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Physiol Rev
83: 1069 –1112, 2003; 10.1152/physrev.00005.2003.
Role of Monocytes in Atherogenesis
BJARNE ØSTERUD AND EIRIK BJØRKLID
Department of Biochemsitry, Institute of Medical Biology, Faculty of Medicine,
University of Tromsø, Tromsø, Norway
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I. Introduction
II. Initiation of Atherosclerosis
III. Experimental Evidence That Monocyte Recruitment to the Intima Is Linked to Atherogenesis
A. Early monocyte recruitment to the intima
B. Role of adhesion molecules
C. Role of chemoattractants
IV. Role of Low-Density Lipoprotein
A. Early, low-grade events
B. Modulation of LDL
C. Proinflammatory reactions associated with LDL oxidation
V. Monocyte Differentiation and the Role of the Extracellular Matrix in Atherogenesis
A. Macrophage formation
B. Foam cell formation
C. Roles of extracellular matrix and metalloproteinases in atherogenesis
VI. Monocytes/Macrophages and the Role of Their Activation Products
A. Regulation of activation
B. Autocrine- and paracrine-mediated activation reactions in monocytes
C. Roles of cytokines produced by monocytes/macrophages
D. CD14 polymorphism on the gene of the CD14 receptor
VII. Cellular Signals Involved in Monocyte Activation
A. Role of phospholipases
B. Role of phospholipases in atherosclerosis
C. Pathways for arachidonic acid conversion
D. Role of lipoxygenases in atherogenesis
E. Availability of arachidonic acid
F. PAF
G. Eicosanoid products involved in the activation of monocytes?
H. PPAR-␥ as regulator of monocyte/macrophage function
VIII. Infection, Monocytes, and Atherosclerosis
A. C-reactive protein and its relation to atherosclerosis
IX. The Proinflammatory Platelet and Its Role in the Early Phase of Atherogenesis
X. Conclusions
Østerud, Bjarne, and Eirik Bjørklid. Role of Monocytes in Atherogenesis. Physiol Rev 83: 1069 –1112, 2003; 10.1152/
physrev.00005.2003.—This review focuses on the role of monocytes in the early phase of atherogenesis, before foam cell
formation. An emerging consensus underscores the importance of the cellular inflammatory system in atherogenesis.
Initiation of the process apparently hinges on accumulating low-density lipoproteins (LDL) undergoing oxidation and
glycation, providing stimuli for the release of monocyte attracting chemokines and for the upregulation of endothelial
adhesive molecules. These conditions favor monocyte transmigration to the intima, where chemically modified, aggregated, or proteoglycan- or antibody-complexed LDL may be endocytotically internalized via scavenger receptors present
on the emergent macrophage surface. The differentiating monocytes in concert with T lymphocytes exert a modulating
effect on lipoproteins. These events propagate a series of reactions entailing generation of lipid peroxides and expression
of chemokines, adhesion molecules, cytokines, and growth factors, thereby sustaining an ongoing inflammatory process
leading ultimately to lesion formation. New data emerging from studies using transgenic animals, notably mice, have
provided novel insights into many of the cellular interactions and signaling mechanisms involving monocytes/macrophages in the atherogenic processes. A number of these studies, focusing on mechanisms for monocyte activation and the
roles of adhesive molecules, chemokines, cytokines and growth factors, are addressed in this review.
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0031-9333/03 $15.00 Copyright © 2003 the American Physiological Society
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I. INTRODUCTION
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II. INITIATION OF ATHEROSCLEROSIS
Atherogenic lesions have been observed to arise at
regions of the vessel wall exhibiting endothelial activation. Possible causes of such activation comprise elevated
and modified LDL, free radicals arising during oxidative
stress and cigarette smoking, hypertension, diabetes mellitus, genetic alterations, hyperactive monocytes/platelets, chronic infections such as by microorganisms like
herpes viruses, Chlamydia pneumonia or others, and
obviously combinations of these or as yet unrecognized
factors (for a review, see Ref. 444). LDL, which may be
modified by oxidation, glycation, and aggregation, or incorporated into immune complexes (254, 255, 370, 499), is
a major culprit, initiating the signals which promote the
recruitment and accumulation of monocytes and T lymphocytes (186, 346, 370). Neutrophils may also have a role
in the very early immune response (143).
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Three cellular components of the circulation, monocytes, platelets, and T lymphocytes, together with two cell
types of the artery wall, endothelial and smooth muscle
cells (SMC), interact in multiple ways in concert with
low-density lipoprotein (LDL)-cholesterol in generating
atherosclerotic lesions. The major objective of this review
is to focus on the early phase of the development of
atherosclerosis, i.e, the formation of fatty streaks (lesions) in the vessel wall, with an emphasis on the roles of
monocytes and lipid oxidation.
Recruitment of monocytes and lymphocytes from the
peripheral blood to the intima of the vessel wall is a
primordial event in atherogenesis (see sect. IIIA), an event
that appears to depend on the local presence of high
amounts of LDL. As the LDL accumulates, their lipids and
proteins undergo oxidation and glycation. Cells in the
vessel wall seem to interpret the change as a danger sign,
and they call for reinforcement from the body’s defense
system. These events appear to promote upregulation of
adhesion molecules on the endothelial cells (EC), particularly vascular cell adhesion molecule-1 (VCAM-1) and
intercellular adhesion molecule-1 (ICAM-1). Thus monocyte and lymphocyte recruitment is initiated, leading to
enhanced transmigration of monocytes, upregulated exposure of adhesion molecules on a variety of cells (see
sect. IIIB), and chemoattractant production and release
(see sect. IIIC). These are all essential elements of the
transfer of monocytes to the intima and the concurrent
differentiation of these cells into macrophages. Available
LDL is a prerequisite for the further conversion of macrophages into lipid-loaded macrophages, major residents
of the fatty streak formed just underneath the endothelium of the vessel wall. LDL and its modified forms (oxidized, acylated, etc.; see sect. IV, A and B) are of particular
interest, since the modification of LDL is associated with
inflammatory reactions (see sect. IVC), amplifying proinflammatory events already initiated due to the adherence
and transmigration of monocytes and lymphocytes into
the intima.
The emerging notion that chronic infections may unleash atherogenic trigger mechanisms (see sect. VIII) is
suggestive of a very important role of monocytes in lesion
formation by way of their proficiency in generating proinflammatory products. This warrants focus on the cellular
signal transduction network of monocyte activation, including the early phase entailing phospholipase activation
and release of arachidonic acid (see sect. VII). Transgenic
mice have opened access to a substantial body of information regarding the roles of the various signal-systems
of importance in atherosclerosis (see sects. III, A and B,
IVC, VB, VIC, and VII, B–D). Much of the work has focused
on the enzymes involved in the conversion of arachidonic
acid to leukotrienes and hydroxyfatty acids (lipoxygen-
ases; see sect. VII, C and D) and prostaglandins (cycloxygenases; see sect. VIIC), lending support to the notion that
lipoxygenases may have a vital role in lesion formation
(see sect. VIID), whereas the cyclooxygenases appear less
important. According to recent evidence, the thromboxane A2 (TxA2) receptor may have an important function in
promoting lesion formation (see sect. VIIG), unrelated to
the binding of its major ligand, as demonstrated by the
noninterference of acetyl salicylic acid (ASA).
In order that monocytes may promote atherosclerosis, a number of unfavorable factors or conditions may
have to merge. Polymorphism of the gene of the monocyte CD14 receptor (see also sect. VID) may be part of the
explanation why there are major risk factors unrelated to
high cholesterol. This receptor mediates not only the
toxic effects of bacteria (lipopolysaccharide; LPS) in
chronic infections (e.g., Chlamydia pneumonia), but also
the cytokine-like effect of heat shock proteins, which is
associated with coronary heart disease (CHD) (see sect.
VIII). Platelet activating factor (PAF) (see sect. VIIF) and
cytokines, particularly tumor necrosis factor-␣ (TNF-␣),
interleukin (IL)-1␤, IL-6 (see sect. VIC), and growth hormones, promote the inflammatory reactions associated
with atherogenesis. Another significant regulator of
monocyte/macrophage function is the peroxisome proliferator-activated receptor-␥ (PPAR␥), studies on which
might shed further light on processes central to atherogenesis (see sect. VIIH).
It has not been the intention in this article to cover all
aspects of atherosclerosis. For example, changes in the
endothelium during atherogenesis, the role of smooth
muscle cells and their interactions with macrophages, T
lymphocytes, and fibroblasts and their activation products, prominent in the later phase of atherogenesis, have
not been presented. Furthermore, the events leading to
plaque rupture and thrombosis have not been included.
MONOCYTES IN ATHEROGENESIS
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and the subsequent immune responses (1). This scenario
is in accordance with the observation that atherosclerotic
lesions are rich in immunoglobulins, which can be found
in proximity to macrophages even in very early fatty
streaks (390). These immunoglobulins comprise specific
autoantibodies to neoepitopes arising during oxidative or
other types of injury, some of which have been identified
in immune complexes incorporating oxidized LDL (583).
The emerging lesson from transgenic mouse models
is that monocytes and macrophages partake crucially in
the development of atherosclerotic lesions, whereas results pertaining to T and B cells are more ambiguous and
model dependent, suggesting that under certain conditions these cell types may also promote lesion formation
(430, 491).
The enrichment of white blood cells in lesion-prone
areas has been shown to be of primarily mononuclear
origin (98, 439, 483, 549, 587). The prevalence of such
changes has been affirmed in a normocholesterolemic
rabbit model, where adhered white blood cells were detected in the lesion-prone flow divider regions of the large
abdominal branches (320). Interestingly, lesion-rich aortic
and coronary artery segments had significantly greater
numbers of mast cells in the adventitia compared with
those with a normal intima (19). In normal aortic segments, higher numbers of mast cells were located in the
lesion-prone than in the lesion-deficient regions. These
observations seem to suggest that part of the proatherogenic potential latent in a vessel wall derives from mast
cells and their released products, such as histamine and
tryptase.
The model of atherogenesis initiation outlined above
is mainly based on experimental animal models with high
rate of developing lesions, i.e., fat-fed and genetically
hyperlipidemic animals. One may therefore question the
validity of such animal models regarding the uptake of
oxidized LDL and the effects exerted by oxidized LDL. In
line with this skepticism is the proposal of a concept of
lesions arising in preexisting intimal masses (465): “Given
the evidence for a concordance of the distribution of
lesions in adult humans, it seems likely that some property of the intimal cells accounts for localization of lesions.” Perhaps the simplest hypothesis, as put forward by
Williams and Tabasas (565), is that cells making up the
intimal masses have special properties and contribute to
lipid accumulation at focal sites. Whether these intimal
cells are part of the intimal cellular infiltration and connective tissue described in the coronary arteries of male
children, adolescents and young adults remains to be
clarified. Interestingly, black people and women have less
than average cellular infiltration and connective tissue in
their arteries. Whatever factors that are favoring LDL
oxidation and macrophage lipid accumulation and retention, even at normal plasma LDL levels, might explain
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Such recruitment of leukocytes continues for as long
as hypercholesterolemic conditions prevail (362), without
any apparent impairment of the vascular endothelium, the
latter contributing to leukocyte recruitment by upregulated expression of specific leukocyte adhesion molecules, notably VCAM-1 and ICAM-1 (see sect. III). In baboons, monocyte margination or attachment observed
over normal vessel areas or over plaques was not associated with morphological evidence of endothelial injury,
whether under normal or hypercholesterolemic conditions. Migration of these cells through continuous aortic
endothelium occurred primarily at junctional sites, between endothelial cells (464). Furthermore, strong interaction between monocytes and components of the extracellular matrix (ECM), e.g., collagen and proteoglycans, is
probably a prerequisite for the formation of lipid-laden
macrophages (foam cells) (238).
LDL particles trapped in the artery are prone to advancing oxidation, rendering them recognizable by scavenger receptors present on the surface of macrophages
and thus targets for internalization by these cells (186,
201, 255, 346, 370, 499), a process ultimately leading to the
formation of foam cells. The extent of LDL modification
and hence the vigor of this rampant process may vary
greatly (123, 186, 370). LDL modified and taken up by the
macrophages activates the nascent foam cells, inducing
release of inflammatory mediators such as TNF-␣, IL-1␤,
IL-8, and macrophage colony stimulating factor (MCSF).
This release in turn leads to increased transcription of the
LDL-receptor gene and consequently enhanced binding of
LDL to the endothelium and smooth muscle cells (194,
503), feeding the process even further.
Part of the proinflammatory effect of modified LDL
on endothelial cells indirectly derives from its chemotactic effect on monocytes (105), and furthermore, it can
upregulate the endothelial cell genes for MCSF and monocyte chemotactic protein-1 (MCP-1) (478). Either mechanism elicits an expanding number of monocyte-derived
macrophages populating the artery wall.
The arterial wall may be subject to immunological
injury leading to conditions favoring atherosclerosis development (81). Recent studies have implicated several
immune complexes as proatherogenic. The fatty streak
type of lesion typical of the earliest stage, frequently
occurring in infants and young children (367), is of a
purely inflammatory process involving only monocytederived macrophages and T lymphocytes (497). Thus the
attachment of monocytes and T lymphocytes to the endothelium followed by their migration into the intima is
one of the first and most crucial steps in lesion development. Immune complex-bound antigens taken up by
phagocytes via Fc receptors are processed and presented
to T cells in the context of major histocompatibility complex (MHC) class I or II molecules. Such antigen processing and presentation greatly enhance T-cell stimulation
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the emergence of the initial cluster of macrophage foam
cells (336).
III. EXPERIMENTAL EVIDENCE THAT
MONOCYTE RECRUITMENT TO THE
INTIMA IS LINKED TO ATHEROGENESIS
A. Early Monocyte Recruitment to the Intima
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B. Role of Adhesion Molecules
1. Selectins and VCAM-1
The most comprehensive body of evidence for an
important role of adhesion molecules in atherogenesis
has emerged from various studies using transgenic mice
and a few transgenic rabbit models (286). Thus strong
evidence that P-selectin is critically involved in initiation
of the process was recently reported based on studies
using P-selectin-deficient mice (P ⫺/⫺) back-crossed
onto a C57BL16 background (133). When subjected to a
high-fat diet for 20 wk, these mice were significantly less
prone to fatty streak formation than were the wild type.
Fatty streaks are the first visible sign that foam cells
accumulate within the intima, close to the surface of the
vessel wall. Furthermore, in the same study, the hypercholesterolemia-prone offspring of P-selectin deficiency
(P ⫺/⫺) animals or a combination of P-and E-selectin
deficiency (P/E ⫺/⫺) animals interbred with mice lacking
the LDL receptor (LDLR ⫺/⫺), were fed an atherogenic
diet for 8, 20 –22, and 37 wk. At 8 wk, mice with combined
P ⫺/⫺ and LDLR ⫺/⫺ had developed significantly smaller
fatty streaks than was evident in their half-siblings expressing P-selectin. However, after a more prolonged exposure to the high-fat diet and progression of the lesions
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An initial event in atherogenesis is endothelial cell
activation, probably mediated by atherogenic lipoproteins
such as remnants, modified LDL or oxidized LDL, particularly potent forms of which are those modified by oxidation or glycation (in diabetes) or trapped in immune
complexes. Such activation of the endothelium causes
upregulation of endothelial cell adhesion molecules and
selectins, promotion of oxygen radical formation, increased apoptosis, and reduced endothelium-dependent
relaxation.
The multistep process of localized accumulation of
leukocytes, which is regulated by the expression of specific adhesion molecules, may leave the endothelium unperturbed. Thus focal recruitment and attachment of
monocytes, whether over plaques or normal areas, was
not associated with evidence of endothelial injury as
shown in normo- and hypercholesterolemic baboons
(464). In addition to monocyte recruitment, lymphocyte
recruitment is one of the earliest detectable cellular responses in the process leading to the formation of atherosclerotic lesions.
In a transgenic mouse model, two types of endothelial cell-derived adhesion molecules, VCAM-1 and ICAM-1,
were shown to play an important role at sites where
lesions eventually form (231, 362). Thus homozygous apolipoprotein E-deficient (Apo E ⫺/⫺) mice that develop
atherosclerotic lesions much like those found in humans
were compared with normal control mice. Whereas in the
latter specific VCAM-1 staining was weak and limited to
sites of altered blood flow, in the Apo E ⫺/⫺ mice significant amounts of VCAM-1 appeared to be localized across
the surface of EC at lesion-prone sites. The expression of
VCAM-1 preceded lesion formation and correlated positively with the extent of exposure to plasma cholesterol.
ICAM-1 too was expressed across the surface of EC and
microvilli at lesion-prone sites, but at a rate insensitive to
plasma cholesterol levels. Similarly, in a recent study,
recruitment of circulating white blood cells by endothelial
adhesion molecules was suggested to be more important
during lesion initiation than during the late phase of rapid
lesion growth (294). In rabbits, similar upregulation of
endothelial adhesion molecules at lesion-prone as well as
already atherosclerotic sites has been reported (231).
