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The first clear functional indication of the existence of cells that we now know as B cells came in 1890 with the discovery by Emil von Behring and Shibasaburo Kitasato1 of the importance of circulating antitoxins in immunity to diphtheria and tetanus. Paul Ehrlich proposed that the producers of the antitoxins were cells with pre-formed antibody receptors2. He envisioned that an immune cell bearing many different antibody receptors would somehow be stimulated by binding an antigen to produce and to release more of the receptor type complementary to that antigen. The elaboration of this idea by Felix Haurowitz3 and others led to the 'antigen-template' or 'instructional' model of antibody production.

The elucidation of the physical nature of antibodies as a first step to understanding the antigen–antibody relationship began in the 1930s, when the use of Tiselius' electrophoresis method to separate serum proteins demonstrated that antibodies are γ-globulins4. Identification of the cellular source of antibodies came almost a decade later in 1948, when plasma cell development was noted to correlate with antibody responses following immunization5. Antibody production by plasma cells was subsequently verified using immunofluorescence microscopy6.

With our current wealth of information about B cells and T cells as the central characters of the adaptive immune system, it is difficult to imagine that the immunological functions of lymphocytes were unknown before the 1960s, when a series of convergent findings in birds, mammals and immunodeficient patients led to the experimental delineation of distinctive B cell and T cell lineages in 1965 (Ref. 7). This Timeline article outlines some of the early discoveries that led to the recognition of B cells as a separate lymphocyte lineage (Fig. 1) and the early studies investigating the implications of this partition between B cells and T cells. The article proceeds to recount how the genetic basis for B cell receptor (BCR) diversification was solved during the dawn of molecular immunology, before concluding with a brief consideration of the ancient evolutionary origin of the B cell and T cell lineages.

Figure 1: A timeline of the early history of B cells.
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The timeline shows the discoveries that culminated in the recognition of B cells as a functionally and developmentally distinct lymphocyte lineage in 1965. Early studies also explored the implications of this partition between B cells and T cells, and the dawn of the molecular immunology era in 1976 revealed the genetic basis for B cell receptor diversification and signalling.

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Cellular versus humoral immunity

In the 1940s, Merrill Chase and Karl Landsteiner8,9, who discovered human blood groups and the hapten specificity of antibodies, carried out adoptive transfer experiments in guinea pigs to show that contact sensitivity to simple chemical compounds or delayed-type hypersensitivity to tuberculin could be transferred to naive recipients by living cells in peritoneal exudate, but not by dead cells or by serum from immunized donors. Their results indicated that specific adaptive immune responses could be categorized as either cell-mediated immunity or humoral antibody-mediated immunity; however, the potential role of antibodies in the specificity of cell-mediated immunity continued to be hotly debated over the next several years. Parenthetically, the idea of innate immunity being mediated by phagocytes had been championed much earlier by Ilya Mechnikov10.

Studies of hereditary defects of immunity in humans also provided insight into the humoral versus cellular components of an immune response. The first such immunodeficiency disease was recognized by Ogden Bruton11, who observed in 1952 the absence of serum γ-globulins in a young boy suffering from multiple bacterial infections. Bruton interpreted this finding as an indication of the boy's inability to make antibodies and he treated the patient with γ-globulins from healthy donors to provide protection from subsequent infections. In other boys with congenital agammaglobulinaemia (now known as X-linked agammaglobulinaemia), Robert Good and Richard Varco12 in 1955 described the absence of germinal centres and plasma cells as cellular correlates of the antibody deficiency and noted the presence of essentially normal numbers of lymphocytes, intact cell-mediated immunity and the ability to control viral and fungal infections.

With the exception of Mechnikov's studies in starfish, these studies were all carried out in mammals. Contemporaneous studies in birds offered unanticipated insight into immune system development. Bruce Glick removed the bursa of Fabricius, a hindgut lymphoid organ, from newly hatched chicks to test its role in behavioural development. The bursectomized birds developed normally but, when birds left over from his experiment were used in a classroom demonstration of antibody production, some of them failed to make antibodies. In follow-up studies, early bursectomy was consistently shown to prevent the development of normal antibody responses. The report of these findings was rejected by a mainstream journal because it was not considered to be of general interest and its publication in Poultry Science in 1956 (Ref. 13) was unnoticed at the time by immunologists. Thus, although all of these observations were indicative of a distinction between cellular and humoral immunity, an integrated interpretation of the results was obscured at the time by their derivation from experiments in disparate species.

