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Thermo Scientific ToxInsight Consumer and Health
Products Safety Program
Endocrine Profiler Panel
Assay Guide
Thermo Scientific ToxInsight
Endocrine Profiler Panel (EPP)
Assay Guide
Estrogen Receptor alpha and Androgen Receptor Assays
Version 1.0
PUBLISHED BY
Thermo Fisher Scientific, Inc.
100 Technology Drive
Pittsburgh, Pennsylvania 15219
Telephone: (412) 770-2200
Copyright Copyright © 2011 by Thermo Fisher Scientific, Inc. All rights reserved.
Portions of this document are protected by one or more issued patents, patent applications, trade secrets,
copyrights, and/or other proprietary material. Use of the Microsoft® Excel® Template for the Endocrine
Profiler Panel Assay products require a license from Cellomics, Inc., a subsidiary of Thermo Fisher
Scientific Inc., and is entered into in conjunction with the purchase of the software.
Thermo Fisher Scientific, Inc. reserves the right to make modifications and additions to the information
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owned subsidiary of Thermo Fisher Scientific, Inc.
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P/N LC07213500
Fisher BioImage ApS End-User License Agreement
This End-User License Agreement (“Agreement”) for the Endocrine Profiling Panel (“Product”) is entered into in conjunction with the purchase of the license to the Product. By using the Product, the Licensee accepts the Product and agrees to be bound by the terms of this Agreement.
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Table of Contents
Chapter 1 Introduction ............................................................................................................. 1
Terminology, Conventions, and Symbols .............................................................................. 1
Terminology ................................................................................................................... 1
Conventions ................................................................................................................... 2
Symbols ......................................................................................................................... 2
Contacting Technical Support ............................................................................................... 2
Documentation Feedback ..................................................................................................... 3
Chapter 2 Overview .................................................................................................................. 5
The ERα Redistribution Assay .............................................................................................. 6
The AR Redistribution Assay ................................................................................................ 7
References ........................................................................................................................... 9
Chapter 3 Endocrine Profiler Panel Assay Principle ............................................................ 11
EPP Assay Workflow .......................................................................................................... 11
Treating, Labeling, and Quantitatively Imaging Cells ..................................................... 12
Using Template Analysis to Make Predictions for Potential Endocrine Disruption .......... 16
Using Quantitatively Imaged Data to Make the Proper Dose Range Prediction .............. 17
Using Quantitatively Imaged Data to Evaluate Receptor Activity ................................... 21
Stepwise Extrapolation of Response Predictions for both Templates ............................. 23
Chapter 4 Cell Imaging .......................................................................................................... 39
Fixed Exposure versus Autoexposure ........................................................................... 39
Ensuring that Wells without Cells are not Rejected........................................................ 40
Object Selection and Gating ......................................................................................... 40
Chapter 5 Post-Imaging Analysis for EPP Prediction .......................................................... 41
Microsoft Excel Template for the EPP Assay ....................................................................... 41
Guidelines .......................................................................................................................... 41
Installing the Template ........................................................................................................ 42
Template Workflow ............................................................................................................. 43
Loading the Template ......................................................................................................... 43
Configuring the Data Source ............................................................................................... 45
Configuring the Data Source for Store Database Retrieval ............................................ 46
Configuring the Data Source for Local Plate Data Retrieval ........................................... 47
Selecting Plates .................................................................................................................. 48
Entering Experimental Design Information........................................................................... 49
II
Running the Template ........................................................................................................ 52
Worksheets ........................................................................................................................ 53
Worksheet 1: Rawdata ................................................................................................. 53
Worksheet 2: Basal Response ...................................................................................... 54
Worksheet 3: Normalized Data ..................................................................................... 57
Worksheet 4: Normalized Response ............................................................................. 58
Worksheet 5: QC .......................................................................................................... 59
Worksheet 6: Graphs ................................................................................................... 60
Worksheet 7: Conclusion .............................................................................................. 61
Suggested User Template Worksheet Workflow ........................................................... 63
Chapter 6 Sample Preparation Using the EPP ERα and AR Assays ................................... 65
Important Information.......................................................................................................... 65
1
Introduction
The Thermo Scientific ToxInsight IVT Platform offers a predictive, cell based imaging
approach to determining the toxicity risk of a compound through the measurement of multiple biomarkers in individual cells. The automated, bench-top, easy to use platform allows a
researcher to benefit from physiologically relevant assays early in the drug discovery process,
rather than traditional late stage histopathology or animal studies.
The ToxInsight™ Endocrine Profiler Panel (EPP) Assays, through the use of the ToxInsight
Estrogen Receptor alpha (ER ) and Androgen Receptor (AR) Assay Cartridges, identify potential compound-induced endocrine disruption by simultaneous detection and analysis of
multiplexed cellular targets and properties. These are cell loss, general nuclear intensity and
morphological features along with nuclear receptor foci formation and potential degradation or translocation of proteins. The EPP Assays deliver robust, convenient, reproducible results, and
can be used for routine assessments of potential estrogenic or androgenic compounds.
This guide describes the principles of the EPP Assay, sample preparation, cell imaging, and post-imaging analysis for prediction of potential endocrine disruptors.
Terminology, Conventions, and Symbols
This guide assumes basic user knowledge of computers using the Microsoft® Windows®
operating system and experience working with windows, menus, commands, buttons, tabs,
dialog boxes, and other Microsoft Windows elements. If you are unfamiliar with these terms,
please refer to Microsoft Windows documentation.
Throughout this guide certain terminology, conventions, and symbols are used consistently.
These conventions are described in the following sections.
Terminology
Term Definition
Click This term means to place the mouse pointer over the item, then depress and release the primary
mouse button (usually the left button) in one quick motion
Right-click This term means to place the mouse pointer over the item, then depress and release the secondary mouse button (usually the right button) in one quick motion
Double-click This term means to place the mouse pointer over the item, then depress and release the primary
mouse button twice in quick succession.
Drag This term means to place the mouse pointer over the item, depress and hold down the left mouse
button, move the pointer (and the object) to some target location, then release the mouse button.
Press This term means to push and release a key on the keyboard. For example, press the Tab key.
Shift Ctrl Alt When any of these terms appear before any of the above terms, it means to hold down the
specified keyboard key while taking the hyphenated action. Thus, Shift-click means to hold down the Shift key while clicking an item.
Shortcut menu This is a menu that appears when you right-click an item.
Chapter
1
2 Chapter 1 Introduction
Conventions
Menu names, menu items, buttons, and options appear in bold type. For example: The location
of the files is C:\CellData.
Window titles and dialog box names begin with uppercase letters.
Symbols
The following symbol appears throughout this document in order to draw your attention to
important information such as operating tips and suggestions.
Symbol Description
A tip, suggestion, or additional information.
Contacting Technical Support
If you have a technical question that you are unable to answer after consulting the
documentation, please contact Technical Support.
Thermo Fisher Scientific
100 Technology Drive
Pittsburgh, Pennsylvania 15219
U.S. Toll-free: (800) 432-4091 Main: (412) 770-2200
Fax: (412) 770-2450
e-mail: [email protected]
For European assistance, contact:
Main: +32 (0)53 85 71 82 Fax: +32 (0)53 85 72 28
Before contacting Technical Support for service or support, it is helpful if you are prepared to
answer the following questions:
What were you doing when the problem occurred?
Can you reproduce the problem?
Did you try to solve the problem? If so, what steps did you take and what did you
observe?
Which error messages, if any, appeared?
Having these answers will help us provide you with a solution as quickly as possible.
Chapter 1 Introduction 3
Documentation Feedback
Thermo Fisher Scientific is committed to providing you with the highest quality product
documentation and online help and we welcome comments and suggestions for improvement.
Before emailing your feedback to us, it is helpful if you include the following information:
For printed manuals, provide the document title and part number. The part number can be
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5
Overview
Endocrine disruptors are compounds that alter steroid activity thereby perturbing endocrine
system functionality. Environmental endocrine disruptors have been linked to numerous adverse health effects and reproductive problems in both humans and wildlife [1, 2]. The
advent of complex compound libraries in addition to a large catalog of existing compounds
necessitates an automated procedure to assess a compound‘s in vitro endocrine activity prior to investigating potential organismal and environmental impact. Utilization of in vitro screens for
potential endocrine active compounds (EACs) can reduce animal testing by categorizing and
prioritizing compounds based on their ability to alter endocrine receptor activity.
Bioethics, efficiency, and cost of animal testing have been moving the trend towards in vitro cell-based assays to replace protocols using animal tissues, to reduce animal usage by
predicting potential in vivo action, and to provide additional toxicity information. The need for
more sensitive assays that can provide insight into mechanisms of action for endocrine receptor activation extends to environmental and industrial safety as well as consumer products
from cosmetics to food additives. A goal of in vitro testing is to detect compounds with
potential endocrine activity and assess the magnitude and potency of the response. Because of diverse action mechanisms with different compounds, monitoring multiple, independent
outputs in the same cell increases the predictive power of the assay.
Thermo Fisher Scientific provides the Thermo Scientific ToxInsight IVT Platform as a
complete solution for cell-based predictive toxicology. The ToxInsight IVT Platform complete solution comprises of a cellular imaging instrument, software, reagents and other
consumables. For this platform to offer ease-of-use performance, the biology and
instrumentation are linked by the ToxInsight EPP Assay Cartridges, an integral part of the ToxInsight IVT Platform. The ToxInsight Cartridges are reagent kits relevant to endocrine
receptor activity and associated software assay protocols that enable the specific kit to be run
on the ToxInsight instrument.
The ToxInsight IVT Platform offers a predictive, cell-based imaging approach to determining
the potential endocrine disruption risk of a compound through the measurement of multiple
biomarkers in individual cells. The automated, bench-top, easy to use platform allows a
researcher to benefit from physiologically relevant assays early in the screening process, rather than in late stage animal studies. Because of diverse action mechanisms with different
compounds, directly monitoring receptor activation in the same cell increases the assay‘s
predictive power. The data acquired using the ToxInsight EPP Assay Cartridge should be analyzed with the provided Thermo Scientific AddIn for Microsoft
® Excel
® and Excel
Template for the EPP Assay to predict endocrine disruption from the tested drugs or
compounds.
The ToxInsight EPP Assay Cartridge is used for identifying compound effects to endocrine disruption by simultaneous detection of multiplexed targets (by using the DNA binding dye,
Hoechst 33342) including cell loss, nuclear DNA, morphological characteristics, as well as
nuclear GFP foci formation, along with potential degradation (for ER ) or translocation of
Chapter
2
6 Chapter 2 Overview
receptor (AR) using an end-point assay based on Thermo Scientific Redistribution technology
and fluorescence detection in fixed cells grown on standard high-density microplates.
The ToxInsight EPP ER and AR Assay Cartridges consist of the following:
Optimized reagents which include the Thermo Scientific CryoRedi cells, media,
reagents, plates, and fluorescent probes for the monitored cell targets
Respective ToxInsight EPP Assay Analysis Templates, which are Microsoft Excel®
templates, that analyze and interpret the imaging data to arrive at general toxicity and
dose range predictions as well as receptor activity and potential mimic characteristics
of each evaluated sample compound
The ToxInsight EPP Assay uses both ER and AR Assay Cartridges with two separate Excel-based templates each. The first template type identifies possible toxic concentrations of each compound through use of general viability features (cell count, nuclear size, and nuclear
intensity) with respect to receptor response. This template helps you decide what concentration
to use for detailed evaluation of compound-induced receptor activity. The second template provides a detailed analysis of the receptor response and mechanism of action for each
compound by comparison of their dose response to positive controls with respect to vehicle
controls. Here, you can compare the potency and magnitude of the selected compound‘s
primary response (nuclear foci formation) via thresholds of the positive and weak response control, as well as comparing foci formation to an additional receptor response (receptor
degradation for ER and translocation for AR) using the mimic function.
The ToxInsight Endocrine Profiling Panels deliver robust, convenient, reproducible results,
and can be used for routine estrogenic and/or androgenic assessment of compounds. The ER and AR Assay Cartridges include Redistribution™ CryoRedi™ cells, along with media,
reagents, assay protocol, and analysis and data reporting capabilities to predictively profile compounds for potential endocrine disruption. The Redistribution technology monitors the
cellular translocation of GFP-tagged proteins in response to compounds or other stimuli and
allows easy acquisition of multiple readouts from the same cell in a single assay run in addition
to supplementary information about cell morphology, compound fluorescence, and cellular toxicity. CryoRedi cell lines (based on Redistribution technology) are ―ready-to-use‖, where
frozen cells are thawed, plated immediately, and used directly in high content analysis
applications, including profiling and screening studies.
The ERα Redistribution Assay
Estrogen is a regulator of normal endocrine function. Signal transduction induced by estrogens
such as estradiol, the main endogenous human estrogen, is mediated by the estrogen receptor
(ER). ER is a nuclear receptor that upon ligand binding organizes into homo- and heterodimers of the ERα and ERβ subtypes. Following ligand binding, ER acts as a transcription factor and
regulates expression of several target genes such as cyclin D1 and IGF-1 [3]. Estrogens and
estrogen receptors are implicated in development and progression of breast cancer. Moreover, environmental chemical contaminants with estrogenic activity are suggested to promote
reproductive disorders. The ERα Redistribution assay monitors accumulation of an EGFP-
ERα fusion protein in nuclear foci as a measure of ERα activation (Figure 1 and 3A). The
agonist version of the assay uses the potent estrogen 17β-estradiol as a reference compound. The EC50 of 17β-estradiol for nuclear foci formation in the assay is approximately 0.3 nM and
corresponds well with EC50 values for receptor activation reported by others [4].
Chapter 2 Overview 7
Figure 1. Illustration of ERα Redistribution upon stimulation with 17β-estradiol
The AR Redistribution Assay
The androgen receptor (AR) is a nuclear receptor transcription factor that mediates the cellular
actions of androgens, the male sex steroids testosterone and dihydrotestosterone (DHT).
Androgen signaling mediates male sexual differentiation, sexual maturation, and
spermatogenesis. Androgens maintain normal prostate homeostasis but are also involved in
prostate tumorigenesis [5]. Androgens exert their activity through binding to AR resulting in
either activation or repression of androgen responsive genes. Ligand binding exposes a nuclear
localization signal (NLS) allowing translocation of AR to the nucleus via a transport protein. Agonists as well as most antagonists induce translocation of AR to the nucleus. However, only
agonists activate AR functions by interaction with androgen response elements (AREs).
Moreover, AR agonists often induce nuclear localization of AR with a punctuate distribution pattern, the so-called nuclear foci [5, 6, 7]. The AR Redistribution Assay is designed to assay
for compounds inducing EGFP-AR nuclear translocation and formation of nuclear foci. AR
nuclear accumulation and foci formation is promoted by the agonist DHT, which is used as reference compound (Figure 2 and 3B). The EC50 of DHT for nuclear foci formation in the
assay is approximately 0.2 nM.