There is supporting evidence that many of these adhesion molecules are expressed by cells in human and
experimental atherosclerotic lesions and that expression
of adhesion molecules such as VCAM-1 is temporally
related to lesion initiation and progression in animal models (for commentary, see Ref. 443).
The mechanism whereby LDL interacts with the endothelium is not quite understood. In one study it was
shown that binding of native LDL (n-LDL) to the LDL
receptor triggers a rise in intracellular calcium which acts
as a second messenger in inducing VCAM-1 expression in
human coronary aortic cells (9).
VCAM-1 expressed before leukocyte accumulation
can initiate both monocyte and lymphocyte tethering and
rolling (for leukocyte recruitment at the endothelium, see
excellent review by Ley, Ref. 297) and can induce firm
adhesion in the absence of chemoattractants. ICAM-1 exposed on microvilli at lesion-prone sites enhances firm
adhesion of leukocytes that have reached the primary,
transient adhesion step, whereas ICAM-1 more strongly
expressed across the endothelial surface promotes cellular arrest where cell-cell contact has already been established. Finally, transendothelial leukocyte migration entailing subendothelial homing and formation of early fatty
streaks is supported by the universally expressed plateletendothelial cell adhesion molecule-1 (PECAM-1) and also
possibly enhanced by locally expressed VCAM-1 (362).
A more detailed account of the evidence for the
functional role of adhesion molecules and chemokines in
disease models is given below.
MONOCYTES IN ATHEROGENESIS
2. Integrins and ligands
In rats subjected to dietary-induced hypercholesterolemia, ICAM-1 expression was upregulated mainly in the
lesion-prone areas of aorta during the early stages of
atherogenesis. This was associated with a pronounced
recruitment of monocytes and T lymphocytes to the intima (552). Prior injections of specific antibodies to ICAM1/lymphocyte function antigen-1 (LFA-1) significantly reduced monocyte adherence and migration into the intima.
In another study, ApoE-deficient mice (apo E ⫺/⫺)
maintained on an atherogenic Western diet were subjected to arterial injury, and posttrauma effects of the
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concurrent presence of additional ICAM-1 or P-selectin
deficiencies were investigated (325). After 5 wk, a Pselectin deficiency linked 94% inhibition of neointima formation was found, whereas ICAM-1 deficiency gave no
discernible protection against injury-induced plaque formation in these mice. It was concluded that absence of
P-selectin but not of ICAM-1 reduces the plaque area and
that P-selectin is critical for monocyte recruitment to sites
of neointima formation after arterial injury.
Very late antigen 4 (VLA-4) is the ligand for VCAM-1
and fibronectin containing segment-1 (CS-1) (86, 138, 189,
555) (Table 1). Evidence has been found favoring the
notion that VLA-4 has an important role in regulating
leukocyte entry into early (479) as well as advanced (397)
lesions. It was suggested that the VLA-4 integrin plays an
important role in the initial phase of atherosclerotic lesion
formation and lipid accumulation (479). According to the
evidence currently available, it seems plausible that Pselectin and its ligand PSGL-1 together with VCAM-1 and
its ligand VLA-4 may be the most important adhesion
molecules involved in monocyte recruitment to atherosclerotic lesions (228).
3. Other factors
Von Willebrand factor (vWF) has been suggested to
be potentially proatherogenic, due to its important role in
platelet functioning (114, 164, 504) and in regulating factor VIII in blood (339, 343). Evidence in support of this
notion was recently found in studies using transgenic
mice deficient in the LDLR (LDLR ⫺/⫺) as well as vWF
(vWF ⫺/⫺). When fed a Chow diet, these double deficiency mice had a 50% reduction in leukocyte rolling
compared with rats with the LDLR ⫺/⫺ trait only, dropping to 20% when an atherogenic fat diet was given (342).
The high reduction in leukocyte rolling when a Chow diet
was administered was associated with a 50% size reduction of lesions in the aortic sinus. Furthermore, between
the superior mesenteric artery and the renal artery, vWF
⫺/⫺ animals were markedly less liable to lesion formation than were wild-type ones.
A list of adhesion molecules and ligands and their
leukocyte and endothelial cell targets is shown in Table 1.
C. Role of Chemoattractants
Certain adhesion molecules are currently seen as
essential for the recruitment of monocytes to the intima.
However, according to several studies it appears that a
number of additional factors including several chemoattractants are needed in the orchestration of the process
(for reviews, see Refs. 27, 315, 428). The most relevant
chemoattractants pertaining to atherogenesis will be discussed in the following sections.
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to the fibrous plaque stage, the two forms of offspring
were no longer discernibly different.
LDLR ⫺/⫺ offspring deficient also in P-selectin as
well as E-selectin were even more profoundly protected
against lesion development, even into the fibrous plaque
stage (205).
Apo E-deficient mice spontaneously develop lesions
when fed a normal Chow diet. They have very high cholesterol levels, on the order of that of hypercholesterolemic humans. The protective effect of P-selectin deficiency in Apo E ⫺/⫺ mice appeared to be more pronounced and long lasting than was the case in LDLR ⫺/⫺
mice (132). Even at 4 mo of age the size of fibrous plaque
lesions in P-selectin ⫺/⫺, Apo E ⫺/⫺ mice was one-fourth
of that of Apo E ⫺/⫺ mice having wild-type P-selectin.
Hartwell and Wagner (205) emphasize the critical role of
monocytes in atherogenesis suggested by these findings.
Thus the studies on Apo E deficiency mice indicate
that P-selectin/VCAM-1-dependent leukocyte rolling is a
mandatory step in the early development of atherosclerotic lesions. Further evidence to this end was obtained
ex vivo using an isolated carotid artery preparation from
10- to 12-wk-old Apo E ⫺/⫺ and C57BL16 wild-type mice
fed a Western-type diet (21% fat wt/wt) for 4 –5 wk (424).
Adherence and rolling of cells of the mononuclear U937
line on this surface were significantly impaired when
P-selectin or its ligand P-selectin glycoprotein-1 ligand
(PSGL-1) were blocked using specific antibodies. It was
also shown that rolling velocities increased, corresponding to a weaker adhesion, when ␣4-integrin or VCAM-1 of
the mononuclear cells had been blocked using specific
antibodies. This was interpreted as evidence that the
interaction between ␣4-integrin and VCAM-1 has a stabilizing effect on rolling interaction, prolonging the monocyte transit time.
In another study it was shown that endothelin-1 (ET1), which is a potent vasoconstrictor and postulated to
play a role in hypertension (502), ischemia-reperfusion
injury (404), and atherosclerosis (148), can directly promote significant leukocyte adherence and rolling in a
P-selectin-dependent reaction (453).
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1. Adhesion molecules and ligands known to play a role in atherogenesis
Adhesion Molecule/Other Common Names
Ligand
Integrin
Target Cells
Reference Nos.
P-selectin
GMP-140, PADGEM
CD62P
PSGL-1
CD162
Monocytes, PMN
228
345
578
E-selectin
ELAM-1, LECAM-2
CD62E
PSGL-1
CD162
Monocytes, PMN
133
345
335
L-selectin
LAM-1, LECAM-1, Leu8, MEL-14, TQ-1
CD62L
CD34, glycam-1, MAdCAM-1
Activated EC, lymphocytes,
platelets
228
ICAM-1
CD54 (226)
CD11a/CD18 (LFA-1)
CD11b/CD18 (Mac-1, CR3)
CD11a, ␣L
CD11b, ␣M
CD18, ␤2
Monocytes, PMN,
lymphocytes
133
310
17
VCAM-1
CD106
VLA-4
␣-4
CD49d
␣4␤1, ␣4␤7
Monocytes, PMN
133
401
310
PECAM-1
CD31
PECAM-1
Heparan sulfate
Glycosaminoglycan chains
␣v/␤3-Integrin
248
303, 588
352, 374
ICAM-1, intercellular adhesion molecule-1; VCAM-1, vascular cell adhesion molecule-1; VLA-4, very late antigen-4; LFA-1, lymphocyte function
antigen-1; IAP, integrin-associated protein; PECAM, platelet endothelial cell adhesion molecule; PMN, polymorphonuclear cells; EC, endothelial
cells.
1. MCP-1
Chemokines or chemotactic cytokines belong to an
expanding family of structurally related small protein
molecules, allocated to subgroups (C, CC, CXC, CX3C)
according to the number of and spacing of cysteine
residues in the NH2-terminal region. They are critically
involved in directing leukocyte trafficking and activation. MCP-1 emerges as probably having some subordinate role in relation to atherosclerosis. Thus high expression of MCP-1 was found in human atherosclerotic
lesions (428). Transgenic mice overexpressing MCP-1
had threefold increased oxidized lipid and revealed
increased immunostaining for macrophage cell surface
markers unique for the activated state (6). It was concluded that MCP-1 expression mediates enhanced
atherogenesis, by increasing macrophage numbers as
well as accumulation of oxidized lipid. Corroborative
evidence for this notion was found using transgenic
C57BL/6 mice deficient in apolipoprotein apo (a). When
fed a high-fat diet these mice overexpressed MCP-1 and
in a correlating manner macrophages accumulated in
their vasculature (431). Correspondingly, when subjecting LDLR-deficient mice to a high-cholesterol diet, the
ensuing hypercholesterolemia rapidly triggered MCP-1
expression in resident macrophages. Additional numbers of macrophages expressing MCP-1 accumulated
over time, indicating that MCP-1 may initiate as well as
amplify monocyte recruitment to the artery wall during
early atherogenesis (272). This is consistent with the
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50% reduction in lesion formation found in MCP-1deficient mice relative to wild type (181). Recently, it
was shown that MCP-1 induces proliferation and IL-6
production in human smooth muscle cells by differential activation of nuclear factor ␬B (NF␬B) and activator protein-1 (AP-1), which may suggest that some hitherto unrecognized mechanism may be involved in the
proatherogenic effect of MCP-1 (542). However, overexpression of MCP-1 at the vessel wall was not sufficient to generate lesion formation in rabbits fed normal
Chow, whereas such overexpression under hypercholesterolemic conditions induced infiltration of monocytes/
macrophages and subsequent lesion formation in the vessel wall (366). On the other hand, hypercholesterolemia
by itself did not cause lesion formation in rabbits with
normal MCP-1 despite upregulation of VCAM-1 and
ICAM-1. It was concluded that activation of other factors
induced by hypercholesterolemia is required.
2. MCP-1 receptors
The function of MCP-1 is totally dependent on its
receptors. In monocytes three different receptors, CCR1,
CCR2, and CCR5, have been identified, the former two of
which were the only ones present in granulocytes (for a
review, see Refs. 56, 241, 428). It has been proposed that
CCR2 serves as the principal MCP-1 receptor. It is upregulated by cytokines and by LDL (202). Mice deficient in Apo
E as well as CCR2 (ApoE ⫺/⫺,CCR2 ⫺/⫺) showed a 50%
reduction in macrophage recruitment compared with wild
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Monocytes, PMN, EC,
lymphocytes
MONOCYTES IN ATHEROGENESIS
type after 5 wk on a Western diet (62, 110). Currently very
little is known pertaining to the other receptors for MCP-1
and their relative contribution to monocyte recruitment.
3. Factors affecting the production of MCP-1 and other
chemoattractants
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cross-talk between T cells and macrophages, effectively
promoting migration of macrophages more closely to the
inflammatory scene.
Macrophages are the richest source of chemokines in
atherosclerotic lesions (13, 45, 373, 429, 515, 550, 582).
When monocytes are stimulated by the vast array of agonists present at the site of foam cell formation, they too
start producing chemokines. The agonists comprise inflammatory cytokines, such as TNF, IL-1␤, IL-6, IL-2, etc.,
produced by macrophages and T cells (304, 327), and
modified LDL particles (105, 265, 511, 519). Thrombinactivated platelets induce the expression of chemokines
MCP-1 and IL-8 in monocytes (559).
IV. ROLE OF LOW-DENSITY LIPOPROTEIN
A. Early, Low-Grade Events
Cholesterol is transported in the circulation by
plasma lipoproteins. The principal cholesterol carrier LDL
serves as an exogeneous source of cholesterol and other
cellular nutrients for hepatic and various extrahepatic
tissues, where it is taken up by receptor-mediated endocytosis. Alternatively, LDL may be entrapped extracellularly in arteries, thus being subjected to a milieu conducive to various kinds of enzymatic and chemical modification. Early stages of arterial lipoprotein modification,
marked by the generation of bioactive lipid peroxidative
products, may occur without any apparent change in
cellular receptor recognition of the particles.
Monocyte-derived macrophages in arteries express
cell surface receptors for LDL (LDL-R) as well as scavenger receptors for modified LDL (SR-A, CD36, CD68) (Table 2). Although minimally oxidized LDL particles appear
physically indistinguishable from native plasma LDL, they
bear a cargo of bioactive molecules. The latter have been
shown to cause a 60% increase in arachidonic acid and a
100% increase in 12 (S-HETE) release from EC, associated
with induced binding of monocytes to EC (219).
Several studies have established that minimally modified LDL (MM-LDL) produces a distinct pattern of EC
activation (47, 256, 394). Transcriptional activation of the
macrophage-colony stimulating gene by MM-LDL was
shown to be mediated by NF␬B activation (423). This was
further confirmed in a study assessing responses to MMLDL by examining the expression of inflammatory genes
involved in atherogenesis, including MCP-1 and MCSF,
and the oxidative stress gene, heme oxygenase-1 (HO-1)
(478). Furthermore, studies on EC isolated from the aorta
of inbred mice with different susceptibilities to diet-induced atherosclerosis revealed that EC from the susceptible mouse strain C57BL/6J exhibited dramatic transcriptional induction of the inflammatory genes, whereas EC
from the resistant strain showed little or no such induc-
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Adhesion molecules that tether circulating leukocytes to endothelial cells may also serve as transducers or
modulators of incoming signals of cellular activation. Pselectin upregulates the secretion of MCP-1 and TNF-␣
from monocytes stimulated with PAF (560). Furthermore,
IL-8 and MCP-1 were induced in monocytes by thrombinactivated platelets exposing P-selectin (559). IL-8 is produced both in monocytes and granulocytes and has been
thought to act predominantly on neutrophils. However,
recently it was found that it brought on firm adhesion of
rolling monocytes onto monolayers expressing E-selectin,
in the same manner as did MCP-1 (175), a faculty not
shared by related chemokines. The production of IL-8 in
leukocytes is upregulated by epinephrine-stimulated
platelets (142). The prevailing perception of IL-8 as rather
peripherally involved in atherogenesis may have to be
corrected in view of these later findings. It could turn out
more important for proinflammatory reactions and
atherogenesis than anticipated, perhaps via some unexpected role in monocyte recruitment.
Monocyte-derived macrophages in the intima of the
vessel wall generate MCP-1 and other chemoattractants
important for the transendothelial migration of monocytes to the intima. Lysophosphatidylcholine (lysoPC)
formed by the oxidation of LDL particles is a potent
chemoattractant (87, 356, 361, 420), potentially enhancing
the extravasation process. Moreover, since lysoPC serves
to upregulate a series of proinflammatory products in
monocytes/macrophages, it could have an impact on
proinflammatory reactions taking place in a vessel wall
accumulating oxidized LDL (87, 356, 361).
Although it has been proposed that MCP-1 serves as
a principal chemokine directing monocyte infiltration (45,
373, 515, 563, 582), it may be anticipated that this role is
shared somehow with the several other chemokines expressed in atherosclerotic plaques. Prominent among the
latter are the chemoattractants for monocytes, MIP-1␣,
MIP-1␤, and RANTES (regulated upon activation, normal
T-cell expressed) (532). Their common receptor CCR5 is
progressively expressed during monocyte differentiation
(531). Hence, in contrast to CCR2, the main function of
which is in the recruitment of monocytes from the peripheral blood, CCR5 and its ligands appear to have their main
role in affecting macrophages already established within
the lesions (for a review, see Ref. 428). MIP-1␣ and -1␤
colocalize in atherosclerotic plaques (563) and are expressed by T cells in macrophage/foam cell-rich areas of
the plaque. This may be signifying chemokine-mediated
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BJARNE ØSTERUD AND EIRIK BJØRKLID
2. Macrophage and endothelium scavenger receptors that bind lipoproteins
Receptors
Ligand
Expressing Cells
Scavenger receptor class A, type I
and II (SR-AI/II)
CD36
Oxidized LDL, Ac-LDL, long-chain fatty
acids
Oxidized LDL, long-chain fatty acids
CD68 (macrosialin in mice)
Oxidized LDL
Scavenger receptor class B, type I
(SR-BI)
Lectin-like ox-LDL receptor-1
(LOX-1)
SREC
SR-PSOX
Macrophages, SMC
Reference Nos.
115, 448, 509
363
HDL
Macrophages, monocytes,
platelets, SMC
Macrophages, neutrophils, mast
cells
Macrophages, epithelial cells
Oxidized LDL
Macrophages, SMC
278
Ac-LDL
Oxidized LDL
EC
Macrophages
3
218
425
529
tion (478). Altogether this suggests that genetic factors of
the vessel wall are of importance in atherogenesis.
