterile conditions, changes them but slowly. These facts alone indicate a close similarity between the bac- teriotropins and the other well-known thermostable constituents of immune sera, and the question here again immediately arises whether we are to regard them as identical with any of the other specific antibodies or as distinct substances independent of these. It was suggested early in these investigations by Muir and Mar- tin that bacteriotropins might be identified with agglutinins, inas- much as they possessed resistance to heat, were active without ap- parent dependence upon alexin, and could not, at least in the earlier studies, be reactivated by the addition of fresh normal serum when once inactivated. The supposition was that for this reason the bac- teriotropin might have a structure like the hypothetical “haptines of the second order” which Ehrlich attributes to the agglutinins. This supposition has found no experimental support in that ag- glutination and bacteriotropic effects did not run parallel. We our- selves are not ready to admit that such lack of parallelism is proof against their identity. However, since it is very probable that both agglutination and precipitation are merely phenomena of colloidal flocculation effects which follow certain quantitatively adjusted com- binations of antigen and specific antibody, and that it is not at all necessary to assume separate agglutinating or precipitating serum constituents, this problem becomes merely another version of the question of the identity of bacteriotropins and sensitizer or ambo- ceptor. Apart from thermostability, further similarity lies in the fact that bacteriotropins are strictly specific and may be specifically ab- sorbed out of immune sera by their respective bacteria. Like amboceptor or sensitizer they are specifically increased to a powerful degree by the treatment of animals with any given micro- organism and may be incited not only by the injection of bacteria but by that of blood cells as well. In spite of these points of likeness, 41 Neufeld and Rimpau. Deutsche med. Woch., No. 40, 1904; Zeitschr. f. Hyg., 51, 1905. 42 Neufeld and Topfer. Centralbl. f. Bakt., 1, 38, 1905. 43 Dean. Proc. Boy. Soc. B., 76, 1905. 44 Hektoen. Jour. Inf. Dis., 3, 1906, and loc. cit. 45 Neufeld and Hiine. Arb. a. d. kais. Gesundh. Amt., Vol. 25, 1907. 384 INFECTION AND RESISTANCE however, Neufeld 46 and his associates maintain rigidly that the two substances are not the same and that the bacteriotropins are distinct and independent antibodies. Among the reasons advanced in support of this opinion are the facts that certain immune sera, both antibacterial and hemolytic, may contain bacteriotropins without containing lysins and vice versa. That this is undoubtedly true has been shown not oidy by Eeufeld and his associates but by Hektoen 47 and others, and it is likewise a fact that in sera in which both functions are demonstrable they fre- quently do not run quantitatively parallel. These are unquestionably strong arguments, but their force is somewhat weakened, as Levaditi has pointed out, by the fact that there are many varieties of bacterial immune sera which undoubtedly sensitize the specific bacteria (as can be shown by alexin fixation), but which do not lead to bacteriol- ysis. Wassermann 48 also attaches little value to the lack of parallel- ism between the lytic and opsonic functions, expressing the belief that the solubility of the particular antigen may determine whether sensitization leads to phagocytosis or to lysis. With bacteria like the cholera spirillum rapid lysis takes place, but when, as in pneumo- cocci or streptococci, there is great resistance to lysis, sensitization may lead to delayed lysis anticipated by leukocytic accumulation, phagocytosis, and intracellular digestion. It by no means follows from mere lack of parallelism, therefore, that the two serum functions are dependent upon separate antibodies. Another important argument advanced against the identification of bacteriotropins with the bactericidal sensitizers or amboceptors is the fact that the former lead to phagocytosis without the participa- tion of alexin, whereas the latter become active for lysis only when alexin is present. This point also has constituted Neufeld’s strongest support for maintaining that the bacteriotropins or immune opsonins are entirely distinct from the normal opsonins. It is true, indeed, that immune serum, unlike normal serum, may opsonize powerfully even after heating to temperatures which destroy alexin. If we regard the heat-stable lytic antibody as an amboceptor in the strict sense of Ehrlich, as a specific “Zwischenkorper” with a complementophile group, this argument would have considerable weight. Even in this case, however, strong sensitization of the bac- teria may make them amenable to the living cells—the phagocytes— which in itself may furnish a slight amount of alexin or alexin-like substances. We may regard the action of the immune serum upon the antigen as rather a sensitization in the sense of Bordet, and it does not seem 48 Neufeld and Topfer. Centralbl. f. Baht., 1, 38, 1905. 47 Hektoen. Jour. Inf. Dis., 6, 1909. 48 Wassermann. Deutsche med. Woch., Yol. 33, No. 47, 1907. FACTORS DETERMINING PHAGOCYTOSIS 385 logical to assume that the heat-stable bodies, similar in other respects, are different merely because they can sensitize bacteria both to the action of an alexin and to that of a living cell, which in itself surely contains a number of different enzymes, comparable functionally to alexin, though possibly not identical with it. Indeed, the experiments of Dean have given much positive evi- dence in favor of regarding the immune opsonins or bacteriotropins as true amboceptors or sensitizers. Dean49 found that, although heated immune serum may unquestionably opsonize by itself, its action may be still further enhanced by the addition of a little diluted normal serum (compare these results with those of Cowie and Chapin on normal opsonins). Hektoen’s 50 experiments with hemopsonic immune sera are analogous. We cite one of these as illustrating the point in question: Phagocytosis of Goat Corpuscles under the Influence of Goat-hlood-immune Rabbit Serum, and Normal Guinea Pig Complement (Table from Hektoen, loc. cit.) TABLE i Immune serum Normal guinea pig serum Phagocytosis .001 4. .001 + .01 20. .01 0 Here, therefore, the diluted immune serum, but slightly cyto- tropic in itself, was powerfully activated by a diluted unheated nor- mal serum, which in itself was entirely inactive. Indeed, an experiment by Heufeld himself, with Bickel,51 points in the same direction. They found that, when a heated specific hemo- lytic serum was added to the homologoiis cells in such small quanti- ties that it no longer exerted cytotropic (opsonic) action, the addi- tion of a small amount of alexin, too small to lead to hemolysis of the cells (and not by itself cytotropic or hemopsonic), caused active phagocytosis. Analogous experiments upon bacterial antisera were carried out by Levaditi and Inmann. It thus appears that, even in the case of the immune opsonins or bacteriotropins, we may think of a participation of two substances—a sensitizer-like one and one com- parable to alexin or complement. We may, at least, infer that the full opsonic action both of normal and immune sera is dependent upon the cooperation of two such bodies. It is likely, therefore, that the mechanism of normal and of immune opsonic action may, after all, differ only in quantitative relations between the two. For assuming this to be an antibody-alexin mechanism like hemol- 49 Dean. Proc. Roy. Soc. B., 79, 1907. 50 Hektoen. Jour. Inf. Dis., Yol. 6, 1909, p. 67. 51 Neufeld and Bickel. Arb. a. d. kais. Gesundh. Amt., Yol, 27, 1907, 386 INFECTION AND RESISTANCE ysis, we may recall the work of Morgenroth and Sachs on the rela- tions between amboceptor and complement in hemolysis. There we saw that a large amount of amboceptor would cause hemolysis in the presence of a small amount of complement and vice versa. There- fore, here, too, in normal serum the small quantity of amboceptor or specific thermostable opsonin (bacteriotropin) may act very power- fully in the presence of the alexin. When the latter is destroyed, however, the minute quantity of specific thermostable opsonin is hardly enough to do more than initiate slight phagocytosis of com- paratively non-resistant bacteria, whereas the large amount of spe- cific sensitizer left in immune sera after inactivation may still lead to strong bacteriotropic action. In outlining this explanation we have consistently drawn upon the analogy between thermostable op- sonin and amboceptor or sensitizer. Whether or not these two sub- stances are identical is by no means positively determined and must be considered an open question for the present. However, from the above, it seems to us that much testifies in favor of such an identi- fication.52 The preceding discussions have ignored the possibility that apart from opsonic or bacteriotropic action on the bacteria there may be a difference in phagocytic energy which depends upon inherent prop- erties of the leukocyte itself. Indeed, the technique by which the researches of Wright and his followers were carried out does not in any way take into account the source of the leukocytes as a possible variable factor. There is, however, a considerable amount of evidence which points to differ- ences in phagocytic powers residing in the leukocytes themselves independent of the serum. Park and Biggs 53 have claimed such differences for the leukocytes of normal persons in the phagocytosis of staphylococci, and more extensive researches have been made with similar results, in the case both of staphylococci and tubercle bacilli by Glynn and Cox.54 The last-named authors, moreover, recognized the necessity, in making such investigations, of experimenting with leukocyte emul- sions containing approximately the same number of cells, for, as Fleming55 had shown, if unequal leukocytic emulsions are used, less phagocytosis per cell occurs in the emulsion containing the greater number of leukocytes. This phase of the subject has been taken up most thoroughly by Hektoen 56 and his associates, and Bose- 52 Pfeiffer (quoted from P. Th. Muller) regards opsonic action as due to a combined action of amboceptor and complement and speaks of it as an “Andauung” of the bacteria for the leukocyte—which we may translate best as a partial predigestion. 53 Park and Biggs. Jour. Med. Res., Vol. 17, 1907. 54 Glynn and Cox. Jour. Path, and Bad., 14, 1910. 55 Fleming. Praditioner, London, Vol. 80, 1908. 