Figure 2. Illustration of AR Redistribution upon stimulation with DHT
17β-estradiol
Unstimulated cell:
EGFP-ERα localized in the nucleus
Stimulated cell: EGFP-ERα localized
in nuclear foci
Unstimulated cell: EGFP-AR localized both in
cytoplasm and nucleus
Stimulated cell:
EGFP-AR localized in nucleus. Foci formation is evident
DHT
8 Chapter 2 Overview
Figure 3. Inset visualization of GFP foci in ERα (A) and AR (B) cells (20X objective). Cells treated
with β-estradiol (A, bottom) or DHT (B, bottom) show an accumulation of spots within the nuclear region. AR cells also show translocation from the cytoplasm to the nucleus. Images were acquired using the Thermo Scientific ToxInsight IVT Platform. Overlays in the bottom right images represent visualization of the
Compartmental Analysis BioApplication to identify spots (green, A & B) and cytoplasmic area for calculating translocation (orange, B).
A challenge to current in vitro assays used to assess potential endocrine activity is that
compounds may induce toxicity or other non-receptor mediated side effects resulting in data
that does not directly evaluate endocrine activity. Assessing a compound‘s potential for interacting with the endocrine system should incorporate both toxicity and receptor binding
data. The Thermo Scientific EPP Assays address this issue by directly monitoring
fluorescently tagged endocrine receptors and a nuclear stain over a range of compound
concentrations (i.e., dose response) via automated image analysis which allows the
visualization of distinct steps in the receptor activation pathway.
Thus, a major advantage of these assays is the simultaneous monitoring and analysis of
toxicity along with the direct visualization of endocrine receptor activity over a range of
compound concentrations. This provides receptor response data for use in endocrine disruption predictions coupled to toxicity assessment and a secondary receptor read-out to determine the
compound‘s mechanism of receptor activation.
Chapter 2 Overview 9
References
1. Diamanti-Kandarakis, E. et al. 2009. Endocrine Reviews. 30: 293-342.
2. Hotchkiss, A. K. et al. 2008. Toxicological Sciences. 105: 235-259.
3. Levin, E. R. 2005. Molecular Endocrinology. 19(8): 1951-1959.
4. Wilson, S. V. et al. 2004. Toxicological Sciences. 81: 69-77.
5. McEwan, I. J. 2004. Endocrin-Related Cancer. 11: 281-293.
6. Rosenfeld, M. G. and C. K. Glass. 2001. J. Biol. Chem. 276: 36865-36868.
7. Mainwaring, W. I. 1977. Monogr. Endocrinol. 10: 1-178.
8. Association for the Advancement of Medical Instrumentation. Biological evaluation of medical devices – Part 5: Tests for in vitro cytotoxicity. ANSI/AAMI/ISO 10993-5:2009
(2009).
9. Alarid, E.T. 2006. Molecular Endocrinology. 20(9): 1972-1981.
11
Endocrine Profiler Panel Assay Principle
This chapter describes the principles of the ER and AR Assays including a description of the assay workflow, treating, labeling, and imaging cells and using data to make receptor
activation predictions.
EPP Assay Workflow
Both the ER and AR assay methods use their respective CryoRedi cells (U2OS cell lines
expressing either GFP-ER or GFP-AR), Nunc™ Edge 96-well microplates, media and
reagents (Assay Cartridge reagents), an automated, quantitative cell imaging system (ToxInsight IVT Platform), optimized assay and imaging protocols (Compartmental Analysis
supplied on the ToxInsight IVT Platform), and decision-making analysis tools to predict
compound toxicity and receptor activity using the quantitative data from the cell image (Dose Range and Receptor Activity Analysis Templates, which are part of the ToxInsight EPP Assay
Cartridges). The optimized reagents, experimental workflow, and decision-making software
make this a convenient and robust assay to implement and routinely use.
The ToxInsight EPP Assay has the following three key steps (see Figure 4):
1) Sample Preparation: The first step contains an optimized protocol for plating and
compound treatment, followed by fluorescent nuclear labeling of cells with the
optimized reagents from the ToxInsight ER /AR Assay Cartridges. Additional
information is given in Chapter 6.
2) Imaging & Analysis: The second step involves imaging the cells on the ToxInsight
IVT Platform, an automated, quantitative analysis of the imaged cellular targets to
detect changes associated with general toxicity and receptor activity. The samples in
96-well plates are automatically imaged and analyzed by the ToxInsight IVT Platform using the supplied Compartmental Analysis optimized imaging protocols. Additional
information is given in Chapter 4 as well as in the Compartmental Analysis
BioApplication Guide.
3) Dose Range and/Receptor Activity Prediction: The third step applies a set of ToxInsight EPP Templates on the quantitative, multiparametric cell target data
acquired from the previous step. Determination of what concentration (if any) a
compound of interest is toxic with respect to foci formation is accomplished through
the ER and AR Dose Range templates. The Receptor Activity templates compare each compound to appropriate Weak Response and Positive Controls to determine its potency as well as general functionality (potential mimic) against the Positive Control.
Additional information can be found within this chapter as well as in Chapter 5.
Chapter
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12 Chapter 3 Endocrine Profiler Panel Assay Principle
Dose Range:
Receptor Activity:
Figure 4. Thermo Scientific EPP Assay Steps for Dose Range (top) and Receptor Activity Assays (bottom)
Treating, Labeling, and Quantitatively Imaging Cells
Two separate assays must be performed to ensure that the proper concentration range has been
selected to monitor receptor activity. This is briefly described above in Figure 4.
All of the EPP Assays are performed using CryoRedi cells which have been optimized for immediate plating following thawing from liquid nitrogen and do not need to be cultured prior
to testing. Cells are removed from liquid nitrogen, added to Plating Media, counted and plated
into 96-well microplates. For these assays, the Nunc Edge plates are used to reduce potential
plate edge effects during cell culture and provide low background fluorescence during
imaging.
Automatically acquire images of labeled cells on ToxInsight
IVT Platform & perform automatic
on-the-fly analysis of images
Plate CryoRedi cells onto Nunc 96-well Edge plates (6 plates for 6
compounds) with Plating Media; incubate overnight
Treat cells with DR of selected compounds (using concentration from Dose Range), Weak Response, Max Positive Control, and Positive Controls in Assay Media and incubate 24 h (AR)
or 20 h (ER )
Fix cells and stain with Hoechst using Cartridge reagents
STEP 1: SAMPLE PREPARATION STEP 2: IMAGING & ANALYSIS STEP 3: RECEPTOR ACTIVITY PREDICTION
Import data into appropriate Receptor Activity Analysis Template
Receptor Activity Template will calculate potency of compound
compared to Weak Response and Max Positive Control thresholds as well as if the compound mimics the Positive
Control in foci formation and
degradation (ER )/translocation (AR)
Compare duplicate plates
Automatically acquire images of labeled cells on ToxInsight
IVT Platform & perform automatic
on-the-fly analysis of images
Plate CryoRedi cells onto Nunc 96-well Edge plates (1 plate per 6 compounds) with Plating Media; incubate overnight
Treat cells with selected DR compounds and Positive Controls in Assay Media and incubate 24 h (AR)
or 20 h (ER )
Fix cells and stain with Hoechst using Cartridge reagents
STEP 1: SAMPLE PREPARATION STEP 2: IMAGING & ANALYSIS STEP 3: DOSE RANGE PREDICTION
Import data into appropriate Dose Range Assay Analysis Template
Dose Range Assay Analysis Template will calculate suggested compound concentration for Receptor Activity
Assay based on threshold values for each target vs. vehicle and positive
control responses
Max concentration that fits toxicity and foci formation will be used for setting
up Receptor Activity plates
Chapter 3 Endocrine Profiler Panel Assay Principle 13
Dose Range Assays for both ER and AR
One vial of CryoRedi cells is needed to test six compounds using the Dose Range Assay (seven doses in duplicate at 1:10 dilution + the Maximum Positive Control concentration and a
Vehicle Control). Figure 5 represents the suggested plate layout for this assay.
Figure 5. Suggested plate setup for the Dose Range Assay Plate. Only one plate is needed per six
compounds in duplicate columns. Compounds are added on top of Plating Media to give 1x final dilutions.
For general terminology, the EPP Assay protocol requires that the cells be subjected to one of
the following types of treatment conditions for a specific period of time (24 or 20 hour
compound treatment for AR or ER cells, respectively). For the Dose Range assay, the
following well types can be found:
1) Vehicle Control - VC (e.g., DMSO): used to normalize the data for toxicity predictions
from nuclear measurements and as a background response (lower limit or 0% response)
for GFP receptor measurements.
2) Max Positive Control - MaxPC (i.e., -estradiol for ER or DHT for AR): used to
normalize the data for the GFP receptor responses (upper limit or 100% response).
3) Sample compounds - Sample: potential estrogenic/androgenic compounds that are being
assessed where toxicity and receptor effects are unknown, or are known compounds used
as comparison. Concentrations start at 100 µM (unless limited to a lower starting
concentration due to insolubility) followed by 6 additional 1:10 dilutions.
After treatment, the cells are fixed, washed and stained with Hoechst from the EPP Reagent
Cartridge(s). Images of the fluorescently labeled cells are automatically acquired on the
ToxInsight IVT Platform to detect the different fluorescently labeled cellular targets, and then stored and automatically analyzed on-the-fly with the Thermo Scientific Compartmental
Analysis BioApplication. The Compartmental Analysis BioApplication makes the following
measurements in the cell images (Table 1):
Cell Viability is calculated by measuring the number of nuclei in the images normalized
to the vehicle control (set to 100% viability); a user-defined threshold flags compound
concentrations that decrease nuclei count below the threshold (default set to 80% viability)
OR
Toxicity Index is an integrated multiparametric toxicity assessment of each compound
concentration. The Toxicity Index is a weighted total (determined by the user) of three
nuclear features. Weights are assigned to each compound dose if it falls outside of user-defined thresholds for each feature. If a dose exceeds the final Toxicity Index threshold
Green (wells H1-H6) = Max Positive Control Yellow (wells H7-H12) = Vehicle Control Other = Sample Test Chemicals - range 100 µM
(row A) to 0.1 nM (row G) at 1:10 dilution in duplicate wells.
14 Chapter 3 Endocrine Profiler Panel Assay Principle
(also set by the user), it is flagged as toxic. The following features comprise the Toxicity
Index:
Cell Viability (Object Count) is calculated by measuring the number of nuclei
within a well.
Nuclear DNA Content (Nucleus Intensity) is monitored by measuring the total
integrated fluorescence intensity of the DNA dye (Hoechst 33342) in the nuclear
area of each cell with DNA staining.
Morphology (Nucleus Size) is monitored by measuring the nuclear size from
Hoechst-staining cells.
AND
Receptor Response measured through the following:
Receptor Foci Response is measured by integrating three different foci features (foci count, intensity, and area) in the nuclear area of each cell generated from the
GFP-expressing cells.
Receptor Translocation Response (AR only) is monitored by subtracting the
average cytoplasmic GFP fluorescence intensity from the average nuclear GFP
fluorescence intensity within each cell. In the AR assay, translocation is seen as the decrease of GFP from the cytoplasmic region and accumulation of GFP in the
nuclear region after treatment; the translocation event is not used in the ER Assay as most of the receptor resides in the nucleus of unstimulated cells.
Translocation is utilized as a secondary read-out for AR receptor activation.
Table 1. Assay Targets Used for the Dose Range Templates
TOXINSIGHT
IMAGING
CHANNEL
MONITORED CELL TARGET
CELLULAR REGION WHERE
MEASUREMENT IS MADE
(MEASUREMENT METHOD)
FLUORESCENT
PROBE COLOR
COMPARTMENTAL
ANALYSIS BIOAPPLICATION
OUTPUT FEATURE
1
Cell Viability Nucleus
(counting number of nuclei)
Hoechst 33342 Blue
ValidObjectCount
DNA Content Nucleus
(integrated intensity) ObjectTotalIntensityCh1
Morphology Nucleus
(nuclear size) NucSizeCh1
2
Foci Response
Foci formation in Cell Nuclear Region
(averaged from foci count, area, and intensity)
GFP tag Green
CircSpotTotalIntensityCh2
CircSpotTotalCountCh2
CircSpotTotalAreaCh2
Receptor Translocation
Response (AR only)
Cytoplasm to Nuclear Translocation
GFP tag Green CircRingAvgIntenDiffCh2
Chapter 3 Endocrine Profiler Panel Assay Principle 15
Receptor Activity Assays for both ER and AR
For the Receptor Activity Assays, six vials of CryoRedi cells are needed to test six compounds at two compounds per plate on duplicate plates (each compound run in triplicate per plate for
nine doses at 1:5 + the Maximum Positive Control concentration, a Positive Control dose
response, a Weak Response Control, and a Vehicle Control). Figure 6 represents the plate
layouts for this assay.
Figure 6. Suggested plate setup for Receptor Activation Plates. Six plates are needed per six compound set in triplicate wells, duplicate plates (2 sample test compounds and controls per plate). Compounds are added on top of plating media to give 1x final dilutions.
Plating, treating, and processing of the cells in the EPP Receptor Activity Assay is identical to the Dose Range Assay. The differences between the assays are the Sample compound‘s
starting concentration and dilution series, the plate layout, and additional controls in the
Activity Assays. For the Receptor Activity Assay, the following well types can be found:
1) Vehicle Control - VC (e.g., DMSO): used to normalize the data for nuclear
measurements and as a background response (lower limit or 0% response) for GFP
receptor measurements.
2) Max Positive Control - MaxPC (i.e., highest dose of -estradiol for ER or DHT for
AR): used to normalize the data on the maximal end for GFP responses and help
determine the thresholds for potency and potential mimic determinations; and which are
used to normalize the data for the GFP receptor responses (upper limit or 100% response) .
3) Positive Control - PC (i.e., dose response of -estradiol for ER or DHT for AR): used to
provide a dose dependent positive receptor response to compare response potency with
test compounds in addition to providing a positive response to the mimic determination.
4) Weak Response Control - WR (i.e., BPA for ER or progesterone for AR): used to
monitor positive foci responses to compare to the sample compounds.
5) Sample compounds - Sample: potential estrogenic/androgenic compounds that are being
assessed. Concentrations start at the dose determined from the Dose Range assays
followed by 8 additional 1:5 dilutions.
After treatment, the cells are fixed, washed and stained with Hoechst from the EPP
Cartridge(s) to simultaneously monitor the following cellular responses (Table 2):
Yellow (column 1) = Vehicle Control (1% DMSO) Blue, Red (wells A2-F10) = Sample Chemicals –
two compounds per plate; range determined from Dose Range plate at 1:5 dilutions in triplicate wells (A2-C2 and D2-F2 for highest dose).