Defining antibody structure and diversity

The issues that fascinated most immunologists in the mid-twentieth century were the structural nature of antibodies and the basis for their antigen-binding specificities. The diversity of antibodies complicated their biochemical analysis, but the recognition that multiple myelomas are malignant clones of plasma cells offered a convenient source of homogeneous antibodies for experimentation. A major breakthrough was provided by Gerald Edelman's and Rodney Porter's studies14,15 in the late 1950s that revealed the four-chain composition of antibodies, formed by paired heavy chains and paired light chains connected by disulphide bonds. Their studies also suggested that heavy and light chains have variable and constant regions. Enzymatic cleavage of antibodies by papain yielded a fragment of the heavy chains that could be crystallized because of its homogeneity (known as the fragment crystallizable (Fc)) and a non-homogeneous heavy chain portion that remained attached to the light chains and retained antigen-binding capacity (known as the fragment antigen binding (Fab)). The implications of the variable fragment (Fab) for antibody specificity were immediately evident but an appreciation of the effector functions of the Fc would not come until much later.

Around the same time that these structural insights into antibodies were gained, Frank Macfarlane Burnet16 proposed the idea of a clonally diverse repertoire of antibody-producing cells in which each cell makes one type of antibody and is stimulated by its cognate antigen to produce and secrete more of the same type of antibody. The 'clonal selection' theory of antibody production soon replaced the instructional theory and has endured, with various modifications and interpretations, as a guiding principle of adaptive immunity. The central question then concerned the genetic basis of clonal diversity. Could each cell commit to making a particular antibody by selecting one set of heavy and light chain genes from a huge repertoire or could a limited number of genes be somatically diversified?

When amino acid sequencing became possible, Norbert Hilschmann and Lyman Craig17 described sequence variations between the light chains secreted by myeloma cells in different patients. William Dryer and Claude Bennett18 then proposed in 1965 the idea of separate light chain variable and constant region genes and hypothesized that one of many variable region genes could be joined with a constant region gene to make a specific antibody heavy or light chain. Recognition of the affinity maturation of antibodies during immune responses added further complexity to the antibody diversification puzzle19. In 1970, Martin Weigert and co-workers20 discovered that the variable region sequence of the light chain can be somatically diversified and this fuelled a long-lasting debate over the contribution of germline versus somatic antibody diversity.

The thymus in immune system development

In the early 1960s, the attention of immunologists was drawn to the cellular aspects of immunity when the thymus — a lymphoid organ with previously unknown function — was discovered to be essential for immune system development. To study why thymectomy inhibits lymphoma development in mice, Jacques Miller21 removed the thymus shortly after birth. The thymectomized mice initially did well, but shortly after weaning they developed diarrhoea, runting and fatal infections. This aborted his experimental plan but led Miller to discover that early thymectomy results in a severe immunodeficiency characterized by marked lymphopenia, inability to reject skin allografts and reduced antibody responses21. Good and co-workers22 followed different clues to discover the importance of the thymus in immune system development. Noting the association between acquired agammaglobulinaemia and a thymoma in an adult patient, they thymectomized rabbits only to find no effect on antibody production. However, after learning that early removal of the avian bursa of Fabricius impaired the development of antibody responsiveness, they found that thymectomy of newborn mice and rabbits inhibited lymphocyte development and both cellular and humoral immune responses22. Branislav Jankovic and co-workers23 found that thymectomy of neonatal rats had similar immunological consequences.

Subsequent studies suggested that the thymus could function by seeding lymphocytes or by the hormonal control of lymphocyte development elsewhere. In support of the idea that the thymus seeds lymphocytes, thymocyte infusion rescued the lymphocyte deficiency and immune dysfunction of thymectomized mice24. James Gowans traced the circular migration of radiolabelled lymphocytes from the bloodstream into the lymph nodes and their exit via the lymphatic channels to re-enter the bloodstream25; he also noted that lymphocytes could differentiate into plasma cells26. In addition, the primarily epithelial thymus from embryonic mice was shown to produce lymphocytes ex vivo27. The composite picture derived from these findings suggested a lymphocyte lineage model in which thymic epithelial cells give rise to lymphocytes that migrate via the circulation to populate secondary lymphoid tissues throughout the body, where they become antibody-producing plasma cells in response to antigen stimulation (Fig. 2a).