56 Hektoen. Jour. A. M. A., Vol. 57, No. 20, 1911. j FACTORS DETERMINING PHAGOCYTOSIS 387 now,>7 has made careful comparative studies on pneumococcus phagocytosis, in which he standardized the leukocytic suspensions by actual cell counts. His work as well as that of Tunnicliff,58 of the same school, has shown definitely that the inherent phagocytic power of leukocytes may vary not only in health and disease, but differences may exist between the cells of apparently normal people. Tunni- cliff showed, for instance, that at birth the leukocytes are less active than in adult life. For accurate experimental work, therefore, as well as in theoret- ical reasoning upon problems of phagocytosis, it is necessary to bear in mind the possible inherent variations in the leukocytes themselves. Of the three factors concerned in the process of phagocytosis, then, we have considered two, the serUm and the leukocytes. The former we have seen exerts a powerful determinative influence on the process, the latter a less marked influence, though still definite and measurable. We have still to discuss the bacteria themselves as variable factors in determining the degree to which phagocytosis may take place. This problem was first investigated by Denys and Marchand in connection with their work upon streptococcus immunity, and was further studied in detail by Marchand. Marchand 59 showed that leukocytes would readily take up non-virulent streptococci in the presence of normal serum, but that under similar conditions virulent streptococci were not phagocyted at all or to a very slight degree only. He determined further that this resistance to phagocytosis remained unchanged after the virulent organisms had been killed by heat, and washed clean of culture fluid. It seemed, therefore, that the resistance depended upon a condition of the bacterial body and not upon substances secreted and given off to the environment. These experiments, as well as similar work bv Mennes,60 Gruber and Futaki,61 and others make it clear that differences in virulence between different species of bacteria, as well as between different strains of the same micro-organism, depend, at least in part, upon the resistance which the bacterial bodies oppose to ingestion by the leukocytes. We must distinguish clearly here between these appar- ently purely “antiopsonic” bacterial properties and those supposedly “antichemotactic” substances which are conceived as a cause for virulence by Deutsch and Feistmantel 62 and by Bail 63 in his so- called “aggressins.” The latter are supposed to be secreted bacterial 57 Rosenow. Jour. Inf. Dis., 7, 1910. 58 Tunnieliff. Jour. Inf. Dis., 8, 1911. 59 Marchand. Arch, de Med. Exp., No. 2, 1898. 60 Mennes. Zeitschr. f. Hyg., Yol. 25, 1897. 61 Gruber and Futaki. Munch, med. Woch., 1906. 62 Deutsch and Feistmantel. Quoted from Sauerbeck, Eubgrsch und Ostertag, Yol. 2, 1906. 33 Rail. Arch. f. Hyg., Yol. 52, 19Q5., 388 INFECTION AND RESISTANCE substances by means of which the leukocytes are held at bay. The properties we are, at present, considering are probably in no wav antichemotactic, but oppose purely the actual ingestion by the leukocyte, nor do they seem to depend upon the secretion of sub- stances which injure the leukocytes. For, in the first place, a profuse accumulation of leukocytes may follow the injection of virulent micro-organisms, and Denys (quoting from Gruber) has seen active phagocytosis of virulent pneumococci, but none of virulent streptococci when antipneumococcus serum was injected with the mixture. Rosenow 64 has carried out a thorough investigation dealing wfith these relations in pneumococcus infection. Seventy-five strains of this organism were all found non-phagocytable when first isolated and the resistant condition was associated with virulence for rabbits and guinea pigs. It was found, moreover, that the resistance to phagocytosis was dependent upon the inability to absorb opsonin. For, while phagocytable non-virulent pneumococci absorbed specific opsonin from serum, the virulent ones failed to do this in proportion to the degree of their virulence. Furthermore, extraction of the bodies of the virulent organisms in RaCl solution yielded a substance which inhibited the action of pneumococcus opsonin—a true anti- opsonin—which he speaks of as “virulin.” This discovery, if con- firmed, would supply us with a very simple explanation for some phases of the problem of virulence. It is, indeed, likely that the antiopsonic property is closely bound up with chemical and struc- tural changes which take place in the bacterial cell as it adapts itself to the parasitic conditions. This is plain from the fact that pneumo- cocci and some other bacteria will rapidly lose their virulence when cultivated on artificial media devoid of animal serum, will retain it longer if grown on some serum media, and will rapidly regain it if passed through animals. The formation of a capsule is unquestion- ably a morphological evidence of such a change. Habitually capsu- lated bacteria, like the Friedlander bacillus, and Streptococcus muco- sus, are of fairly constant virulence, while in other micro-organisms like the pneumococci, anthrax bacillus, plague bacillus, and certain other streptococci, the formation of a capsule goes hand in hand with an increase of virulence. By the aid of this morphological earmark of virulence, moreover, Gruber and Futaki have obtained further proof that the resistance to phagocytosis in these cases is due to the nature of the bacterial cell body rather than to any secreted anti- opsonic substances. For, after the injection of anthrax bacilli into guinea pigs, they saw that leukocytes would take up uncapsulated bacilli, apparently picking them out of the midst of surrounding capsulated organisms which they were unable to ingest. 64 ftosenow, Jour. Inf. Dis., Yol, 4, 1907, FACTORS DETERMINING PHAGOCYTOSIS 389 THE OPSONIC INDEX Wright’s65 investigations upon phagocytosis were, indirectly, the outcome of his earlier work upon antityphoid vaccination. His purpose in these studies had been a purely practical one, and he had attempted to obtain a guide for the dosage and the interval be- tween injections by measuring the bactericidal and agglutinating powers of the blood serum. In the case of typhoid immunization this was indeed a practicable method of control, since the bacteri- cidal power of the blood serum rose directly as the immunization of the patient was attained. In the cases of many other bacteria, how- ever, this method of study was not practicable, and Wright, as.others before him, did not find a regularly increased specific bactericidal power in the blood sera of immunized animals or of patients con- valescing from infections with such bacteria as the staphylococcus, streptococcus, Micrococcus melitensis, the Bacillus pestis, and a num- ber of others. In fact, together with Windsor,66 he showed that nor- mal human blood has practically no bactericidal power for pyogenic staphylococci and that antistaphylococcus inoculations or recovery from an infection do not result in the production of such proper- ties in the serum. These determinations are practically identical with Nutt all’s 67 earlier studies on the same bacteria and, indeed, cor- respond with the data obtained by Metchnikoff and his followers in their work on anthrax infection. For, in discussing these investi- gations, we saw that very often the serum of a comparatively resist- ant animal is less potently bactericidal than that of a more suscep- tible one. We need only recall the difference between rabbits and dogs in this respect. The serum of the former is more strongly bac- tericidal than that of the latter, and yet rabbits are the far more susceptible animals. These relations have been studied with great care, also, by Petterson.68 It was logical in such cases to look for the cause of resistance in the activity of the phagocytes, and this, we have seen, Metchnikoff did successfully in a large series of cases, both as regards natural and acquired immunity. Yet the controversy between the strictly humoral and the cellular schools was by no means regarded as closed, especially since, in such cases as typhoid infection, the parallelism between increased resist- ance and extracellular bactericidal power was so plainly evident, while in this disease particularly (for technical reasons which will become clear as we proceed) no such parallelism with phagocytosis could at first be shown. It was because of such apparent confusion 65 Wright. Lancet, 1902; Practitioner, Yol. 72, 1904. 66 Wright and Windsor. Jour. Hyg., Vol. 2, 1902; and Wright, Lancet, 1900 and 1901. 67 Nuttall. Zeitschr. f. Hyg., Yol. 4, 1888. 68 Pettersou. Centralbl. f. BaJct., Vol, 39, 390 INFECTION AND RESISTANCE that Leishmann 69 undertook to study again the relation of phago- cytosis to active immunity, chiefly upon staphylococcus cases that were being “vaccinated” therapeutically by Wright himself. In order to obtain a numerical measure of the degree of phago- cytosis, he developed a simple technique which, though crude, served to give him the information he sought. It consisted in taking small quantities of the blood of patients and mixing these in capillary pipettes with equal volumes of bacteria suspended in salt solution and thus incubating them. The mixtures were then placed on slides, covered with a cover- slip, and incubated at 37° C. for varying periods. At the end of incubation the preparations were smeared upon slides and stained by Leishmann’s modification of the Romanowski method, the num- ber of bacteria in a large series of leukocytes counted and an average taken. This method had many serious flaws, chief among them bein. ably the increased opsonic power of the patient brought about by the specific sensitization of the bacteria. In addition to this there is, in many cases an active intravascular agglutination of the bacteria, as shown by Bull for animals infected with pneumococci and typhoid bacilli. By this the bacteria are clumped in the capillaries of some of the viscera where active phagocytosis by fixed tissue cells can then take place. A certain amount of actual neutralization of so-called “endotoxic” substances by the antibacterial sera has also been claimed in the cases of sera prepared with Gram-negative organisms like the typhoid and Dysentery bacilli and the meningococcus, THERAPEUTIC IMMUNIZATION 549 In discussing this subject it must not be forgotten, however, that in most of the diseases which we have classified, on the basis of pre- vailing opinions, as caused by bacteria that do not form true toxins, the formation of such poisons has been claimed by a number of care- ful and eminent observers. In the case of the typhoid bacillus, espe- cially, Chantemesse, Kraus and Stenitzer, and others have claimed the existence of a true toxin and a consequent antitoxin in immune sera. Similar claims have been made for the cholera spirillum by Kraus and Doerr, for the streptococcus by Marmorek, and for the plague bacillus by Markl and Rowland. Since these claims have been made on the basis of extensive experimentation by competent men the question must be left open, and the possibility of antitoxic properties on the part of the sera cannot be completely ignored. Since in most however, the poison-neutralizing properties of the immune sera in this disease have not exceeded more than 1 to 2 multiples of the M L D of the bacterial poisons, it does not seem impossible that the apparent antitoxic properties may have repre- sented merely an acquired tolerance to anaphylatoxic poisons of which we have spoken in another place. Serum Treatment in Epidemic Cerebrospinal Meningitis Serious attempts to produce curative sera against the epidemic form of cerebrospinal meningitis were not made until 1906 and 1907, when this disease appeared epidemically chiefly in Europe, where it appeared most severely in Eastern Germany, and in the Eastern United States. In 1906 Kolle and Wassermann immunized three horses with meningococci, using for immunization purposes the dead organisms followed by living cultures and cultures taken up in distilled water, the so-called artificial aggressins of Wassermann and Citron. They obtained sera of considerable potency when measured against menin- gococcus cultures, and suggested standardizing the sera by comple- ment fixation. They did not at this time treat human beings, but sug- gested the, use of the serum subcutaneously and intravenously in meningitis cases. Very soon after the publication of the work of Kolle and Wassermann Jochmann 56 also produced an antimeningo- coccus serum by immunizing horses with proved meningococcus cul- tures, in his cases making a polyvalent serum by the use of many different strains of fhe organism. The sera which he obtained were highly agglutinating, somewhat bactericidal, and, according to him, not antitoxic. He first succeeded in immunizing guinea pigs against meningococci by injecting the serum 20 hours before infecting the animals. He also treated 40 cases of meningitis in man and ob- 56 Jochmann, Deutsche med. Woch., VqI. 32, 1906, p. 788. 