Green (wells G2-H10) = Positive Control at 1:5 dilutions (starting at 50 nM β-estradiol or DHT)
Dark Green (column 11) = Max Positive Control (50 nM β-estradiol or DHT)
Purple (column 12) = Weak Response Control (500 nM BPA or 125 nM progesterone)
16 Chapter 3 Endocrine Profiler Panel Assay Principle
1) Cell Viability is calculated by measuring the number of nuclei normalized to the vehicle
control (set to 100% viability); a user-defined threshold flags compound concentrations
that decrease nuclei count below the threshold (default set to 80% viability).
2) Receptor Foci Response is measured by integrating three different foci features (foci
count, total foci intensity, and average foci area) in the nuclear area of each cell generated
from the GFP-expressing cells.
AND
3) Receptor Degradation (ER only) is measured by analyzing the integrated total GFP
fluorescence intensity in the nuclear area of each cell. Degradation is seen as the decrease
of GFP in the nuclear region after treatment.
OR
Receptor Translocation Response (AR only) is monitored by subtracting the average cytoplasmic GFP fluorescence intensity from the average nuclear GFP fluorescence
intensity within each cell. Translocation is seen as the decrease of GFP from the
cytoplasmic region and accumulation of GFP in the nuclear region after treatment.
Table 2. Assay Targets Used for the Receptor Activity Templates
Using Template Analysis to Make Receptor Response Predictions
for Potential Endocrine Disruption
There are two main templates for each assay that will differ in the importance of the features
along with the visualization and presentation of the data. For the Dose Range template, the
main output will monitor general toxicity with a secondary output of GFP receptor response (this plate determines the concentrations to be used in the Receptor Activity assays). For the
Receptor Activity template, the main output will analyze the GFP receptor foci response, a
secondary output for control similarity (potential mimic), and a tertiary output of toxicity. Following import of data into the templates, the responses are reported using a combination of
TOXINSIGHT
IMAGING
CHANNEL
MONITORED CELL TARGET
CELLULAR REGION WHERE
MEASUREMENT IS MADE
(MEASUREMENT METHOD)
FLUORESCENT
PROBE COLOR
COMPARTMENTAL
ANALYSIS BIOAPPLICATION
OUTPUT FEATURE
1 Cell Viability Nucleus
(counting number of nuclei) Hoechst 33342 Blue ValidObjectCount
2
Foci Response
Foci formation in Cell Nuclear Region
(averaged from foci count, area, and intensity)
GFP tag Green
CircSpotTotalIntensityCh2
CircSpotTotalCountCh2
CircSpotTotalAreaCh2
Receptor Degradation (ER)
Or Receptor
Translocation (AR)
Cell Nuclear region (integrated intensity)
OR Cytoplasm to Nuclear
Translocation
GFP tag Green CircTotalIntensityCh2
OR CircRingAvgIntenDiffCh2
Chapter 3 Endocrine Profiler Panel Assay Principle 17
user-defined inputs and thresholds formatted into the Microsoft Excel template. From the data,
the original purpose of the assay can be derived from and translated via the template to provide
endpoint predictions. Each type of template has the following purpose, endpoint, and outputs:
EPP Dose Range Assay and Template
Purpose: to determine a compound‘s starting dose for the Receptor Activity plate by
monitoring toxicity and the maximum receptor response
Endpoint: starting dose is defined as the minimum dose plus one dose that induces the
maximum receptor response and does not cause toxicity
Primary output: general toxicity assessment of each compound
Secondary output: GFP foci response to provide initial information on magnitude of the
receptor response for each compound
EPP Activity Assay and template
Purpose: to determine a compound‘s ability to induce a potential endocrine response by
measuring receptor activation
Endpoint: comparison of a compound‘s receptor dose response to the positive control
showing both the potency and magnitude of the response
Primary output: GFP foci response providing detailed information on both potency and
magnitude of the foci response for each compound
Secondary output: mimic determination comparing the magnitude of the sample compound‘s
response for two steps in the receptor activation pathway with respect to the positive control
Tertiary output: general information on the toxicity potential of the compounds
Using Quantitatively Imaged Data to Make the Proper Dose
Range Prediction
The EPP ER and AR templates have been designed to monitor both the receptor response
and toxicity following compound treatment by comparison to Vehicle and Max Positive Control sets. To accurately measure compound-induced receptor activity, it is first necessary
to determine the optimal dose range that captures a response curve in the absence of
deleterious cell effects. General toxicity is quantitated at the Well Level through multiple tunable outputs measuring nuclei count, nuclear size, and nuclear staining intensity to report
the toxicity of each dose. Toxicity thresholds can be set using ISO 10993-5:2009 [8] suggested
cut off of 80% cell viability or manually defined by a weighted Toxicity Index comprised of
values derived for nuclei count, size, and staining intensity.
In addition to toxicity evaluation, receptor response is measured though the formation of GFP
nuclear foci (monitoring foci size, foci intensity, and foci count per nuclei) and normalized to a
maximum response from the Max Positive Control. User-defined thresholds are utilized to
report the magnitude of the induced response from sample compounds compared to the Max Positive Control response. Plate acceptance criteria measuring data quality (Response
monitoring using fold- Max Positive Control induction and Vehicle Control background
monitoring and Max Positive and Vehicle Control Coefficient of Variation [CV] for measured
18 Chapter 3 Endocrine Profiler Panel Assay Principle
cellular features) are monitored and compared to lab standards ensuring proper assay function
and reproducibility.
The EPP Assay Templates utilize the quantitative data obtained from analysis of the imaged fluorescent cells to make the easily interpretable predictions by combining multiple cellular
responses. Data is imported from the ToxInsight Platform into the EPP Assay Microsoft Excel
Templates, which is then analyzed to predict receptor activation and toxicity. Analysis by the
EPP Dose Range templates is performed through the following outputs (see Figure 7):
1) Toxicity—chemical-induced cell death can have a dramatic impact on automated image
analysis of receptor response. The main output to determine toxicity is Cell Viability. An
additional option for a more detailed analysis of toxicity is the Toxicity Index (only
available on the Dose Range templates).
Cell Viability—this output monitors nuclei count. If a dose falls below a user-
defined threshold (default is set to 80%), it is flagged as toxic.
Toxicity Index (Dose Range template only)—this output is the weighted total of three
nuclear features: nuclei count, total nuclear fluorescence intensity, and nuclear size.
The Toxicity Index value is monitored for each dose by adding the weighted values of each individual feature. If a dose falls outside of the user defined thresholds for each
feature, the dose is flagged and assigned a weight (for example, if the weight for
nuclei count is 0.5, nuclear intensity is 0.3, and nuclei size is 0.2 and a dose is outside the thresholds for nuclei count and nuclei size, it is assigned a total value of 0.7). A
dose is flagged as toxic if it exceeds the user-defined Toxicity Index value. For the
example given above, if the Toxicity Index threshold is set to 0.6, the example dose
would exceed that threshold and would be considered toxic.
2) Receptor Response—this output is the average of three individual foci measurements:
intensity, area, and count.
Magnitude—the templates derive the amount of each sample‘s foci response in
comparison to the normalized positive control response (set to 100%) and reports two
outputs: flagged doses that exceed a threshold and the maximum response percentage.
Foci Response—this output reports whether or not a dose crosses a user- defined
threshold defined by the Positive Control Foci Response. (This data can also be
viewed using each individual foci measurement.)
%Foci Response—this output reports the maximum response of a compound
compared to the Positive Control response (which is set to 100%).
Chapter 3 Endocrine Profiler Panel Assay Principle 19
Compound
compound A %
ConcentrationObject
Count
Nucleus
Intensity
Nucleus
Size
Toxicity
IndexViability
Foci
Response
%Foci
ResponseDR Start
1E-04 - - + - - - 0.93%
0.001 - - - - - - 2.39%0.01 - - + - - - 1.06%
0.1 - - - - - - 2.80%
1 - - - - - + 93.48%
10 - - - - - + 152.01% Start
100 - - + - - + 75.43%
Figure 7. The EPP Dose Range templates couple toxicity data to receptor response data to generate a
suggested starting dose for the subsequent Receptor Activity assay.
From this information, a concentration will be suggested by the template to start the final
Receptor Activity experiments for these compounds. For ER , the suggesting starting dose is the concentration that is not toxic and gives the maximum receptor foci response plus one
dose. The ―plus one‖ dose stipulation ensures that the entire dose response is captured within the dilution series of the Activity Assay. If there is no receptor foci response, the starting dose
is the maximum non-toxic concentration. Examples of starting dose determinations are shown
in Figure 8.
For AR, the suggesting starting dose is the concentration that is not toxic and gives the
maximum receptor foci response plus one dose. If there is no receptor foci response, the starting dose is the concentration that is not toxic and gives the maximum receptor
translocation response plus one dose. It there is no receptor foci response or receptor
translocation, the starting dose is the maximum non-toxic concentration.
Toxicity measurements Response measurements
20 Chapter 3 Endocrine Profiler Panel Assay Principle
Thresholds
- - - - -
Compound - - - - -compound E
Concentration DR Start
1E-04
0.001
0.01
0.1
1
10
100 Start
Viability
Graphs
Foci Response
0.00
0.20
0.40
0.60
0.80
1.00
1.20
1.00E-04 1.00E-02 1.00E+00 1.00E+02
Concentration
compound E
Thresholds
- - - - -
Compound - - - - -compound E
Concentration DR Start
1E-04
0.001 Start
0.01
0.1
1
10
100
Viability
Graphs
Foci Response
0.00
0.20
0.40
0.60
0.80
1.00
1.20
1.00E-04 1.00E-02 1.00E+00 1.00E+02
Concentration
compound E
No toxicity and no response above threshold = highest dose
No toxicity with minimum dose + 1 dose giving maximum response
Thresholds
- - - - -
Compound - - - - -compound E
Concentration DR Start
1E-04
0.001
0.01
0.1
1
10
100 Start
Viability
Graphs
Foci Response
0.00
0.20
0.40
0.60
0.80
1.00
1.20
1.40
1.00E-04 1.00E-02 1.00E+00 1.00E+02
Concentration
compound E
Thresholds
- - - - -
Compound - - - - -compound E
Concentration DR Start
1E-04
0.001
0.01
0.1
1 Start
10
100
Viability
Graphs
Foci Response
0.00
0.20
0.40
0.60
0.80
1.00
1.20
1.40
1.00E-04 1.00E-02 1.00E+00 1.00E+02
Concentration
compound E
No toxicity with maximum dose giving maximum response Highest non-toxic dose giving maximum response
Thresholds
- - - - -
Compound - - - - -compound A
Concentration DR Start
1E-04
0.001
0.01
0.1
1
10 Start
100
Viability
Graphs
Foci Response
0.00
0.20
0.40
0.60
0.80
1.00
1.20
1.40
1.00E-04 1.00E-02 1.00E+00 1.00E+02
Concentration
compound A
Thresholds
- - - - -
Compound - - - - -compound C
Concentration DR Start
1E-04
0.001
0.01
0.1 Start
1
10
100
Viability
Graphs
Foci Response
0.00
0.20
0.40
0.60
0.80
1.00
1.20
1.40
1.60
1.00E-04 1.00E-02 1.00E+00 1.00E+02
Concentration
compound C
No toxicity with minimum dose + 1 dose giving maximum response
No toxicity with minimum dose + 1 dose giving maximum response
Figure 8. Examples of starting dose selection. The Dose Range templates analyze toxicity and response data to suggest a
starting dose for the Receptor Activity Assay. The yellow arrow on each graph points to the selected starting dose with the logic used in selecting that dose below the graph.
Chapter 3 Endocrine Profiler Panel Assay Principle 21
Using Quantitatively Imaged Data to Evaluate Receptor Activity
For the second set of templates, the magnitude and potency of the receptor foci response are the main output values. However, toxicity thresholds are also taken into account (only by using
ISO 10993-5:2009 [8] suggested cut off of 80% cell viability). Toxicity within a well is
controlled at the cellular level by using nuclei selection and GFP-receptor gating criteria to
exclude dead/abnormal cells from analysis giving more consistent receptor response data Please refer to Chapter 4 and the Compartmental Analysis BioApplication Guide for additional
information on object selection and gating.
As performed in the Dose Range template, receptor response is measured though the formation
of GFP nuclear foci (monitoring foci size, intensity, and count per nucleus) and normalized to a maximum response from the Positive Control. User-defined thresholds are utilized to report
both the potency of test compounds compared to the Max Positive Control dose response
(expressed as the concentration that a dose response crosses a defined threshold) and the magnitude of the induced receptor response (expressed as a percentage of the maximum
positive control response). A Weak Response Control is included in the Receptor Activity
Assays to provide an additional positive receptor response. Plate acceptance criteria measuring
data quality are monitored and compared to standards ensuring consistent assay function and
reproducibility.
An additional aspect that is incorporated into the Activity assays is the ―mimic‖ potential for
each compound. The mimic feature will monitor a test compound's ability to imitate the
Positive Control by evaluating if the test compound responds in a similar way to two receptor response features. This analysis provides insight into the compound‘s mechanism of action
during receptor activation and signifies that further investigation of the compound‘s potential
for endocrine disruption may be warranted. Both ERα and AR assays monitor unique
potential mimic features and are described in detail below.
The EPP templates utilize the quantitative data obtained from analysis of the imaged fluorescent cells to make the easily interpretable predictions by combining multiple cellular
responses. Data is imported from the Store database (via the Thermo Scientific iView
software) into the EPP Assay Analysis Microsoft Excel Templates, which is then analyzed to
predict potential receptor activation, toxicity, and mimic functionality.
Analysis by the EPP Receptor Activity templates is performed through the following major
outputs (Figure 9):
1) Toxicity (Viability) - chemical-induced cell death can have a dramatic impact on
automated image analysis of receptor response. This is calculated as in the Dose Range templates as Viability to monitor nuclei count. If a dose fails below a user-defined
threshold (default is set to 80%), it is flagged as toxic.
2) Receptor Response - this output is the average of three individual foci measurements:
intensity, area, and count.
Magnitude - the templates derive the amount of each sample‘s foci response in
comparison to the normalized Max Positive Control response (set to 100%) and
reports two outputs: flagged compounds that exceed a threshold and the maximum
response percentage.
Foci Response—this reports whether or not a dose crosses a user- defined threshold defined by the Max Positive Control Foci Response. This data can also
be viewed using each individual foci measurement. There are three user-defined
22 Chapter 3 Endocrine Profiler Panel Assay Principle
thresholds calculated against the Max Positive Control (P1, P3 and P3, set to
defaults of 20%, 50%, and 100%, respectively) as well as evaluation against the
Weak Response Control.
%Foci Response—this reports the maximum response of a compound compared
to the Max Positive Control response (which is set to 100%).
