Nan
Lu
ab,
Hui Min
Tay
a,
Chayakorn
Petchakup
a,
Linwei
He
a,
Lingyan
Gong
a,
Kay Khine
Maw
a,
Sheng Yuan
Leong
a,
Wan Wei
Lok
a,
Hong Boon
Ong
a,
Ruya
Guo
c,
King Ho Holden
Li
ab and
Han Wei
Hou
*abd
aSchool of Mechanical and Aerospace Engineering, Nanyang Technological University, 50 Nanyang Avenue, Blk N3, Level 2, Room 86 (N3-02c-86), 639798, Singapore. E-mail: hwhou@ntu.edu.sg; Tel: +65 67904950
bHP-NTU Digital Manufacturing Corporate Lab, Nanyang Technological University, 65 Nanyang Drive, Block N3, 637460, Singapore
cKey Laboratory of Agricultural Information Acquisition Technology, Ministry of Agriculture and Rural Affairs, China Agricultural University, Beijing, 100083, China
dLee Kong Chian School of Medicine, Nanyang Technological University, 11 Mandalay Road, Clinical Sciences Building, 308232, Singapore
First published on 19th January 2023
Blood tests are considered as standard clinical procedures to screen for markers of diseases and health conditions. However, the complex cellular background (>99.9% RBCs) and biomolecular composition often pose significant technical challenges for accurate blood analysis. An emerging approach for point-of-care blood diagnostics is utilizing “label-free” microfluidic technologies that rely on intrinsic cell properties for blood fractionation and disease detection without any antibody binding. A growing body of clinical evidence has also reported that cellular dysfunction and their biophysical phenotypes are complementary to standard hematoanalyzer analysis (complete blood count) and can provide a more comprehensive health profiling. In this review, we will summarize recent advances in microfluidic label-free separation of different blood cell components including circulating tumor cells, leukocytes, platelets and nanoscale extracellular vesicles. Label-free single cell analysis of intrinsic cell morphology, spectrochemical properties, dielectric parameters and biophysical characteristics as novel blood-based biomarkers will also be presented. Next, we will highlight research efforts that combine label-free microfluidics with machine learning approaches to enhance detection sensitivity and specificity in clinical studies, as well as innovative microfluidic solutions which are capable of fully integrated and label-free blood cell sorting and analysis. Lastly, we will envisage the current challenges and future outlook of label-free microfluidics platforms for high throughput multi-dimensional blood cell analysis to identify non-traditional circulating biomarkers for clinical diagnostics.
Apart from cellular components, there is increasing interest in studying cell-derived extracellular vesicles (EVs) and their roles in cell–cell communication and disease pathophysiology.20 Circulating EVs (exosomes and microvesicles) in blood often contain disease-specific information from their host cells, making them ideal biomarkers for non-invasive liquid biopsy21 in inflammation and injury,22–24 diabetes,21 CVD,25 cancer26 and COVID-19.27 Recent technological advances have also demonstrated EV-based diagnosis for cancer,28–30 Alzheimer's disease31 and Parkinson's disease32 with superior detection sensitivity to conventional testing methods. Due to their nanoscale sizes (∼50 nm–1 μm),33 EV isolation remains a major bottleneck and researchers are actively developing novel tools and assays to study EV biology and improve their clinical adoption.