Lysosphosphatidic acid (LPA) has been identified as
a bioactive compound formed in mildly oxidized LDL and
minimally modified LDL. Thus LPA initiated platelet activation and stimulated endothelial stress-fiber and gap formation (482). LPA receptor antagonists prevented platelet
and endothelial cell activation by mildly oxidized LDL.
Evidence from human surgical and autopsy material
as well as from experimental animal specimens indicates
that monocyte and T-lymphocyte adherence is preceded
by the deposition of lipids underneath the endothelial
cells (14). The flux of LDL into the intima is determined
mainly by the LDL concentration in plasma. LDL enters
the intima and inner media primarily from the luminal
side, passing structures such as the endothelium and the
subendothelial basement membrane. Under normal conditions these structures are the major barriers for the
entry of any kind of plasma macromolecule into the the
inner media (217, 400, 466). The transport of LDL into the
intima is probably not dependent on any specific EC
receptors. Penetration of intact LDL particles into the
arterial wall may occur by vesicular ferrying through the
endothelium or by passive sieving through pores in or
between endothelial cells. Ongoing monocyte trafficking
has been suggested to somehow enhance the transport of
LDL from plasma to the intima (for a review, see Ref. 375).
B. Modulation of LDL
The spherical LDL particle has a cholesteryl esterrich core and a surface dominated by free cholesterol,
phospholipids, and apolipoprotein B100, the normal ligand for the LDL receptor. It is anticipated that under
most circumstances LDL circulating in plasma is protected from oxidation by the presence of antioxidants. In
contrast, the less protective milieu of the arterial wall
renders the particle significantly more vulnerable and
subject to oxidation.
Physiol Rev • VOL
Modification of LDL via oxidative processes is believed to be a prerequisite for the development of atherosclerosis. Oxidation of the particle in the arterial wall is
thought to be a complex reaction involving several cell
types, including monocytes, macrophages, granulocytes,
lymphocytes, endothelial cells, and SMC. Typically oxidation may take place in microenvironments that are exhausted in antioxidants such as vitamin E, carotenoids,
ubiquinol, etc. (146). The importance of LDL oxidation in
lesion formation was recently documented in ApoE-deficient mice consuming red wine for 2 mo (23) with a
subsequent 40% reduction in basal LDL oxidation, and a
similar decrement in LDL oxidizability and aggregation
associated with a 35% reduction in lesion size. The resistance to oxidation was associated with an accumulation
of flavonoids in the mouse macrophages whereby their
capacity to oxidize LDL was reduced and they took up
about 40% less LDL than macrophages from placebotreated mice.
Polyunsaturated fatty acids present in LDL are oxidatively converted to lipid hydroperoxides, which are
subsequently cleaved forming reactive aldehydes. The latter may covalently modify apolipoprotein B100 by forming Schiff’s bases with exposed lysine amino groups, thus
masking the positive charge and in effect increasing the
net negative particle charge, rendering the particles recognizable by macrophage scavenger receptors and subject to unrestrained accumulation by these cells.
Details of the oxidation process have been deduced
mainly from the results of numerous in vitro studies.
Several different reactive oxygen species including superoxide, hydrogen peroxide, hypochlorus acid, hydroxyl
radicals, and peroxynitrite have been implicated in the
initiation of lipid oxidation and peroxidation. Recently, it
was shown that macrophage NAPDH oxidase, the principal vehicle for generating reactive oxygen species (ROS),
does not contribute critically to the development of atherosclerosis (258), a somewhat surprising notion considering the likely exposure to many different ROS of the
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LDL, low-density lipoprotein; SMC, smooth muscle cells; EC, endothelial cells.
MONOCYTES IN ATHEROGENESIS
C. Proinflammatory Reactions Associated With
LDL Oxidation
Although granulocytes are generally more prolific
than monocytes/macrophages in generating oxidizing
products, i.e., oxygen radicals essential in the defense
system, it appears that also monocytes/macrophages contribute significantly to LDL oxidation. Furthermore, Thelper lymphocytes, generators of IL-4 and IL-13, have
been shown to enhance LDL oxidation mediated by activated monocytes in a 15-lipoxygenase (15-LO)-dependent
fashion (155). Studies using 12-LO and 15-LO knock-out
mice have affirmed the importance of the lipoxygenase
pathway. Thus mice with a combination of ApoE ⫺/⫺ and
12- or 15-LO ⫺/⫺ traits were significantly less prone to
lesion formation than were wild-type animals (107). When
a specific inhibitor of 15-LO, PD 14167, was administered
in a rabbit experimental model, atherosclerotic lesions
had reduced monocyte/macrophage numbers, and fibrofoamy and fibrous plaque lesion development was diminished (53).
1. Impact of oxLDL
Once modified (e.g., oxidized or acylated) and taken
up by macrophages, LDL activates the nascent foam cell.
Modified LDL is chemotactic for monocytes and can upPhysiol Rev • VOL
regulate the expression of genes for macrophage colony
stimulating factor (419, 422) and MCP-1 (293) (Fig. 1).
Thus oxLDL may help expand the inflammatory response
by stimulating the replication of monocyte-derived macrophages and the entry of new monocytes into lesions.
Effects attributed to oxLDL pertaining to macrophage
function include proinflammatory effects, such as increased proliferation (199, 330, 333, 450) and expression
of inflammatory cytokines (222, 408), toxicity (300), increased expression of metalloproteinases (223), inhibited
expression of inducible nitric oxide synthase (223), and
effects on macrophage lipid metabolism and accumulation (179, 243, 500, 551). Released inflammatory mediators like IL-1␤, TNF-␣, and MCSF enhance the binding of
LDL to the endothelium and smooth muscle and increase
the transcription of the LDLR gene (196, 503), thereby
having an impact on the migratory pattern of LDL within
the artery. Upon binding of modified LDL to scavenger
receptors in vitro, various intracellular events are initiated, including the induction of IL-1␤ (170, 391, 392) and
urokinase (147). Thus, given the generation of sufficient
amounts of modified lipids and a progressing inflammation, unless there is some tip of the balance, atherosclerosis development is sustained by the mutual reinforcement of these processes.
V. MONOCYTE DIFFERENTIATION AND THE
ROLE OF THE EXTRACELLULAR MATRIX
IN ATHEROGENESIS
A. Macrophage Formation
When circulating peripheral monocytes migrate from
the vascular to the extravascular compartment, a process
entailing maturation of the cells to macrophages is concomitantly launched. This differentiation process renders
the cells ready for active participation in the inflammatory
and immune responses. The process has been shown to
depend on many transcription factors, and a novel role for
NF␬B has been suggested due to its accumulation in the
cytoplasm of cells differentiated into macrophages (514).
Part of the arsenal of the differentiated cells is an acquired acute responsiveness to, e.g., LPS, and enhanced
capacity for TNF-␣ secretion.
Comparatively little is known about the functional
properties of macrophages in vivo, but on average their
overall reactivity appears to be substantially higher than
that of circulating monocytes. Thus, although oxidized
LDL may fail to induce monocyte activation in whole
blood (65), an altogether different situation prevails in the
intima, where a whole series of activation products may
be anticipated after interaction of macrophages with oxidized LDL.
Macrophages are key players in many aspects of
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lipoproteins abundantly accumulating at atherosclerotic
sites. The finding is evidence for the presence of alternative systems contributing critically to lipoprotein oxidation. Prime candidates are the lipoxygenase enzymes (described later) catalyzing lipid alkoxyl radical (LOO⫺) formation from esterified fatty acids. Such lipid peroxidation
may bypass the generation of superoxide or any of its
derived reactive products.
Although the mechanisms by which lipoproteins are
oxidized in vivo are still debated, some of the products
present in minimally modified/oxidized LDL (MM-LDL)
have been identified, including 1-palmitoyl-2- (5,6)-epoxyisoprostane E2 (PEIPC), 1-palmitoyl-2-glutaroyl-sn-glycero-3-phosphorylcholine (PGPC), and 1-palmitoyl-2-oxovaleroyl-sn-glycero-3-phosphorylcholine (POVPC), principal inflammatory mediators of reactions promoting
atherogenesis. These phospholipid oxidation products are
prominent in atherosclerotic lesions. Moreover, they have
been shown to mediate the activation of monocytes
and/or endothelial cells in vitro in the presence of PAF
(290, 505). The administration of WEB 2086, a PAF analog
and selective PAF receptor antagonist, to C57BL/6J LDLR
⫺/⫺ mice fed a Western diet, reduced the fatty streak
formation by 62% (505). Altogether, these studies favor
the notion of important roles for PAF and/or PAF-like
phospholipid oxidation products in mediating atherosclerotic lesion development.
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human physiology and disease. A whole spectrum of macrophage subpopulations with distinct and often uncharted
functions may be formed, as directed by the microenvironments of the differentiating monocytes. Current
Physiol Rev • VOL
knowledge about monocyte differentiation has largely
been derived from in vitro studies, many aspects of which
may not truly reflect the activation reactions associated
with differentiation in vivo. Nevertheless, the upregula-
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FIG. 1. Foam cell formation in the intima. Low-density lipoprotein (LDL) can pass into and out of the intima,
but when present in excess it tends to be trapped in the matrix by binding to proteoglycans. At limiting levels of
antioxidants, the lipids and proteins of LDL are subject to oxidation by oxidating products derived from cells
residing in the vessel wall, the LDL proteins being subject also to glycation processes. Thus arises minimally
modified LDL (MM-LDL), which upon further oxidation eventually becomes oxidized LDL. Recruitment of mononuclear cells (monocytes and T lymphocytes) as a specialized inflammatory response to modified LDL exposure
characterizes the initiation phase of atherosclerotic lesion formation. Specific adhesion molecules such as von
Willebrand factor, the selectins, and vascular cell adhesion molecule (VCAM)-1, expressed on the surface of
activated vascular endothelial cells, mediate leukocyte adhesion. Once adherent, the mononuclear cells enter the
artery wall directed by chemoattractant chemokines such as monocyte chemoattractant protein-1 (MCP-1). LDL
particles trapped in the intima are prone to progressing oxidation, rendering them recognizable by macrophage
scavenger receptors and thus targets for internalization by these cells. Upon extensive uptake of modified LDL via
scavenger receptors (CD36 and SR-A), macrophages are ultimately turned into foam cells. This differentiation
process may be accelerated by macrophage colony stimulating factor (MCSF), lipopolysaccharide (LPS) via the
receptor CD14 in conjunction with toll-like receptor 4 (TLR4), by heat shock protein (HSP-60) via CD14, and by
platelet activating factor (PAF) and cytokines released from macrophages in an autocrine loop. Peroxisome
proliferator-activated receptor-␥ (PPAR␥) is activated by LDL lipids, leading to upregulation of CD36 and downregulation of cytokine release. In the process of foam cell formation, cytokines released from macrophages and T
lymphocytes are acting in concert on foam cells and on smooth muscle cells and endothelial cells (EC). T-cell
mobilization and activation leads to secretion of the cytokine interferon-␥ (IFN-␥), which primes the macrophages
rendering them more susceptible to TLR-dependent activation. Activated T cells also express CD40 ligand (CD40L),
which ligates its receptor CD40 on macrophages. Chemoattractants released from LDL, macrophages, and foam
cells (MCP-1) promote further monocyte recruitment to the intima. Although the focus of this review is the role of
monocytes/macrophages in the early phase of atherogenesis, it should be stressed that the accumulation of oxidized
LDL in the intima and the resultant cellular activation products like chemoattractants, growth factors, and cytokines
also promote smooth muscle cell proliferation, uptake of oxidized LDL, and eventually conversion to lipid-laden
foam cells. Foam cells derived from smooth muscle cells together with those derived from macrophages generate
the fatty lesion.
MONOCYTES IN ATHEROGENESIS
B. Foam Cell Formation
A hallmark of the development of atherosclerotic
plaques is the prior and concurrent acccumulation in the
arterial intima of lipoprotein particles subject to chemical
modifications. This is associated with local inflammation
in the vessel wall and further recruitment of monocytes
from the circulation. By taking up such modified LDL
(oxidized or acetylated), monocyte-derived macrophages
are turned into fat-loaded macrophages residing in the
vessel wall and furthering the local inflammatory response. The mechanisms underlying such foam cell generation has for several years been the focus of intensive
research (46, 72, 90, 499, 568) (Fig. 1).
Macrophages are normally protected from the accumulation of toxic cholesterol loads by multiple mechanisms, notably the downregulation of surface LDL receptor molecules in response to replete intracellular cholesterol stores (72). However, oxidized or otherwise
chemically modified LDL may be taken up by alternate
“scavenger” or “oxidized LDL” receptors that are not similarly downregulated when the cholesterol load is in excess (46, 90, 499, 568), thereby evading regular homeostatic control mechanisms. A series of scavenger receptors have been identified and are listed in Table 2. These
comprise several classes of transmembrane receptors, a
common characteristic of which is an affinity for negatively charged macromolecules or particles like, e.g.,
modified LDL.
An important role of the SR-A receptor in atherogenesis was inferred from the first analysis of mice with a
Physiol Rev • VOL
combined SR-A and ApoE deficiency. These mice had a
60% reduction in atherosclerotic lesion development compared with wild type (509). However, more recent studies
have been less affirmative of such a proatherogenic role
for SR-A. Thus a combined SR-A and LDL-R deficiency
caused only 20% reduction in atherosclerosis (448). Furthermore, when subjecting apoEJ-Leiden mice (another
proatherogenic mouse model) to the added deficiency of
SR-A, no decrease in atherosclerosis was observed (118).
This controversy has been interpreted as an indication
that ApoE has a complex role in pathogenesis, related to
the fact that ApoE not only acts in plasma lipoprotein
metabolism, but it also has a stimulatory influence on the
efflux of cholesterol from macrophages (209, 280). One
would anticipate the latter effect to serve as a protective
mechanism counteracting foam cell formation.
Recently, more solid support for a central role of the
class B scavenger receptor CD36 was provided by the
demonstration that crosses of ApoE deficiency mice with
CD36 deficiency mice had a 76% reduction in lesion area
compared with mice deficient in ApoE only, after 12 wk
on a Western diet (150). CD36 has been identified as the
receptor facilitating myeloperoxidase-modified (MPOmodified) LDL uptake. MPO-modified LDL has a proven
capacity to induce foam cell formation in vitro and is
likely to be highly proatherogenic. CD36 deficiency in
mice reduced the uptake of MPO-modified LDL by almost
90% and the formation of foam cells by ⬎50% (412). It has
to be borne in mind, however, that one cannot automatically infer from this marker role of CD36 in knock-out
mouse models, that it has a corresponding role in human
pathophysiology. Several other scavenger receptors have
also been shown to be important for the uptake of oxidized LDL and the pathogenesis of atherosclerosis (see
Table 2). Among these scavengers are macrosialin/CD68,
lectinlike oxidized LDL receptor (LOX-1) and SREC (for
review, see Ref. 120).
The results emerging from transgenic mouse models
should be interpreted with caution, considering such factors as control of genetic background, linkage problems,
etc. Furthermore, to better mimic the human situation,
more refined heterozygotic models assessing various
markers and polymorphisms, alone or in combination,
may be called for (for a review, see Ref. 266).
The prominent role of modified LDL in atherogenesis
suggests that addressing the undesirable proliferation or
action of LDL-related products might have considerable
prophylactic or even curative potential. Conceivably the
following approaches might prove useful: saturation with
relevant antioxidants to prevent LDL oxidation, directly at
the level of the particle itself or indirectly at the level of
the cellular oxidative machinery, or conversion of already
oxidized LDL to a nonatherogenic particle using HDLassociated paroxonase (PON-1) (249).
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tion as well as downregulation of certain receptors is well
documented. Thus alveolar macrophages showed much
lower expression of ␣4-, ␣6-, and ␤2-integrins, CD11a,
CD11b, L-selectin, Le (x), and sialyl Le (x) compared with
monocytes (416). In one in vitro study it was shown that all
adherent monocytes expressed CD14, CD36, and LDLR. In
tissue macrophages these antigens were less consistently
expressed and defined three cellular subpopulations:
CD36⫹CD14⫺LDLR⫺ (58 ⫾ 12%), CD36⫹CD14⫹LDLR⫹
(18 ⫾ 5%), and CD36⫺CD14⫺LDLR⫺ (remaining cells)
(567). Thus CD36 appeared to be present in three-fourths of
the macrophages, a significant fraction considering the central role of CD36 as an oxLDL scavenger receptor. Another
marker that is also induced during monocyte to macrophage
differentiation is the class A macrophage scavenger receptor
(SR-A). This protein mediated 80% of the uptake of acetylated LDL by human monocyte-derived macrophages (182).
The upregulation of platelet-derived growth factor (PDGF)
receptors on human monocyte-derived macrophages has
been taken as evidence that PDGF has a role in atherogenesis, regulating the function of macrophages as well as SMC
in the vascular wall (232).
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BJARNE ØSTERUD AND EIRIK BJØRKLID
molecules controlling their activation and by specific inhibitors known as the tissue inhibitors of metalloproteinases (TIMPs) (149).