Potency (Activity templates only) - linear regression is used to interpolate the
concentration at which sample dose responses cross user-defined thresholds. There
are three user-defined thresholds calculated against the Max Positive Control (P1, P3 and P3, set to defaults of 20%, 50%, and 100%, respectively) as well as evaluation
against the Weak Response Control (WR threshold). Linear regression analysis using
the equation x = (y – b) / m (where x is the exact concentration that the threshold, y is the threshold, b is the y-intercept, and m is the line slope) is performed on the line
between the concentrations that cross the threshold (the last concentration below and
the first concentration above the threshold).
For sample compounds, a Max Positive Control threshold set at 50% is not equivalent to the EC50 value of the compound and should not be utilized as such.
3) Potential Mimic (Activity template only)—this output compares two distinct steps in the
receptor activation pathway to determine if a sample-induced response is imitating the response of the Positive Control. The mimic determination is different for each EPP cell
line:
ER : Receptor degradation (GFP nuclear intensity) and foci response will be used as
the potential mimic feature. For example, -estradiol (the ER natural ligand and the
ER assay positive control) induces nuclear ER foci formation followed by receptor
degradation to dampen/end the response.
AR: For AR, nuclear translocation of the receptor (translocation) and foci response will be used as the potential mimic feature. For example, DHT (the AR natural ligand
and the AR assay positive control) induces nuclear translocation followed by nuclear
foci formation.
Comparison of the response thresholds (P1, P2, and P3) that are flagged for both foci response and the potential mimic feature will determine if the samples exhibit similar
receptor activity, giving three possible outcomes (Max Positive Control responses for both
foci and degradation/translocation set to 100%):
1) No Response (N/R) - this signals that the sample compound does not induce
either of the responses above the defined thresholds.
2) Mimic—this signals that the sample compound is similar to the positive control and crosses the same thresholds for both responses. For example, a compound is
considered a potential mimic in the ER assay if the responses exceed the P1 and
P2 but not P3 thresholds for both foci response and receptor degradation.
3) No Mimic—this signals that the sample response is different for the measured
features. For example, a compound is considered not a mimic in the ER assay if the responses exceed the P1 and P2 and not P3 thresholds for the Foci Response
but does not exceed any thresholds for receptor degradation. The failure to
Chapter 3 Endocrine Profiler Panel Assay Principle 23
promote receptor degradation could be due to a number of causes including
inhibition of receptor phosphorylation preventing proteosome recognition or the formation of unproductive nuclear foci [9]. Alternatively, a compound response
that does not exceed any thresholds for Foci Response but elicits receptor
degradation exceeding P1 and P2 thresholds is also not a mimic as it promotes
receptor degradation in the absence of activation. For the AR assay, similar situations such as exceeded thresholds for nuclear translocation in the absence of
exceeded Foci Response thresholds suggest that the compound fails to induce foci
formation after translocation. This data could provide doses or compounds that
bind AR but do not activate AR-mediated gene transcription.
The threshold levels determine the final analysis for both the foci response and potential mimic functions. Setting a threshold below the background response level may result in false positives and incorrect mimic designations. See Assessing Plate Data Quality (Chapter 3, Step 2) for monitoring background responses.
Foci Response %
UniquePlateID Compound Viability P1 WR P1 P2 P3 % Foci Response Line
USPI2-SWTEST24_110520090002 b-estradiol - + Mimic 0.00006 0.00008 0.00024 0.00041 109.90%
USPI2-SWTEST24_110520090001 b-estradiol - + Mimic 0.00005 0.00008 0.00028 0.00099 113.02%
USPI2-SWTEST24_110520090002 compound A - + No Mimic 0.31632 0.41951 0.69481 0.97012 192.23%
USPI2-SWTEST24_110520090001 compound A - + No Mimic 0.21476 0.33232 0.68140 1.00404 172.61%
USPI2-SWTEST24_110520090002 compound B - - No Mimic #N/A #N/A #N/A #N/A 11.02%
USPI2-SWTEST24_110520090001 compound B - - No Mimic 9.25110 #N/A #N/A #N/A 14.12%
Potential
Mimic
Figure 9. The EPP Receptor Activity templates generate detailed analysis of potency and magnitude of
receptor responses to assess a compound‟s potential for endocrine disruption in addition to comparing compounds to the positive control (Potential Mimic).
Stepwise Extrapolation of Response Predictions for both Dose
Range and Receptor Activity Templates
The EPP templates perform the following steps to extrapolate response predictions from
cellular data:
1) Data Normalization using Vehicle and Positive Controls
2) Assessing Plate Data Quality and Reviewing Plate Acceptance Criteria
3) Determining Thresholds
4) Identifying Toxicity Responses for Individual Targets
5) Identifying Foci Receptor Responses for Individual Targets
6) Applying Thresholds to Determine Compound Concentration from Dose Range
Templates
7) Applying Thresholds to Determine Receptor Response Potency and Magnitude from
Receptor Activity Templates
8) Applying Thresholds to Determine Potential Mimics from Receptor Activity Templates
Potency determinations
Magnitude determinations
24 Chapter 3 Endocrine Profiler Panel Assay Principle
Step 1. Data Normalization using Vehicle and Positive Controls
The first step in the analysis is that the raw data for each well and each measured feature (from the Rawdata tab) are normalized using the values from the Vehicle and Max Positive Control-
treated cells (found on the Basal Response tab). The normalized data is reported on the
Normalized Data tab. Normalization is performed on a plate-by-plate basis when multiple plates are imported (only available in Activity templates) enabling direct comparisons between
the different plates within a single template. Table 3 is an overview of the calculations that
consist of:
Raw data for nuclear features are normalized versus the mean of the Vehicle Control
measurements.
Raw data for GFP Receptor measurements (with the exception of GFP Nuclei Total Intensity) are normalized first by subtracting the baseline mean of the Vehicle Control
before dividing by the mean Max Positive Control response above baseline.
Raw data for GFP Nuclei Total Intensity is normalized first by subtracting the lower
response limit (mean of the Max Positive Control) before dividing by the baseline
mean Vehicle Control value above the mean Max Positive Control response.
Table 3. Calculations used to normalize data. VC = Vehicle Control, MPC = Max Positive
Control
Feature Normalization Calculation
Nuclei features (count, size, intensity) Rawdata / VCmean
GFP response (foci area, intensity,
count, translocation)
(Rawdata – VCmean) / ( MPCmean – VCmean)
GFP Nuclei Total Intensity (Rawdata – MPCmean) / ( VCmean – MPCmean)
Step 2. Assessing Plate Data Quality and Reviewing Plate
Acceptance Criteria
The EPP templates feature a data quality assessment tool that automatically compares the raw data of control compounds to set thresholds in order to demonstrate system performance
continuity. The Basal Response tab of each template contains a detailed table that monitors
variability within the control measurements and the background and fold induction of the Foci
Response (Figure 10); a summary of these measurements assessing overall plate health is reported on the Conclusions tab to couple plate acceptance and response quality with final
data analysis (Figure 11). Data quality and acceptance criteria are analyzed and reported on a
per plate basis (each plate is analyzed individually). Criteria that are within the defined limits are designated as ―Pass‖ and have data quality that meets or exceeds the default limits.
Measurements that do not meet the defined quality criteria are assessed as ―Verify.‖ This
designation suggests that the data on this plate exhibits higher than specified variability. It should be noted that a ―Verify‖ designation does not automatically eliminate the plate from
further analysis. Investigation of the variation by utilizing the QC tab to identify outlier wells
and inspecting of the cells and images is suggested to ascertain the cause of the poor data
quality.
Chapter 3 Endocrine Profiler Panel Assay Principle 25
Data Quality is assessed using the following criteria:
1) Vehicle Control—the CV (Coefficient of Variation) is calculated from the mean and
standard deviation for each nuclear measurement (count, intensity, and size) and the GFP
intensity (total nuclear GFP intensity for ER and translocation for AR) and compared to a pre-defined CV threshold. Low variation within the Vehicle Control nuclear features
ensures good cell health while low variation within the nuclear GFP intensity
demonstrates consistent expression of the tagged receptor.
2) Max Positive Control—In addition to the calculations described above, the CV for each
foci measurement (count, intensity, and area) is compared to pre-defined thresholds to
demonstrate consistent Foci Responses in the Max Positive Control.
3) Foci Response— A very important metric for assessing data quality when utilizing
threshold-based analysis is monitoring both the background level and fold induction of the
response. The background level assessment for each foci response (count, intensity, area)
is derived from the minimum receptor response for the Max Positive Control (default set at 20% of the mean) that should be above the variation of the Vehicle Control baseline
response (default set at the mean of the Vehicle Control plus 2.5 x standard deviation
[VCmean + 2.5(VCSD)]). Responses in which 20% of the Max Positive Control exceed the variation in the baseline Vehicle control (2.5 x standard deviation represents >99% of the
variation) are designated as ―Pass.‖ Background measurements that do not meet this level
are assessed as ―Verify‖ suggesting that the data on this plate exhibits higher than
specified variability and setting a response threshold at or lower than 20% may result in an
increase in false positives.
The fold induction describes the magnitude of the Max Positive Control response
compared to the Vehicle Control baseline response; the greater the fold induction, the
greater the separation between the maximum and minimum responses resulting in a more accurate assessment of values in between. For the EPP assays, the fold induction limit of
the receptor response for each foci feature (count, intensity, area) is monitored by
comparing the mean of the Vehicle Control (VC) multiplied by the VC multiplier (default
set at 10 for a 10-fold induction) to the mean of the Maximum Positive Control (MPC) multiplied by the MPC multiplier (default set to 1). Responses that exceed a 10-fold
induction are designated as ―Pass‖ whereas those that are less than 10-fold are flagged by
―Verify.‖ An assessment of ―Verify‖ suggests either a variable Max Positive Control response or a high Vehicle Control baseline response and caution should be used when
interpreting the results.
26 Chapter 3 Endocrine Profiler Panel Assay Principle
WellType Feature Mean SD CV CV Threshold Quality
Vehicle Object Count 245.1667 18.9886 0.0775 0.15 Pass
Nucleus Intensity 305141.8239 12347.6785 0.0405 0.15 Pass
Nucleus Size 31.4272 0.4162 0.0132 0.15 Pass
GFP Nucleus Intensity 285353.5447 15364.4495 0.0538 0.30 Pass
WellType Feature Mean SD CV CV Threshold QualityMax Positive Object Count 248.6667 38.0111 0.1529 0.15 Verify
Nucleus Intensity 317783.7568 12636.8225 0.0398 0.15 Pass
Nucleus Size 32.2596 0.2924 0.0091 0.15 Pass
GFP Nucleus Intensity 216137.4037 8912.6820 0.0412 0.30 Pass
Foci Intensity 7767.3704 908.2623 0.1169 0.30 Pass
Foci Area 1.8680 0.0760 0.0407 0.30 Pass
Foci Count 4.3573 0.3970 0.0911 0.30 Pass
Response Feature MPC * Multiplier VC + SD*Multiplier MPC MultiplierVC Multiplier QualityBackground Foci Intensity 1553.4741 212.9908 0.20 2.5 Pass
Foci Area 0.3736 0.1454 0.20 2.5 Pass
Foci Count 0.8715 0.2248 0.20 2.5 Pass
Response Feature MPC * Multiplier VC * Multiplier MPC MultiplierVC Multiplier QualityFold Induction Foci Intensity 7767.3704 1145.6621 1.00 10 Pass
Foci Area 1.8680 0.7602 1.00 10 Pass
Foci Count 4.3573 1.1976 1.00 10 Pass
Figure 10. Dose Range template: Basal Response Tab – Visualization of plate acceptance criteria and data quality assessment. For Activity templates, each plate has a corresponding acceptance criteria table.
Results from the data quality assessment are summarized on the Conclusions tab as Plate
Acceptance Criteria (Figure 11). If all the measurements meet the acceptance criteria, the plate acceptance is designated as ―Pass.‖ If one of the parameters does not meet the acceptance
criteria, the plate is assigned a Plate Acceptance output of ―Verify.‖ The final judgment on
accepting plates for analysis is the responsibility of the user.
Quality
Pass
Pass
Pass
USPI2-SWTEST24_110518140001
Vehicle
Max Positive
Response
Figure 11. Dose Range template: Conclusion Tab – Visualization of summarized data quality assessment. For Activity templates, each plate has a corresponding Plate Acceptance Criteria table.
Step 3. Determining Thresholds
The EPP Assay deals with the issue of non-unidirectional or non-classic concentration-
response curves by defining thresholds for each of the measured cellular targets and flagging
the compound if any of the targets go beyond the threshold for each concentration tested. Determining the toxicity thresholds is a critical step for this assay, as it deals with the
variations in specific target responses over a range of concentrations and improves the
robustness of the assay‘s predictions.
The thresholds for each of the measurements are determined from the normalized mean
response of the Vehicle Control and/or the Max Positive Control. For each of the features, the mean and standard deviation of the normalized response of the Vehicle and Max Positive
Control compounds are calculated (this data is shown on the Normalized Response tab of the
EPP templates).
Chapter 3 Endocrine Profiler Panel Assay Principle 27
Two thresholds (upper and lower) for each target measured (mean plus and mean minus the
user-defined coefficient multiplied by the standard deviation) are utilized for the following
features:
Nuclear intensity (Dose Range templates only)
Nuclear size (Dose Range templates only)
Threshold = Normalized Mean ± (Coefficient × Standard Deviation)
Lower thresholds are used to monitor changes in cell number as cell number increase
(proliferation) is not considered to be a toxic response:
Nuclei Count (Dose Range templates only)
Threshold = Normalized Mean – (Coefficient × Standard Deviation)
To set the threshold for the Weak Response Control foci response (WR), only the upper limit
is set using the normalized mean plus the standard deviation:
Foci Response for Weak Response Control (WR; Receptor Activity templates only)
Threshold = Normalized Mean + (Coefficient × Standard Deviation)
For certain cellular targets, where it makes biological sense, thresholds are based on a
percentage of the normalized response (user-defined value expressed as a decimal) of the
Vehicle or Max Positive control. For these features, doses with values that exceed or fall
beneath the threshold are flagged as a response.
The following features use only the upper threshold:
Foci Response
Foci features (count, intensity, and area)
Positive Control thresholds (P1, P2, and P3; Receptor Activity only)
Translocation (AR Dose Range only)
Threshold = Normalized Mean × User-defined Value
The following features use only the lower threshold:
Viability
Threshold = Normalized Mean × User-defined Value
For determination of the Toxicity Index, the threshold is simply a user-defined value
(percentage expressed as a decimal). If a dose exceeds this value, it is flagged as a toxic dose:
Toxicity Index (Dose Range only)
Threshold = User-defined Value
28 Chapter 3 Endocrine Profiler Panel Assay Principle
Determining and setting threshold levels is an important aspect of this assay and should take into account plate control variation, background, and fold induction (See Step 2: Assessing Plate Data Quality and Reviewing Plate Acceptance Criteria), individual requirements for positive responses, and/or empirically derived levels that are biologically relevant. It is important to consider these factors when determining the thresholds as data analysis and interpretation can be severely impacted by aberrant threshold levels leading to potential increased false positive/negative determination and inconsistent analysis.