Figure 2: Schematic illustration of single-lymphocyte versus two-lymphocyte lineage models.
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a | The single-lymphocyte lineage model. b | The two-lymphocyte lineage model. Grey boxes indicate some of the immediate issues that were raised by the recognition of separate thymus-derived and bursa-derived lymphocyte lineages.

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One or more lymphocyte lineage?

However, this single-lineage model of thymus-derived lymphocytes did not fit well with several observations in birds and patients with immunodeficiency diseases. Testosterone treatment of chick embryos was found to inhibit bursal development and antibody production even more markedly than removal of the bursa at hatching. Noting that in ovo treatment with testosterone sometimes impaired thymus development and the ability to reject allografts, Alexander Szenberg and Noel Warner28 suggested in 1962 that the thymus and the bursa have different functions. Their results suggested a model in which the thymus controls allograft rejection, the bursa controls antibody production and delayed-type hypersensitivity, and the bone marrow is responsible for graft-versus-host reactivity29. Raymond Peterson and co-workers30 found that bursectomy prevented the development of virus-induced lymphomas, whereas thymectomy had no effect. Boys with Wiskott–Aldrich syndrome — which is characterized by recurrent infections, thrombocytopenia and eczema — were noted to have a marked deficiency of lymphocytes and a fatal outcome of herpes simplex virus infection, despite having an abundance of plasma cells and circulating immunoglobulins31. Although none of these observations disproved the single-lymphocyte lineage model, they could be more easily explained by the existence of more than one lymphocyte lineage.

Discrete thymus and bursal cell lineages

Chickens offered an animal model in which to test the possibility of alternative lymphocyte lineages, although it was unclear at the time whether the thymus and the bursa had synergistic or independent roles and just how they might function. It proved difficult to show that early thymectomy affected either cellular or humoral immunity, probably because of the fairly mature status of the immune system in newly hatched chicks. Defining the respective roles of the thymus and the bursa would thus require either removing one or the other early in embryonic life or removing them after hatching in conjunction with the destruction of cells that had developed earlier under their influence. Lacking the means to selectively ablate the embryonic thymus, we decided to combine whole-body irradiation with removal of the thymus and/or the bursa (or neither) immediately after hatching. When examined as young adults, the birds that were irradiated and thymectomized at hatching resembled neonatally thymectomized mice. They were lymphopenic and had severely impaired cell-mediated immunity, as indicated by deficiencies in delayed-type hypersensitivity, graft-versus-host reactivity and allograft rejection capability; antibody responses to some antigens were also reduced even though immunoglobulin production and the development of germinal centres and of plasma cells seemed to be normal7,32. Conversely, birds that were irradiated and bursectomized at hatching resembled boys with X-linked agammaglobulinaemia, in that they had no germinal centres or plasma cells and made no antibodies, despite having an abundance of lymphocytes and normal cell-mediated immune responses7,32. Notably, germinal centre and plasma cell development could be restored in irradiated and bursectomized birds by reinfusion of their bursal cells33. Irradiated, bursectomized and thymectomized birds resembled infection-prone infants who had congenital agammaglobulinaemia, no lymphocytes and deficient cell-mediated and humoral immune responses34,35. These composite findings 50 years ago offered a clear view of separate thymus-dependent and bursa-dependent lineages of lymphocytes that mediate cellular and humoral immunity, respectively (Fig. 2b). Compelling evidence for a thymus-independent lineage of lymphocytes in humans was soon provided by Angelo DiGeorge's description36 of congenitally athymic infants who had an abundance of plasma cells and antibodies, despite their absence of lymphocyte-mediated cellular immunity. The existence of haematopoietic progenitor cells for the two lymphocyte lineages was implied by the earlier finding of bone marrow stem cells with multilineage potential37, including the potential for thymocyte differentiation38, and this idea was validated in chick parabiosis experiments39.