550 INFECTION AND RESISTANCE tained encouraging results in cases treated before the development of hydrocephalus. Believing that possibly intraspinous injection of the serum might offer advantages, he first determined by experiments upon the dead body that the injection of methylene-blue intra- spinously passed from the point of injection in the lumbar regions as far up as the olfactory nerves. After having determined this he treated 17 cases by tapping the spinal canal, taking out 30 to 50 e. c. of spinal fluid and then injecting about 20 c. c. of the serum. Of these 17 cases only 5 died, and Jochmann expresses himself opti- mistically in consequence. Meanwhile Flexner 57 had been working upon the same subject, laying a rather more thorough basis for therapy in careful animal experimentation. He produced the typical disease in monkeys by intraspinous inoculation of the meningococci and then saved the animals from death by following the infection with the injection of serum intraspinously six hours later. In his earlier articles he ex- presses himself with much conservatism, but his studies were con- tinued and extensive opportunity for testing the serum which he then produced, together with Jobling,58 was offered by the continuance of the epidemic throughout the United States. In 1908 Flexner and Jobling reported upon 47 cases treated with the antiserum of which 34 recovered. Of 12 additional cases re- ported in an addendum only 4 died. Flexner 59 records of 1,294 cases that have been treated with the serum prepared at the Rocke- feller Institute. Of this number, unselected and treated in many different parts of the world, 69.1 per cent, recovered. It is of course very difficult to obtain exact comparative data on the efficiency of any method of treatment in a disease as irregular in its clinical mani- festations as epidemic meningitis, especially since the mortality at- tending upon different epidemics is subject to great variations. For this reason we can draw conclusions only from a large statistical material. However, we know that the average mortality of epidemic meningitis before the introduction of specific therapy ranged cer- tainly higher than 65 per cent., and in carefully studied epidemics usually between 70 and 80 per cent. The statistics of Flexner show a mortality hardly exceeding 30 per cent, in unselected cases. It must be remembered in considering the benefits of this serum that in unselected cases there must be many in which the disease has pro- duced marked anatomical changes in the central nervous system before the serum is used. It is well known, of course, that the later manifestations of this disease, which often lead to death with hydro- cephalus, asthenia, and malnutrition, are the remote results of the 57 Flexner. Jour. Exp. Med., Yol. 9, 1907, and J. A. M. A., Vol. 47, 1906, p. 560. 58 Flexner and Jobling. Jour. Exp. Med., Vol. 10, 1908. 59 Flexner. Jour, Exp. Med., Yol. 17, 1913. THERAPEUTIC IMMUNIZATION 551 anatomical injuries produced by the inflammatory reactions accom- panying the earlier manifestations of the acute infection. These conditions of course cannot be expected to yield to serum treatment. It must be assumed, therefore, that were we able to obtain statistics of cases diagnosed and treated soon after the onset the figures would be even more favorable than those stated above. The following mortality table is taken from a bulletin of the Rockefeller Institute published in 1917: COMPARATIVE MORTALITY REPORTED BY VARIOUS OBSERVERS 60 Treatment Begun Flexner, Per cent. Netter, Per cent. Dopter, Per cent. Christo- manos Per cent. Levy, Per cent. Flack, Per Cent. Before third day ... 18.1 7.1 8.2 13.0 13.2 9.09 From fourth to seventh day ... 27.2 11.1 14.4 25.9 20.4 • • • • After seventh day... ... 36.5 23.5 24.1 47.0 28.6 50.00 From the above table, there seems to be very little doubt that the use of the serum has very materially modified the course of the dis- ease, and that serum treatment in meningitis is one of our most im- portant specific therapeutic agents. In view of the fact that we now know that many different types of meningococci exist, serological procedures must be governed by this knowledge. Typing of meningococci in different countries has led to various classifications. The first knowledge concerning the existence of various types resulted from the investigations of Dopter.61 Dopter found that some of the meningococci isolated from cases in and about Paris did not agglutinate in the ordinary so-called normal type serum. This organism he calls the parameningococcus, and its discovery marks the beginning of our serological classification of these organisms. Wollstein62 confirmed Dopter’s work, and showed that in addition to the parameningococcus and the so-called normal strains, there were a considerable number of other variants that could not be classified definitely with either of the other two. During the war, Gordon,63 in England, studied many strains of meningococci obtained from the epidemic which occurred among Canadian and British troops, and divided meningococci into four types, now commonly spoken of as the “Gordon types.” Hot all organisms could be classified definitely into one or the other type, but Tulloch 64 found that of 356 organisms he investigated, 234 agglu- tinated or gave specific agglutinin absorption in one of the four type sera produced by Gordon. Gordon’s Type I corresponds to Dopter’s parameningococcus. His Type II corresponds to the normal or origi- 80 Flexner. Bull. Rock. Inst, for Med. Res., 1917. 81 Dopter. Compt. Rend, de l. Soc. Biol., Yol. 67, 1909, p. 74. 82 Wollstein. Jour. Exp. Med., Yol. 20, 1914. 83 Gordon. Brit. Med. Res. Com. Rep., London, 1915-1917. 84 Tulloch. Jour. Roy. Med. Coll., February, 1918, p. 9. 552 INFECTION AND RESISTANCE nal meningococcus, and his Types III and IV represent intermediate or irregular strains of which there are a large number that shade into one another. In this country we speak of the normal, the para, and intermediate strains. In France three types have been particu- larly worked with, corresponding to the normal, para, and inter- mediate groups, and spoken of as Types A, B, and C. While it is, of course, possible to treat cases with type serum when cultures can be obtained and type determined with sufficient speed, yet the necessity for rapid treatment makes it imperative that we work chiefly with polyvalent serum, giving the first few injections with such serum, and subsequently, as cultures are deter- mining whether the polyvalent serum that is being used includes the particular meningococcus from which the patient is suffering . In America and most countries, at the present time, polyvalent serum is almost entirely used. Horses are immunized with cultures of as many different types as possible. Both the normal and the paratypes, together with as many intermediates as can be collected from different epidemics throughout the country, must be used, and it is this factor, namely, the use of many different races of menin- gococci, which is perhaps the most important one in successful serum production. In laboratories in which serum production is being carried on, a constant survey of cases of meningitis throughout the country should be made, organisms obtained from new cases and tested against the serum. If cultures are received which do not agglutinate in the polyvalent serum, they should be added to the immunizing collection. Much judgment is necessary in this par- ticular respect because the use of too large a number of strains may keep down the potency of the serum for any particular one. Cultures for injection are grown upon agar and are best washed once in salt solution before injection. Usually two or three injec- tions are made on consecutive days, and a rest of 7 to 8 days between treatments is given. The standardization of the serum was first attempted by Flexner and Jobling on the basis of opsonin contents. In some laboratories, complement fixation has been recommended, but the usual method employed at the present time is agglutination. The serum should agglutinate normal and para types in from 1-1,000 or 1-2,000 dilu- tions, and should react with the intermediate strains in dilutions of 1-200 or more. Administration of the Serum.—As we have stated above, the most important factor for success is early diagnosis and immediate treatment with serum. For this reason, responsibility of the physi- cian in properly appraising the case, having his suspicions of epi- demic meningitis aroused early, and doing a lumbar puncture, is a grave one. Delaying several days may materially influence the out- come, as may be seen from the table given above. Fluid from the THERAPEUTIC IMMUNIZATION 553 lumbar puncture should be taken into a sterile centrifuge tube and immediately sent to the laboratory for diagnosis. If the fluid which runs from the needle is turbid, and an immediate Gram stain shows Gram negative micrococci, serum should be administered at once. Moreover, we believe that if such a fluid shows a large number of polymorphonuclear leukocytes and no Gram positive organisms can be found on staining, even in the absence of Gram negative micro- cocci, the chances are in favor of epidemic meningitis since the meningococci undergo rapid autolysis in the spinal fluid, and in some cases it may take a long search before intact micrococci can be found. We would, therefore, be in favor of injecting serum even in such cases if an “acute” exudate is found as shown by the polymorphonu- clear leukocytes and no Gram positive organisms can be seen in smears. If serum is to be injected, spinal fluid should first be taken until the flow slows down to a drop every ten or twenty seconds. The serum is then injected through the same needle, slowly, by gravity, or if this is impossible, very slowly with a syringe. The serum should be at body temperature, and should be injected so slowly that the entire amount shall enter the spinal canal in the course of about ten minutes. It is of the greatest importance that both in withdrawing fluid and in injecting serum, the patient should be very carefully watched for symptoms resulting from the rapid changes in intraspinous pressure. The amount injected must to some extent depend upon the amount of fluid withdrawn, and should be a few cubic centimeters less than the amount taken out. In general, from 25 to 35 c. c. can be injected into an adult, but more may be given if a great deal of fluid has been withdrawn. Sophian recommends a simultaneous taking of the blood pressure and interruption of the procedure if the blood pressure drops suddenly. Serum injections should be repeated as often as indicated until the fluid becomes clear and this repetition must be controlled by clinical observation, and the appearance of the spinal fluid, the num- ber of pus cells, the