Step 4. Identifying Toxicity Response for Individual Targets
The toxicity response against a sample compound is evaluated for each dose over the full
concentration range of the sample compound. If the normalized response for a particular dose
is beyond the toxicity thresholds, the compound is flagged as giving a toxic response. For the Dose Range templates, toxicity response values are used in a dose-by-dose manner to
determine the starting dose range for the Activity assay. There are two separate means for
determining toxicity: (1) Viability and (2) Toxicity Index.
Cell Viability – This is based on the actual number of cells counted within the well (percent expressed as a decimal) that is normalized to the mean of the Vehicle Control. Any values that
fall beneath the lower limit (representing a decrease in cell number) are flagged as positive
(Figure 12A).
Toxicity Index – This is a weighted combination of Object Count, Nuclear Intensity, and
Nuclear Size (three features connected with early and late stages of toxicity). Figure 12B shows an example of how the Toxicity Index is determined. You can determine the
importance of each feature by applying different ‗weights‘ (i.e., in the example, Object Count
is weighted at 0.2, Nuclear Intensity at 0.5, and Size at 0.3). For concentrations of a compound that exceed the individual thresholds for any of the three features, the index value will be
determined by summing the weighted values for the feature(s) that exceed the threshold. If the
accumulated weight is greater than the Toxicity Index threshold that you set (i.e. Toxicity
Index threshold set at 0.55 in the example), the concentration is flagged as positive. In the example, the compound in red has a dose with a 1.0 Toxicity Index (0.2 from Object Count +
0.5 from Nucleus intensity + 0.3 from Nucleus Size). Both the light blue and orange
compounds also have toxic doses with 0.8 Toxicity Index values (0.0 from Object Count + 0.5
from Nucleus intensity + 0.3 from Nucleus Size).
The choice and adjustments of toxicity determination methods (Viability or Toxicity Index)
can impact the final analysis of the samples and the suggested starting dose for the Activity
assays. In the example shown in Figure 12 which shows the same set of compounds, assessing toxicity via the Toxicity Index results in concentrations of the light blue and orange lines that
are considered toxic and would be eliminated as potential starting doses. The same
concentrations from these compounds are not flagged as toxic using Viability and would be
used in starting dose prediction.
Chapter 3 Endocrine Profiler Panel Assay Principle 29
- - -
0.0000
0.2000
0.4000
0.6000
0.8000
1.0000
1.2000
1.00E-04 1.00E-02 1.00E+00 1.00E+02
Concentration
Viability
Foci Response
0.0000
0.2000
0.4000
0.6000
0.8000
1.0000
1.2000
1.00E-04 1.00E-02 1.00E+00 1.00E+02
Concentration
Object Count
0.0000
0.2000
0.4000
0.6000
0.8000
1.0000
1.2000
1.00E-04 1.00E-02 1.00E+00 1.00E+02
Concentration
Nucleus Intensity
0.8800
0.9000
0.9200
0.9400
0.9600
0.9800
1.0000
1.0200
1.0400
1.00E-04 1.00E-02 1.00E+00 1.00E+02
Concentration
Nucleus Size
0.0000
0.2000
0.4000
0.6000
0.8000
1.0000
1.2000
1.00E-04 1.00E-02 1.00E+00 1.00E+02
Concentration
Toxicity Index
Viability
0.0000
0.2000
0.4000
0.6000
0.8000
1.0000
1.2000
1.00E-04 1.00E-02 1.00E+00 1.00E+02
Concentration
Object Count
0.0000
0.2000
0.4000
0.6000
0.8000
1.0000
1.2000
1.00E-04 1.00E-02 1.00E+00 1.00E+02
Concentration
Nucleus Intensity
0.8800
0.9000
0.9200
0.9400
0.9600
0.9800
1.0000
1.0200
1.0400
1.00E-04 1.00E-02 1.00E+00 1.00E+02
Concentration
Nucleus Size
0.0000
0.2000
0.4000
0.6000
0.8000
1.0000
1.2000
1.00E-04 1.00E-02 1.00E+00 1.00E+02
Concentration
Toxicity Index
Viability
Figure 12. Example of toxicity threshold determination using 2 different methods. (A) Cell Viability calculated for six separate compounds. Threshold levels are shown to the right. Four of the six are above the set threshold, indicating that viability has not been affected. The remaining two compounds
(red and green lines) show a drop in viability and would be flagged as positive. (B) Toxicity Index calculated for the same six compounds. Taking into account object count, nuclear intensity and nuclear size (early and late stages of toxicity), different compounds are now „flagged‟ as positive with three
of the six compounds exceeding the set threshold (red, light blue, and orange lines).
A
B
30 Chapter 3 Endocrine Profiler Panel Assay Principle
Step 5. Identifying Foci Receptor Responses for Individual
Targets
The Foci Response (found in both Dose Range and Receptor Activity templates) graphs the average of three separate features: Foci Count, Intensity, and Area that are normalized to the
Maximum Positive Control response. Individual thresholds are set for each feature and are
replicated throughout all 4 graphs (i.e., if 20% [0.2] is used for the threshold, it is 0.2 for all four graphs), providing a consistent threshold for comparing responses for each output.
Figure 13 is an example of compounds showing similar graphs for Foci Response, Intensity,
Area, and Count. However, this may not be the case if there are experimental artifacts (i.e.,
toxic nuclei with Hoechst bleed-through into the GFP channel or fluorescent debris that may drastically increase Foci Intensity, but not the Foci Count and/or Area; thus the overall Foci
Response will be averaged accordingly). For the AR Dose Range template, thresholds are
utilized for receptor translocation in a manner similar to the Foci Response threshold (percent
expressed as a decimal, normalized as Rawdata-VCmean/MPCmean-VCmean).
0.0000
0.5000
1.0000
1.5000
2.0000
2.5000
1.00E-04 1.00E-02 1.00E+00 1.00E+02
Concentration
Foci Intensity
0.0000
0.2000
0.4000
0.6000
0.8000
1.0000
1.2000
1.4000
1.6000
1.00E-04 1.00E-02 1.00E+00 1.00E+02
Concentration
Foci Area
0.0000
0.2000
0.4000
0.6000
0.8000
1.0000
1.2000
1.4000
1.6000
1.00E-04 1.00E-02 1.00E+00 1.00E+02
Concentration
Foci Count
Concentration
0.0000
0.2000
0.4000
0.6000
0.8000
1.0000
1.2000
1.4000
1.6000
1.8000
1.00E-04 1.00E-02 1.00E+00 1.00E+02
Concentration
Foci Response
× SD Weight Threshold ThresholdObject Count 2 0.2 Viability 75.00% Response 20.00%
Nucleus Intensity 1 0.5 Intensity 20.00%
Nucleus Size 1.5 0.3 Area 20.00%
Threshold Count 20.00%
Toxicity Index 0.55
Viability Foci ResponseToxicity Index
0.0000
0.5000
1.0000
1.5000
2.0000
2.5000
1.00E-04 1.00E-02 1.00E+00 1.00E+02
Concentration
Foci Intensity
0.0000
0.2000
0.4000
0.6000
0.8000
1.0000
1.2000
1.4000
1.6000
1.00E-04 1.00E-02 1.00E+00 1.00E+02
Concentration
Foci Area
0.0000
0.2000
0.4000
0.6000
0.8000
1.0000
1.2000
1.4000
1.6000
1.00E-04 1.00E-02 1.00E+00 1.00E+02
Concentration
Foci Count
Concentration
0.0000
0.2000
0.4000
0.6000
0.8000
1.0000
1.2000
1.4000
1.6000
1.8000
1.00E-04 1.00E-02 1.00E+00 1.00E+02
Concentration
Foci Response
Figure 13. Example of Foci Response and the three features that make up this graph. The threshold for the control (user-adjustable in yellow) represents the thresholds set in each individual graph.
Step 6. Applying Thresholds to Determine Compound
Concentration from Dose Range Templates
Graphs Tab
To determine the appropriate starting dose to use for dilution series in the Receptor Activity
assay, you must apply appropriate thresholds for the Foci Receptor Response feature(s) in
addition to either of the modes of toxicity assessment (either Viability or Toxicity Index).
For each template, thresholds are adjusted in the Graphs tab. The values of the individual thresholds are calculated and reported in other template tabs but they can only be adjusted in the Graphs tab.
Chapter 3 Endocrine Profiler Panel Assay Principle 31
Thresholds for individual components of the Toxicity Index are initially calculated from
Vehicle Control values of the individual nuclei measurements and further from the combined
weight of these features (Figure 12).
Viability (Vehicle Control Nuclei Count) and Foci Response (normalized Max Positive
Control response) are set off of a percent threshold (expressed as a decimal) and flag values
falling beneath a threshold (decrease in Viability) or exceeding the threshold (increase in Foci
Response). Adjusting these values will adjust the threshold lines within the appropriate graphs
(Figures 12 and 13).
Figure 14 is an example of the features and those that you can alter (in yellow). There are a
total of nine graphs for the Dose Range template for the ER assay (Figure 15), and ten graphs
for the Dose Range template for the AR Assay.
× SD Weight Threshold ThresholdObject Count 2 0.4 Viability 80.00% Response 20.00%
Nucleus Intensity 2 0.3 Intensity 20.00%
Nucleus Size 2 0.3 Area 20.00%
Threshold Count 20.00%
Toxicity Index 0.5
Viability Foci ResponseToxicity Index
Figure 14. Thresholds available to set in the ER Dose Range template are highlighted in yellow. In the AR
Dose Range template, an additional threshold for Translocation will also be present.
- - - Viability Threshold
0.0000
0.2000
0.4000
0.6000
0.8000
1.0000
1.2000
1.00E-04 1.00E-02 1.00E+00 1.00E+02
Concentration
Object Count
0.0000
0.2000
0.4000
0.6000
0.8000
1.0000
1.2000
1.00E-04 1.00E-02 1.00E+00 1.00E+02
Concentration
Nucleus Intensity
0.8800
0.9000
0.9200
0.9400
0.9600
0.9800
1.0000
1.0200
1.0400
1.00E-04 1.00E-02 1.00E+00 1.00E+02
Concentration
Nucleus Size
0.0000
0.5000
1.0000
1.5000
2.0000
2.5000
1.00E-04 1.00E-02 1.00E+00 1.00E+02
Concentration
Foci Intensity
0.0000
0.2000
0.4000
0.6000
0.8000
1.0000
1.2000
1.4000
1.6000
1.00E-04 1.00E-02 1.00E+00 1.00E+02
Concentration
Foci Area
0.0000
0.2000
0.4000
0.6000
0.8000
1.0000
1.2000
1.4000
1.6000
1.00E-04 1.00E-02 1.00E+00 1.00E+02
Concentration
Foci Count
0.0000
0.2000
0.4000
0.6000
0.8000
1.0000
1.2000
1.00E-04 1.00E-02 1.00E+00 1.00E+02
Concentration
Toxicity Index
0.0000
0.2000
0.4000
0.6000
0.8000
1.0000
1.2000
1.00E-04 1.00E-02 1.00E+00 1.00E+02
Concentration
Viability
0.0000
0.2000
0.4000
0.6000
0.8000
1.0000
1.2000
1.4000
1.6000
1.8000
1.00E-04 1.00E-02 1.00E+00 1.00E+02
Concentration
Foci Response
Figure 15. Graphs Tab – Example of graphs available for the ERα Dose Range template. Note that for the AR Dose Range Template, a 10
th graph (translocation) will also be present.
32 Chapter 3 Endocrine Profiler Panel Assay Principle
Once all thresholds are set, each compound that has any concentration exceeding the set thresholds are noted as flagged (red, +). If a compound did not cross a threshold at any
concentration, it will not be flagged (green, -). Figure 16 is an example of the available features
showing both individual outputs (Object Count, Nuclei Intensity, Nuclei Size, Foci Intensity,
Foci Area, and Foci Count) and measurements that can be used to determine the starting dose (Toxicity Index, Viability, and Foci Response). In the first two yellow columns, the
compounds can be adjusted as well as whether the mean or individual replicates are graphed
and monitored for flagged responses. For the Dose Range Assay, each compound dilution is performed in duplicate; therefore, you can look at the first replicate, the second replicate, or the
mean calculated from both wells. The responses from the mean and each replicate can also be
compared by selecting the same compound in different rows along with different replicates
selected in the replicates column.
Compound RepLine
Color
Object
Count
Nucleus
Intensity
Nucleus
Size
Foci
IntensityFoci Area Foci Count
Toxicity
IndexViability
Foci
Response
1 compound A Mean - - + + + + - - +
2 compound B Mean - - + - - - - - -
3 compound C Mean + - - - - - - + -
4 compound D Mean - + + - - - - - -
5 compound E Mean - - - - - - - - -
6 compound F Mean + - + + + + - + +
7 compound F 2 + - + + + + - + +
8 compound F 1 + + + + + + + + +
Figure 16. Overall Assay Table showing the available features, if they are „flagged‟, as well as the adjustable
appearance of the graphs (compounds and replicates, in yellow). Features that can be used to determine the starting dose concentration are Toxicity Index or Viability and Foci Response. The AR Dose Range template has an additional column to the right of the Foci Response to monitor Translocation.
Conclusion Tab
The main function of the Conclusions tab of the Dose Range templates is to determine the starting concentration for the subsequent Activity Assay. Also in the Conclusions tab, the
calculated and/or defined thresholds values are reported (Figure 17) but cannot be altered
(changing threshold values can only be performed in the Graphs tab). Compounds are selected and displayed one at a time to determine the concentration to select for starting the
compound dilutions for the Receptor Activity Assay (Figure 18).
Results for a toxicity measurement (either Toxicity Index or Viability) and the Foci Response
are graphed to the right of the table. The percentage of the Foci Response for each dose
compared to the normalized Maximum Positive Control response (set to 100%) is determined from the graph and reported in the % Foci Response column. The %Foci Response represents
the magnitude of the induced receptor foci response (responses can exceed 100% of the Max
Positive Control response). The starting dose is determined by integrating the toxicity measurement with both of the Foci Response outputs. Either Toxicity Index or Viability can
be used to determine toxicity (the method that is calculated is determined by selecting the
method above the graph; Figure 19). Changing the type of toxicity assessment may result in different suggested starting concentrations as each method is dependent on specific nuclear
measurements and thresholds. It is recommended that if there are discrepancies between the
two toxicity measurements, assessment of original images (in iView™ software) should be
used to help decide which concentration to use for the Receptor Activity Assay (i.e., small, condensed nuclei that are counted but do not decrease Viability and result in a higher starting
dose may result in a higher Toxicity Index and lower starting dose). For AR, %Translocation
(determined from the Max Positive Control response set to 100%) is also graphed and used to determine the starting dose for the Activity template if there is not a foci response that
exceeded the foci response threshold.