C. Roles of Extracellular Matrix and
Metalloproteinases in Atherogenesis
Physiol Rev • VOL
VI. MONOCYTES/MACROPHAGES AND THE
ROLE OF THEIR ACTIVATION PRODUCTS
A. Regulation of Activation
Monocytes play a central role under several pathophysiological conditions, particularly when the progression of the disease stems from underlying inflammatory
reactions, e.g., in diseases like rheumatoid arthritis, atherosclerosis, psoriasis, asthma, and inflammatory bowel
disease. The proinflammatory potential of the monocytes
can only be unlocked by their activation/differentiation
and subsequent secretion of activation products, the main
classes of which are summarized in Table 3. More than
100 different biologically active molecules are known to
be secreted by monocytes/macrophages.
Monocytes are activated only according to what is
dictated by their particular environment, notably by its
content of agonists including primers. The various monocyte agonists associated with monocyte/macrophage activation during atherogenesis are listed in Table 4 according to their type or the group to which they belong. Most
of these substances have so far been reported to have
agonist properties in relation to monocytes, i.e., activa-
TABLE 3. Biological products of monocytes
and macrophages
Complement factors (produce all essential components of the
complement system) (94)
Coagulation factors (the vitamin K-dependent FVII, FX, FV,
prothrombin, fibrinogen and tissue factor: all factors needed to
generate fibrin) (384, 386)
Prostaglandins (see review, Ref. 368)
Leukotrienes (451)
Growth factors [PDGF (211), TGF-␤ (547), MCSF and GCSF (75)]
Cytokines (TNF, IL-1␤, IL-4, IL-6, IL-8, IL-10, IL-12, IL-13, IL-15, IL-18,
IFN-␥) (78)
PAF (117), lyso-PC (420)
Chemokines (MCP-1,-2,-3, IL-8, RANTES, ELC, PARC, MIP-1␣,␤,
eotaxin, MDC, TARC, LARC) (for review, see Ref. 27)
Oxygen radicals (42, 96)
Proteolytic enzymes (e.g., elastase, cathepsin G, metalloproteinases)
(474)
PDGF, platelet-derived growth factor; TGF-␤, transforming growth
factor ␤; MCSF, monocyte/macrophage colony stimulating factor; GCSF,
granulocyte colony stimulating factors; PAF, platelet activating factor;
lyso-PC, lysophosphatidylcholine; MCP, monocyte chemoattractant protein; RANTES, regulated upon activation, normal T-cell expressed; ELC,
EBI1-ligand chemokine; PARC, pulmonary and activation regulated chemokine; MIP, macrophage inflammatory protein; MDC, macrophagederived chemokine; TARC, thymus and activation-regulated chemokine;
LARC, liver and activation-regulated chemokine; IL, interleukin; IFN,
interferon; TNF, tumor necrosis factor.
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Monocytes migrating into the subendothelial space
probably interact with ECM components, notably collagen type I, a major constituent of the normal arterial wall
(495), and the most prominent matrix component of atherosclerotic plaques (496). Strong interaction between
monocytes and matrix is proabably a prerequisite for the
formation of lipid-laden macrophages, since lipid does not
accumulate in monocytes that do not form stable interactions with tissues, even if they are allowed to differentiate
into macrophages (558).
The ECM molecules are synthesized by resident cells
of vascular tissue, such as endothelial cells, macrophages,
and smooth muscle cells. Atherogenic lipoproteins gaining access to the subendothelial space are bound and
retained through ionic interactions between positively
charged residues on their apolipoproteins (apo B and
apoE), and negatively charged sulfate and carboxylic acid
residues on the glycosaminoglycan chains of extravascular or cell-associated vascular proteoglycans (for review,
see Ref. 84). One of the tenets of the response to retention
hypothesis is that prolonged residence time of lipoproteins in the intima leads to lipoprotein modification.
Recently, it was shown that oxidized LDL particles
retained by ECM proteoglycans were taken up by macrophages, provided the ECM had been preincubated with
lipoprotein lipase before adding ox-LDL (250).
Matrix metalloproteinases (MMP) are a family of enzymes comprising at least 16 zinc-dependent endopeptidases that are catalytically active against ECM components (for review, see Ref. 174). They are essential for
cellular migration and tissue remodeling under both physiological and pathophysiological conditions (359). In vitro
studies have demonstrated that the expression of MMP-1,
MMP-3, and MMP-9 in macrophages and smooth muscle
cells is enhanced by several mediators secreted from T
lymphocytes and monocytes, e.g., TNF-␣ and IL-1␤ (165,
282), whilst it is suppressed by the general inhibitors of
monocyte activation IL-4, INF-␥, and IL-10. The activities
of matrix-degrading MMP are essential for many of the
processes involved in atherosclerotic plaque formation,
including infiltration of inflammatory cells as outlined
above, SMC migration, and proliferation as well as angiogenesis. Probably the most serious consequences of MMP
activities are the unfavorable effects on plaque stability
and resistance to rupture, which may lead to unstable
angina, myocardial infarction, and stroke (166).
MMP need to be activated, and urokinase (produced
by macrophages) and the plasminogen system are known
to play central roles in the processes where MMP are
important (102). MMP are in fact tightly regulated by
MONOCYTES IN ATHEROGENESIS
TABLE 4. Agents that induce or enhance
monocyte/macrophage activation and that have been
associated with the development of atherosclerosis
tion is induced/primed by their presence. However, the
interpretation of these data has been complicated by the
fact that certain poorly charted and hard to avoid lowgrade monocyte activation phenomena may be inherent in
the isolation and culturing processes per se. Prime suspected culprits are mechanical stress and trace contaminants going undetected or not even looked for in the
system, the outcome being already preactivated and/or
primed cells, quite commonly not acknowledged as such.
Indeed, when monocytes adhere to plastic or to extracellular matrix proteins, signals are delivered that induce
expression of immediate-early (IE) response genes (246).
While mRNA accumulates in these adherent monocytes,
the cytokine expression products including IL-1␤ and
TNF-␣ are not secreted unless there is a “second stimulus” such as bacterial LPS (206).
In contrast, in the native environment of whole blood
ex vivo, LPS appears to be the sole monocyte activator.
Cytokines, growth factors, adhesion molecules, etc., reported as stimulants or agonists in cell culture studies,
may in the native environment of whole blood only upregulate ongoing activation (383). Thus activation effects
assigned to particular agonists cannot be seen in isolation
from the overall experimental setting, and the relevance
for the in vivo situation should be interpreted with caution.
Many of the products generated by activated monocytes/macrophages require similar transcription factors
Physiol Rev • VOL
for their synthesis. Thus active nuclear factors NF␬B and
AP-1 are mandatory for the production of cytokines, tissue factor, and growth factors, strongly suggesting that
they are crucial for monocyte reactivity (Fig. 2) (122).
Evidence to support this hypothesis has been obtained
from in vivo studies using a mouse strain subjected to an
atherogenic diet. The susceptibility to aortic atherosclerotic lesion formation turned out to be associated with
accumulation of lipid peroxidation products, induction of
inflammatory genes, and the activation of NF␬B-like transcription factors (301).
Further evidence that NF␬B-dependent gene transcription has a role in atherosclerosis was obtained by
subjecting C57B16 mice to intravenous administration of
mildly oxidized LDL. This led to induced expression in the
liver of the same set of genes as when the mice were fed
an atherogenic diet. An inbred strain of these mice susceptible to fatty streak formation was shown to have
particularly profuse expression in liver of genes associated with inflammation, and this trait cosegregated with a
propensity for activation of a NF␬B-like transcription factor and with the level of oxidized lipids in the same organ
(302).
Most of the products listed in Table 4 are probably
more effective in activating monocyte-derived macrophages in the intima than they are in activating monocytes. In relation to atherogenesis, it has been established
that various cytokines, immunostimulatory agents, as
well as growth factors are potent activators of macrophages (Table 4). Furthermore, platelet-derived activation
products, lipids (e.g., ox-LDL), and certain eicosanoids
have similar effects. Recently, it was also shown that
monocyte activation is upregulated by fibrinogen, indicating a proinflammatory role of this protein (314). Since
physiologically unperturbed macrophages are virtually
impossible to obtain in isolation, it remains difficult to
infer from such studies which of the agonists listed in
Table 4 are playing the most important roles in atherogenesis.
B. Autocrine- and Paracrine-Mediated Activation
Reactions in Monocytes
Autocrine activation (effects of a substance secreted
by a cell on that cell itself) and paracrine activation
(action of substances produced by cells and acting at
short range on neighboring cells) are important regulatory processes of monocyte activation. Probably one of
the most important autocrine activators is TNF-␣, produced in monocytes and known to upregulate the synthesis of cytokines (410) and tissue factor in monocytes
(137). Furthermore, TNF-␣ may induce the production of
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Immune stimulatory agents
Lipopolysaccharide (190)
Immune complexes (15)
Complement factors C3a and C5a (393)
Lectins (427)
Virus (129)
Growth factors
Platelet-derived growth factor (144, 232)
Monocyte/macrophage colony stimulating factor (145)
Granulocyte colony stimulating factor (52)
Cytokines
IL-1␤, TNF-␣, IL-6, IL-2, IL-8 (78)
Lipids
Oxidized LDL (245)
Lipoproteins (70)
Platelet-derived activation products
P-selectin (for review, see Ref. 162)
Platelet microparticles (36)
Platelet factor 4 (141)
Eicosanoids
Leukotriene B4 (516)
Proteins
Fibrinogen (314)
Proteoglycans (421)
Proteases (364, 573)
Oxygen radicals (for review, see Ref. 40)
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BJARNE ØSTERUD AND EIRIK BJØRKLID
IL-1␤ in monocytes, which in turn may promote a series of
inflammatory reactions (273). The autocrine effect of
TNF-␣ is mediated through the activation of NF␬B (77).
The activation product PAF, produced mainly in
granulocytes, has also proven to be a very potent proinflammatory substance and capable of activating monoPhysiol Rev • VOL
cytes (57) or enhancing the expression of monocyte activation products, e.g., tissue factor (TF) (381), the most
potent trigger of thrombin generation. The observation
that PAF antagonism was one of three major routes for
inhibition of LPS-induced monocyte TF and TNF-␣ synthesis in a whole blood system (135) adds to the evidence
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FIG. 2. Schematic representation of signal transduction mechanisms involved in monocyte/macrophage activation.
The recognition of lipopolysaccharide (LPS) from Gram-negative bacteria is mediated via the three membrane proteins
CD14, MD2, and TLR4. Although CD14 has numerous ligands, TLR4 and MD-2 provide greater specificity for LPS.
Activation of TLR4 triggers several subsequent steps including the recruitment of intracellular scaffold proteins (such as
MyD88, TIRAP, and Tollip), autophosphorylation of IRAK and ubiquitination of TRAF6. Ubiquitination of TRAF6 triggers
its oligomerization and the recruitment and activation of kinase complexes that mediate phosphorylation of the inactive
NF-␬B-I␤ complex, liberation of the transcription factor NF-␬B, the phosphorylation and activation of the mitogenactivated protein kinase (MAPK) pathways. Together these events lead to the transcription of diverse proinflammatory
genes as well as activation of proinflammatory enzymes such as cytosolic phospholipase A2 (cPLA2). Increases in Ca2⫹
levels induce cPLA2 and lipoxygenase translocation from the cytoplasm to the perinuclear region and nuclear envelope,
where arachidonic acid is liberated from membrane phospholipids by cPLA2 and further metabolized to prostaglandins,
thromboxanes, and leukotrienes by cyclooxygenase (COX)-1, COX-2, and lipoxygenases. The downstream signaling
pathways used by the interleukin (IL)-1 receptor and the tumor necrosis factor (TNF) receptor 1 are also depicted.
Inflammatory reactions by heat shock protein and saturated fatty acids are also induced through the TLR4 receptor. AA,
arachidonic acid; CM, cellular membrane; ER, endoplasmic reticulum; FLAP, 5-lipoxygenase activating protein; HETEs,
hydroxyeicosatetraenoic acids; IKK, I␬ B kinase; IL-1R, IL-1 receptor; IRAK, interleukin-1 receptor-associated kinase;
LBP, lipopolysaccharide-binding protein; 5-LO, 5-lipoxygenase; kinase; NF-␬B, nuclear factor-␬B; PLC, phospholipase C;
PPAR, peroxisome proliferator-activated receptor; RIP, receptor-interacting protein; sPLA2, secretory PLA2; TLR4,
toll-like receptor 4; TNFR1, TNF receptor type 1 (55-kDa TNF receptor); TRADD, TNFR1-associated death domain
protein; TRAF 2/6, TNF-associated factor 2/6; TXA2, thromboxane A2.
MONOCYTES IN ATHEROGENESIS
that autocrine/paracrine activation plays a pivotal role in
the activation of monocytes.
C. Roles of Cytokines Produced
by Monocytes/Macrophages
1. TNF-␣
Monocytes and macrophages produce a variety of
cytokines, all of which are important regulators or modulators of inflammation and hence likely to be key players
during atherogenesis. Among these the 17-kDa protein
TNF-␣ has a master-type of role, initiating the release of a
whole cascade of cytokines involved in inflammatory responses. This central role of TNF-␣ has been documented
in studies where rheumatoid arthritis patients (139) and
patients with Crohn’s disease were successfully treated
(493).
Activation of a series of surface receptors, including
CD11a, CD18, CD45, CD44, CD58, and P-selectin, have
been reported to mediate the induction of TNF-␣ in monocytes cultured in vitro (210, 268, 475). However, these
findings are probably highly system dependent and hinging on poorly defined low-grade preactivation events inherent in the isolation and culturing processes to which
the cells are subjected (383).
TNF-␣ exerts many of its effects by binding as a
trimer to either of two membrane receptors, TNFR1 (55
kDa) or TNFR2 (75 kDa) (230) (now named TNFRSF1A
and TNFRSF1B, repectively; Ref. 311). These receptors
both belong to the so-called TNF receptor superfamily.
Other members of this superfamily comprise FAS, CD40,
CD27, and RANK. These receptors are distinct from the
IL-1 and LPS receptors (Fig. 2).
Cell stimulation by TNF-␣ involves the downstream
activation of transcription factor NF␬B, a mechanism central to several agonists, including IL-1␤ and LPS (Fig. 2).
Recent studies have shown that both cytosolic and secretory phospholipase A2 may be involved in the TNF signal
transduction pathway, ultimately leading to nuclear translocation of NF␬B and ensuing activated gene expression
(524).
The primary event of monocyte activation has been
extensively explored, particularly when LPS serves as the
agonist. Taking into account the emerging notion that
chronic infectious diseases may unleash mechanisms that
Physiol Rev • VOL
favor atherogenesis, the cellular signaling events leading
to the systemic inflammatory response to LPS are summarized in Figure 2. In plasma LPS binds to LPS-binding
protein, forming a complex which may then interact with
CD14, a transmembrane domainless receptor on monocytes that by itself is unable to mediate activation of
signal transduction (207). Recently, evidence has
emerged that once formed the LPS-CD14 complex may
bind to a Toll-like receptor (TLR4) serving as the actual
mediator for signaling into the cells via a number of
transductors recruited to the receptor, eventually leading
to NF␬B activation (for details, see Ref. 207). The latter
factor is involved in regulating numerous genes critically
for inflammatory responses, including IL-8, IL-6, VCAM-1,
and E-selectin (113).
The role of TNF-␣ in the early phase of atherogenesis
has been searched for. Surprsingly, it has been shown that
C57BL/6 mice lacking p66 (TNFRSF1A) and fed an atherogenic diet developed significantly larger lesions than did
receptor-positive mice, thus generating larger numbers of
foam cells (461). In contrast, lack of TNF-␣ did not alter
lesion development, whereas loss of lymphotoxin-␣
(LT-␣, a proinflammatory TNF-␣ homologous cytokine
which also elicits responses though the p55 and p75 receptors) was associated with a 62% reduction in lesion
size (462). These findings suggest that TNF-␣ may also be
interacting with cells through receptors different from
p55 and p75.
Other TNF receptor and ligand superfamily members
have been shown to be new players in the emerging
perception of atherogenesis. Thus TNF receptor superfamily 14 has been suggested to be involved in atherogenesis by inducing TNF-␣ and IL-8 as well as the matrix
metalloproteinases MMP-1, MMP-9, MMP-13, and tissue
inhibitors of MMP-1 and MMP-2 (285). Furthermore, TNFRS5 (CD40) has also been implicated in atherosclerosis
and is expressed by EC, SMC, T lymphocytes, and macrophages in lesions (317). Preventing CD40 ligation with
anti CD40L (TNFSF5) antibodies in hyperlipidemic mice
(LDLR ⫺/⫺) reduced the size of developing aortic atherosclerosis lesions (316).
For further details on the variety of biological responses mediated by TNF-␣, the reader is referred to an
excellent review (4).
