In his masterful The History of Bacteriology, published in 1938, William Bulloch succinctly described the stepwise series of discoveries leading up to the landmark work of Behring and Kitasato (8): “F. Loeffler (1884) discovered the diphtheria bacillus and Kitasato (1889) proved that the tetanus bacillus is the cause of lockjaw. Roux and Yersin (1889) proved that the diphtheria bacillus operates by virtue of a poison (toxin) which it elaborates, and K. Faber (1889) showed that the tetanus bacillus acts in a similar manner.” The stage was set for Behring and Kitasato to describe the mechanism of immunity to diphtheria and tetanus (4). Observing that blood from immune animals neutralized diphtheria toxin, they used this concept to devise experiments to demonstrate that treated animals would be insensitive to tetanus. These experiments are described in Behring and Kitasato’s paper translated in Brock’s collection of landmark papers in microbiology (7). They present experiments in support of four conclusions: (i) blood of a rabbit immune to tetanus neutralizes or destroys tetanus toxin, (ii) that property is found in cell-free serum, (iii) the property is stable in other animals when used for therapy, and (iv) the property does not occur in animals not immune to tetanus. The importance of the paper can be found in Brock’s comment, “The science of serology can be said to have begun with this paper.” Behring followed this paper with a similar report focusing on diphtheria (3). He won the Nobel Prize in 1901.
While Silverstein characterized the 1890 Behring and Kitasato paper as “[t]he most telling blow to the cellular theory of immunity . . .” (40), the interplay of phagocytic and humoral mechanisms was studied by A. E. Wright and S. R. Douglas. They presented experiments allowing them to state, “We have here conclusive proof that the body fluids modify the bacteria in a way which renders them ready prey to the phagocytes . . . We may speak of this as an opsonic effect.” They termed the elements in the blood exerting this effect as “opsonins” (52).
The theoretical basis for the activity of antibodies was developed by Paul Ehrlich in his side chain theory (31). With the stimulation of an antigenic challenge, host cells produced side chain receptors that specifically combined with the antigen. With sufficient stimulation, side chain receptors could be released into the blood as circulating antibodies (12). Perhaps more to the point in the current context, Ehrlich established principles of quantitation (8). Paul Ehrlich and Elie Metchnikoff shared the Nobel Prize in 1908, an early recognition of the importance of both humoral and cellular immunity (1).
The above-described studies, which were of great importance to establishing mechanisms of host defense, were heavily dependent on microscopic observations of the infecting organism. There was little direct application to submicroscopic viruses until the studies of Jules Bordet (Fig. 5), another Nobel Prize winner (1919); he was recognized for his work on complement fixation, which became one of the key mechanisms with which to document antiviral immunity. During the period in which this work was done, Bordet worked in the laboratory of Elie Metchnikoff at the Pasteur Institute in Paris. There were two preliminary steps which Bordet addressed in an 1895 paper in Annales de l’Institut Pasteur (translated and condensed in reference 7). Building on the work of R. F. J. Pfeiffer, he confirmed that the granulation followed by lysis of Vibrio cholerae bacteria exposed to serum of immunized rabbits is strain specific (Pfeiffer phenomenon). Testing several strains of vibrios in vitro, he showed that the greatest destruction was of bacterial strains against which the rabbits had been vaccinated. Such immunological specificity is a cornerstone of serological diagnosis.
Figure 5 Jules Bordet. With his brother-in-law, Octave Gengou, Bordet demonstrated the fixation of complement by reacting with bacteria and immune serum. The complement was then no longer available to participate in a hemolysis reaction. The assay, known as complement fixation, became a mainstay of diagnostic virology by demonstrating the development of antibodies in serum after infection. Bordet received the Nobel Prize in 1919. (Courtesy of the National Library of Medicine.)
doi:10.1128/9781555818586.ch3.f5
Bordet demonstrated that there were separate immunizing and bacteriolytic components. While the bactericidal property is destroyed by heating, he built on the work of C. Fraenkel and G. Sobernheim, who showed that the immunizing component is resistant to heating. In a system in which counts of Vibrio cholerae were the markers, he demonstrated that neither heated immune serum from goats nor fresh serum from nonimmune guinea pigs alone would inhibit growth. However, the combination of heated immune goat serum and unheated guinea pig serum abolished bacterial growth. This phenomenon occurred whether or not cells were present in the guinea pig serum. From a diagnostic perspective, two features deserve emphasis: (i) the source of complement, then known as alexine, need not be the species tested for immunity, and (ii) complement, but not the immune function of serum, is destroyed by heating to 60°C. Therefore, the components can be added separately. The dissection of the bacteriolytic system into two components was a remarkable accomplishment on its own merits. The experimental challenge had been made further complicated by at least two other factors. Some nonimmunized animals possessed bacteriolytic capacity in their serum, as shown in Nuttall’s work. In addition, not all bacteria were equally susceptible to immune-mediated bacteriolysis. Hence, the clarity of Bordet’s experimental design is all the more remarkable.
Next came the crucial paper in the scientific foundation of the complement fixation reaction. With his brother-in-law Octave Gengou, Bordet demonstrated the deletion or fixation of complement, as currently understood, by a combination of immune serum and the target bacilli (reference 6, translated in reference 22). With this combination, the complement was unavailable to facilitate hemolysis as a marker system. As Bordet and Gengou pointed out, the work was dependent on the previous demonstration of two concepts. First, red cells and microbes could each delete alexine (complement). Second, the same alexine could participate in either hemolysis or bacteriolysis. With appropriate controls, in a two-step experimental setup, they first mixed plague antiserum and a suspension