Chapter 3 Endocrine Profiler Panel Assay Principle 33
Object
Count
Nucleus
Intensity
Nucleus
Size
Toxicity
IndexViability
Foci
ResponseWeight 0.40 0.30 0.30
Threshold Min 0.8451 0.9191 0.9735 80.00%
Threshold Max 1.0809 1.0265 0.50 20.00%
Figure 17. Conclusion Tab showing threshold values from the ER Dose Range template - Review of weights
and thresholds selected in the Graphs Tab
Compound
compound F %
ConcentrationObject
Count
Nucleus
Intensity
Nucleus
Size
Toxicity
IndexViability
Foci
Response
%Foci
ResponseDR Start
1E-04 - - - - - - 2.83%
0.001 - - - - - - 1.68%
0.01 - - - - - + 59.11%
0.1 - - - - - + 125.10%1 - - - - - + 124.62% Start
10 + + + + + + 141.43%
100 + - + + + + 160.65%
Figure 18. Conclusion Tab from ERα Dose Range Template - Analysis of Toxicity and Foci Response. Selection of one compound showing individual concentrations and its effects on each feature as well as a review of the potency of the receptor and a suggestion of which concentration to start the Receptor Activity
Assay.
Thresholds
- - - - -
- - - - -
Viability
Graphs
Foci Response
0.00
0.20
0.40
0.60
0.80
1.00
1.20
1.40
1.60
1.80
1.00E-04 1.00E-02 1.00E+00 1.00E+02
Concentration
compound F
Thresholds
- - - - -
- - - - -
Toxicity Index
Graphs
Foci Response
0.00
0.20
0.40
0.60
0.80
1.00
1.20
1.40
1.60
1.80
1.00E-04 1.00E-02 1.00E+00 1.00E+02
Concentration
compound F
Figure 19. Conclusion Tab from ER Dose Range template - Graphs representing Viability (A) and Toxicity
Index (B)
B A
34 Chapter 3 Endocrine Profiler Panel Assay Principle
Step 7. Applying Thresholds to Determine Receptor Response
Potency and Magnitude from Receptor Activity Templates
Graphs Tab
The Receptor Activity template Graphs tab uses the Viability thresholds as the individual
measurement of toxicity. The Activity templates also provide three adjustable thresholds based off of the Max Positive Control response (percentage for P1, P2, and P3) and a fourth threshold
derived from the Weak Response Control (WR, standard deviation) (Figure 20). Adjustments
to each threshold changes the levels on each Receptor Response graph (Foci Response, Foci
Intensity, Foci, Area, Foci Count; and Nuclear GFP Total Intensity for ER or Translocation for AR). The multiple thresholds provide an easy visual assessment of the magnitude of the
responses and will be used in the Conclusions tab to provide potency calculations.
Threshold Threshold
Viability 80.00% P1 20.00%
P2 50.00%
P3 100.00%
SD
WR 1
Viability Foci Response
Figure 20. Thresholds available to set in the Receptor Activity template within the Graphs tab
Values for each threshold can be found in the Normalized Response worksheet.
For the WR threshold, the value is derived from the WRmean + WRSD x User-defined Coefficient; therefore, the WR thresholds will vary between each of the foci measurements (intensity, area, and count). This threshold is meant to provide a guide for the response level for a compound that elicits a weak response.
Again, once all thresholds are set, any compound that has any concentration exceeding the set thresholds are noted as flagged (red, +) in both the Graphs and Conclusion tabs. If a
compound did not cross a threshold at any concentration, it will not be flagged (green, -).
Visualization of the flagged Foci Responses for Foci Intensity, Area, and Count in the results
table is controlled by adjusting the individual foci feature menu located at the top of the table. Figure 21 provides an example of the available graphs in the Activity template. For the ER
Assay, a graph of GFP Total Intensity within the nuclear region will be present. For the AR
Assay, GFP receptor translocation (from cytoplasm to nucleus) will be featured instead. As with the Dose Response template, the compounds can be selected as well as whether the mean
or individual replicates are graphed and monitored for flagged responses (Figure 22). For the
Activity assay, each compound dilution is performed in triplicate and the Positive Control in
duplicate; therefore, you can look at each replicate or the mean value. The responses from the mean and each replicate can also be compared by selecting the same compound in different
rows along with different replicates in the replicates column. In addition, multiple imported
plates (up to 3) can be graphed simultaneously to view consistency between plates.
Chapter 3 Endocrine Profiler Panel Assay Principle 35
Figure 21. Graphs Tab – Example of graphs available for the ER Receptor Activity template. Note that
for the AR Receptor Activity Template, GFP nuclear intensity will be replaced with Translocation.
UniquePlateID Compound RepLine
ColorViability WR P1 P2 P3 P1 P2 P3
USPI2-SWTEST24_110520090002 b-estradiol Mean - + + + + + + +
USPI2-SWTEST24_110520090001 b-estradiol Mean - + + + + + + +
USPI2-SWTEST24_110520090002 compound A Mean - + + + + + - -
USPI2-SWTEST24_110520090001 compound A Mean - + + + + + - -
USPI2-SWTEST24_110520090002 compound B Mean - - - - - + - -
USPI2-SWTEST24_110520090001 compound B Mean - - - - - + - -
USPI2-SWTEST24_110520090001 compound B 3 - - - - - + - -
USPI2-SWTEST24_110520090001 compound B 1 - - - - - + + -
Foci Response GFP Nucleus Intensity
Figure 22. Graphs Tab - Overall Assay Table showing the available features, if they are „flagged‟, as well as
the adjustable appearance of the graphs (compounds and replicates, in yellow).
Conclusion Tab
The main function of the Conclusions tab of the Activity templates is a detailed analysis of a
compound‘s receptor response in comparison to the Max Positive Control and the Positive
Control response curve, providing a finalized report of the receptor responses. In this tab, the calculated and/or defined thresholds values are reported (Figure 23) but cannot be altered
(changing threshold values can only be performed in the Graphs tab).
Figure 24 shows the Conclusions tab of the Activity templates which summarizes the toxicity
data (Viability column), provides final assessment of the receptor foci response (Foci
Response column), and determines potential mimic functionality (Potential Mimic column, see Step 8 for details). The determination of Foci Response can be based on any of the four pre-
defined thresholds (P1, P2, P3, and WR). Additionally, linear regression analysis is used to
interpolate the concentration at which the response crosses each threshold and comparison with the results from the Positive Control response provides the potency of the compound.
Finally, the maximum induced Foci Response for each compound (magnitude) is reported as
the %Foci Response. The graph shown in the Conclusions tab is a copy of the Foci Response
found in the Graphs tab and provides visual assessment and reporting of the main receptor response (Figure 25). Data from multiple plates can be displayed simultaneously to assess
plate-to-plate variability (select the plates using the Plate ID column and the compounds from
the compound column).
36 Chapter 3 Endocrine Profiler Panel Assay Principle
Viability Foci Response
Threshold Min 80.00%
Threshold WR 1.0Threshold P1 20.00%
Threshold P2 50.00%
Threshold P3 100.00%
Figure 23. Conclusion Tab of Activity template - Review of weights and thresholds selected from the Graphs
Tab. No editing can be done in this location.
Foci Response %
UniquePlateID Compound Viability P1 WR P1 P2 P3 % Foci Response Line
USPI2-SWTEST24_110520090002 b-estradiol - + Mimic 0.00006 0.00008 0.00024 0.00041 109.90%
USPI2-SWTEST24_110520090001 b-estradiol - + Mimic 0.00005 0.00008 0.00028 0.00099 113.02%
USPI2-SWTEST24_110520090002 compound A - + No Mimic 0.31632 0.41951 0.69481 0.97012 192.23%
USPI2-SWTEST24_110520090001 compound A - + No Mimic 0.21476 0.33232 0.68140 1.00404 172.61%
USPI2-SWTEST24_110520090002 compound B - - No Mimic #N/A #N/A #N/A #N/A 11.02%
USPI2-SWTEST24_110520090001 compound B - - No Mimic 9.25110 #N/A #N/A #N/A 14.12%
Potential
Mimic
Figure 24. Conclusion Tab of Activity template – Calculation of values determined from set thresholds as
well as potency compared to the Max Positive Control and Positive Control dose response.
Figure 25. Conclusions Tab of Activity template – Overview of the Foci Response for compounds selected for analysis.
Step 8. Applying Thresholds to Determine Potential Mimics from
Receptor Activity Templates
The mimic determination within the Receptor Activity templates tests the similarity between
two responses in the receptor pathway for each compound with respect to the Max Positive
Control (MPC). By definition, each Foci Response for the MPC response is set to 100%; therefore, the MPC gives similar responses to each feature. To be considered a potential
mimic, a compound must give similar responses for each feature. Responses are compared
using threshold crossing set with the P1, P2, and P3 thresholds such that if the same thresholds
are crossed in both responses, the compound is considered a potential mimic. This data provides an initial assessment of the mechanism by which the receptors are activated by the
compound allowing binning of compounds that activate the receptor as the Positive Control
does (a ―mimic‖) or using a mechanism distinct from the Positive Control (―No mimic‖). For
both ER and AR, Foci Response is the primary measurement with receptor degradation (as
Chapter 3 Endocrine Profiler Panel Assay Principle 37
measured by Nuclear GFP Total Intensity) as the secondary response for ER and
translocation (measured by difference in intensity between the cytoplasm and nucleus) for AR.
In the Graphs tab, the thresholds for the secondary response are controlled by setting the Foci
Response thresholds for P1, P2, and P3. Graphing of the thresholds and flagging the response
(red, + and green, -) are performed exactly as in the Foci Response (Figures 26 and 27). Note
that receptor degradation in the ER response is a dose-dependent decrease for the Max Positive Control meaning that the thresholds are inverted on the graph as the maximum
positive response is set to 0% response and the baseline is set to 100%. For AR, translocation
is a dose-dependent increase similar to the Foci Response. The potential mimic functionality
is reported in the Conclusions tab as one of three possible outcomes (Figure 27):
N/R (No Response; green)—neither response from a compound exceeds a threshold
Mimic (red)—both responses from a compound exceed the same number of
thresholds
No Mimic (yellow)—the responses from a compound exceed different threshold
levels (i.e., P1, and P2 for foci formation and no thresholds for receptor degradation).
Figure 26. Graphs Tab of Activity templates – Visualization and comparison of response curves used in the
mimic determination. ER compares Foci Response with GFP Nucleus Intensity (A) and AR compares Foci
Response with Translocation (B).
A B
38 Chapter 3 Endocrine Profiler Panel Assay Principle
Figure 27. Using thresholds to make potential mimic determinations – Comparison of flagged responses of mimic determination in the Graphs tab are used in the Conclusions tab to assess the potential of a compound
to mimic the Positive Control.
39
Cell Imaging
For the EPP Assay, four imaging protocols are provided as a separate Dose Range and
Activity protocol for both ER and AR cells. From the ToxInsight IVT Platform software, the protocols are available in the CompartmentalAnalysis.V4 folder of Protocol Manager. The
protocols are as follows:
1) EPP_ERa_U2OS_CryoRedi_8000_20h_DoseRange_NuncEdge
2) EPP_AR_U2OS_CryoRedi_8000_24h_DoseRange_NuncEdge
3) EPP_ERa_U2OS_CryoRedi_8000_20h_Activity_NuncEdge
4) EPP_AR_U2OS_CryoRedi_8000_24h_Activity_NuncEdge
The targets and the corresponding output features from Compartmental Analysis are listed in
Tables 1 and 2. Some specific Compartmental Analysis protocol details that are required for
the EPP assay are described below.
Fixed Exposure versus Autoexposure
To compensate for plate-to-plate variation in Hoechst staining, each protocol is set to
autoexpose a single field from two Vehicle Control wells and two Max Positive Control wells
(Figure 28). If a different well is to be used for Autoexposure, you must change the ToxInsight IVT Platform protocol accordingly. If you choose Fixed Exposure, you need to
determine an appropriate exposure time for each channel for each ToxInsight IVT Platform
protocol. The saturation levels for each channel should also be monitored for each individual plate to ensure that the pixel intensities are not over- or under-saturated (refer to the
Compartmental Analysis BioApplication Guide for additional discussion on Fixed Exposure
versus Autoexposure).
Figure 28. Autoexposure - Default Wells for Dose Range templates (left) and Activity templates (right) set to
autoexpose one field from two Vehicle control wells and two Max Positive control wells
Chapter
4
40 Chapter 4 Cell Imaging
Ensuring that Wells without Cells are not Rejected
A sparse well or field, or even a field or well with no cells has meaning in toxicity assays, as one of the features being monitored is cell loss. Thus there should be no limit in the number of
sparse fields per well and sparse fields and wells should not be rejected but rather noted. The
protocols have the limit for ―Max Sparse Field For Well‖ turned off in the Create Protocol
windows. Thus for successful monitoring of cell loss, keep this limit turned off (Figure 29). The Max Fields Per Well is set to 10 to yield approximately 200 to 300 cells for Vehicle
Control wells where cell loss is minimal.
Figure 29. Counting all wells. “Max Sparse Field For Well” limit in Create Protocol window is turned off to enable successful monitoring of cell loss as a toxicity indicator.
Object Selection and Gating
The Compartmental Analysis BioApplication allows Object Selection and cell-by-cell gating
to exclude cells that are outside of selection criteria and prevent them from being analyzed.
For the Dose Range protocols, Object Selection has been relaxed for nuclei size and
fluorescence intensity to allow most nuclei to be included in analysis. Condensed nuclei may show an abnormal or high receptor response by causing Hoechst bleed-through into the GFP
channel or result in bright GFP intensity that are detected as a foci response by the algorithm.
This may be seen as a dramatic increase in receptor response in doses that are also positive for toxicity. It is suggested that if a high percentage of objects are rejected, the nuclear selection
and GFP gating features in the protocol should be adjusted to ensure that the objects are being
selected appropriately (refer to the Compartmental Analysis BioApplication Guide for
additional details on Object Selection and Gating).
Turn off the limit “Max Sparse Fields For Well”
41
Post-Imaging Analysis for EPP Prediction
The quantitative data obtained from analysis of the imaged fluorescent cells is used to make
both toxicity and receptor activity predictions. This data is imported into the proper Microsoft Excel Template, which then analyzes the data to make the response predictions.