number of organisms, etc. Since it has recently been shown by Herrick 65 and a number of British observers, that in many cases of meningitis the organisms are in the blood stream even before the meningeal symptoms appear, it is advisable to inject 30 c. c. of the serum intravenously at the time at which the first intraspinous injection is made. Moreover, it is important to remember that during epidemics, there are many cases of meningococcus septicaemia, usually accom- panied by septic temperature, and in which there is often a profuse rash consisting both of red blotches on the skin and petechial spots 65 Herrick. Arch. Inter. Med., Vol. 21, 1918, p. 541. INFECTION AND RESISTANCE 554 not unlike those in typhus fever. Such cases can be diagnosed by blood culture and should be treated by energetic intravenous serum injections. Serum Treatment in Streptococcus Infections The attempts to produce powerful immune sera against strepto- cocci date back to the earliest days of immunology. That the sub- ject is a particularly difficult one follows from the great confusion which has prevailed, and, to a great extent, still prevails, regarding the classification of the streptococci and their interrelationship. There are apparently a large number of different strains of strepto- cocci which vary from each other, not only culturally, but also in regard to agglutination and bactericidal reactions. For this reason it is not at all a foregone conclusion that a serum prepared by the immunization of an animal with a streptococcus of one type will have any protective action against other strains. In all cases in which streptococcus immune serum is at all used it must be remem- bered that the disease produced in human beings by organisms classi- fied among the streptococci are by no means necessarily closely related in biological reactions, and the same immune serum may be extremely potent in one case and entirely useless in another. It has long been known that the hemolytic streptococci which can infect man are of many different antigenic varieties, and the recent work of Dochez, Avery and Lancefield 66 has indicated that many of these organisms can be divided into at least four groups. According to the earlier work of von Pirquet, Dochez and his associates, and Tunnicliff,67 the streptococci which are associated with cases of scar- let fever seem to constitute a separate type. However, in recent cultural studies, Rice has found marked cultural differences between organisms from this source. This question is still an open one, though the mass of evidence seems to point to a general serological similarity between the scarlatinal hemolytic streptococci. There are, nevertheless, a large number of hemolytic organisms which cannot be grouped together, and in which serological reactions seem to shade one into the other. In the viridans groups, this heterologous con- dition is still more marked, and studies such as those of Kinsella and Swift 68 show that these organisms are as varied as are the Type IV pneumococci. Thus, the production of therapeutic streptococcus serum is rendered extremely difficult, and even the hope of obtaining a widely useful polyvalent serum must await a more exact definition of the grouping of these organisms. That animals could be successfully immunized against strepto- 66 Dochez, Avery and Lancefield. Jour. Exp. Med., Yol. 30, 1919, p. 179. 67 Tunnicliff. Jour. A. M. A., Vol. 75, 1920, p. 1339. 68 Kinsella and Swift. Jour. Exp. Med., Yol. 28, 1918, p. 877. THERAPEUTIC IMMUNIZATION 555 cocci was shown early in the history of investigations in immunity by a number of workers, notably Roger, Behring, von Lingelsheim, and Mironoff. The first extensive attempts to produce a curative serum for use in passively immunizing human beings were made by Marmorek 69 at the Pasteur Institute in 1895. The basic idea from which Marmorek worked was the similarity of all the streptococci producing disease in human beings. He also believed that the most powerful serum could be produced with cultures whose virulence had been greatly enhanced by animal passages. When such cultures were grown on mixtures of human serum and broth he asserted furthermore that soluble poisons were produced which could be ob- tained by filtration of the culture fluids. For these reasons he im- munized horses with cultures rendered highly virulent by very gradual injections first of dead then of living organisms, finally in- jecting also considerable quantities of culture filtrates. Testing these sera upon animals, he was successful in protecting against streptococcus infection when the serum was administered 12 to 18 hours before the bacteria were injected. He expressed the opinion that the serum was antitoxic as wTell as antibacterial. In his earliest reports the results of the treatment of 413 cases of ery- sipelas leave one very much in doubt as to the value of the serum since the difference in mortality between the treated and the untreated cases is less than 2 per cent. However, an analysis of the individual cases makes the serum treatment appear more favorable. He re- ported good results also in 7 cases of puerperal septicemia and in scarlatinal angina. Later observers, notably Lenhartz,70 Baginsky,71 and many others, have not been able to confirm the favorable results reported by Marmorek, and it may be stated that at the present day the value of Marmorek’s serum is very much in question. Anti- streptococcus sera have also been produced by Aronson 72 and Tavel, Van de Velde, Menzer,73 Moser,74 and some others. Aronson at first worked from the idea which Marmorek also had used that there was a close relationship between the various streptococci pathogenic for man. He adopted the opinion first developed bv Denys 75 and Van de Velde that many different strains should be used for im- munization in order to allow for possible difference in the character- istics of the pathogenic streptococci. This principle of the necessity for the production of polyvalent sera was also emphasized strongly by 69 Marmorek. Ann. de Vlnst. Past., Yol. 9, 1895. 70 Lenhartz. “Die Septischen Erkrankungen Holder,” Wien, 1903. 71 Baginsky. Berl. klin. Woch., 1896, p. 340. 72 Aronson. Berl. klin. Woch., Vol. 39, 1902; Deutsche med. Woch., Yol. 29, 1903. 73 Menzer. Berl. klin. Woch., 1902, and Munch, med. Woch., 1903. 74 Moser. Wien. klin. Woch., 1902. 75 Denys. Bull, de VAcad. Beige, 1896, cited from Schwoner K. and L. H., Vol. 2. 556 INFECTION AND RESISTANCE Tavel, who based his opinion on careful agglutination tests, and by Menzer and Moser. That the action of the antistreptococcus sera, however produced, is very largely due to its opsonic properties has been shown by Bordet,76 by Meier and Michaelis, and a number of other workers. If there is any bactericidal power it is probably relatively slight. It would be quite impossible to attempt in this place to analyze the large number of streptococcus infections of man which have been treated with one or the other antistreptococcus sera. Those men- tioned, moreover, do not by any means include all the sera which have been produced and marketed for this purpose. In general we may say that beneficial results have been obtained chiefly in cases in which the streptococcus infection has been localized and treated early after its inception. In generalized or advanced cases it can- not be said that the results are encouraging. Even in animals, in which experimental conditions can be so much more thoroughly con- trolled, the protective action of even the strongest sera is evident only if the serum is administered either before infection or within a very definite period after inoculation. The standardization of strepto- coccus sera may be accomplished by determining its protective value for animals when injected 18 to 20 hours before infection. Serum Treatment in Pneumonia Attempts to work out a therapeutically valid method of passive immunization in pneumonia have been many and date from the very beginning of the discovery that pneumonia was a bacterial infection. Sera have even been marketed and used, but until recently no very encouraging results were obtained. Recent studies have revealed that in pneumonia the serum of convalescents contains practically no bactericidal properties for the pneumococcus, and that the protective powers of such serum depend upon the presence of immune opsonins or bacteriotropins, by means of which the pneumococci are ren- dered amenable to phagocytosis. Virulent pneumococci are not as a rule phagocytable in the presence of normal serum. However, in the presence of immune serum powerful phagocytic action can be observed. That the agglutinating action of such sera may also play an important role in their protective action has recently been shown by Bull (vide infra). Heufeld has studied the conditions of pneumococcus immunity most thoroughly. The most important advance from a practical point of view was a discovery made by him, with Handel,77 in 1909. They determined that there was a definite difference between various 76 Bordet. Ann. de VInst. Past., 1897. 77 Neufeld and Handel. Zeitschr. f. Imm., Yol. 3, 1909, and Arb. a. d. kais. Gesundh. Amt., Yol. 34, 1910. THERAPEUTIC IMMUNIZATION 557 pneumococci in their reactions to immune serum; in other words, pneumococci could be grouped into various serological types. The serum produced with organisms of one type did not protect against infection with other strains. In consequence they called attention to the importance of determining the type of pneumococcus which causes the individual pneumonia so that the corresponding immune serum might be used. They produced a highly potent anti-pneu- mococcus serum by the injection of horses and donkeys with virulent pneumococi grown on fluid cultures, then determined the high pro- tective power of this serum upon animals and used it in the treat- ment of patients by intravenous injection. Their results were ex- ceedingly encouraging. In reporting their results Ueufeld and Handel stated that considerable doses must be given. They called attention to the fact, revealed by their animal experiments, that moderate amounts do not, as in the case of diphtheria serum, exert a correspondingly slight amount of beneficial action, but that in the case of the pneumonia serum amounts smaller than a certain active minimum seem to exert absolutely no beneficial action. This is a fact which later was also determined by Dochez. The entire subject of pneumococcus serum treatment has been further cleared by the work of Dochez and Gillespie 78 and Dochez and Avery 79 in their studies on pneumococcus types. Taking their departure from the observations of Ueufeld and his associates, they have determined for the eastern United States the prevalence of four pneumococcus types which are too familiar to bacteriologists at the present time to necessitate reiteration in this place. We may, how- ever, remind the reader that their classification divides pneumococci into two fixed types, I and II, a third group, Pneumococcus Mucosus, and a fourth heterologous group generally spoken of as Type IY. These types have also been found in Europe, and Lister has found similar typing among cases in South Africa with, however, the dif- ference that his Type C and B corresponded to Type I and II of the American classification, but his homologous Type A has so far not been found in other countries. The discovery of individual serologically homologous types has made possible the logical development of serum therapy. Cole, with his associates at the Rockefeller Hospital, has given the matter serious study, and has carried on extensive therapeutic investigations on a considerable number of cases. Sera produced according to his method by various health departments and commercial laboratories, have further permitted an extensive plan of investigation. The production of the sera at the present time consists in the injection of horses with, at first, killed cultures and then living pneu- 78 Dochez and Gillespie. Jour. A. M. A., Yol. 61, 1913, p. 727. 