2. IL-1␤
IL-1␤ in its mature form is a 17-kDa, 159-amino acid
residues protein, with an isoelectric point of 5.5. During
inflammation, transcription of the protein is stimulated by
immune complexes, certain coagulation and complement
proteins, substance P, and viral or bacterial products,
notably LPS (93). It is also induced or enhanced by certain
cytokines of lymphocyte origin, such as the granulocytemacrophage colony stimulating factor (GM-CSF) (485)
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Leukocyte generation of cytokines plays a pivotal
role in the progression of inflammatory states such as
rheumatoid arthritis, psoriasis, inflammatory bowel diseases, asthma, and also in atherogenesis (444). Unlike
classical hormones, cytokines are produced locally by a
variety of cells widespread throughout the body. In this
review we focus solely on monocyte/macrophage cytokines that may have a role in atherogenesis.
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BJARNE ØSTERUD AND EIRIK BJØRKLID
3. IL-4 and IL-13
IL-4 in its mature form is a glycoprotein of 129 amino
acids and is produced by Th2-T lymphocytes and also
secreted by mast cells and NK cells. It is a pleitropic
cytokine acting on T and B lymphocytes, monocytes,
polymorphonuclear cells, fibroblasts, and EC. Its effects
on B cells entail upregulation of MHC class II and Ig class
Physiol Rev • VOL
switching. IL-4 blocks some of the effects of IL-12,
whereas IFN-␥ blocks some of the effects of IL-4 (32). The
effects of IL-4 and IL-13 on human monocytes and endothelial cells are quite similar, since the receptors for these
cytokines share a common predominant receptor signaling chain (IL-4R␣) (204). Thus both enhance the LDL
oxidizing potential of human monocytes, whereas IFN-␥
inhibits the cell-mediated oxidation. The up- and downregulation of activated monocyte-mediated LDL oxidation
correlates with the expression of 15-LO activity (155). In
accordance with this scenario it is suggested that dietary
lectins, which have been shown to trigger IL-4 and IL-13
release from basophils, may play a role in inducing socalled early IL-4 required to switch the immune response
toward a Th2 response and type I allergy (63). The latter
condition is probably mediated by 15-LO (192).
Recently, it was found that IL-4 deficiency decreases
atherosclerotic lesion formation in a site-specific manner
in female LDLR ⫺/⫺ mice (257). IL-4 is generally considered to be an anti-inflammatory cytokine, but several
processes that are regulated by IL-4 could hypothetically
increase lesion formation, including monocyte recruitment (566), monocyte adhesion (34), lipoprotein modification (97, 506), and macrophage metabolism of modified
lipoproteins (99, 579). However, in another study, IL-4
deficiency did not affect early atherosclerosis in C57BL/6
mice fed a high-cholesterol diet (172). The reasons for the
discrepancy between these two studies are unknown.
4. IL-6
IL-6 is a pleiotropic cytokine that has been implicated
in the pathology of many diseases, including atherosclerosis, rheumatoid arthritis (216), multiple myeloma (38,
253), psoriasis (188), Kaposi sarcoma (344), sepsis (545),
and osteoporosis (240). IL-6 belongs to a family of cytokines that includes IL-11, leukemic inhibitor family (LIF),
oncostatin, cardiotropin-1, and ciliary neutrophilic factor
(159, 581) (for a review, see Ref. 484). IL-6 plays a central
role in diverse host defense mechanisms, such as the
general immune response, acute phase reactions, and
hematopoiesis (for reviews, see Refs. 8, 260). IL-6 is also
important for the activation of the coagulation system,
since its elimination attenuated the activation of this system during experimental endotoxinemia in chimpanzees
(538).
The biological activity of IL-6 is mediated via two
membrane receptor proteins, a unique low-affinity binding receptor (IL-6R) and the high-affinity transducing
␤-subunit gp130. gp130 is also a partner in receptor complexes that have LIF, OSM, CNTF, and IL-11 as ligands
(159, 167, 233, 309, 510). The documentation that IL-6
serves as a proatherogenic cytokine remains rather limited. However, infusion of recombinant IL-6 in C57B1/6
mice (ApoE-deficient mice) exacerbates early lesions in
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and interferon-␥ (IFN-␥). TNF has been reported to stimulate the production of IL-1␤ by monocytes (128), EC
(372), and fibroblasts (281). Similarly, administration of
IL-1␤ and TNF-␣ in vivo induced the generation of detectable circulating levels of IL-1␤ (127).
The IL-1␤ receptor protein is a conserved member of
the TLR family and is located at a site separately from that
of LPS-CD14 (see Fig. 2). NF␬B activation induced via this
receptor is mediated by the same signal transduction
system as that of LPS-CD14, since both pathways converge at the level TRAF6 activation (see Fig. 2). Along
with TNF-␣, IL-1␤ is one of the principal proinflammtory
products generated in monocytes/macrophages. In fact,
IL-1␤ may mimic activation signals typically induced by
TNF-␣. Furthermore, IL-1␤ acts as a chemoattractant for
neutrophils (for review, see Ref. 312), induces release of
neutrophils from the bone marrow into the circulation
(11), and enhances leukocyte adherence to the endothelium. Like IL-6 it stimulates hepatocytes for secretion of
other acute phase proteins. Also, IL-1␤ promotes endothelial cell proliferation and induces T-cell activation
through increased IL-2 production and upregulation of the
IL-2 receptor.
An IL-1 receptor antagonist, attenuating this receptor’s function, is present in circulating blood (313). In a
recent study where transgenic mice (LDLR ⫺/⫺) overexpressing IL-1 receptor antagonist were fed a high-cholesterol/high-fat diet containing cholate, a 40% decrease in
lesion was observed compared with LDLR knock-out
mice lacking the transgene (117). Further evidence for an
important role of IL-1␤ in atherogenesis was provided by
blocking of IL-1␤ in ApoE ⫺/⫺ mice, which impeded the
development of atherosclerosis (136).
The IL-18 cytokine is a member of the IL-1 family, and
its receptor and signal transduction system are analogous
to those of IL-1␤ (7). IL-18 has potent IFN-␥-inducing
activities. It is a proatherogenic cytokine by increasing
lesion development through enhancement of an inflammatory response involving a IFN-␥-dependent mechanism
(561). Thus IL-18, which by itself is generally a weak
stimulator of IFN-␥ release, functions synergistically with
IL-12 to induce pronounced secretion of IFN-␥ production
by T cells, natural killer (NK) cells, and macrophages
(353). Accordingly, it has been shown that administration
of exogenous IL-12 to ApoE ⫺/⫺ mice will promote lesion
development (284).
MONOCYTES IN ATHEROGENESIS
these animals (227). The IL-6 injection was associated
with a rise in IL-6, IL-1␤, TNF-␣, and fibrinogen, whereas
total cholesterol levels were unchanged between recombinant IL-6 (rIL-6)-treated and nontreated group. However, IL-6 may also be regarded as an anti-inflammatory
cytokine as it attenuates the synthesis of proinflammatory
cytokines through the induction of the synthesis of glucocorticoids and furthermore promotes the synthesis of
IL-1 receptor antagonist and release of soluble TNF receptor (inhibitory of TNF function) in human volunteers
(525).
5. IL-12
6. IFN-␥
The cytokine IFN-␥ has an important role in inducing
and modulating a whole array of immune responses. It is
produced by Th1 T lymphocytes and by activated NK
cells. IFN-␥ produced in NK cells is important in acute
inflammation, mainly because of the activating effect it
has on the adhesional properties of the endothelium and
on mediator production by mononuclear phagocytes.
Thus it upregulates the expression of endothelial ICAM-1
and of monocyte IL-1, PAF, and H2O2. INF-␥ has a suppressive effect on IL-8 expression but upregulates the
production of LPS-induced NO as well as IL-12 in monocytes (for reviews, see Refs. 49, 517).
IFN-␥ has been suggested to play a central role in
atherogenesis. IFN-␥ was shown to promote atherosclerosis in ApoE ⫺/⫺ mice when subjected to intraperitoneal
administration of exogenous IFN-␥ (562). Furthermore,
mice lacking either INF-␥ or the INF-␥ receptor (191, 358)
were less prone to atherosclerosis development than
were their wild-type controls.
IFN-␥ exerts its effects through a number of mechanisms that have been demonstrated in cultured cells. This
entails effects on 15-lipoxygenase (97), lipoprotein modification (91), lipoprotein-cell recognition (169), ECM synthesis (468), lipoprotein metabolism (242), and apoptosis
Physiol Rev • VOL
(171). Furthermore, IFN-␥ has been found to upregulate
CD38 expression, and it was suggested that CD38 may
play a specific role in the activation and adhesion processes to which monocytes are subjected (357).
7. IL-10
IL-10 is an anti-inflammatory cytokine produced by
activated monocytes and lymphocytes. IL-10 most likely
exerts its anti-inflammatory effects on the vascular system through inhibition of leukocyte-EC interaction and
inhibition of proinflammatory cytokine and chemokine
production by monocytes/macrophages or lymphocytes
(321, 322, 417). Studies have been presented showing
evidence that IL-10 can inhibit MM-LDL-induced monocyte-endothelium interaction as well as atherosclerotic
lesion formation in mice fed an atherosclerotic diet (411).
In this study, IL-10 null mice were associated with increased lesion formation compared with either control or
IL-10 transgenic mice. Similar results were obtained by
another group (321). IL-10 exerts its biological effects on
cells by interacting with a specific cell-surface receptor
(see review in Ref. 518).
8. Transforming growth factor-␤
Transforming growth factor-␤ (TGF-␤) is found in
highest concentrations in platelets (185). It has both
proatherogenic as well as antiatherogenic effects since it
stimulates macrophage secretion of various growth factors such as, e.g., PDGF, and secretion of extracellular
matrix proteins, e.g., collagen and proteoglycans (88,
459). Furthermore, macrophage chemotaxis and TIMP
secretion are primed by TGF-␤. On the other hand, TGF-␤
inhibits production of reactive oxygen and nitrogen metabolites in activated macrophages (for reviews, see Refs.
55, 126). TGF-␤1 downregulates cytokine-induced expression of E-selectin and VCAM-1 in endothelial cells (124,
395) as well as VCAM-1 in SMC (488). The effect of
TGF-␤1 on human umbilical vein EC (HUVEC) stimulated
with TNF-␣ or IL-1␤ entails downregulation of MCP-1
expression through downmodulation of TNF receptors
(219). IL-8 production by TNF-activated EC as well as
inhibition reversal of IL-8-dependent migration of neutrophils through the activated endothelial monolayer are
inhibited by TGF-␤1 (488).
Although the proinflammatory effects of the substantial number of cytokines are well documented, their exact
role in lesion formation in the early phase of atherogenesis is still unresolved. Furthermore, because most of the
anti-inflammatory cytokines, except IL-1ra, have at least
some proinflammatory properties as well, the importance
of the various cytokines in the early phase of atherogenesis is still open to debate.
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IL-12 is a heterodimeric protein in which the 35-kDa
and 40-kDa subunits are linked by two disulfide bridges.
This cytokine is produced by phagocytic cells, dendritic
cells, skin Langerhans cells, and B cells. IL-12 induces
IFN-␥ in NK cells and T cells, thereby shifting T-cell
differentiation toward a TH1 response. It stimulates
growth of activated NK cells, CD8⫹ T cells, and CD4⫹ T
cells (for a review, see Ref. 25). Furthermore, IL-12 increases production of TNF-␣, which acts in synergy with
IFN-␥, and it suppresses IL-4-induced IgE production. It
has been suggested that IL-12 may play an active role in
regulating the immune response during the early phase of
atherosclerosis in apoE-deficient mice (284).
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BJARNE ØSTERUD AND EIRIK BJØRKLID
D. CD14 Polymorphism on the Gene
of the CD14 Receptor
Physiol Rev • VOL
VII. CELLULAR SIGNALS INVOLVED
IN MONOCYTE ACTIVATION
A. Role of Phospholipases
Phospholipase A2 (PLA2) catalyzes the hydrolysis of
phospholipids, like phosphatidylcholine (PC), phosphatidylserine (PS), or phosphatidylethanolamine (PE) (489), at position sn-2, where arachidonate is most frequently located
(350). The released free arachidonic acid in turn serves as
substrate for two major pathways, the lipoxygenase (LO)
pathway and the cyclooxygenase (CO) pathway, leading to
the generation of leukotrienes and prostaglandins, respectively (Fig. 3). The other product derived from the PLA2dependent cleavage is lysophospholipid.
Two major PLA2 are found in monocytes/macrophages, a secretory type (sPLA2) and a cytosolic type
(cPLA2), respectively. sPLA2 (14 kDa) is stored in granules for release to the extracellular milieu upon leukocyte
activation (29, 526). This enzyme probably remains inactive within the granules, becoming functionally active
only when exocytosed (for a review, see Refs. 328, 355).
The substrates for sPLA2 are phospholipids exposed at
the outer surface of the plasma membrane (Fig. 2).
Recently, it was shown that when monocytes were
treated with SB 203347, a specific inhibitor directed
against the active site of sPLA2, leukotriene and PAF
formation were totally blocked, whereas the production
of prostanoids remained unaffected (328). On the other
hand, an inhibitor of cPLA2 blocked the generation of
prostanoids but not leukotriene C4 (LTC4) or PAF in
zymosan-stimulated monocytes (328). Thus the evidence
suggests that sPLA2 provides substrate for monocyte leukotriene and PAF formation, whereas cPLA2 plays a more
significant role in prostaglandin generation. This is in
agreement with an earlier report showing that depletion
of human monocyte 85-kDa PLA2 did not significantly
affect the leukotriene formation (329).
cPLA2 (85 kDa) is a monomeric enzyme located primarily in the cytosol of unstimulated cells, in segregation
from its substrate. In activated cells, cPLA2 is effectively
regulated by the elevated cytosolic calcium levels,
whereby binding of the enzyme via an amino-terminal C2
domain is facilitated (Fig. 2). The C2 domain is a conserved Ca2⫹-triggered membrane-docking module that
targets numerous signaling proteins to membrane surfaces where they regulate diverse processes critical for
cell signaling (365). Thus translocation of the enzyme to
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The leucine-rich 55-kDa membrane glycoprotein
CD14, better known as the LPS receptor, is significantly
expressed by mature monocytes, macrophages, and activated neutrophil granulocytes (183). Anchored at the cell
surface (see Fig. 2), it facilitates cellular internalization of
LPS (463). Other agonists, notably the heat shock protein
HSP70, also activate monocytes by binding to CD14 (18).
Two European groups reported for the first time a relationship between promoter polymorphism in the CD14
gene and increased risk of atherosclerosis (225, 533). One
group found that T⬎C at position ⫺159 was associated
with increased risk of myocardial infarction, and the
other reported C⬎T at postion ⫺260 was more frequent in
myocradial infarction survivors than controls. Recently,
two Japanese groups confirmed the occurrence of the C
(⫺260)3 T nucleotide change and an associated predisposition to increased risk of coronary artery disease (235,
480). The polymorphism was apparently associated with
an enhanced risk for myocardial infarction (MI), particularly in patients who did not otherwise have any significant risk profile for atherosclerosis. Because the polymorphism is associated with an upregulation of CD14 receptors on monocytes, these observations corroborate the
growing evidence that chronic infections of, e.g., Chlamydia pneumonia, Helicobacter pylori, Epstein Barr virus, etc., may be important risk factors for the development of atherosclerosis and consequently of MI. Whether
CD14 polymorphism is the much sought for culprit underlying the prevalence of high responder monocytes in families with high incidence of MI (385) is an issue that would
need further investigation.
A deviating pattern of differentiated subpopulations
of monocytes has been documented in hypercholesterolemic compared with normocholesterolemic individuals
(446). Thus, in a group of hypercholesterolemic patients,
HDL-cholesterol levels correlated negatively with the
population size of CD64⫺CD16⫺ monocytes [monocytes
that lack FcRI (CD64) and FcRIII (CD16)], whereas on the
other hand, plasma LDL-cholesterol and lipoprotein (a)
levels correlated positively with expression of the variant
antigen CD45RA in peripheral blood monocytes. Cellular
activation has been shown to increase the expression of
CD45RA at the cell surface in vitro (71). On the other
hand, cells lacking CD64 show lower expression of CD14
antigen but higher expression of MHC II antigen, i.e., they
have a higher capacity for antigen presentation and a
deviant pattern of stimulus-induced cytokine release response compared with the predominant monocyte phenotype of peripheral blood (184). This appears to fall in line
with the failure to see enhanced monocyte reactivity in
the blood of hypercholesterolemic patients (382, 385).
Furthermore, a high number of healthy individuals in
families with a high risk of atherosclerosis despite normal
cholesterol levels appeared to have hyperactive monocytes (385). Accordingly, high reactivity of peripheral
monocytes was proposed to be a risk factor for coronary
artery disease.
MONOCYTES IN ATHEROGENESIS
1087
the nuclear envelope and the endoplasmic reticulum is
induced. A transient calcium flux may cause only reversible and transient translocation of cPLA2, insufficient for
arachidonic acid release, whereas a more substantial and
persistent flux may lead to prolonged perinuclear translocation and arachidonic acid liberation (215, 418). In
intact cells, MAPK-dependent serine phosphorylation of
cPLA2 may also be required for arachidonic acid release
(306).