Implications of B cell and T cell lineages

The recognition of separate differentiation pathways for bursa-dependent and thymus-dependent lymphocytes, later termed B cells and T cells40, provided a provisional map of immune system development. The B cell and T cell lineage model immediately provided a useful outline for analysing the pathogenesis of lymphoid malignancies and immunodeficiency diseases, but it also raised many basic questions. What is the source of B cells in mammals? If B cells use their antibodies as antigen receptors, what do T cells use to recognize antigens given their inability to make antibodies? How do T cells cooperate with B cells to facilitate antibody responses? A discussion of T cells is outside the scope of this Timeline article but these questions and others have led to many other branches of immunological research. The specific issue of collaboration between B cells and T cells is addressed in another Timeline article in this Focus issue by Shane Crotty41.

Early B cell development

The prototypic antibodies used in the structural studies of Edelman and Porter in the 1950s14,15 were IgG antibodies and the identification of different classes of antibodies raised additional questions about the antibody diversification process. By the late 1960s, many immunologists had shown that IgM antibodies are produced before IgG antibodies in antigen-induced responses and during ontogeny. We showed that bursectomy of chickens at different times during development interrupted this progression42. These results could be explained either by there being separate lineages of B cells committed to making either IgM or IgG antibodies, or by the capacity of a single lineage of B cells to switch from IgM to IgG production. In favour of the possibility that a single lineage of B cells switches from IgM to IgG production, embryonic treatment with IgM-specific antibodies prevented the development of IgG-producing cells, whereas the inhibitory effects of antibodies against IgG were class specific43. Treatment with IgM-specific antibodies also inhibited the development of IgG- and IgA-producing cells in mice, but only when antibody administration was initiated at birth and not a week later44. These findings suggested that IgM+ B cells give rise to B cells that produce other immunoglobulin classes, although the class-switch mechanism was not elucidated until the advent of recombinant DNA technology in the 1980s (see below). How the IgM-specific antibodies inhibited the immature B cells was also unknown at that time, although immunoglobulin expression on lymphocytes had been noted by Goran Moller45 in an immunofluorescence study of histocompatibility antigen expression in 1961. Differential expression of cell-surface immunoglobulin or THY1 (also known as CD90) by B cells and T cells, respectively, was shown in mice in 1970 (Ref. 46) and the next year, the cell-surface expression of immunoglobulins was shown to be restricted to B cells in chickens and humans47,48,49.

B cell generation in haematopoietic tissues

In order to study early events in B cell differentiation, it was essential to determine the site(s) in which B cells are generated in mammals. The gut-associated lymphoid tissues, Peyer's patches and the appendix were early bursa-equivalent candidates and their removal in rabbits, together with whole-body irradiation, selectively compromised humoral immunity50. However, B cell development in fetal lambs was not impaired by prior removal of the entire intestine. The generation of B cells in mouse haematopoietic tissues was then convincingly shown by ex vivo analysis of fetal liver development51 and by the finding that immunoglobulin-bearing lymphocytes were derived from immunoglobulin-negative lymphocytes in adult bone marrow52,53 and also in fetal bone marrow54. Newly formed B cells are extremely sensitive to IgM-specific antibodies, which abolish these cells in fetal liver cultures; nevertheless, cells with lymphocyte morphology were still present in these cultures. These residual lymphocytes were found to contain intracellular IgM55 and DNA-labelling studies were used to trace the developmental sequence of IgM-negative progenitor cells (pro-B cells) to large intracellular IgM-positive precursor cells (pre-B cells) and then to IgM-bearing B cells54.

The revolutionary technique of fusing a malignant plasma cell with a normal B cell to form a hybridoma that produces monoclonal antibodies was discovered during this fertile period of B cell study in the 1970s56. When pre-B cells in mouse fetal liver were fused with a mutant B cell line that no longer produced immunoglobulin heavy or light chains, hybridomas were generated that only produced μ-heavy chains57. This suggested the sequential expression of immunoglobulin heavy then light chains during B cell differentiation, a finding that was later confirmed in virus-transformed cell lines that could undergo this differentiation process58.