Microsoft Excel Template for the EPP Assay
A critical component of the ToxInsight IVT Platform is the four EPP Assay Analysis Templates. One of the challenges of the new trend towards in vitro testing is the analysis and
interpretation of biological data. The EPP Assay Analysis Templates support data analysis and
toxicity and receptor response predictions for compounds with broad mechanisms of action because they monitor multiple, independent indicators within each analyzed cell. Intuitive
visualization tools are built into the templates that enable the researcher to accurately predict
drug-induced toxicity with maximum receptor activity. Outlined below are the instructions for using the EPP Assay Analysis Templates.
Guidelines
For the EPP Assay Analysis Templates to properly generate valid results, some guidelines must be followed when running plates for analysis using the template. The guidelines are as
follows:
Plate setup should be followed exactly. If a full plate of compounds has not been tested, the empty wells should be designated as blank wells or not scanned.
You should have the proper type and number of vehicle and positive controls as the template uses the vehicle control wells to normalize the data across plates.
Compound names must be added for all wells. This includes Vehicle, Positive, Sample,
and Blank wells.
The UniquePlateId for all plates must be unique.
For the Dose Range Template, only one plate can be loaded; for the Receptor Activity Template, a maximum of three plates can be loaded but data normalization and analysis is
performed on a per-plate basis.
Template Constraints
Maximum # Plates 1 for Dose Range, 3 for Receptor Activity
Maximum # Wells 96 for Dose Range, 288 for Receptor Activity
Maximum Compounds 6 sample compounds
Minimum Channels 2
Maximum Concentrations 10
Required BioApplication CompartmentalAnalysis.V4
Kinetic Data Compatible? No
Chapter
5
42 Chapter 5 Post-Imaging Analysis for EPP Prediction
Installing the Template
The EPP Assay Templates can only be populated on a computer with the Thermo Scientific AddIn for Microsoft Excel installed. Currently, this AddIn for Excel is installed on all ToxInsight instrument computers.
Please note that if you are connecting to an Oracle® database Cellomics Store, you must install the Oracle client. To install the Thermo Scientific AddIn for Excel or the Oracle client, please refer to the Thermo Scientific AddIn for Microsoft Excel User‟s Guide.
The EPP Assay templates will be installed on the ToxInsight IVT Platform computer for the
default user. In order for the template to show up in the Microsoft Excel Available Templates list, the template must be installed for each Windows user login who wishes to use the
template file.
Modifications to the Microsoft Excel worksheet can be made once the template has been saved as a new Excel worksheet (.xlsx).
Making changes to the root template files (EPP_DoseRange_ERa.xltx, EPP_DoseRange_AR.xltx, EPP_ReceptorActivity_ERa.xltx, or EPP_ReceptorActivity_AR.xltx) may result in erroneous results when using the template and AddIn to analyze results.
To install the template,
1) Copy the ThermoExcelTemplateInstall.exe file onto the local computer.
2) Login to the Windows computer as the user that you will be logged in as when using the
template.
3) Double-click the ThermoExcelTemplateInstall.exe file.
A Console window showing the progress of each template installation will appear as shown in the following figure.
4) When all template installations have completed successfully, press any key to exit the
Template installer.
The installation process copies the template into the designated local Microsoft Office Template directory for the currently logged in user. To allow multiple users on a computer to use the template, the template must be installed for each user.
Chapter 5 Post-Imaging Analysis for EPP Prediction 43
Template Workflow
The following diagram illustrates the workflow for using one of the EPP Assay Templates.
Each step in the template analysis process is detailed below.
Figure 30. EPP Assay Template Workflow
For accurate prediction, the data acquired using the EPP Assay Cartridges should be analyzed with the provided Thermo Scientific AddIn for Microsoft Excel and Excel Template for the EPP Assay.
The Thermo Scientific AddIn for Microsoft Excel and a copy of the EPP Assay Excel template
are already installed on the ToxInsight instrument computer. EPP Assay Excel templates (the
.xltx extension indicates a template file) consist of:
For ER Dose Range, select EPP_DoseRange_ERa.xltx
For ER Activity, select EPP_Activity_ERa.xltx
For AR Dose Range, select EPP_DoseRange_AR.xltx
For AR Activity, select EPP_Activity_AR.xltx
Please thoroughly review this document as well as the instructions for the Microsoft Excel
AddIn tool prior to using the EPP Assay Templates.
Loading the Template
If you try to open a new worksheet via the Quick Access Toolbar, you will not see the template screens below.
To load the template,
1) After running the assay and the images have been spooled to the correct location, open
Microsoft Excel.
2) On the Microsoft Excel Ribbon, click the File tab, and then click the New option on the
sidebar below the tab as shown in the following figure.
Run Assay
Campaign
Configure Data Source
(if needed)
Select Plate(s) to
Use in Analysis
Enter Experiment Design for each
Selected Plate
Run Template
and Save Results
Load Template and Save as Workbook
44 Chapter 5 Post-Imaging Analysis for EPP Prediction
3) Click on the My Templates option under Available Templates.
4) A window showing available templates will open, click on the Thermo tab as shown
below.
5) Select one of the four templates (EPP_DoseRange_ERa.xltx, EPP_DoseRange_AR.xltx,
EPP_ReceptorActivity_ERa.xltx, or EPP_ReceptorActivity_AR.xltx) that correspond to the assay run. Click OK. The Excel template file will load. The .xltx extension indicates a
template file.
Chapter 5 Post-Imaging Analysis for EPP Prediction 45
Choosing the wrong template may result in erroneous analysis and results. Verify that the biology, protocol, and the template match (i.e., AR Activity Assay run with the AR Activity protocol and analyzed with the AR Activity template).
Be sure that no other Thermo templates or workbooks are currently open when using the AddIn. The AddIn modifies all open workbooks that contain valid Thermo template definitions.
6) Before loading data, save the template as an Excel workbook by clicking the File -> Save
As… button.
****Important: Be sure that the Save As type dropdown indicates the file will be saved as an
Excel Workbook (*.xlsx). If it is not, then you may risk corrupting the template file.
7) Select an appropriate location and filename to save your soon-to-be populated Microsoft
Excel file. Click Save to save the template.
Configuring the Data Source
The AddIn can read data from a Store database or from local Plate databases in a CellData
directory. However, the data source must first be configured properly to retrieve data from the
Store database or a local directory.
If a data source had been configured at an earlier date, or if an existing Thermo Scientific
vHCS: Discovery Toolbox is installed, the AddIn will automatically default to using the last
used data source.
46 Chapter 5 Post-Imaging Analysis for EPP Prediction
Configuring the Data Source for Store Database Retrieval
If connecting to a Store database to retrieve data, the HCS Applications Service must be configured correctly.
To configure the HCS Applications Service,
1) Select Cellomics Store from the Data Source drop-down in the upper left corner of the
Thermo ribbon.
The Thermo Scientific AddIn for Microsoft Excel assumes an HCS Applications Service version 3.6, which uses a default port of 54660. If the AddIn is being configured to use an HCS Applications Service version 1.5, then you must change the port number in the Advanced tab to 54550 as shown in the following figure.
2) If an HCS Applications service has been successfully configured, a list of available Store
databases will be displayed. Choose the desired Store and click Select Store. The plate
selector will be configured to query plates from the selected Store alias.
3) If an HCS Applications Service has not been successfully configured or is not connected,
the Store Options list will be empty and you will be instructed to modify the HCS
Applications Service settings in the Advanced tab. See the AddIn Installation Guide for
additional information.
Chapter 5 Post-Imaging Analysis for EPP Prediction 47
Configuring the Data Source for Local Plate Data Retrieval
To search a directory for local Plate databases,
1) Select Stand Alone from the Data Source drop-down in the upper left corner of the
Thermo ribbon. The Stand Alone Configuration Window will appear.
2) Browse to the desired directory that contains plate databases (typically C:\CellData on
instrument computers) and click Connect.
The plate selector will be configured to query the Plate database files in the selected directory.
48 Chapter 5 Post-Imaging Analysis for EPP Prediction
Selecting Plates
To load plates for analysis using an EPP template,
1) Click on the Launch Plate Selector icon. The Plate Selection Utility Window will open
as shown below.
Upon opening, the plates from the selected data source will be automatically filtered by
the BioApplication specified (in the case of the EPP templates, the BioApplication is
CompartmentalAnalysis.V4).
2) To add additional criteria, click on the criteria bar on the left, enter a value for the selected
criteria to match, and click the green arrow. The plates will then be filtered by the
specified criteria.
Chapter 5 Post-Imaging Analysis for EPP Prediction 49
3) The template supports the analysis of up to three plates simultaneously (for Activity
Templates), with one plate required as the minimum for analysis. Dose Range Template
can only support analysis of one plate at a time.
To select plates for analysis, click on the green plus icon to the left of the desired plate.
The plate will be moved to the Selected Plates grid.
To remove a plate from the Selected Plates grid, click on the red ‗ – ‘ icon to the left of
the plate.
To clear all plates in the Selected Plates grid, click the Clear All button above the
Selected Plates grid.
4) After all plates have been selected, click the Import Data button to load the raw data from
the plates into the template. The Plate Selection window will close.
Clicking Close before importing the data will result in the clearing of the selected plates list.
After importing the plates, the experiment design or plate layout of each plate will need to be specified in order to run the template.
Entering Experimental Design Information
To enter experimental design information,
1) After plates have been selected using the Launch Plate Selector window, click the
Launch Experiment Design icon to load the Experiment Design window.
50 Chapter 5 Post-Imaging Analysis for EPP Prediction
2) Select the plate(s) to annotate and click the Annotate button to display the annotations in
the plate grid below.
Icons to the left of the plate name indicate one of three possible plate annotation statuses:
? – Indicates that no annotations have been assigned to the plate
! – Indicates that the plate is partially annotated. Additional annotations are needed
to run the analysis
– Indicates the plate annotation has been completed and that the plate is ready for
analysis using the EPP templates.
Multiple plates can be annotated at one time if the plate status is (?) and no annotations have been assigned to the plate. This is typically useful in the case of replicate plates.
If plates have been fully or partially annotated, then they will not be available for multi-selection.
If you select three plates for analysis and all plates have the same well type layout and concentration ranges, you can select three plates and annotate the well types and concentrations for the plates.
Chapter 5 Post-Imaging Analysis for EPP Prediction 51
3) Select the wells for annotation. Wells are selected for annotation by directly clicking on
them (selected wells are highlighted in blue). Clicking on highlighted wells deselects
them. Clicking on column and row headers selects/deselects individual columns/rows.
Clicking on the upper-left box will select/deselect the whole plate.
4) Once wells have been selected, specify experimental design information for each plate.
For the EPP assay analysis templates, each well must have the following annotations
assigned:
Well Type
Compound
Concentration (use the same units for each well)
Use the same units for concentrations for each well (i.e., nM). Inconsistencies in units during annotations (labeling some wells with nM and others with mM) will cause erroneous analysis and results.
The Well types available for the Dose Range templates are: Blank, Vehicle, Max
Positive, and Sample. For Receptor Activity templates, the Well type choices are:
Blank, Vehicle, Max Positive, Positive, Weak Response, and Sample.
The Vehicle and Positive controls are used to normalize the data for each plate. Therefore, it is highly suggested to use the suggested plate map for all templates.
5) After annotating one or more plates, click the Apply button. Then, select a single plate to
add compounds to and click Annotate.
52 Chapter 5 Post-Imaging Analysis for EPP Prediction
6) When ready to select another plate from the grid, save the current annotation, highlight the
desired plate to annotate, click the Annotate button, and follow steps 1-5 above. Once
annotations for a plate have been added, click the Apply button to save any changes.
Failure to do so may result in losing annotation designations.
7) To turn annotations on or off in the annotation grid, check or uncheck the Well Type,
Compound, or Concentration boxes on the toolbar. Doing so simply shows or hides the
annotation(s) on the grid.
8) When all plates have been annotated and have complete statuses, click the Finish button to
populate the template.
Once the template has been run, data will be populated and the analysis will be available for
viewing.
It is important to complete annotations for all selected plates, and complete running the template. The same units for concentrations for each well (i.e., nM) must be used per plate in order to prevent erroneous analysis and results.
In order to complete the experiment design and run the template, all wells must be annotated. If wells were not scanned or are not of interest for the analysis, they must be annotated as Blank. Compound names and Concentrations must be added for all wells. Blank wells can be annotated with “Blank” in the Compound name and “0” as the concentration.
If 1% DMSO is used as the Vehicle Control, „%‟ cannot be selected for the concentration‟s units. However, since this concentration value (nor units) is used in data analysis, it is suggested to annotate it as 0.0001 using the unit‟s designation that is consistent for the plate. Using 0 as a value will cause the template to error since 0 cannot be used for logarithmic values.
Compound names used for annotations are retained only for the active session. At the end of the session, when you close the template, compounds names are deleted from memory. So for the next analysis session, you will have to re-enter the compound names again for the new analysis. Compound names can be cut and pasted from other sources using text lists or semi-colon delimited text.
Running the Template
After plates have been selected and annotated, the template can be run. When you click the
Finish button in the Experiment Design window, the AddIn for Microsoft Excel runs the
template by automatically importing raw data from the configured data source and associating the raw data with the user input experiment design data into the Rawdata worksheet (see below
for details). The AddIn automatically populates the template and performs the pre-determined
calculations, writing lists of data into the template as specified by the Template Definition.
List data are derived by the AddIn and template following annotation to match the raw data to
the correct annotation and then to pre-defined calculations (i.e., matching up data from Vehicle Control wells with the formulas that determine the Vehicle Control mean). Once the raw data
and list data is written into the Microsoft Excel spreadsheet, the analysis is completed through
formulas, graphs, and formatting pre-populated in the template. Final analysis requires user input to define thresholds and compound selection (for both graphing and data visualization).
All yellow cells within the template are user-interactive and can either be changed via a pull
Chapter 5 Post-Imaging Analysis for EPP Prediction 53
down menu or require user input. Several tabs (Basal Response, Normalized Response, QC,
Graphs, and Conclusions) have pre-defined print areas. See the Worksheets section below for
information about individual template worksheets.
Worksheets
Each EPP template contains multiple worksheets that are utilized for distinct steps in data
analysis. Several worksheets are repositories for imported or normalized data sets and do not require user input. Other worksheets require or allow for user adjustments. There are seven
pre-defined worksheets in the template. A description of each worksheet is provided below.
Worksheet 1: Rawdata
Deleting data or formulas from the Rawdata worksheet will directly result in changes to the end result and may corrupt any of the EPP Assay analysis templates.
The data from the Rawdata worksheet may be sorted without affecting the end result.