As documented in vivo, cPLA2 activity may also be
indirectly regulated by inhibition at the level of of phosphatidylinositol 4,5-bisphosphate (PIP2) generation, effectively reducing cPLA2-mediated arachidonic acid metabolism (30). This may entail an alternative and calciumindependent mechanism of cPLA2 translocation to and
interaction with membranes.
The cartoon depicted in Figure 2 shows how cPLA2
and sPLA2 and their activities comprise part of the transduction mechanism systems for monocyte activation.
Physiol Rev • VOL
B. Role of Phospholipases in Atherosclerosis
1. sPLA2
sPLA2 has been detected in atherosclerotic lesions of
the aorta, where it colocalized with macrophages and
SMC and has also been found extracellularly in the lipid
core (229, 291, 341, 456). This sPLA2 was fully active and
capable of hydrolysis of LDL phospholipids, promoting
the release of proinflammatory lipid products at LDL deposition sites of the arterial wall. The activity was upregulated via binding to decorin, a small proteoglycan with
chondroitin/dermatan sulfate glucosaminoglucans comprising an integral part of the collagen network in human
arteries (237, 291, 454).
Direct evidence that sPLA2 may promote atherogenesis was obtained in transgenic mice expressing sPLA2
(237, 291). These mice had a dramatically higher incidence of atherosclerotic lesion development than had
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FIG. 3. Biosynthesis of prostanoids, thromboxane, leukotrienes, lipoxins, and HETEs. Numerous stimuli may
activate phospholipase A2, which hydrolyzes membrane phospholipids releasing arachidonic acid (AA). AA may be
metabolized by cyclooxygenases (COX-1 and COX-2) into PGH2, which may be converted to thromboxane A2 (TxA2),
prostacyclin (PGI2) or other prostaglandin-type metabolites. AA is also the subtstrate for lipoxygenases (LO) whereby
leukotrienes (LT), HETEs, or lipoxins are produced. Cytochrome P-450 is converting AA into HETEs, which may be
further metabolized to dihydroxyeicosatrienoic acids (DHETs) and 1,20-eicosatetraenedioic acid (20 COOH-AA).
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2. cPLA2
By inference from several studies cPLA2 is considered a principal mediator of LDL oxidation. In human
monocytes activated by opsonized zymosan, both cPLA2
protein and enzymatic activity were induced. The cPLA2
activity was inhibited in a dose-dependent manner by the
specific inhibitor AACOCF3, and there was a concomitant
reduction in LDL oxidation, whereas sPLA2 remained unaffected (299). When activated monocytes were exposed
to antisense oligonucleotides inhibiting cPLA2 expression, the cells had a markedly reduced capacity for O2
production and for mediating LDL lipid oxidation.
The crucial role of cPLA2 in the oxidation of LDL
notwithstanding, other PLA types probably also contribute to the atherogenic process by initiating the generation
of proinflammatory mediators. Thus sPLA2 was detected
immunohistochemically in macrophages of the intima of
early atherosclerotic lesions (456), and it also turned out
to be induced by mildly oxidized LDL in monocyte-derived macrophages in vitro (12). Enhanced expression of
cPLA2 was induced in vitro after 2–3 days in monocytes
Physiol Rev • VOL
undergoing differentiation to macrophages, thus constituting part of this differentiation process, whereas sPLA2
was only expressed in further stimulated mature macrophages. Interestingly, the transcription of sPLA2 in macrophages could be induced by adding minimally oxidized
or otherwise modified LDL, whereas native, extensively
oxidized, or acetylated LDL had no significant effect to
this end. Taken together, the results suggest that both
sPLA2 and cPLA2 have proinflammatory and proatherogenic potentials by way of their roles in monocyte/macrophage functioning.
The peritoneal macrophages of cPLA2 knock-out
mice produced markedly less LTB4, LTC4, PGE2, and PAF
than did those of wild-type mice, when activated with
calcium ionophore or LPS (60, 481, 534). This is strong
evidence that cPLA2 is mandatory for eicosanoid generation in the mouse strain used. No such requirement could
be demonstrated in mouse strains naturally deficient in
sPLA2, but still able to generate normal levels of LTC4,
PGD4, and mast cell PLA2 (51, 432). Furthermore, cells of
the mouse macrophage line P388D1 lacking detectable
transcripts for sPLA2, and osteoblasts derived from mice
deficient in sPLA2, maintained normal PGE2 production
(28, 354).
C. Pathways for Arachidonic Acid Conversion
1. Cyclooxygenases
The activation of monocytes/macrophages is rapidly
followed by the generation of prostanoids and leukotrienes. Prostanoids are cyclooxygenase-dependent products of arachidonic acid (n-6, 20:4, 5, 8, 11, 14) metabolism, comprising PGD2, PGE2, PGF2␣, and prostacyclin
(PGI2), and TxA2 (Fig. 3). Once released, they act locally
on neighboring cells, via G protein-coupled receptors containing seven transmembrane domains (130). So far eight
types and subtypes of prostanoid receptors have been
identified. The subtypes are encoded by different genes
and constitute a subfamily within the superfamily of the
rhodopsin-type receptors (368).
As shown in Figure 3, prostanoid and thromboxane
generation depends on two distinct enzymes with cyclooxygenase activity, cyclooxygenase-1 (COX-1) and cyclooxygenase-2 (COX-2), respectively (for a review, see Refs.
368, 467). COX-1 is constitutively expressed in cells,
whereas COX-2 may be induced (187) and expressed in a
sustained manner during severe inflammatory reactions.
COX-2 is the principal enzyme providing a mechanism for
the generation of proinflammatory prostanoids (368).
Constitutively expressed COX-1 has been detected
widespread in all human tissues (377). The extent of
enzyme expression and accompanying prostaglandin production in these different tissues may vary considerably,
in correlation with the severity of the inflammatory con-
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regular mice, when maintained on a high-fat, high-cholesterol diet or even when given a low-fat Chow diet. Immunohistochemical staining revealed the presence of sPLA2
in the atherosclerotic lesions, and the mice had lower
high-density lipoprotein (HDL) and higher LDL/very-lowdensity lipoprotein (VLDL) levels than did wild-type mice,
accompanied by significantly decreased paraoxonase activity in their plasma. Paraoxonase is a HDL-ester hydrolase with a proven capacity of hydrolyzing lipid peroxides
in vitro. Thus it may destroy biologically active phospholipid peroxides by acting as a phospholipase hydrolyzing
sn-2 ester bonds (553), and it is known to account in part
for the inhibition of LDL oxidation by HDL. A profound
inhibitory effect of paraoxonase on cell-mediated LDL
oxidation in vitro has been demonstrated (479, 553). Paraoxonase in HDL may protect against the induction of
inflammatory responses in cells of the artery wall, by
destroying biologically active lipids present in mildly oxidized LDL (553) (Fig. 1). Recently, it was shown that
polymorphisms in the paraoxonase gene are associated
with carotid arterial wall thickness in subjects with familial hypercholesterolemia (295). However, the role of human paraoxonase is still debated, as some populationbased studies have not found any association between
polymorphisms in the gene that encodes paraoxonase and
CHD (22).
Acute phase responses typical of chronic inflammatory conditions like, e.g., arthritis, frequently entail severalfold enhanced circulating sPLA2 as part of their profile.
This has been suggested as a vehicle underlying the observed prevalency of coronary artery disease in conjunction with many chronic inflammatory diseases (237).
MONOCYTES IN ATHEROGENESIS
2. Prostanoid and thromboxane products
Certain prostanoids, such as PGE2 and PGI2, typically
mediate anti-inflammatory signaling via cAMP increase
(59, 368), in effect leading to a downregulation of monocye/macrophage activation (59, 66). Furthermore, PGI2
also downregulates inflammation by way of its antiplatelet effect and by promoting vasodilation. On the other
hand, TxA2 is known to have proinflammatory and prothrombotic effects (for review, see Refs. 131, 477), being
a very potent agonist of platelet activation, and also serving as a vasoconstrictive PG product. Studies on TxA2
receptor deficiency mice revealed increased bleeding tendency and resistance to cardiovascular shock (523).
TxA2 has been identified as the dominant cyclooxygase-dependent metabolite of monocytes, with lesser
amounts of PGE2, PGF2␣, and PGI2 being formed in declining order (398, 399). However, the powerhouse for
Physiol Rev • VOL
TxA2 generation in blood is the platelets. When rabbits
were given the TxA2 antagonist UK-38485 in conjunction
with a high-cholesterol diet, lesion formation was reduced, in accordance with the proinflammatory potential
of TxA2 (486). In low responder rabbits, treatment with
UK-38485 significantly reduced the percentage of the thoracic aorta surface covered by lesions, an effect not seen
when high responders were used. The area covered did
not correlate with serum cholesterol levels.
3. Isoprostanes
Isoprostanes are prostaglandin isomers that are primarily generated by free radical oxidation from arachidonic acid (348, 376a). In addition to serving as useful
indices of oxidant stress in vivo, isoprostane effects exerted on cells in vitro have been demonstrated. Thus
9a,11a,15S-trihydroxy-(8b)-prosta-5Z,13E-dien-1-oic acid
(iPF2␣-III) activates the receptor for TxA2 (the TP) (20).
This latter compound and the analgous iPE2-III modulate
platelet function and adhesive interactions between platelets and endothelial cells (289, 580) and are also potent
vasoconstrictors in vitro and in vivo (213, 512). Immunohistochemical studies have shown that foam cells adjacent to the lipid necrotic core of plaques were markedly
positive for iPF2␣-III (415).
3. Cytochrome P-450-derived products
Several oxygenases have been implicated in the process of LDL oxidation in the arterial wall. Among these
the cytochrome P-450, which is expressed in monocytes/
macrophages (35), has been shown to induce LDL oxidation in vitro, where it also was demonstrated that hydrogen peroxide and superoxides were involved (24). The
fact that some of the P-450 enzymes are present in liver
and in arterial wall has prompted the suggestion that they
are pathophysiologically relevant in conjunction with LDL
oxidation and atherogenesis. Cytochrome P-450 enzymes
may metabolize arachidonic acid, leading to many biologically active compounds (see Fig. 3), some of which are
potent regulators of vascular tone (376).
4. Lipoxygenases and LO-dependent products
The lipoxygenases comprise a class of nonheme iron
dioxygenases recognizing the 1.4-pentadienyl structure of
polyunsaturated fatty acids, catalyzing single oxygen molecule incorporation at specific sites and the formation of
dienic fatty acid hydroperoxides (574, 575). The classic
substrate is arachidonic acid released from membranes
by PLA2 (Fig. 3). Different types of lipoxygenases are
specified by the numbering of the target carbon in their
substrate, i.e., 5-LO catalyzes oxidation at C-5 (61), and
12-LO and 15-LO at C-12 (197) and C-15 (198), respec-
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dition. However, the role of COX-1 is overshadowed by
that of the apparently more important COX-2 enzyme
(541, 564). Inducible COX-2 has been found in fibroblasts
(135), mucosa cells (441), macrophages as well as atheroma-associated cell types like SMCs and endothelial
cells (16, 380, 438) in a variety of tissues (377).
The constitutive expression of COX-1 in nonatherosclerotic arteries as well as in atherosclerotic lesions
(458) suggests that the enzyme has a role under physiological conditions in maintaining homeostasis, rather than
having a role during inflammation (308). Selective studies
on human carotid artheroma and healthy aorta revealed
that atherosclerotic lesions contained both COX-1 and
COX-2. The enzymes colocalized mainly with macrophages in the shoulder region of the atheroma and with
the peripheral region of the lipid core, whereas in healthy
SMC the levels of these enzymes were comparatively less
pronounced. The enhanced COX-2 expression detected
within such a focal site of chronic inflammation is in
accordance with earlier studies reporting COX-2 expression in cells that typically reside in atheroma, including
macrophages, SMC, and EC, in a manner dependent on
stimulation with cytokines such as TNF-␣ and IL-1␤ (16,
380, 438).
The mechanisms whereby the various products from
the cyclooxygenase pathway affect the atherogenic process remain only partly charted. Two classes of receptors
may transduce signals in response to prostaglandin ligand
binding: G-coupled membrane receptors (69) and the nuclear PPAR class (157). The two COX isoforms may in
part exert different functions by way of their location in
partially separated cellular compartments (347). Thus
COX-2 is located in the perinuclear region, which is relatively low in COX-1 (Fig. 2). In a recent study it was found
that COX-2 promotes early atherosclerotic lesion formation in LDLR-deficient mice (76).
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Physiol Rev • VOL
cilitated by a membrane protein termed 5-lipoxygenaseactivating protein (FLAP) (434). FLAP was previously
seen as a docking protein for 5-LO, but its role has now
been shown to be that of binding and presenting free
arachidonic acid to 5-LO, thereby promoting the oxygenation reaction (2).
The metabolic product of the 5-LO-dependent reaction is LTA4, which may in turn be converted to LTB4 via
LTA4 hydrolase activity, in a reaction eventually leading
to suicide inactivation of the hydrolase (154). Alternatively, LTA4 may be converted to LTC4 by the enzyme
LTC4 synthase.
There is some cross-talk of significance between the
12/15-LO pathways and the 5-LO pathway. Both 15HPETE and 12-HETE suppress 5-HETE and LTB4 production, and conversely, it has been shown that 5-HETE
inhibits 15-HETE production in rabbit PMN (536, 537).
Furthermore, 15-HPETE, but not 15 HETE, downregulates Fc ␥-receptors on human T cells and monocytes
(180). Also, 15-HPETE downregulates important proinflammatory processes, such as LPS-induced TNF-␣ production in monocytes and TNF-␣-induced expression of
ICAM-1, E-selectin, and VCAM-1 via protein kinase C
(PKC)-dependent pathways (151, 224).
Although 12/15-LO activity leads to the generation of
several products anticipated to have important anti-inflammatory properties, a number of dioxygenation products have a documented proinflammatory potential (259,
473). Thus, for example, 8,15S-diHETE is a neutrophilic
chemotactic factor. 12/15-LO is also essential for the generation of another important group of eicosanoids called
lipoxins (see Fig. 3). These are trihydroxy metabolites of
arachidonic acid, and the enzymes involved are either 12or 15-LO in conjunction with 5-LO. The cellular effects of
the lipoxins are mediated in part by G protein-coupled
receptors (153, 513). Because monocytes/macrophages
do express both 5- and 15-lipoxygenases, they are capable
of generating lipoxin products, e.g., lipoxin A4 and lipoxin
B4, which have potent anti-inflammatory properties usually counteracting any opposite effects of 5-lipoxygense
metabolites (203, 471).
D. Role of Lipoxygenases in Atherogenesis
Evidence that lipoxygenases are critically involved in
atherogenesis has recently emerged from various transgenic mice studies. Thus mice with ApoE deficiency
(ApoE ⫺/⫺) in combination with a 12-LO ⫺/⫺ trait had
significantly reduced tendency to lesion formation compared with mice with the ApoE ⫺/⫺ trait only (107). This
observation falls in line with the known prerequisite of
12-LO for monocyte chemotactic activity (371), and the
recent report that 12-LO products, notably 12-HETE, play
an important role modulating MM-LDL induction of
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tively. Along with 8-LO (163, 276, 498), they are the only
lipoxygenases identified in mammalian cells thus far.
There are two subtypes of 12-LO, one of which has
been isolated from platelets. The other subtype, commonly referred to as leukocyte-type 12-LO, has been
found in murine, porcine, bovine, and canine species.
Leukocyte 12-LO is very different from platelet 12-LO and
more closely related to mammalian 15-LO (577). The biochemical activity of 15-LO is quite distinct and differs
from that of the other lipoxygenases in several ways.
Whereas 5-LO and platelet 12-LO are rather substrate
selective in preferring free arachidonic acid, leading to
the products hydroperoxieicosatetraenoic acid (HPETE)
and hydroxyeicosatetraenoic acid (HETE), 15-LO and the
leukocyte type 12-LO may act on a variety of free or
esterified polyenoic fatty acids (575, 574). With arachidonate as substrate, either of the latter two enzymes catalyze 15-HPETE and 15-HETE as well as 12-HPETE and
12-HETE generation. With linoleate as substrate, either
enzyme catalyzes 13-hydroperoxyoctadecadienoate (13HODE) formation. Furthermore, 15-LO and leukocyte
12-LO generate higher order oxygenation products including 5S,15S-diHETE, (5,15S-diHETE, 5-oxo-15-hydroxyHETE) and lipoxins (Fig. 3). In general, mono-HETEs,
mono-HPETEs, and lipoxins have inhibitory effects on
inflammation, whereas several of the di-HETEs have potent proinflammatory effects. Lipoxins, an acronym for
lipoxygenase interactive products, are trihydroxytetraenes typically formed by transcellular metabolism initiated by the sequential actions of 15- and 5-lipoxygenases
or 5- and 12-lipoxygenases depending on the cellular context. Lipoxins have been shown to inhibit P-selectin mobilization and attenuate CD11/CD18 expression on endothelial cells. Furthermore, in polymorphonuclear neutrophils (PMN), they inhibit chemotaxis, adhesion, and
transmigration; stimulate IL-4 production; and inhibit cytokine-stimulated IL-1␤ and superoxide production (for
review, see Ref. 121). In monocytes, lipoxins stimulate
chemotaxis and adhesion (318).