79 Dochez and Avery. Jour. Exp. Med., Yol. 26, 1917, p. 477. Avery, Chickering, Cole and Dochez, Monograph No. 7, Rock. Inst., October, 1917. 558 INFECTION AND RESISTANCE mococci. The organisms are grown on broth and young cultures are used for injection. Cole advises injecting daily for 6 days, using the sediment thrown down from 50 c. c. of a 12 hour broth culture killed at 56°. After six injections, a rest of a week is given, and the serum of the horse tested for agglutinins. This is followed by a second series of dead cultures, and again an interval is allowed. When the agglutination test works out specifically in dilutions of 1-200, and 0.2 c. c. protects against 0.1 c. c. of a highly virulent culture, the serum can be used, but usually immunization is continued with living- cultures to a higher point. The standardization of the serum is carried out by protection experiments in mice, with the determination of the amount of serum necessary to protect a 20 gram mouse against a standard virulent culture. The most important part of this technique is to possess a culture of high and constant virulence. Such cultures are produced by passage through mice. The virulence should be so great that a millionth of an 18 hour broth culture will kill a mouse in 48 hours. Dilutions are then prepared in such a way that 0.5 c. c. of a dilution contains various amounts of the pneumococcus culture, ranging from 0.2 c. c. to 0.000001 c. c.. The dilutions must be freshly made in order that the number of organisms in the tubes should not materially change by growth before the test is made. With each of these dilu- tions, then 0.2 c. c. of the serum to be tested is mixed in a syringe and the mixture immediately injected intraperitoneally. The rule laid down by Cole is that only such sera should be employed in which 0.2 c. c. protects against 0.1 c. c. of the culture described above. Since type serum is used, it goes without saying that the serum should be used only in cases in which the type infecting the patient is known. This must be done by obtaining sputum from a patient, taking particular care to make sure that the sputum is collected after thoroughly rinsing the mouth with bicarbonate of soda or salt solution. This is collected in a sterile Petri dish and is immediately sent to the laboratory. It is stained by Gram, and a capsule stain is made. It is then washed, dipping into successive Petri dishes containing salt solution to remove the bacteria sticking to the out- side, and a small bit of the sputum is emulsified in salt solution and injected intraperitoneally into a mouse. When the mouse is either dying or dead, it should be immediately autopsied, cultures taken from the heart’s blood and the peritoneal exudate, washed out with salt solution into a centrifuge tube by means of a nipple pipette. It is centrifuged for a few moments at low speed to throw down leukocytes and the turbid supernatant fluid, which should have the maximum turbidity of a well grown broth culture, is transferred to another centrifuge tube and centrifuged at high speed to throw down the organisms. This sediment is resuspended and tested with type sera for agglutination according to the following scheme taken THERAPEUTIC IMMUNIZATION 559 directly from the Monograph by Avery, Chickering, Cole and Dochez.80 Other methods of typing have been devised for exceptional cases which can be found described in any of the more recent textbooks of bacteriology.81 Determination of Pneumococcus Types by Agglutination Serum I Serum II Serum II Serum III Pneumococcus (1:20) (undiluted) (1:20) (1:5) Suspension, 0.5 c. c. 0.5 c. c. 0.5 c. c. 0.5 c. c. 0.5 c.c. Type I Type II ++ + + ++ Sub-groups 11a, b, x Type III Type IV . + •• + + Incubation for 1 hour at 37° C. Although much has been written about the results of serum treat- ment in pneumonia, we can for the present do no better than accept the judgment of Cole and his co-workers who have studied the prob- lem extensively and have, in various places, published an unpreju- diced opinion. For some unknown reason, no success has been obtained with anything but Type I serum. For the present, there- fore, there is no experimental basis for serum treatment in cases other than those caused by the Type I pneumococcus. According to Cole, there seems to be very little doubt that in Type I cases the use of serum has reduced the mortality by about 50 per cent., and while there are many dissenting opinions, this, as far as we can ascertain, is the general judgment of most clinicians with whom we have discussed the matter, who have given the method serious test. We can assume, therefore, that in Type I pneumonias, the use of serum is indicated. It is, of course, necessary to use it as early as possible in the disease. Skin reactions for horse serum hyper- sensitiveness should be done on the patient and, if necessary, desen- sitization should be undertaken, according to the principles described in another section of this book. For first injection, Cole 82 advises 90 to 100 c. c. of the serum, diluted 50 per cent, in salt solution and injected intravenously by gravity with such slowness that the first 10 c. c. take about 10 to 15 minutes to run in. Cole establishes the effectiveness of the serum by the fact that the patient’s blood becomes sterile, that often the pro- gression of local lesions in the lung is arrested, and that there is a 80 Avery, Chickering, Cole and Dochez. Loc. cit. 81 See Hiss, Zinsser and Russell. “Textbook of Bacteriology,” 5th Edi- tion, I). Appleton, New York, 1922. 82 Cole. Jour, 4, M, A., Vol, 76, 1921, p. 111. 560 INFECTION AND RESISTANCE great amelioration in objective and subjective symptoms. He states that the mortality rate in untreated lobar pneumonias of Type I has been shown to be from 25 to 30 per cent. Of 495 cases collected, the mortality was 10.5 per cent, after serum treatment. Further statis- tical studies will settle this question. In addition to the reactions generally classified as anaphylactic following the injections of the serum, serum sickness may occur, and there may be a marked thermal reaction within 20 minutes or one hour, following administration. This is probably similar to that described in another section of this book in connection with the in- jection of non-specific protein and protein cleavage products in various infections. The exact manner of action of the serum is, of course, unclear. Dochez has shown that in untreated pneumonia cases, antibodies do not appear in the serum until about the time of the crisis. In the treated cases, of course, antibodies are supplied immediately after the injection of the serum and, according to the studies o'f Bull detailed in another part of this book, an almost immediate agglutina- tion of the pneumococci in the blood stream takes place. If nothing else is accomplished by the serum injection, the reduction of the septicemia may be of enormous benefit to the patient. More recently the treatment of pneumonias with the so-called purified antibody extracts of Huntoon has been extensively attempted by Cecil and his co-workers in Hew York. These antibody prepara- tions have been described in detail in our section on the dissociation of antigen from antibody. The Huntoon pneumococcus antibody extracts have been used particularly by Cecil and Larsen 82a at Bellevue Hospital in Hew York, and by Dr. Lewis A. Conner.8215 Both observers carefully typed their cases in every instance. The antibody extracts were made with horse serum potent against Types I, II and III, as a point of depar- ture. This serum was absorbed with heavy emulsions of the or- ganisms of these types until the suspensions were heavily agglu- tinated, the sediment washed with salt solution, and finally extracted in 0.25 per cent, sodium bicarbonate at 55° C. for from three-quarters to one hour. The material was prepared by Huntoon, contained protective substances against Types I, II and III, equal in amount to potent polyvalent antipneumococcus serum. The conclusions of Cecil and Larsen from a considerable number of cases are as follows: In 424 cases of pneumococcus pneumonia treated with the antibody solutions, the death rate was 21.4 per cent., while in a control series of 428 cases in the same institution, the death rate was 28.3 per cent. The most striking results of the pneumococcus antibody were ob- served with Type I. In 156 treated Type I cases, the death rate was 82a Cecil and Larsen. Jour. A. M. A., 79, 1922, p. 343. 82b Conner, Lewis A. Amer. Jour. Med. Scien., 164, 1922, p. 832. THERAPEUTIC IMMUNIZATION 561 13.3 per cent., while a control series of 162 showed a death rate of 22.2 per cent. A definite but less marked effect was seen in the Type II and Type IV cases. There was no effect whatever in Type III cases. Streptococcus pneumonias were not favorably influenced. There seemed to be a shortening of the course of the disease also, in that 28.8 per cent, of the treated cases recovered on or before the fifth day, while only 7.9 per cent, of the untreated cases recovered as early as this. There was a slight difference in the severe complications occurring in treated and untreated cases, in favor of the treated cases. These statistics, gathered from a very carefully observed material, seem definitely to show that a certain amount of therapeutic value may be attributed to the antibody extracts, but it may still be ques- tioned whether with such relatively small differences, this should be interpreted as a specific immunological protection, or perhaps as the non-specific effect of the bacterial materials injected with these extracts. Moreover, it does not permit us to compare the relative values of antibody extracts and pneumococcus serum. Similar studies by Lewis A. Conner, again in very carefully typed cases, are summarized by him as follows: In Conner’s observations there were no untreated controls used, partly because of the relatively small number of cases of this kind coming to the hospital in the course of a year, and probably also because of a conscientious feeling that if the treatment proved effective, it would be unfair not to let every patient have the benefit of it. His observations were carried over two winter seasons in order to lessen the possibility of seasonal variations in the severity of pneumonias and consequent mortality; 116 cases of lobar pneumonias in adults were treated during this period, with a death rate of 14.6 per cent. Among these were 13 Friedlander and streptococcus pneumonias, which showed a death rate of 46.1 per cent. He calls attention to the fact that 54.4 per cent, of the cases happened to be Type IV, with the very low mor- tality of 4.1 per cent., and he justly concludes that since the effect on the Type IV cases seemed to be as potent as the effect on Types I and II, one might naturally question the specific nature of the benefit derived from it. That the non-specific element is a strong one, would also follow from the relatively severe immediate reactions fol- lowing the injections. In one