Antibody genes and their assembly

The advent of recombinant DNA technology provided a powerful new approach to address many of the unresolved issues of B cell differentiation and antibody diversification. The molecular immunology era began in 1976 with the finding by Nobumichi Hozumi and Susumu Tonagawa59 that immunoglobulin light chain variable and constant region gene segments undergo somatic rearrangement during B cell differentiation. It was then shown that creation of the light chain variable region exon involves rearrangement of two gene segments — V (variable) and J (joining) — and that this same process at the heavy chain locus involves three gene segments (V, D (diversity) and J)60,61. Recombination signal sequences flanking the V, D and J gene segments were shown to guide the assembly process62,59. The sequential recombinatorial assembly of the heavy chain gene first and then the light chain gene can explain the orderly expression of μ-heavy chains by pre-B cells and the subsequent expression of IgM by newly formed B cells58. The switch from transmembrane IgM receptors on B cells to secreted IgM antibodies was found to be due to alternative splicing of the heavy chain gene transcripts62. Antibody class switching was shown to involve deletion of the constant region gene segment of the μ-heavy chain and its replacement by one of the other downstream constant region gene segments63,64,65. The antigen-selected evolution of cumulative somatic mutations proved to be the underlying mechanism for affinity maturation of antibodies66 and this process was shown to occur primarily in the germinal centres67.

These studies provided insight into the genetic basis for the orderly expression of clonally diverse IgM heavy and then light chain genes, the subsequent switches in constant region genes to enable B cells to express different antibody classes and the concomitant antigen-mediated selection of somatic mutations (reviewed in Ref. 68). However, several more years of research were required to define the composition of the BCR for antigens and that of the pre-BCR (Fig. 3) as essential first steps in understanding the signalling pathways that are triggered by antigen activation of B cells, the analysis of which is still ongoing.

Figure 3: The composition and the expression of pre-B cell and B cell receptors.
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The elucidation of the antibody genes and the differential splicing of the heavy chain transcripts provided insight into the transmembrane expression of IgM and IgD (not shown here) as B cell receptors (BCRs) for antigen recognition on B cells. Pre-B cells, which have not yet rearranged their light chain genes, instead express surrogate light chain genes that encode λ5 and VpreB, in combination with the μ-heavy chain83. For both the pre-BCR and the BCR, the short intracytoplasmic portions of the μ-heavy chains are inadequate for initiation of signal transduction. The solution to this problem came with the identification of the associated transmembrane proteins Igα and Igβ, which have cytoplasmic motifs that undergo phosphorylation after antigen engagement of the receptor complex to trigger the signalling cascades that are responsible for activation of normal and abnormal B cells (reviewed in Refs 82,84,85).

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Many other important discoveries deserve mention in this brief historical sketch of B cells. One is the discovery of the paired recombination-activating gene 1 (RAG1) and RAG2, which encode enzymes that are essential for initiating V(D)J recombination69,70. Another is the discovery of the activation-induced deaminase gene, which encodes an enzyme that is essential for initiating heavy chain class switching and somatic mutation of V regions to promote the affinity maturation of antibodies71. Moreover, the gene conversion mechanism that was shown to be essential for generating antibody diversity in the avian bursa of Fabricius72,73 is also mediated by this enzyme74. With regard to the question of how T cells 'see' antigens, the discovery that cytotoxic T cells kill virus-infected cells only in the context of self-MHC class I molecules provided pivotal insight into this issue75. The subsequent identification of the T cell receptor (TCR) genes76,77 paved the way to understanding how the MHC class I and class II proteins present peptides to T cells. Investigations of the two major T cell developmental pathways, in which lymphocytes express either a γδ TCR or an αβ TCR, and their many sublineages are ongoing.

Conclusions

Much has been learnt about the thymus-derived T cells and the bursa- or bone marrow-derived B cells since their recognition as members of separate pathways of lymphocyte differentiation in birds and mammals 50 years ago. This Timeline article concentrates on the early findings that led to the recognition of B cells as a distinct lymphocyte lineage and the initial investigation of the B cell differentiation pathway. The ongoing analysis of B cells inevitably involves the study of T cells because they belong to functionally intertwined lymphocyte lineages. In fact, we now know that the genetic programmes for the two major prototypic T cell lineages and a prototypic B cell lineage must have been present in a common vertebrate ancestor approximately 500 million years ago, even before the convergent evolution of entirely different types of clonally diverse receptors for specific antigens on B cells and T cells in jawless and jawed vertebrates (Box 1). The reasons why B cells and two types of T cells have been inseparable companions for so long remain speculative but it seems likely that essential cooperative interactions between B cells and T cells underlie their selection for continual evolution of the adaptive immune system in vertebrates.