Whereas circulating monocytes are devoid of 15-LO,
tissue macrophages do express the enzyme (101, 296).
Thus exposure to exogenous stimuli is apparently mandatory in order for 12-LO and 15-LO to be significantly
expressed in monocytes/macrophages, a situation that is
likely to arise when these cells are recruited into inflammatory tissue. The enzyme has been localized at sites of
macrophage accumulation in the artery wall of cholesterol-fed animals (214, 584). 15-LO has been shown to
colocalize with epitopes of oxidized LDL (584).
5-LO is localized in the cytosol of resting monocytes
(570) and neutrophils (405) of peripheral blood. It is
translocated to the nuclear envelope in response to cellular activation and the ensuing rise in intracellular calcium (177, 405, 457), where it has a role in the hydrolysis
of phospholipids (406). The lipoxygenase reaction is fa-
MONOCYTES IN ATHEROGENESIS
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5-LO is the rate-limiting enzyme in leukotriene synthesis. When a 5-LO knock-out allele was bred into LDL
receptor-null (LDLR ⫺/⫺) mice, these mice showed a
dramatic decrease in aortic lesion development (340). In
line with this report is a very recent study which shows an
important role for LTB4 (5), a major product in the 5-LO
pathway (see below).
1. The lipoxygenase products LTB4, LTC4, and LTD4
The activation of monocytes and macrophages is
associated with a significantly enhanced production of
LTB4. Residential alveolar macrophages generate severalfold more LTB4 than do circulating monocytes (31, 48).
Although LTB4 is of prime importance, it is but one of
several lipoxygenase products generated upon cellular
activation.
An array of functional properties is exhibited by
LTB4, in conjunction with phenomena such as chemotaxis, modulation of cytokine production, IL-2 receptor
and c-fos and c-jun expression, tumor cytotoxicity in
monocytes and macrophages, as well as the production of
IFN-␥, IL-2, IL-4, IL-5, and IL-10 in lymphocytes, probably
rendering this the principal proinflammatory LO product
in atherogenesis. Interacting with endothelial cells, it promotes leukocyte adherence to the endothelium (221),
thus facilitating monocyte recruitment and LDL oxidation
at the endothelial surface. Furthermore, interaction of
LTB4 with receptors on monocytes and PMN (178, 275,
433) leads to an amplified activation of these cells, entailing induction of oxygen radical formation and augmented
release of reactive oxygen metablites, PAF (501), cytokines (440), and proteases (103).
By way of its role as a powerful mediator of inflammatory reactions, LTB4 promotes events that are likely to
be of vital importance in atherogenesis. Such a role for
LTB4 would be in accordance with the notion that chronic
infectious diseases provide thriving conditions for the
emergence of CHD, a subject discussed in more detail
later in this review. LTB4 has been shown to depend for
its functional activity on a LTB4 receptor, the recently
cloned gene of which codes for a protein predicted to
have seven membrane-spanning domains (585). Like
other transmembrane proteins of this type, it is coupled to
a heterotrimeric G protein, which varies between cells
expressing the receptor, thereby allowing for a diversity
in responses. Considering the above properties of LTB4
and its receptor, it appears sensible that a LTB4 receptor
antagonist reduced lesion formation in LDLR ⫺/⫺ mice
(5). Interestingly, it was also found that LTB4 antagonism
had no significant effect on lesion size in mice possessing
the null alleles for MCP-1 (MCP-1 ⫺/⫺ ⫻ LDLR ⫺/⫺),
suggesting that MCP-1 and LTB4 may either interact or
exert their effects by a common mechanism.
Although both LTC4 and LTD4 were reported to stim-
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monocyte binding to endothelial cells (219). In the latter
study, either of the LO inhibitors 5,8,11,14-eicosatetraynoic acid (ETYA) and cinnamyl-3,4-dihydroxy-␣-cyanocinnamate (CDC), when used at concentrations
claimed to specifically abolish 12-LO activity, also
blocked monocyte binding to MM-LDL-treated endothelial
cells.
15-LO was initially hypothesized to have a role in LDL
oxidation, since it catalyzes the generation of available
peroxyl radicals (535). This hypothesis was supported by
studies showing that 15-LO inhibitors reduce EC- and
macrophage-mediated oxidation of LDL (338, 396, 426).
Isolated 15-LO actively exerts oxidative modifications of
LDL (41). Cells transfected with 15-LO gene had a higher
capacity for LDL oxidation than had cells transfected with
a control gene (44). Despite such observations, the suggested role of this enzyme in initiating LDL oxidation
remains controversial, the main issue being whether
15-LO could be the sole agent needed (41). However,
atherosclerosis induced in rabbits by a dietary regime was
attenuated by the administration of a highly specific 15-LO
inhibitor lacking significant antioxidant properties (53,
469). The finding in two animal models that benzothiopyranidole, another 15-LO inhibitor lacking significant antioxidant activity, could nonetheless eliminate lesion formation without significantly affecting plasma lipids (100),
is evidence to the same effect. Furthermore, in a recent
study using 12/15-LO-deficient (12/15-LO ⫺/⫺) mice that
had been crossed with ApoE-deficient (ApoE ⫺/⫺) mice,
it was found that urinary and plasma levels of the specific
isoprostane 8,12-iso-iPF2␣-VI, as well as IgG autoantibodies against MDA-LDL, were significantly reduced in the
double deficiency mice in parallel with decreased atherosclerosis, relative to ApoE ⫺/⫺ controls (106). It was
concluded that 12/15-LO contributes significantly to the
initiation and propagation of atherosclerotic lesion formation in mice. Furthermore, the strong correlations found
between lesion size, isoprostane levels, and MDA-LDL
autoantibodies is in vivo evidence for an enzymatic (12/
15-LO) component to lipid peroxidation in atherogenesis.
In apparent contradiction to the above results, transgenic rabbits expressing 15-LO in a macrophage-specific
manner and given a high-fat, high-cholesterol diet for 13.5
wk, developed less lesions than did nontransgenic rabbits
(476). It was suggested that the antiatherogenic effect of
15-LO might be mediated via the conversion of linoleic
acid into the platelet chemorepellent 13-HODE, inhibiting
platelet adhesion to the endothelium and stimulating PGI2
production in endothelial cells (472) and decreasing platelet TxA2 production (73, 74, 193). Current knowledge falls
short in resolving the contradictions inherent in the results issuing from the overexpression of 15-LO in rabbits
versus those obtained in the other knock-out studies. The
possibility of species-specific effects or secondary effects
derived from the gene manipulation cannot be ruled out.
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ulate cultured endothelial cells so as to synthesize PAF
and bind neutrophils (337), whether they are involved in
atherogenesis remains an open question. However, LTD4
has been shown to increase vascular smooth muscle cell
(VSMC) proliferation and induce IL-1␤ in these cells
(413). This may indeed be part of the inflammatory mechanism during atherogenesis.
E. Availability of Arachidonic Acid
F. PAF
1. Production and mechanism of action
PAF and eicosanoids are synthesized from a common
arachidonic acid precursor source (274, 589). PAF is synPhysiol Rev • VOL
2. Biological and pathophysiological effects
PAF has a variety of biological functions (Table 5),
and is implicated in many pathophysiological states.
TABLE
5. Biological effects of PAF
Primes or activates platelets, neutrophils (200), monocytes
(58, 382), macrophages (176), and SMC
Upregulates adhesion molecules in leukocytes and endothelial
cells, promotes migration of monocytes across the endothelium
(505)
Enhances the formation and action of oxidized LDL (554)
Enhances superoxide (O⫺
2 ) generation (252), CD11/CD18
(152) expression, and elastase/cathepsin G in neutrophils (67)
Induces production of VEGF (369), NO, and collagenase
(39)
In concert with oxidized LDL it induces TNF-␣ production
(160)
PAF activation of LPS-primed macrophages triggers fast
activation of cPLA2 intracellularly (158)
SMC, smooth muscle cell; VEGF, vascular endothelial growth factor; NO, nitric oxide; PAF, platelet activating factor; TNF-␣, tumor
necrosis factor-␣; LPS, lipopolysaccharide; PLA2, phospholipase A2.
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Monocytes of whole blood appear to be activated
through PLA2-dependent pathways, generating products
like interleukins, TNF, and other cytokines, as well as
tissue factor (the trigger of blood coagulation) and growth
factors (383). This explains the extraordinary efficacy of
corticosteroids in bringing about inhibition of LPS-induced production of cytokines (544). Although it appears
that under certain conditions cytokine and tissue factor
synthesis may be induced through protein kinase C-dependent pathways, as seen from the several studies on
monocytes in cell cultures, it should be emphasized that
such studies are carried out under conditions that are
unlikely to allow for true mimickry of the chain of events
occurring in vivo (383). This was recently brought home
by the finding that acetyl salicylic acid (ASA) enhanced
LPS-induced tissue factor expression in human monocytes in vivo (403), as also found ex vivo in whole blood
(379, 387). In contrast, in cultured monocytes, ASA had an
inhibitory effect on LPS-induced tissue factor and cytokine generation (378). This discrepancy is most probably
caused by the activation of monocytes and subsequent
activation of protein kinase C system during the isolation
of cells (383).
The central role of PLA2 in atherogenesis is consistent with the above-mentioned ex vivo observations. Thus
the generation of available arachidonic acid appears to be
a limiting step regulating inflammatory reactions. More
specifically, one may hypothesize that this is of importance for the activation of monocytes/macrophages when
interacting with modified LDL in the intima, as well as for
activation processes mediated by autocrine and paracrine
mechanisms. The degree of phospholipase activation and
subsequent arachidonic acid formation is strongly influenced by the lipid composition of the cell membrane.
Dietary omega-3 fatty acid supplementation was reported
to induce changes in the fluidity of human leukocyte
membranes, associated with a 39% reduction in the release of arachidonic acid when the cells were exposed to
calcium ionophore in vitro (283).
thesized by either of two pathways (not shown): the
remodeling pathway or the de novo pathway, the former
being the principal pathway in leukocytes and endothelial
cells. PAF is secreted with the fluid phase from human
monocytes and eosinophils, whereas when synthesized by
the same pathway in endothelial cells it is translocated to
the plasma membrane and retained on the cell surface
(589). The remodeling pathway incorporates a PLA2-catalyzed step, whereby 1-O-alkyl-2-acyl-sn-glycero-3-phosphocholine is converted into 1-O-alkyl-2-lyso-sn-glycero3-phosphocholine (lyso-PAF), and this lyso intermediate
is then acetylated in an acetyl CoA:lyso-PAF acetyl transferase (lyso-PAF AcT)-dependent reaction to form PAF.
Cells do not produce PAF constitutively, but only when
exposed to an appropriate agonist stimulus.
The receptor protein (PAFR) for which PAF serves as
the cognate ligand belongs to the serpentine family of
receptors, characteristically spanning the plasma membrane seven times. The intracellular signaling evoked by
ligand binding is mediated by G proteins linking PAFR to
downstream signaling events, such as turnover of phosphatidylinositol, intracellular calcium fluctuation, and activation of protein kinase C and other kinsases (for a
review, see Ref. 402).
PAFR gene expression is regulated by various cytokines and eicosanoids (440), apparently in much the same
way in human monocytes, neutrophils, platelets, and Blymphatic cell lines (351), entailing up- as well as downregulation. Thus IFN-␥ caused PAFR upregulation in human monocytes, associated with enhanced response to
PAF (388), whereas PGE2-induced cAMP downregulated
the expression of PAFR in human monocytes, associated
with reduced responsiveness to PAF (522).
MONOCYTES IN ATHEROGENESIS
G. Eicosanoid Products Involved in the Activation
of Monocytes?
The failure of ASA in preventing the development of
lesions in animals subject to a high-cholesterol diet has
been taken as evidence for the notion that platelets do not
have any important role in atherogenesis (444). This view
has to be qualified in the light of more recent studies
where ApoE-deficient mice were treated for 11 wk with
either aspirin or the thromboxane antagonist S18886 (79).
The administration of aspirin gave a pronounced decrease
Physiol Rev • VOL
in TxB2 levels, significantly more so than did S18886,
indicating the greater efficacy of aspirin in preventing
platelet synthesis of TxA2. On the other hand, S18886
decreased the incidence of aortic root lesions and levels
of ICAM-1 in serum, effects that failed to manifest when
aspirin was administered. It was therefore suggested that
such blocking of thromboxane receptors inhibited atherosclerosis by a mechanism that did not interfere with the
binding of TxA2 to the platelets, but rather with the binding of some other agonist. Certain nonenzymatic activation products of arachidonic acid capable of stimulating
thromboxane receptors, such as F2-isoprostanes, were
the suggested prime candidates for such atherogenic
products. Alternative culprits suggested were HETEs,
products that depend on leukocyte or endothelial lipoxygenases or nonenzymatic lipid peroxidation processes for
their formation, and also have the capacity for promoting
signal transmission via thromboxane receptors (520, 539).
HETEs are increased in atherosclerosis (409, 539) and
have been localized to atherosclerotic plaques (323).
Using an ex vivo model of whole blood, we recently
found that the thromboxane receptor antagonist SQ 29548
significantly reduced LPS-induced TNF-␣ and TF, suggesting that very important mechanisms for the upregulation
of activation products in monocytes are mediated via this
receptor (135). This may in part be the explanation why
ApoE deficiency mice appeared protected against lesion
formation when the TxA2 receptor was blocked by an
antagonist (79). On the other hand, in the same model the
TxA2 synthesis inhibitor aspirin (ASA) enhanced LPSinduced TF and TNF-␣ (387), and in an in vivo human
model of endotoxin effects TF was correspondingly enhanced (403). This is consistent with the failure of ASA to
reduce or prevent the formation of lesions in animal
models (54, 508).
H. PPAR-␥ as Regulator of Monocyte/Macrophage
Function
Based on a whole body of research over the last
couple of years, there is an emerging understanding that
the PPAR-␥ has a role in relation to monocyte/macrophage functioning (263, 436). PPARs are ligand-dependent
transcription factors belonging to the nuclear hormone
receptor superfamily. Their function is to regulate genes
involved in controlling growth, morphogenesis, cellular
differentiation, and homeostasis (85, 262, 324). PPAR-␥
only becomes functional once it is heterodimerized with
the retinoid X receptor (RXR), the dimer functioning as a
transcription factor regulating genes linked to lipid metabolism (33, 168, 234, 262).
Three subtypes of PPAR, indexed ␣, ␤, and ␥, are
known, all having distinct tissue distribution patterns and
being associated with selective ligands (64, 261, 292, 460,
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Thus, along with certain cytokines (TNF-␣, IL-1␤, IL-6), it
is probably one of the most important mediators of inflammatory responses, and it is also playing an essential
role in endotoxin shock (43) and ischemia reperfusion
injury (277).
A role of PAF in leukocyte adhesion in vivo has been
suggested (337) and was recently explored using P-selectin deficiency mice. These mice were entirely protected
from the usually deleterious effects of PAF injection.
Thus the characteristic state of shock and intestinal necrosis never appeared, and there was no mortality associated with the injection. It was concluded that P-selectin
plays an important role promoting PAF-induced injury in
mice and that selectins and the integrin-ICAM-1 system
work in concert in mediating the inflammatory response
to PAF in vivo (507). It has been shown that P-selectin has
a priming effect on monocytes, leading to enhanced PAF
synthesis (140, 560). These studies have prompted the
suggestion that P-selectin expressed on endothelial cells
or platelets may serve a dual role in anchoring monocytes
locally at sites of vascular inflammation or thrombosis
and in priming these cells for responses augmenting inflammation.
The migration of monocytes across unactivated endothelium in response to macrophage inflammatory protein-1␣ (MIP-1␣), RANTES, PAF, or MCP-1 was completely inhibited by monoclonal antibodies to the CD18
component of the CD11b/CD18 (Mac-1) complex on
monocytes, and the migration in response to C5a was
partially (75%) inhibited (92).
PAF enhances superoxide (O⫺
2 ) production, CD11b
expression, and elsastase/cathepsin G release by PMN, all
essential components in the pathophysiology of severe
inflammatory reactions. The oxygen radicals thus formed
may in turn act synergistically with PAF to potentiate
tissue injury (10).
In addition to upregulating cytokine/TF production,
PAF may have further proatherogenic roles in enhancing
the formation and action of minimally oxidized LDL (MMox-LDL) and promoting the induction of TNF-␣ production in concert with oxidized LDL, an important step in
lesion formation (Fig. 1) (160).
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evidence that increased expression of CD36 can further
accelerate this process; rather, it was proposed that the
levels of LDL cholesterol or the conversion of LDL to
ox-LDL may be the rate-limiting factors.
PPAR-␥ has been implicated in the regulation of the
vascular inflammatory gene responses (112). Fibrates are
synthetic ligands recognizing PPAR-␥ (156), thereby mediating the lipid-lowering activity of these drugs (494).