patient, Conner says that he believes death may have been directly traceable to the severity of this imme- diate reaction. He, nevertheless, believes the method to represent a forward step in rational treatment of pneumonia. The Serum Treatment of Typhoid Fever The first extensive attempts to treat typhoid fever by passive im- munization with the serum of treated animals were made by Chante- jnesse; who immunized horses with filtrates of typhoid cultures sub- 562 INFECTION AND RESISTANCE cutaneously and with emulsions of virulent bacilli intravenously. Chantemesse believed that the serum of horses which had been treated in this way for very long periods possessed, not only bacteri- cidal action, but stimulated phagocytosis, and possessed a certain limited amount of neutralizing power against the toxic properties of the typhoid filtrates. At the International Congress of Hygiene in Berlin in 1907 Chantemesse83 reported upon a thousand cases treated with his serum. Of this number 43 only died, whereas the average mortality during the same six years at the Paris hospitals was 17 per cent. The injection of the serum he claimed very mark- edly improved the condition of patients in that, after a preliminary period of no apparent change lasting from several hours to 5 or 6 days, the temperature goes down and the general condition of the patient changes considerably for the better. He noticed very few complications in these cases, and intestinal hemorrhage occurred four times only. A remarkable feature of Chantemesse’s treatment is that he in- jected into the patients a few drops only of the serum, and rarely made a second injection, facts which alone tend to persuade one that his apparent therapeutic success was a fortunate accident. The opinion originally expressed by Chantemesse that the serum of horses vigorously treated with typhoid bacilli possesses in addition to its bactericidal and opsonic powers definite antitoxic properties recurs again in the work of a number of investigators. Besredka 84 prepared a serum by the intravenous injection of typhoid cultures heated to 60° C., continuing the immunization for 6 months. He claims that this serum possesses what he designates as “anti-endo- toxic” properties. A dry extract of typhoid bacilli which in dose of 0.01 gram killed a guinea pig of 300 grams regularly became innocu- ous when mixed with small quantities of this horse serum. One c. c. of the horse serum neutralized often as much as two fatal doses of the serum, but it is important theoretically to recognize that Besredka states particularly that even an increase of the quantity of serum never neutralized more than two fatal doses. This is particularly important in connection with the more recent studies on toxic split proteins by Vaughan, and on anaphylatoxins by Bessau and by Zins- ser and Dwyer, in which it has been shown that an animal acquires a tolerance against the toxic substances produced from bacterial and other proteins which, however, never exceeds one or two multiples of the minimum lethal dose. This fact alone would militate against considering the serum of Besredka in any way antitoxic in the sense in which the word is used concerning diphtheria and tetanus anti- toxins where neutralization of poison follows roughly the law of 83 Chantemesse. International Congress of Hygiene, Berlin, September, 1907; Ref. Bull, de Vlnst. Past., Yol. 5, 1907, p. 931. B, active pro- phylactic immuni- zation against, 597. See also un- der Rabies. Hyperleukocytosis, specific, 370 Hypersensitiveness phenom- ena, classification of, 409, 410 Hypersusceptibility. See Anaphylaxis bacterial, and incubation time, 30 food idiosyncrasies as forms of, 478, et seq. INDEX 655 Hypersusceptibility, inher- itance of, 407, 425, 428, 483, 484 varieties and classifica- tion of phenomena of, 408, et seq. virus, and incubation time, 30 transference of, 425 toxin, and anaphylaxis, 510, 512 Idiosyncrasies to non-anti- genic stubstances, 477, et seq. Immune bodies, structure of, 145, 146 Immune isolysins, 299 Immune serum. See also Serum, immune, 384 agglutination in, 160 bactericidal effect, 175, 177 bacteriolytic power of transferable, 156 bacteriolytic properties of, Bordet’s find- ings in, 159, 161 direct neutralization of toxin-antitoxin re- action, the protec- tive power of, 143, 144 hemolysis in, 160 alexin or complement in, 162 analogy of, to bac- teriolysis, 160, 161 Bordet’s work on, 160 Ehrlich and Morgen- roth on mecha- nism of, 161 haptophore groups in, 161 relation of antigen, amboceptor and complement in, 161, 165 work of Ehrlich and Morgenroth on, 162, et seq. work of Liefmann and Cohn on, 163, 164 phagocytosis in, 101 specific agglutination of bacteria in, 99 precipitin formation in, 100 Immunity. 58 acquired, 70 artificially, 73, 95 definition of, 1, 3, 58, 73 history of, 71, 75 increased phagocytosis and, 360 active, relation to phago- cytosis to. 390 antibacterial, 546 cellular theory of, 154, 155 definition of, 3, 58, 73 diphtheria, determination of, with diph- theria toxin, 538 “high tide” of, 399 humoral theory of, 155 lasting, diseases in which one attack con- veys, 70 diseases in which one attack does not convey, 71 Immunity, local, in organs directly in contact with antigens, 117 in skin infections, 118 “passive” theories of, 154, 155 natural, 59 agglutination in vivo in, 270, 271 cellular theory of, 90 definition of, 59, 73 humoral theory of, 90 inflammation in, 88 mechanism of, 88 theories concerning, 88, 92 bacterial destruc- tion by phago- cytic cells, 88, 89 bacterial growth in cell-free blood serum, 91 bactericidal power of blood in nat- tural immunity, 89 bactericidal prop- erties of extra- vascular plasma or serum, 91 inhibition of bac- terial growth by cell-free blood plasms, 89 intracellular de- struction of bac- teria, 88 mechanism of, theories con- cerning, phago- cytic activities of blood, 89 phagocytic activi- ties of blood in, 89 principles of, 59 body tempera- ture in, 59, 60 cultural condi- tions f<* bac- teria in' body a factor in, 65 increased inva- sive powers of bacteria in, 65 individual dif- ferences in, 68 inheritance in, 65, 66 racial differ- ences in, 64 relative resist- ance of ani- mals in, 59, 60 serum, 9 species resist- ance in, 59, 60 Pfeiffer phenomenon in. 99 phagocytosis in, 100 Immunization, 70 against snake venoms, 85. 541 history of, 71, 72 Immunization, active. See also Vaccine therapy, 571 Immunization, active, against anthrax, 75, 76 against chicken cholera, 73, 75 against rabies, 77 against small-pox, 72 agglutination of bacteria in, 99 in vivo, 271 “alkalinity theory” of. 94 antibacterial, 95, 98, 99 antibodies in, 94 bodies in, fundamental principles of theory of, 94 origin of, 116, 117 antitoxic, 95, et seq. as a therapeutic measure, action of, in gen- eralized systemic infections, 572 in local infections, 571 in successive local in- fections, 572 value of, 570 in acute diseases, 574 in subacute or chronic cases, 574, 575 as a prophylactic meas- ure (value of), 95, 546, 570, 571 autogenous vaccines, 576 auto-inoculation by mas- sage in, 399, 400 bacteria used in, 95, 98, et seq. bacteriolysins in, 99 by means of livng but attenuated cul- tures, 75 concentration of anti- bodies in lym- phatic organs in, 117 in other organs in, 117 definition of, 74 “exhaustion theory” of, 93 “high tide” of immunity in, 399 in diphtheria, with toxin- antitoxin mix- tures, 138, 351. See also Diph- theria toxin-anti- toxin. invasion of bacteria in, mechanism of re. action in tissue cells against, 118 locality of production of antibodies depen- dent on locality of antigen concentra- tion in, 117 negative phase in, 396, 397 second injection in, 396, 397 successive inoculations in, 398 summation of, 398 non-bacterial anti-toxin- stimulating sub- stances in, 96, 97 “osmotic theory” of, 94 phagocytosis in, 101 phenomena following, 93, et seq. precipitin formation in, 100 656 INDEX Immunization, active, re- action of tissue cells to invasion in, 118 removal of spleen in, and antibody - forma - tion, 116, 117 “retention theory” of 93 second positive phase in, 398 specificity of antibodies in, 94, 95 summation of positive phase in, 398 vaccines in, 576 production of, 576 sensitized, 580 with dead bacteria, 576 with living bacteria, 576 standardization of, 576 Hopkins’ method or, 579 Wright's method of, 577 with antigens, analogy between drug tol- erance and, 115 with bacterial extracts, 78 extraction of bacteria for, by mechanical methods, 81 by permitting them to remain in fluid media, 80 with bacterial products (toxins), 82, 94 with dead bacteria, 78 methods used in killing bacteria for, 79 with fully virulent cul- tures in sublethal amounts, 76 with sensitized bacteria, 78 Immunization, active pro- phylactic, in man, 570 against anthrax, 593 against cholera, 585. See also under Choi era. against influenza, 590. See also under In- fluenza. against paratyphoid fever, 580 against plague, 587. See also under Plague, against pneumonia, 589. See also under Pneumonia. against rabies. 597. See also under Rabies, against small-pox, 594. See also under Small-pox. against syphilis, 602, 613, 614 against typhoid fever, 580. See also un- der Typhoid fever. Immunization, passive, 67, 74, 84, 95 antitoxins in. 67, 85 definition of, 74 history of, 84 in bacillary dysentery, 545 in diphtheria. See Diph- theria antitoxin. Immunization, passive, in diseases cuused by bacteria which do not form soluble toxins, 85, 545. See also under Serum therapy, quantitative basis of, 85 therapeutic application of, 85, 96 toxin-antitoxin reaction in, 120 underlying principles of, 74 Immunized animals, anti- bodies in blood of, 148 bacteriolysis in, 156 summary of facts in 156, 157 Inagglutinability, artificial production of, 249, 250 Incubation of bacteria, 29, 30 Infection, accidental fac- tors favoring, 24 acquired rsistance to, 70 adaptation of bacteria in tissues in, 7, 9, 11, 12, 19 aggressin secretion of bacteria in body and, 17 body temperature and, 20, 60 capsule formation of bac- teria and, 14, 15 chronic, adaptation of bacteria in, 8, 19 classification of various forms, occurring in human body, 571 clinical manifestations of, 19, 20, 25, 26, 33 latent, 32 concomitant, 24 conjunctiva susceptible to, 22 criteria governing, 3, 20, 25 “cryptogenic,” 32 cultural conditions for bacteria in body and, 10, 65 defense of intestinal tract in, 21, 22 defense of mucous mem- branes in, 21. 22 defense of skin in, 21, 22 definition of, 3, 5, 7 different, produced by same bacteria. 26 effect of body tempera- ture on invasive powers of bacteria in, 2. 20 effect of cultural adapta- bility of bacteria on, virulence of, 9, 10 effect of path of intro- duction of bac- teria on, 3, 21, 22 effect of symbiosis upon, 30. 31 effect of quantity of bacteria intro- duced on, 3. 23 entrance of bacteria in body tissues in, 7, 28 Infection, focus in, 8 from bacteria In blood stream, 8, 9, 27 generalized, 9, 27 increased invasive powers of bacteria a fac- tor in, 65 incubation of bacteria in, 29 individual differences and, 65 inheritance and resist- ance to, 65, 66 localized, 25, 26 accidental conditions governing, 24, 28 reaction in, 29 selective action of bacteria in, 28 natural resistance against 58 of various diseases rela- tive susceptibility of man and ani- mals to, 20, 61 protective action of blood serum against, 59, 156 protective action of leukocytes against, 59 protective action of tis- sues against, 59 ptomains and, 33, 37 ptomains as indirect cause of, 36 racial differences and, 64 resistance of living cell to, 5, 6 secondary abscesses in, 27, 28 secondary modifying fac- tors in, 3 selective lodgment of bacteria in body and, 28, 48, 49 similar, produced by dif- ferent bacteria, 25, 26 species resistance to, 59, 60 specificity of bacteria and. 25. 