While blood possesses numerous cell types and components which makes it a rich source of biomarkers, these cells and components can in turn increase the complexity of analysis as the high content of cellular components (∼50% v/v) and RBC abundance (>99% of all cells) pose significant technical challenges for many blood tests and diagnostics. For example, the scarcity of circulating tumor cells (CTCs) in blood (1–100 CTCs among billions of RBCs)34,35 is a major bottleneck for CTC isolation and detection. This is further aggravated by pre-treatment steps such as centrifugation and RBC lysis which could cause cell loss.36 Conventional sample preparation steps (e.g. centrifugation, density gradient centrifugation) are time consuming, laborious and could also cause unnecessary activation of sensitive immune cells,6 platelet activation37 and shear-induced microparticle shedding.38 Other approaches such as immunocapture using antibodies could alter cell function or phenotype which complicates downstream analysis.34 Therefore, fast and efficient blood separation methods are highly sought after to gain deeper insights into their biophysiological functions and empower clinicians with more comprehensive blood analysis. Microfluidics has revolutionized biomedical research with unprecedented sensitivity and efficiency by enabling small blood volume handling and precise control of the cell microenvironment. In particular, label-free microfluidic approaches which utilize intrinsic cell properties for cell separation and detection (without using antibodies) are extremely attractive for low-cost and rapid diagnostics. Recently, a plethora of technologies have been reported for label-free blood cell sorting based on cell size, shape, density and deformability. As these cellular biophysical properties are commonly linked to cell biology and pathology,39 they can be further exploited for label-free cell phenotyping to identify cell diseases and cellular states40 including lymphocyte activation,41 sepsis,42 diabetes43 and renal diseases.44
While several reviews have been published on microfluidic cell-sorting techniques,45,46 and single cell analysis,47–49 in this review, we aim to provide a comprehensive overview on recent microfluidics technologies (selecting publications after 2015) for label-free blood cell separation and detection. We will first focus on various blood fractionation techniques for microscale (WBCs, platelets) and nanoscale (EVs) blood components (Fig. 1). We will next summarize the applications of single cell analysis for label-free detection (optical, mechanical and electrical) of cellular properties as novel blood-based biomarkers in diseases (Fig. 8). Thirdly, we will discuss machine learning approaches used for multi-parametric cell profiling, and showcase integrated microfluidic platforms that achieve complete label-free blood cell sorting and analysis. Lastly, we will offer our perspectives on the challenges and future directions of microfluidic-based label-free blood diagnostics.
Principles | Sample type | Throughput | Efficiency/recovery | Purity/sensitivity/enrichment | Ref. |
---|---|---|---|---|---|
Filtration | Spiked blood | 10 mL h−1 | >90% recovery | N.A. | 63 |
Diluted blood | 10 mL h−1 | 77.7% efficiency | 17.44% purity | 64 | |
Whole blood | 2.5 mL h−1 | 99% efficiency | N.A. | 65 | |
Spiked blood | 1 mL h−1 | 95% efficiency | 99% purity | 69 | |
Whole blood | 37.5 μL min−1 | 72.1% recovery | 15.1% purity | 236 | |
232-Fold enrichment | |||||
Diluted blood | 40 μL min−1 | N.A. | 78 ± 14% purity | 237 | |
Diluted blood | 1 mL min−1 | ∼94% efficiency | ∼4000-Fold enrichment | 70 | |
DLD | Whole blood | 0.5 mL h−1 | ∼91.8% recovery for large CTC clusters | N.A. | 79 |
∼48% recovery for small CTC clusters | |||||
Whole blood | 10 μL min−1 | ∼80% recovery | N.A. | 81 | |