Significant evidence has emerged that the fibrates may
also exert a more direct antiatherogenic activity independently of their lipid-lowering activity, as shown in rabbits
fed a cholesterol-rich diet and treated with the PPAR-␥
ligand fenofibrate. By this regime a decreased tendency of
atherosclerotic plaque formation in the thoracic aorta of
the rabbits was seen, even in the absence of discernably
decreased plasma lipid levels (447). Furthermore, activation of PPAR-␥ expression in mice was associated with a
prolongation of the inflammatory response (116). Fibrates
have a downregulating effect on the production of IL-6
and TNF-␣ also in humans (319, 494). The PPAR-␥-dependent mechanism by which fibrates inhibit the vascular
inflammatory response appears to be via the interference
of PPAR-␥ with the NF␬B and AP-1 transactivation capacity, involving direct protein-protein interaction with p65
and c-Jun (112).
VIII. INFECTION, MONOCYTES,
AND ATHEROSCLEROSIS
Concurrent with the growing evidence that prevalence of CHD can only in part be explained by the classical risk factors, such as smoking, hypertension, and high
cholesterol levels, there has been an emerging shift in
focus that addresses the associations between atherosclerosis and certain persistent bacterial and viral infections.
The best evidence for a link between infection and
CHD derives from seroepidemiological studies focusing
mainly on three pathogens: Chlamydia pneumonia, Helicobacter pylori, and cytomegalovirus (CMV) (109). In a
recent population-based study, strong evidence was
found for a partial atherogenic role of persistent Chlamydia pneumonia infection, as judged by serological and
clinical data (334). The seroepidemiological and histopathological findings are corroborated by the results of
animal experiments and preliminary intervention studies.
Recently it was shown that Chlamydia pneumonia infection may directly induce differentiation of monocytes to
macrophages, and this may provoke the development of
atherosclerosis (572).
Helicobacter pylori has been associated with CHD in
several studies (cited in Ref. 109). How this should be
interpreted remains controversial, since these reports are
seemingly contradicted by data not supporting the notion
of Helicobacter pylori being a major independent risk
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548). PPAR-␥ is a nuclear receptor, reported to regulate
glucose and lipid levels, and according to more recent
studies it is involved in regulating the cell cycle and in the
differentiation of monocytes and regulation of their function. The natural ligands for PPAR-␥ are 15-deoxy-prostaglandin J2 (15d-PGJ2), polyunsaturated fatty acids such as
linoleic acid and linolenic acid, oxidized LDL (527), and
two oxygenated linoleic acid derivatives, 9- and 13-hydroxy-octadecadienoic acid (9-and 13-HODE) (360). Furthermore, PPAR-␥ is activated by nonsteroidal drugs, as
shown using indomethacin (287).
Although the occurrence of PPAR-␥ was initially reported for whole tissue specimens, notably adrenal gland,
spleen, adipose, and colon tissues, more recently expression of PPAR-␥ in monocytes/macrophages has been confirmed (89, 239, 435). Like 12/15-LO, PPAR-␥ is induced by
IL-4 (104). IL-4-dependent expression of CD36 was impaired in 12/15-LO-deficient mice, and 12/15-LO has been
shown to potentiate PPAR-␥ activation by arachidonic
acid. Evidence suggests that PPAR-␥ may play some important dual role in atherogenesis, either promoting the
process or protecting against it depending on the conditions. The promoting potential possibly stems from an
upregulation of the scavenger receptor CD36 by PPAR-␥
in combination with RXR ligands, leading to increased
uptake of oxidized LDL and thereby enhanced foam cell
formation (360, 527). On the other hand, PPAR-␥ exerts
negative transcriptional control of the genes for TNF-␣,
IL-6, IL-1␤ (239) MMP-9 (gelatinase B) (332, 436), and
inducible nitric oxide synthase (95, 436) and inhibits gene
expression and migration in human vascular SMC (331)
(see Fig. 1).
Evidence for a direct role of PPAR-␥ in atherosclerosis has been provided by the detection of PPAR-␥ in
atherosclerotic plaques of transgenic mice carrying the
human Apo B100 and apolipoprotein (a) genes but lacking
the LDL receptor (527). Furthermore, PPAR-␥ has been
detected in foam cells of human atherosclerotic lesions
(332, 435), in a manner correlating with the presence of
oxidation-specific epitopes (435).
Although PPAR-␥ appears to serve both proatherosclerotic and anti-inflammatory and hence possibly antiatherosclerotic progressions, recent animal studies indicate that the overall effect of PPAR-␥ activation tends to
be predominantly antiatherosclerotic. This was documented using LDLR-deficent mice fed a Western-style diet
in combination with either of two different synthetic
PPAR-␥ ligands, thiazolidinedione (TZD) and GW7845,
both of which are capable of activating PPAR-␥ (298).
Either drug reduced the number as well as the size of
lesions in male mice, an effect that for unknown reasons
did not appear in females. An editorial commentary (442)
suggested that CD36 expression, although it is required
for foam cell formation, may not be rate limiting for the
process under ordinary circumstances. Thus there is no
MONOCYTES IN ATHEROGENESIS
A. C-reactive Protein and Its Relation
to Atherosclerosis
An abundance of evidence based on acute phase
protein markers in blood like CRP, fibrinogen, IL-6, albumin, and others suggests that inflammation is somehow
linked to atherothrombotic disease in middle-aged popuPhysiol Rev • VOL
lations (528). The fact that these markers may be of
prognostic significance for events occurring even after
considerable periods of time is in accordance with the
notion that inflammation may be associated with all
phases of atherothrombotic disease.
C-reactive protein (CRP) is an acute phase protein
associated with inflammatory reactions and infections.
Several recent studies have focused on its relation to
cardiovascular diseases. Thus CRP has been found to
have predictive power for future myocardial infarction
and stroke in middle-aged men and women without clinical cardiovascular disease, independently of the incidence of other established risk factors (437).
The question has been raised, earlier for fibrinogen
and more recently for CRP, whether these acute phase
proteins are just markers of inflammation or somehow
directly linked to the atherogenic process. Several mechanisms can be envisioned whereby CRP might contribute
to the process, including induction of monocyte TF (83),
complement activation (569), and cell-cell interaction
(590).
In contrast to the tenet of the classical hypothesis
regarding foam cell formation in atherogenesis, recently a
mechanism for LDL uptake was suggested that did not
hinge on any biochemical modification of LDL (591). In
this study, LDL uptake turned out to be mediated by the
plasma factor CRP. Thus uptake of CRP in complex with
LDL was mediated by CD32 in a serum-dependent reaction, in line with former reports on CRP-mediated opzonization of biological particles (349).
IX. THE PROINFLAMMATORY PLATELET
AND ITS ROLE IN THE EARLY PHASE
OF ATHEROGENESIS
Although platelets have been implicated in the pathogenesis of atherosclerotic lesions for a very long time
(134), the issue whether they play an important role in the
early phase of lesion formation has not been resolved. In
our opinion, platelets are most likely part of the early
mechanism of atherogenesis. This hypothesis is based on
the proinflammatory properties of platelets.
Activated platelets secrete a number of chemokines
of both the CC and CXC subgroups (414), most of which
are known to be stored in the ␣-granules (247, 264, 452).
The chemokine RANTES is characteristically targeting
lymphocytes, monocytes, and eosinophils (247, 455), thus
mediating release of histamine from basophils (279) and
exocytosis of eosinophil cationic protein, and it also
serves as a stimulant for leukotriene formation (445) and
IL-8 production (559). Recently, it was shown that the
deposition of RANTES by platelets triggers shear-resistant monocyte arrest on inflamed or atherosclerotic endothelium (543). Thus exposure of platelet-derived RANTES
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factor for CHD (267). However, Helicobacter infections
are associated with a prevalence of antibodies to the heat
shock protein HSP60. Antibodies to bacterial heat shock
proteins, notably HSP60, cross-react with the human antigen counterpart, and this has been suggested to evoke
an autoimmunity response implicated in atherosclerosis
(173, 571). In line with this scenario, bacterial HSP60 has
been found colocalized with human HSP60 in atherosclerotic plaques (271).
HSPs are intracellular proteins generally perceived
as serving protective functions under conditions of infection and cellular stress. There is a risk of autoimmunity
associated with HSPs, due to their high interspecies sequence homology, throughout the range from prokaryotes
to humans (586). Recently it was found that human as
well as chlamydial HSP60, both detected in human atheroma, can activate vascular cells and macrophages (269)
(Fig. 1). Furthermore, added Chlamydia HSP60 mediated
activation of cultured peripheral blood monocytes and
monocyte-derived macrophages in a CD14-dependent
fashion, i.e., via the same receptor for which bacterial LPS
is also a ligand (270).
Thus autoimmune stimulation via HSPs may be part
of the mechanisms by which chronic infections may promote atherogenesis. Infectious organisms may also affect
the atherosclerotic process by way of direct local interactions with the coronary endothelium, vascular SMC,
and macrophages within the atherosclerotic lesion. Even
more important and linked to the wide ranges of monocyte and platelet reactivities, under given conditions of
hyperreactivity the infection may exert systemic effects
via monocyte activation and ensuing cytokine production.
Thus low-grade hypercoagulability states and inflammation may be promoted, eventually leading to lesion formation.
Whether a single microbial agent may be responsible
for atherosclerosis has been questioned. It has been
shown that nonspecific (endotoxin) stimulation of the
immune system accelerates atherosclerosis in rabbits on
a hypercholesterolemic diet (288). In line with this concept, it has been shown that seropositivity for one single
pathogen did not have predictive power regarding risk for
coronary artery disease (CAD), whereas on the other
hand, the number of infection pathogens to which an
individual has been exposed (infectious burden) did correlate with CAD (21).
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A recent study suggested a more direct link between
platelets and development of atherosclerosis based on the
evidence for a role of vWF in atherogenesis (343). It has
been established that vWF, present in plasma, platelet
␣-granules, Weibel-Palade bodies of endothelial cells, and
the subendothelium (546) is involved in thrombus formation at the site of atherosclerotic plaque rupture (26). On
the other hand, the notion that vWF should have any role
in atherosclerotic lesion formation has been less clearly
underpinned. In a study using vWF-deficient mice interbred with an atherosclerosis-susceptible LDLR ⫺/⫺
strain, and fed a diet rich in saturated fat and cholesterol,
it was found that in the absence of vWF lesion formation
was reduced relative to the LDLR ⫺/⫺ control, primarily
at flow-perturbed regions of the aorta typically prone to
atherosclerosis. vWF expression is particularly prominent
near branch points and bifurcations (470). Further evidence that platelets may play a role in the early phase of
atherogenesis has emerged from a study where hypercholesterolemia primed platelets for recruitment via vWF,
glycoprotein IB (GPIB) alpha, and P-selectin to lesionprone sites, before lesions are detectable (521). It can be
concluded that vWF may recruit platelets and with them
leukocytes to the lesion in a flow-dependent manner.
Platelets thus interacting with an activated endothelium
in a vWF-dependent manner may contribute to the atherosclerotic process by releasing growth factor and other
proinflammatory products. In addition, many years ago it
was shown that platelets adhere and aggregate to the
endothelium of aortas of mice not exposed to any experimental injury (244). It was suggested that the adherence
of platelets to the vessel wall induced injury of the intimal
tissue through the release of vasoconstrictive agents from
the platelets.
Yet another indirect clue for a role of platelets in
early atherogenesis has been provided by the demonstration that activated platelets induce significantly enhanced
secretion of MCP-1 (also shown before in Ref. 559) and
surface expression of ICAM-1 and ␣v␤3 by cultured endothelium (125). Furthermore, it was shown that activation of NF␬B, which also regulates transcription of the
MCP-1 gene, was significantly increased in EC treated
with activated platelets by way of an IL-1-mediated mechanism.
Another aspect of the contribution of platelets to
lesion formation may be their essential role in thrombin
generation (for review, see Ref. 326). Furthermore, platelets upregulate tissue factor expression in monocytes in a
P-selectin-dependent reaction (195). Although the role of
thrombin in lesion formation is still debated, it has been
shown that patients with impaired thrombin generation
have reduced atherosclerosis (50). However, the very recent report by Sramek (492) found no link between decreased coagulability and atherogenesis based on observations in individuals with a hereditary bleeding tendency
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may support recruitment of monocytes from the circulation to the endothelium, epitomizing a proximal step in an
emerging hierarchy (556). Platelet factor 4 (PF4) induces
upregulation of monocyte activation (141), firm adherence of neutrophils on shear stressed endothelium, and
release of neutrophil granule components (407).
In addition to the proinflammatory products mentioned above, two interleukin substances have been identified in platelets. A cell-associated form of IL-1␤ was
demonstrated on ADP- and epinephrine-activated platelets, active in inducing the expression of ICAM-1 and the
production of IL-6, IL-8, and GM-CSF by endothelial cells
(208, 251). Furthermore, epinephrine was found to upregulate IL-8 production in a platelet-dependent reaction
in LPS-stimulated blood (142).
A link between platelets and atherogenesis has been
suggested in studies demonstrating that platelets are activated by very low, physiologically relevant concentrations of oxygen free radicals generated chemically by
leukocytes (for a review, see Ref. 236). This could also be
part of the explanation why the white blood cell count,
which is a measure primarily of the numbers of granulocytes, proficient oxygen radical generating cells, is an
independent risk factor of CHD (108, 557).
One of the principal proinflammatory attributes of
platelets is their propensity for P-selectin exposure and
subsequent induction of various proinflammatory products. P-selectin is stored in the ␣-granules and is translocated to the platelet surface in an exocytotic process
comprising fusion of the ␣-granule membrane with the
platelet outer membrane. As mentioned earlier in this
review, exposed P-selectin will then interact with its ligand PSGL-1 on monocytes and neutrophils (for a review,
see Refs. 82, 111). Such binding has been shown to prime
PAF synthesis and phagocytosis in monocytes (140). An
ensuing activation of leukocytes has also been suggested,
since induction of TF in monocytes upon P-selectinPSGL-1 interaction has been reported (80). However,
other groups were not able to affirm this (383, 560).
Furthermore, P-selectin exposed on activated platelets
has been found to induce monocyte superoxide anion
production (530), NF␬B translocation, and secretion of
MCP-1 and monocyte IL-8 (560). In a whole blood system
it was shown that epinephrine upregulates IL-8 production in a platelet- and P-selectin-dependent reaction (142).
Recently it was reported that platelets contain the
CD40 ligand (CD40L) and that it is expressed on the
surface of activated platelets (212). Upon ligation, the
cognate receptor CD40, which is present on B cells,
monocytes, macrophages, and endothelial cells, may trigger inflammatory reactions (540). The ligation of endothelial CD40 to CD40L on activated platelets was shown to
induce adhesion molecule expression, chemokine secretion, and TF expression in endothelial cells (212, 487) and
monocytes (307).
MONOCYTES IN ATHEROGENESIS
X. CONCLUSIONS
The important role of monocytes in the early phase of
atherogenesis has been established through studies on
the regulation of their recruitment to the intima by adhesive molecules and chemokines that are essential to the
process. Because this process is initiated by LDL, the
monocyte activation and function is greatly influenced by
trapping of LDL in the vessel wall. New data emphasize
the role of the cellular inflammatory system associated
with the potential for oxidative lipoprotein modulation.
This process unfolds as an inflammatory response involving monocytes and macrophages in concert with lymphocytes and endothelial cells, crucial for the excessive macrophage consumption of oxidized LDL leading to foam
cell generation.
The importance of monocyte/macrophage activities
in atherogenesis has been explored through studies on
cellular signaling, notably pertaining to the roles of phospholipases, i.e., sPLA2 and cPLA2, and lipoxygenases,
which convert arachidonic acid into active oxidative metabolites, HETEs, and leukotrienes. Corroborative as well
as new evidence for many of the signal mechanisms that
are currently seen as playing a mandatory role in atherogenesis has been obtained from studies using transgenic
animals, particularly mice, systematically exploring the
effects of lesion formation of abolishing or overexpressing certain pathways. The emerging realization that
PPARs are involved in regulating the production and activities of activation products of monocytes/macrophages
Physiol Rev • VOL
such as oxidative metabolites, cytokines, and growth factors, gives further credence to the notion that these cells
have an important role in the development of fatty lesions.
The recent observation of polymorphism of the gene
of the CD14 receptor on monocytes/macrophages and
how it relates to myocardial infarction in individuals with
no other risk factor may provide a link for substantiating
the indications that chronic infections, particularly Chlamydia pneumonia, may enhance the development of atherosclerosis. Although not established, we hypothesize
that platelets may be playing an important role in the early
phase of atherogenesis through their proinflammatory
properties.
We are indepted to Prof. Leif Jørgensen for his review and
suggestions, and we express our gratitude to Dr. K. E. Eilertsen
for designing Figure 2.
Address for reprint requests and other correspondence: B.
Østerud, Dept. of Biochemistry, Institute of Medical Biology,
Faculty of Medicine, University of Tromsø, 9037 Tromsø, Norway (E-mail: [email protected]).
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