26 “sub-infection,” 27 susceptibility to, racial differences in, 64 types of, 25 variation in, of different strains of same bacteria, 12, 24 variation in degree of, in bacteria succes- sively passed through animals, 12, 13, 24 without infectious dis- ease, 7 Infectious disease, defini- tion of, 3, 5, 7, 111 functional importance of agglutination in, 270 influence of injections of non-specific sub- stances upon, 625 Inflammation, process of, and phagocytosis, 341, et 8eq. with pyogenic staphylo- cocci, 342 with tubercle bacilli, 344, 346 INDEX 657 Influenza, prophylactic vac- cination in, 590 McCoy’s survey of, 591 mixed vaccine in, 590 relative susceptibility of man and animals to, 62 Inheritance, a factor in re- sistance to infec- tion, 65, 66 iso-agglutinins and, 68 Inhibition zones in colloid reactions, 177 in precipitation and ag- glutination, 177 Inhibitors, 143 Injured tissue, chemotaxls in relation to, 349 infection in relation to, 4, 5, 24, 28 Intestinal tract, defense of, in infection, 21 Iso-agglutinins, 299 grouping of, 299 in blood serum, 68 inheritance of, 68, 301 medico-legal use of, 301 transfusion and, 303, 304 value of presence of, 303, 305 Iso-antibodies, 297 “anti-antibodies,” 298 “anti-isolysins,” 298 “nutohemolysins,” 297, 298 autolysins, 297 “Horror Autotoxicus,” 298 immune isolysins, 299 iso-agglutinins, 299 grouping of, 299 in blood serum, 68 isohemolysins, 297 laws of inheritance in transmission of, in humans, 301 “Landsteiner” phenome- non of autohemol- ysis in hemoglo- binuria, 298 Moss’s classification of human, 300 paroxysmal hemoglo- binuria, 298 work of Ehrlich and Morganroth on, 297, et seq. Isohemolysins, 297. 299 Isolysins, human, 299 importance of presence of. 303, 305 iso-agglutinins and, 299 Isoprecipitins, 278, 279 Jacobsthal’s ultramicro- scopic method of finding precipi- tates in syphilitic sera, 222, 229, 231 Jansky’s classification of isolysins and iso- agglutinins in hu- man sera, 300 Jenner, Edward, experi- mentation of, for immuniza tion against small pox, 72 Jobling and Petersen’s, work on anaphy- laxis, 466 Job ling and Petersen's, experiments on anaphylatoxin pro- duction, 509, 510 theory of anaphylaxis based on serum protease studies, 636 work on change in con- centration of serum enzymes, 627 Jochmann’s investigations in serum therapy of epidemic cere- brospinal menin- gitis, 549 studies on proteolytic enzymes of leuko- cytes, 631, 633 Kolle and Otto’s investiga- tions in prophy- lactic immuniza- tion against plague, 587 Kolle and Wassermann’s in- vestigations of epidemic cerebro- spinal meningitis, 549 Kolle’s method of prophy- lactic vaccination in cholera, 586 Kraus and Doerr’s study of bacterial anaphy- laxis, 493, 494 Kraus, Rudolf, discovery of specific precipi- tins, by, 272 Kraus and Stenitzer’s serum in treat- ment of typhoid fever, 563 Kupfer cells, phagocytic action of, 92, 338 “Landsteiner” phenomenon of autohemcdysis in hemoglobinuria, 298 “haptenes” of, 495, 504, 517 Le, definition of, 125 method of determination of, 125 toxin determination of, 528 Lo, definition of, 125 constancy. 126 method of determination of, 125, 528 Ln-Limes necrosis—Roe- mer, 536 Leishmann’s technique for determination of opsonic index, 390 “Leistungskern,” definition of, 145 Leprosy, relative suscepti- bility of man and animals to. 63 Lesne and Dreyfus’ work on anaphylaxis, 419 Leukine, 366 Leukocidins, 17 as true toxins, 40, 44 selective action of, 48 Leukocyte extracts, thera- peutic use of, 368, 370 Leukocytes, alexin extrac- tion from, 365, et seq. capsulated bacteria and, 15 destruction of, 17 growth of bacteria in, 359 in bacteriolysis, 159 action of, 184 in leukocytosis, action of, 336; 337 in phagocytosis, 386 origin of bactericidal and hemolytic sub- stances from, 155, 184, 365 oxidase in, 633 phagocytic powers of, 59 proteolytic enzymes from, in phagocytosis, 367, 368, 630, 631 Leukocytic bactericidal sub- stances, 365, 633 Leukocytosis, 351 fever and, 33 increased by injection of non-specific sub- stances, 627 sources of leukocytes in, 351 Leukoproteases, 367, 368, 631 Leukotoxin, 102 Liesenberg and Zopf, work on capsulated and n o n - c a psulated leukonostoc mesi- enteroides, 16 Lipoid constituents of cells, relation of, to antigenic proper- ties, 113 to toxins, 56 Lister, on phagocytic ac- tivities of blood in natural immunity, 89 on prophylactic vaccina- tion in pneumonia, 589 Liver, production of alexin in, 189 Loeb’s work on colloids, changing concep- tion of union of antigen with anti- body, 312, 313 Lubarsch on bactericidal properties of ex- t r avascular plasma or serum in immunity, 91 Liidke’s work on serum therapy in typhoid fever, 563 Lustig’s antiplague serum, 566 Lysins, production of, 101, 149 principles of, 104 production of antilysins by injection with, 167, 168 Macrocytase, 185, 362 Magendie on anaphylaxis, 405 Mallein reaction, 497, 506 Malta fever, relative sus- ceptibility of man and animals to, 62 658 INDEX Manwaring’s, work on ana- phylaxis, 437 transfusion experiments on dogs, strength- ening cellular theory of anaphy- laxis, 452 Markl’s serum in treatment of plague, 565, 566 Marmorek’s work on serum therapy of strep- tococcus infec- tions, 554, 555 Mass action, law of, appli- cation of to neu- tralization of tox- in and antitoxin, 135, et seq., 140, 142, 143 union of agglutinogen with agglutinin according to, 255, Maternal transmission, of antibodies, confer- ring a temporary passive sensitiza- tion, 478, 484 of diphtheria antitoxin, 67, 69 of hypersusceptibility, 407, 425, 428 of immunity in abrin, anthrax and ricin, 66 tuberculosis and, 69, 70 Measles, relative suscepti- bility of man and animals to, 63 Meat poisoning, 4, 36 Meinecke reaction for syph- ilis, 231 Meiostagmin reaction, 328 Ascoli and Izar’s experi- ments in, 328, 329 value of, in diagnosis, 328 Meningitis, epidemic cer- ebrospinal, serum therapy of, 549. See also un- der Cerebrospinal meningitis, epi- demic. Meningococcus typing, in cerebrospinal men- ingitis, 551 Metchnikoff and Besredka’s living sensitized vaccines for prophylactic ty- phoid immuniza- tion, 78, 582 Metchnikoff, on agglutina- tion in acquired immunity, 270 on bacterial growth in cell-free blood serum, 91 theory of, on bacterial destruction b y phagocytic cells in natural im- munity, 88, 89 work of, on poisons in circulation, 55, 149, 150 early investigations on phagocytosis, 333, et seq. soured milk therapy, 36 Microcytase, 185, 362 Minimum lethal dose, defi- nition of, 123, 124 Minimum lethal dose, meth- od of determina- tion of, 123 M L D, definition, 123, 124 method of determination of, 123 toxin determinations of, 528 Morgan, application of genetic reasoning to transmission of isoantibodies, 302, 303 Moigenroth’s toxin-HCl modification in toxin-antitoxin re- action, 122 Mucous membranes, defence of, in infection, 21, 22 Mushroom, specific anti- toxin from, 112 Narcotics, reduction of phagocytosis by, 360 Natural immunity. See Immunity, nat- ural. Nature of antibodies, 306 Necroparasites, 10 “Negative” phase in active immunization, 397 second injection in, 398 successive inoculations in, 398 “summation” of, 398 Neisser and Friedemann, experiments of on influence of salts on sensitized bac- teria in aggluti- nation, 264 Neisser and Sachs, method of, for forensic determination of unknown proteins, 232 on basic principle of for- ensic complement fixation. 322 Neisser and Wechsberg, phenomenon of, 175, et seq. analogous to colloid re- actions, 177 argument in favor of Bordet’s views, 178 Gay’s explanation of, 178 Morgenroth and Sachs’s experiments sup- porting, 179 pro-agglutinoid zone re- action analogous to, 177 Neisser’s studies in syphi- lis, 609, 610 Neoplasms, malignant, alexin fixation in diagnosis of, 233 von Dungern’s method of, 234, 235 antigen production for, 234 results of, 235 technique of, 234 Nephrotoxin, 103 Neufeld and Haendel’s work on serum therapy of pneu- monia, 556 Neurotoxin, 102 in snake venom, 121, 542 Nicolle’s theory of ana- phylaxis, 462 work on passive anaphy- laxis, 424 Noguchi’s, modification of the Wassermann test, 226 acetone-insoluble antigen for Wassermann test, 218, 219 schematic presentation of, 227 Non-bacterial, antitoxin- stimulating sub- stances, 95, 96 lysin production, 101 Non-cellular antigens, alex- in-fixation with, 206 Non-specific therapy, 627 method of stimulation, 628 “Normal” antitoxic serum, 123 “Normal” diptheria toxin, 123 “Normal” serum. See un- der Serum, agglutinins in, 102 hemolytic properties of, 101 opsonins in, 102 toxic action of, and ana- phylaxis, 101 Northrop and deKruif, work of. on “co- hesive force” in a g g 1 u t i nation, 267, 268 Novy and deKruif’s studies on anaphylatoxin formation, 466, 467 Nuttall on bactericidal power of normal Mood in natural immunity, 89, 90 experiments on deter- mining zoological classifications by means of precipi- tin reaction, 279 experiments on effect of temperature on in- fection, 60 Ophthalmia. sympathetic, Elschnig's expla- nation of, as ana- phvlactic reaction, 517 Opium, reduction of pha- gocytosis by. 360 Opsonic action, phagocyto- sis due to, 375 with patients’ own serum and leukocytes, 8 Opsonic index, 389 determination of, Leish- mann’s technique for, 390 Simon. Lamar and Bispham’s tech- nique of, 393, 394 Wright’s technique for, 391, et seq. difficulties in, 393, 394 value of, 394 fluctuation of, in un- treated patients under influence of exercise of dis- eased parts, 400 INDEX 659 Opsonic index, in autoin- oculations by mass sage, 400 in sera of normal and infected individu- al, comparison of, 395 in serum therapy, com- parison between that in exudate of infected foci and blood serum, 400 in staphylococcus infec- tions, 395 during vaccine treat- ment with dead staphylo coccus cultures, 396 in treatment of gonor- r h e a 1 arthritis with autoinocula- tion by massage, 400 in vaccine therapy, im- provement and, 401 of acne, 399 of staphylococcus fu- runculosis, 396 of tuberculosis, 401, 403 value of, in control- ling therapeutic vaccinations, 403 relation of, to clinical condition, 394 vaccine therapy and, 389, 394, et seq. value of, in therapeusis, 397 Opsonic powers of normal serum, 376 reduction of, by heat, 377 Opsonins, 373. See also Phagocytosis, definition of, 375 immune bactericidal sen- sitizers and, 383, et seq. increase of, 377 heated, increase of power of, by addi- tion of fresh nor- mal serum, 380 reactivation of, by addition of alexin, 380 normal and, 382, et seq. resistance of, to heat, 377 specificity of, 383 thermostability of, 382 normal, 378 cooperation of heat- stable and heat- sensitive body in, 381 instability of. 377 nature of, 378 similarity of, to alexin or complement, 378, 379 specificity of, 380 qualitative difference be- tween normal and immune, 377, 378 specific thermostable, in normal serum, 379 Organ specificity, of anti- gens, 114 of precipitins, 286, 287 “Osmotic theory” of im- munity, 94 Ottenberg, work on inheri- tance of iso-anti- bodies according to Mendelian laws, 301, 303 Otto’s work on anaphy- laxis, 420 on anti-anaphylaxis, 439 on passive anaphylaxis, 424, 425, 426 Oxidase, in proteolytic en- zymes, 633 Pancreas cytotoxin, 102 Panum’s theory of intra- cellular destruc- tion of bacteria in natural im- munity, 88 Parasites, biological transi- tion of sapro- phytes to, 5 Bail’s classification of, 10 