This worksheet contains the raw data imported from the Cellomics Store database or
standalone database(s) that you selected in the Plate Selector window and input in the
Experiment Design window. The Rawdata worksheet includes the following information:
Plate Location (Store alias or local file)
UniquePlateID (Unique Plate Identifier)
Row (1-based)
Column (1-based)
Compound
Well Type
Concentration
Concentration Units
Replicate
Object Count
Nucleus Intensity (Dose Range templates only)
Nucleus Size (Dose Range templates only)
Foci Intensity
Foci Area
Foci Count
GFP Nucleus Intensity (ER Dose Range and Activity templates only)
Translocation (AR Dose Range and Activity templates only)
54 Chapter 5 Post-Imaging Analysis for EPP Prediction
If a well was determined invalid or sparse by the software (as defined by the Assay Protocol),
the well may not be listed in the Rawdata worksheet. If a well contains only some of the required features, the well will still be listed, but may not have values for all of the required
features.
Figure 31. RawData Worksheet
Worksheet 2: Basal Response
This worksheet calculates the average basal response for both the Vehicle and Max Positive
Controls on each individual plate and monitors data quality used for Plate Acceptance criteria.
The Basal Response values will be used to calculate the normalized response for each well on the plate. This tab uses data from the Rawdata tab to determine the basal levels of the control
values.
Basal Level Determination
For nuclear features, the basal levels are defined as the average of the Vehicle Control
wells.
For GFP features, the average of the Vehicle Control wells is defined as the baseline
response. The basal response is calculated by subtracting the baseline from the average Max Positive Control value (MPCmean – VCmean). The determination of
receptor degradation in ER templates (GFP Nuclear Intensity) is calculated differently for GFP basal responses (as it is a dose-dependent decrease) by subtracting
the mean Max Positive Control average (baseline) from the Vehicle Control average
(VCmean – MPCmean).
If multiple plates are imported into the Activity templates, basal responses are determined individually on a per plate basis and the controls (Vehicle, Max Positive, Weak Response, and Positive Controls) from each plate are not averaged together.
Chapter 5 Post-Imaging Analysis for EPP Prediction 55
Figure 32. Dose Range Basal Response Worksheet (top) and Activity Basal Response Worksheet (bottom). Mean basal response is calculated for each plate that is imported. This number is used to normalize the response for each well.
Plate Acceptance Criteria
Additionally, the Basal Response tab monitors plate data quality assessing plate health by
utilizing plate acceptance criteria that ensures variation on the plate is below defined cut-offs. Data quality is assessed through the determination of Coefficient of Variation (CV)
derived from the raw data of each type of control wells and comparison of Background
Response and Fold Induction. See Assessing Plate Data Quality and Reviewing Plate
Acceptance Criteria (Chapter 3, Step 2) for a detailed description of the calculations. If multiple plates are imported into the Activity templates, data quality for each plate will be
assessed and monitored individually.
Recommendation: We recommend that you verify the data quality for each plate (all
outputs in the Quality column should report ―Pass‖) and investigate any ―Verify‖ values through the QC tab or inspection of the images or data in the iView software. A print area
is set for the Data Quality Table for tracking of Plate Acceptance criteria.
56 Chapter 5 Post-Imaging Analysis for EPP Prediction
Figure 33. Dose Range Basal Response Data Quality table
Chapter 5 Post-Imaging Analysis for EPP Prediction 57
Worksheet 3: Normalized Data
Deleting data or formulas from the Normalized Data worksheet will directly result in changes to the end result and may corrupt the EPP Assay analysis templates.
The data from the NormalizedData worksheet may be sorted without affecting the end result.
The Normalized Data tab uses the Basal Response data to normalize the data from the
Rawdata tab. Data is normalized on a per plate basis and viewed in list form.
For nuclei features, normalization is performed by dividing the Rawdata by the
Vehicle Control basal response.
For GFP features, normalization is performed by first subtracting the Vehicle Control
basal response from the Rawdata and then dividing by the Max Positive Control basal
response. The determination of receptor degradation in ER templates (GFP Nuclear Intensity) is calculated differently for GFP normalized data as it is a dose-dependent
decrease response by subtracting the mean Max Positive Control basal response from
the Rawdata and then dividing by the Vehicle Control basal response.
Figure 34. Normalized Data Worksheet
Note that all cells shaded in grey contain formulas. Deleting or modifying these formulas may corrupt the results.
58 Chapter 5 Post-Imaging Analysis for EPP Prediction
Worksheet 4: Normalized Response
This tab averages together the replicates on the plate to provide a single normalized response for each dose. Also note that the values derived for each feature are from the user-defined thresholds
and are displayed on this tab. This worksheet contains the following:
The average normalized responses across replicates for each feature, compound, and
concentration
A table used to calculate threshold levels
Listing of all compounds
A print area is set for the Control Statistics Table for tracking of the standard deviation of each
feature and the derived threshold levels.
Figure 35. NormalizedResponse Worksheet
Control statistics used for calculating thresholds
Calculated average normalized responses for each compound and concentration combination for all features
Compounds
Chapter 5 Post-Imaging Analysis for EPP Prediction 59
Worksheet 5: QC
This sheet contains options to view Compound, Concentration, Units, Replicates, or WellType, and a heat map for each plate and feature for the purpose of QC. The heat map is based off of the
NormalizedData tab.
The quality of the cells within a plate can be monitored in the QC worksheet by examining the
control wells. Good quality cells will have minimal variation between control wells (i.e., Vehicle-
treated) for each measured feature.
Recommendation: This tab can be used to verify the plate annotation and to visualize normalized
data. This may be helpful to identify outlier wells that may result in poor data quality. A print area is
set to include both the Plate Annotation and Select Feature to View values.
Figure 36. QC Worksheet
There are also several pre-defined named ranges, formulas, and populated cells in the template. Removing any of these may affect the integrity of the template results.
Select Unique Plate ID and Annotation to show for the selected plate (e.g., Compound, Concentration, WellType, or Replicate)
Select feature to view for the selected plate. The normalized values are displayed.
60 Chapter 5 Post-Imaging Analysis for EPP Prediction
Worksheet 6: Graphs
This tab contains options to display graphs for the compounds and features (concentration on the x-axis, normalized responses/levels on the y-axis) as well as the calculated response. The
calculated responses are flagged red (+) if any dose from a compound is outside of the defined
thresholds and is green (-) if all doses from a compound are within the thresholds. This tab
also contains the tunable thresholds used to change the output responses. The data used to
generate the graphs and flagged responses is shown below the graphs in a table format.
Up to 8 compound/replicate choices (or the mean response for a compound) may be selected
to view on the dose vs. feature and dose vs. multi parameter index graphs.
The graphs show the response for the selected compounds and replicates as well as the
calculated toxicity thresholds (dashed lines) based on the user-defined inputs (See Chapter 4 for details on setting thresholds).
This tab requires user input to populate the Compounds to Graph column Note that the table and graphs will be empty until compounds are selected in the Compounds to Graph column).
Besides compound selection, the Replicate (Rep) column and thresholds can also be adjusted
and will result in changes in the flagged response table and graphs (adjusting the thresholds or
the visualization of compounds/replicates does not alter the normalized data). A print area is
set to include the flagged response table, threshold table, and graphs.
Figure 37. ER Dose Range Graphs Worksheet. Graphs and features will differ on other templates.
Select Compound and Replicate or Mean from the dropdown lists in this table. The results for the selected compound mean or replicate is shown to the right.
Feature graphs for the selected compounds
Multi-parameter indices based on the concentration and mean response for the selected compound
Chapter 5 Post-Imaging Analysis for EPP Prediction 61
Worksheet 7: Conclusion
This tab provides detailed analysis of the response results, graphical visualization of the primary results, and the experiment information and data quality summary. This tab also provides final analysis of the
data. Data used to generate the final analysis is shown to the right of the graphs.
For the Dose Range templates, the Conclusions tab suggests a starting dose response for the
subsequent Receptor Activity workflow basic on Excel logic statements. See Figure 8 for more
information.
For ER , the starting concentration for the Activity Assay is the maximum non-toxic dose and minimum dose + 1 that gives maximum foci response above the user-defined
threshold.
For AR, the staring concentration for the Activity Assay is the same as ER unless there is
no foci response and then it is the minimum non-toxic dose + 1 that gives the maximum
translocation response.
For the Activity templates, the Conclusions tab provides detailed response analysis via comparison
with the Max Positive Control and/or Positive Control showing:
Threshold-based flagging of receptor activity
Potency information derived from linear regression analysis
Magnitude of the receptor response
Determination of the potential mimic function
An experiment info table is available for user input of pertinent information. A print area is set to
include the flagged response table, experiment info table, plate acceptance summary, and graph.
In addition, you can input experiment information (such as the experiment name, plate identification
numbers, and user info) and use several pull down menus (designated in yellow) to select the
compounds or results that will be displayed.
Recommendation: This tab requires user input to populate the Plate ID and compounds column. The
template specific inputs can also be adjusted and may result in changes in the flagged response
table and graphs. Adjusting these values may alter the final analysis outputs; please be sure that
the desired settings are selected. For example, changing between Toxicity Index and Viability in the
Dose Range graph may result in different suggested starting doses.
62 Chapter 5 Post-Imaging Analysis for EPP Prediction
Figure 38. Conclusion Worksheet – Dose Range
Figure 39. Conclusion Worksheet – Activity
Selected Compound for Visualization and suggested starting concentration
Graph incorporating choice of toxicity and foci response
Information entered by user for experiment tracking
Graph incorporating compounds with threshold markers for each
Information entered by user for experiment tracking
Concentrations calculated from thresholds
Plate validation summary
Selected Plate and Compound for Visualization
Plate validation summaries
Chapter 5 Post-Imaging Analysis for EPP Prediction 63
Suggested User Template Worksheet Workflow
After running the Thermo Scientific Microsoft Excel Add-In, relevant data is imported, organized, and analyzed. The template automatically populates each worksheet but requires
user adjustments and monitoring to adequately report receptor responses. Comments (seen as
red marks in the corners of cells in the Microsoft Excel worksheets) have been added to the
templates providing easily accessible descriptions or information for designated worksheet
cells. Comments can be viewed by positioning the cursor over the cell.
Figure 40. Comments – position the cursor over the red triangles to view comments
For each template, there are three main areas from all the tabs that may require user inspection
and/or adjustments:
1) Basal Response: This worksheet provides the determination of the control data
quality from the plate(s). If the data passes all of the listed criteria, no further action is required. If any items are flagged or fail to meet set acceptance criteria, an
investigation into the failure must be performed and the failure resolved prior to data
from the plate being used for further analysis. This could be through inspection of the
imported data to ensure no errors during import, viewing the data on the QC tab, or could require additional inspection of the original data or images in the iView
software.
A summary of the data quality is also reported on the Conclusions tab.
2) Graphs: This tab allows you to graphically visualize the data and determine
thresholds for each feature. You can also inspect dose responses for each replicate
individually compared to the mean to further examine any variability within the assay. Once acceptable thresholds have been established, constant adjustment of levels for
additional plates should not be necessary, but monitoring control responses for
variability and expected results is recommended.
3) Conclusion: This worksheet requires some data input (template name, experiment
number, etc) and provides the ability to define the final outputs.
The other tabs are freely accessible to allow transparency in all data analysis. Be careful not to change any data outside of those boxes highlighted in yellow as it may alter the original data or delete a link that could drastically impact the final result.
65
Sample Preparation Using the EPP ERα and AR
Assays
Important Information
Please refer to the Instruction Booklet entitled: Consumer Health and Product Safety – Thermo Scientific ToxInsight Endocrine Profiler Panel Cartridge: Estrogen Receptor alpha and Androgen Receptor Assays for complete instructions on cell and sample preparation, as well as both assay procedures.
The Thermo Scientific EPP Cartridges can be purchased directly through your local Thermo Fisher
Scientific sales representative. Order numbers for each kit are the following:
Number Description
R04-1001-ERa ToxInsight Estrogen Receptor α Cartridge, materials for 7 96-wells (6 compounds)
R04-1001-AR ToxInsight Androgen Receptor Cartridge, materials for 7 96-wells (6 compounds)
STORAGE: Cartridge(s) will arrive in 2 separate packages. Package #1 will contain microplates and plate seals, media, bottles for the different media types, buffers,
and Hoechst. Store all buffers, media, and dyes at 4°C protected from light. The remaining items can be stored at room temperature.
Package #2 will contain the cells, serum, media supplements, and labels for the different media types. Store
the cells in vapor phase of liquid nitrogen and media supplements at -20°C.
Allow the media, supplements, serum, buffer, and dyes to warm to room temperature before use. See the
Solution Preparation section in the Instruction Booklet for storage and stability of prepared solutions.
If you are testing where regulation requires you to document proper routine instrumentation calibration, please refer to the Thermo Scientific ToxInsight IVT Platform Illumination Correction and System
Calibration Guide (LC063238) and Thermo Scientific ToxInsight IVT Platform Illumination
Correction and System Calibration Results Sheets (LC063239) for additional information. We suggest
that you run these tests PRIOR to setting up the biological protocols. If you would like to perform routine system calibrations, we suggest that you order the following:
K10-0099-1 Thermo Scientific OptiTracker Optical Performance Monitoring Kit
Chapter
6
66 Chapter 6 Sample Preparation Using the EPP ERα and AR Assays
Additional Material Required
Dimethyl Sulfoxide (DMSO; suggested vendor – Sigma #D2438, CAS 76-68-5)
16% Paraformaldehyde (suggested vendor – EMS #15710, CAS 50-00-0)
Positive and weak positive compounds (see Table below for recommended compounds and vendors). Controls should be adhered for proper Dose Range and Activity Assays (setup as
recommended plate layouts in Figures 5and 6 of the Assay Guide)
You will need a Schedule 3 license from the DEA in order to use DHT (or other Schedule 3 compounds within the United States). Please see http://www.deadiversion.usdoj.gov/drugreg/reg_apps/onlineforms_new.htm for more information (note that each state has different requirements). For customers outside the United States, please consult proper regulatory guidelines for handling Schedule 3 compounds.
Sterile distilled H2O for moat in plates (suggested vendor - HyClone # SH30529.02)
Distilled deionized H2O for buffer dilutions
Liquid Nitrogen Dewar (or equivalent) for storing cells prior to use
A general assay workflow is given in the figure below. Note that the Dose Range Assay must be
done prior to the Activity Assay.
Compound Vendor Catalog # CAS# Type
β-estradiol Sigma E8875 50-28-2 ERα Positive Control
Bisphenol A Sigma 239658 80-05-7 ERα Weak Response Control
DHT Sigma A8380 521-18-6 AR positive control
Progesterone Sigma P0130 57-83-0 AR Weak Response Control
Dose Range Assay
Receptor Activity Assay
Determine
Starting Dose
Plate Cells Treat 1 plate
(6 compounds)
Plate Cells Treat 6 plates (2 compounds,
duplicate plates)
Fix and Stain
Fix and Stain
Scan and assess Toxicity vs. Receptor
Response
Scan and analyze Receptor Response
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