Parasitic bacteria, 3, 4, 5, 20 Parasitism, as form of spe- cific adaptation, 5 Paratyphoid fever, agglu- tination reaction in diagnosis of, 243 immunization against, 580 vaccination against, 583 Paroxysmal hemoglobin- uria, 298 hemolysis in, 298 Pasteur, “exhaustion the- ory” of, 93 experimentation, of, on immu nization against chicken cholera, 73 experiments of, with “rouget” organ- ism. 65, 75 on immunization against anthrax, 74 1 on prophylactic immhni- zation in rabies, 597 work of, on rabies, 12, 65 work of, on bacterial fer- ments, 146 Partial absorption method of Ehrlich in measurement of toxin - antitoxin combination, 131 Pathogenic bacteria, adap- tation of, in tis- sues, 7, 9, 11, 12, 19, 20 antitoxic immunity for, 97 entrance of, in body tis- sues, 6, 21, 22 formation of toxic prod- ucts by, 38 ptomains and, 35, 36 saprophytic nature of certain, 3, 4, 5 specificity of, 25, 26 Pathogenic microorganisms, definition of, 2, 3 formation of toxic prod- ucts by, 18, 38, 45 occurrence of, 3, 4, 5, 20 ptomains and, 35, 36 Pathogenic microorganisms, resistance of liv- ing cell to, 6 specificity of, 25, 26 uncultivated, 28 Pearce and Bisenbrey’s work on anaphy- laxis, 436, 437 transfusion experiments on dogs, strength- ening cellular the- ory of anaphylax- is, 452 Persensitized cells, 197, 200 Petersen’s study on non- specific resistance and protein ther- apy, 626, 629 Peterson’s investigations on therapeutic use of leukocyte ex- tracts, 369 Pfaundler’s thread reaction in agglutination, 245 Pfeiffer, endotoxin theory of, 40, 45, 506 immunization with dead bacteria practiced by, 79 on causes of bacterial anaphylaxis, 506 “Pfeiffer phenomenon” in active immuniza- tion, 98, 99 in bacteriolysis, tech- nique of, 156 et seq Metchnikoff’s view of phagocytosis in peritoneal exudate and, 363 work of, on anaphylaxis 433 Phagocytes, 337 as cellular defenses, 15 destruction of, 343 fixed, 337 macrophages, 338 microphages, 338 motile, 337 Phagocytic index, 391 Phagocytosis, 333 acquired immunity, and, 359 alexin extraction in, from leukocytes and lymphatic organs, 365, et seq. analogy of, with intra- cellular digestion among unicellular forms, 334 chemotaxis in, 346 influence of bacteria in, 349, 350 influence of bacterial extracts in, 39, 349, 350 malic acid in, 347 of slime-molds or myxomycetes, 347 of spermatozoa of ferns, 347 Pfeflfer’s technique in, 347 destruction of bacteria in 358, 361 by alexin (or cytase) in leukocytes, 362, 363 action of, 363 Metchnikoflf’s inter- pretation of, 363 by exudates, 361 660 INDEX Phagocytosis, destruction of bacteria in, by phagocytes, 361, 633 destruction of red blood cells by, 337 difference in degree of, due to bacteria, 387 differences in phagocytic energy in, due to leukocytes in, 386 differences in virulence of bacteria, de- pendent on their resistance to leu- kocytes in, 18, 387 digestion among proto- zoa and, 335 “dust cells” in, 340 early investigations in, 333 enzymes in, endocellular and extracellular, 362, 366 eosinophile cells in, 339 “epithelioid cells” in, 345 factors determining, 373 fixateur or sensitizer in, action of, in im- munized animals, 362, 363 giant cells In, 118, 341 foreign body, 118, 341 tuberculosis, 341 in daphnia, 89, 334, 357 in higher animals, 357 in immune serum, 377 bacteriolysins in, bac- tericidal sensi- tizers and, 383, et seq. heated, opsonic action in. increase of, by addition of fresh normal serum, 380 increase of, 373 attributed to “stimu- lins,” 373 with addition of leu- kocytes, 374 opsonin contents a fac- tor in, 375 opsonins in, increase of, 377 normal opsonins and, 382, et seq. specificity of, 383 thermostability of, 382 in immunity, 101 in normal serum, op- sonins in, cooper- ation of heat-sen- sitive body in, 381 nature of, 378 similarity of, to alexin, 378, 379 specific thermos- table. 379 specificity of, 380 in process of inflamma- tion, 841, ct seq. with pyogenic staphy- lococci, 342 with tubercle bacilli, 344, 346 increase of, by injection of leukocyte ex- tracts, 369 jn increased resistance, .390 Phagocytosis, increase ot, with acquisition of immunity, 360 intracellular digestion and, 335 in vertebrates, 336 Kupfer cells in, 338, 341 leukocytes in, 386 action of, 336, 337 polynuclear, 339 leukocytosis in, 351 bacteria decreasing, 18, 351 bacteria increasing, 18, 351 lymphocytes in, large, 339 measure of degree of, in active immuniza- tion, 389 Leishmann’s technique for, 390 Simon, Lamar and Bis- pham’s technique for, 393, 394 value of, in thera- peusis, 397 Wright’s technique for, 391 difficulties in, 393 value of, 394 mechanism of process of, 341, ct seq. Metchnikoff’s early in- vestigations on, 89, 91, 333, et seq. normal and immune opsonic action in, quantitative dif- ferences between, 385 normal degenerative and retrogressive proc- esses and, 337 observation of, in vitro, 375 of microorganisms, with or without culture media, 358 of undissolved foreign particles in circu- lation, 111 opsonins in, 373. See also Opsonins. phagocytes engaged in, varieties of, 337 fixed, 337 macrophages, 338 microphages, 338 motile, 337 process of inflammation in. 341. et 8Cq. proteolytic enzymes from leukocytes in, 367, 368 qualitative difference be- tween normal and immune opsonic substances in, 377, 378 quantitative measure- ment of, 375 reduction of phagocytic activity in, 359 by capsule formation, 15 by growth of bacteria with leukocytes, 359 by protection of bac- teria from phago- cytes, 18, 360 relation of, to active im- munity, 389, 390 Phagocytosis, relation of virulence to, 374 removal ot extravasa- tions of blood and, 336 resistance of bacteria to, due to non-absorp- tion otf opsonin, 388 resistance of encapsu- lated bacteria to, 388 resistance of infected subject and, 357, 358 resistance of virulent bacteria to, in normal serum, 387 spontaneous, 375, 376 tissue cells in, 92, 118, 339 varieties of body cells engaged in, 339 dependent on nature of invading sub- stance, 340 Phagolysis, 186 Photoinactivation of alexin, 203 Pick and Yamanouchi’s ex- periments on two separate sub- stances in ana- phylactic antigen, 448 work on anaphylaxis, 414 von Pirquet and Schick’s studies of serum sickness, 470, et 8eq. von Pirquet’s tuberculin skin reaction, 499 I’lacentar eytotoxin, 102 Plague, active prophylactic immunizat ion against, 587 Besredka’s vaccines in, 588 Ilaffkine’s early work on, 587 Kolle and Otto’s inves- tigations in, 587 Rowland’s vaccine in, 588 Strong’s investigations in, 587, 588 relative susceptibility of man and animals to, 62 Plague, serum therapy of, Dean’s work on, 566 Dustig’s work on, 566 Markl’s serum in, 565, 566 Rowland’s serum in, 566 value of. 567 Yersin, Calmette nnd Borrel’s investiga- tions in, 564 swine, virulence of, 12 Yersin’s serum in, 564 value of, 564, 565 “Plasmines,” 82 Pneumococci, agglutinating antibodies with, 140 Pueumococcus antibody ex- tracts of Iluntoon, in treatment of pneumonia, 560 severity of immediate reaction in, 561 therapeutic value of, 561 INDEX 661 Pneumococcus infection, relative suscepti- bility of man and animals to, 63 Pneumonia, agglutination reaction in type diagnosis of, 243 antibody extracts of Hun- toon, in treatment of, 560, 561 prophylactic vaccination in, 589 Cecil’s work on, 589, 590 Lister’s work on, 582 serum therapy in, 556 Cole’s work on, 556 Dochez and Gillespie’s work on, 557 nature of action in, 556, 560 Neufeld and Haendel’s work on, 556 results of, 559 serum sickness in, 559, 560 standardization of serum used in, 558 typing of pneumococci essential in, 557 Poison Ivy, specific anti- toxin, 112 Poliomyelitis, Amoss’s work on, 568, 569 cause of, 49, 568 Mexner and Lewis’s work on, 567, 568 infection and immunity in, 567 Landsteiner and Popper’s work on, 567 relative susceptibility of man and animals to, 64 Polyceptors (Ehrlich), 171, 172, 203 Precipitation, 272 inhibition zones in, 177 syphilitic sera and anti- gens giving, 222, 229, 231 Precipitinogen, 273 chemical nature of, 273, 275 effect of heating on, 273 non-protein, 273, 274 nature of, 274 Precipitinoids, 289 Precipitin reaction, 272 against heated proteins, 282 coctoprecip itin in, 283, 284 experiments on, 285 heat - alkali - precipitin in, 284 agglutination reaction analogous to, 288 analogy of, to colloidal flocculation, 289, et seq. autocytotoxins in, 288 bacterial precipitins in, partial or minor, 276. 278 specificity of, 275 von Dungern’s views of, 292, 293 effect of mixed sera in, 293 Ehrlich’s conception of, 288 electrolytes in, effect of, 289 Precipitin reaction, foren- sic blood test in, 281 ring test of Pornet and Muller in, 281 group reactions of bac- terial precipitins in, 275 diagnostic value of, 276, 277 heated precipitating serum in, 290, 291 protective action of, 290 inhibition zones in, 290 isoprecipitins in, 279 medico-legal value of, 278 non-specific partial reac- tions in, elimina- tion of, 278 precipitins in, delicacy of, 277, 278 determination of po- tency of, 277, 278 inactivation of, by heat, 289 effect of in bacterial filtrates, 289 production of, against unformed pro- teins, 277, 278 methods of, 275 of specific, 275 by peptone, 275 effect of heating on, 273 in animal sera by foreign protein, 272 structure of (Ehrlich), 288 zymophore group in, 289 effect of heat on, 289 production of antigen for, 80 quantitative proportions in, effect of, 289, 290 ' relative concentration of reacting bodies a factor in, 289, 290 residue antigen and anti- body in, 291, et seq. explanations of, 292, et seq. experiment on, 294 salts in, effect of, 289 species determination by means of, 277, 278 species specificity in, 285, 286 specificity of, 272, 275, 278 vegetable proteins de- termined by, 280 zoological classifications by means of, 279 Precipitin tests, methods of performing, 280 forensic blood test in, 281 in diagnosis of glanders, 277 ring test of Fornet and Miiller in, 281 Precipitins, 272 against heated protein, 282, et seq. bacterial, group reactions in, 275 Precipitins, Partial or minor, 276, 278 specificity of, 100, 275 delicacy of, 277, 278 determination of potency of, 277, 278 formation of, in serum sickness, 473 heat, 283 in hemolytic serum, 104 inactivation of, by heat, 289 effect of, in bacterial filtrates, 289 isoprecipitins, 279 organ specificity of, 286, 288 production of, 149, 273 against unformed pro- teins, 277, 278 methods of, 275 specific, by peptone, 275 effect of heating on, 273 in animal sera by foreign protein, 272 “species,” specificity of, 285, 286 specific, 272 discovery of, by Ru- dolf Kraus, 80, 272 structure of (Ehrlich), 288 “Precipitoids,” 291 Pregnancy, diagnostic value of Abderhalden’s protective fer- ments in, 640 Pro-agglutinoid phenome- non in agglutina- tion explained as protective colloid reaction, 259 Pro-agglutinoids, 258 Pro-agglutinoid zone in agglutination, 177 complement deviation re- action analogous to, 177 Profeta’s law, 603 Prophylactic immunization, active, in man, against anthrax, 593 against cholera, 585. See also under Cholera. against influenza, 590. See also under Influenza. against paratyphoid fever, 580 against plague, 587. See also under Plague, against pneumonia, 589. See also under Pneumonia. against rabies, 597. See also under Rabies, against small-pox, 594. See also under Small-pox. against syphilis, 602, 613, 614. See also under Syphilis, against typhoid fever, 580. See also un- der Typhoid fever. Prophylactic immunization of dogs against rabies, 601, 602 662 INDEX “Protection,” of Noguchi, 213 Protein anaphylaxis, anal- ogy of food idio- syncrasy with, 481, 485 “Protein fever,” 434 Protein hypersensitiveness,