Whole blood | 10000 cells per s | N.A. | 0.91 sensitivity | 83 | |
Spiked RBC | 110 s 100 mL−1 | 95% recovery | N.A. | 86 | |
Inertial microfluidics | Whole blood | 720 μL min−1 | 88.1% efficiency | N.A. | 95 |
Whole blood | 0.4 mL min−1 | >80% efficiency | N.A. | 93 | |
Whole blood | 80 mL h−1 | 90% recovery | N.A. | 238 | |
Viscoelastic focusing | Whole blood | 200 μL min−1 | 67% recovery | N.A. | 100 |
Whole blood | 12 μL min−1 | 98% efficiency | N.A. | 101 | |
Whole blood | 30 μL h−1 | 76% efficiency | N.A. | 102 | |
DEP | Lysed blood | 0.4 μL min−1 | N.A. | N.A. | 124 |
PBMCs | 35 μL min−1 | 53–70% efficiency | N.A. | 121 | |
Spiked blood | 6 μL h−1 | 100% recovery | 81% purity | 122 | |
PBMC | 4–7 μL h−1 | N.A. | N.A. | 123 | |
Acoustophoresis | Diluted blood | 1.0 μL min−1 | N.A. | 2500-Fold enrichment | 108 |
Spiked phosphate buffer solution | 0.3 μL min−1 | 90% ± 2.4% efficiency | N.A. | 109 | |
Lysed blood | 6 mL h−1 | 91.8 ± 1.0% efficiency for breast CTCs | 20-Fold enrichment for breast CTCs | 110 | |
84.1 ± 2.1% efficiency for prostate CTCs | 20-Fold enrichment for prostate CTCs | ||||
Lysed blood | 2.5 mL h−1 | 87% recovery | 0.11% purity | 111 | |
162-Fold enrichment | |||||
Lysed blood | 100 μL min−1 | 85.0% efficiency for prostate CTCs | 53 ± 27-fold enrichment for prostate CTCs | 112 | |
89.8% efficiency for breast CTCs | 84 ± 30-fold enrichment for prostate CTCs | ||||
Lysed blood | 7.5 mL h−1 | 86% efficiency | N.A. | 239 | |
Others | Diluted blood | 3 mL min−1 | 96.6% efficiency | N.A. | 133 |
Whole blood | 0.5–5 μL min−1 | >80% efficiency | 12-Fold enrichment | 5 | |
Whole blood | 3 mL min−1 | 95.9 ± 3.1% recovery | N.A. | 152 | |
Whole blood | 6.75 mL h−1 | 89.8% efficiency | N.A. | 134 | |
Diluted blood | 800 μL min−1 | 83% efficiency | N.A. | 174 | |
WBCs | 1.2 mL h−1 | 82.2% efficiency | N.A. | 145 |
Principles | Sample type | Throughput | Efficiency/recovery | Purity/sensitivity/enrichment | Ref. |
---|---|---|---|---|---|
Filtration | Whole blood | 1 mL min−1 | >80% recovery | N.A. | 71 |
Whole blood | 600 nL min−1 | 97% recovery | ∼70% purity | 66 | |
60-Fold enrichment | |||||
Whole blood | 100 ± 30 mL min−1 | 30% efficiency | N.A. | 72 | |
DLD | Spiked blood | DLD1: 100–600 μL min−1 | DLD1: 50% recovery | N.A. | 84 |
DLD2: 7–50 μL min−1 | DLD2: 25% recovery | ||||
DEP | 1000× diluted plasma | 2 μL, 2 min | N.A. | N.A. | 127 |
Whole blood | 10 μL min−1 | ∼78% efficiency | N.A. | 125 | |
20× diluted blood | 18 μL h−1 | 97% efficiency | N.A. | 126 | |
Viscoelastic focusing | Whole blood | 10–32 μL min−1 | N.A. | N.A. | 103 |
Acoustophoresis | Undiluted whole blood | 20 mL min−1 | 87.3% efficiency | 82.9% purity | 240 |
Whole blood | 1.5 μL min−1 | 86% efficiency | 7.7-Fold enrichment | 114 | |
Undiluted whole blood | 10 mL min−1 | >85% efficiency | N.A. | 241 | |
Diluted whole blood | 80 μL min−1 | 90% efficiency | 103-Fold enrichment | 242 | |
Culture media | 5 mL min−1 | N.A. | N.A. | 116 | |
Others | Whole blood | 0.66 μL min−1 | N.A. | 99.9% purity | 142 |
Whole blood | 1.5 min for plasma, 15 min for buffy coat | N.A. | 100% purity | 141 |
Principles | Sample type | Throughput | Efficiency/recovery | Purity/sensitivity/enrichment | Ref. |
---|---|---|---|---|---|
Filtration | Diluted plasma | 50 μL min−1 | >97% efficiency | N.A. | 75 |
>80% recovery | |||||
Undiluted serum | 90 μL min−1 | N.A. | N.A. | 73 | |
Plasma | 5–10 μL min−1 | N.A. | N.A. | 74 | |
DLD | Serum | 900 μL h−1 | ∼70% recovery | 2.6–3.0-Fold enrichment | 77 |
Inertial microfluidics | Whole blood | 80 μL min−1 | ∼15% efficiency | N.A. | 97 |
Viscoelastic focusing | Adenocarcinoma human alveolar | 200 μL h−1 | >80% recovery | >90% purity | 99 |
Basal epithelial cells | |||||
DEP | Culture media | 1.5 μL min−1 | 81% recovery | 95% purity | 130 |
Plasma | 3–5 μL min−1 | N.A. | N.A. | 128 | |
Acoustophoresis | Plasma | 0.5 μL min−1 | N.A. | N.A. | 243 |
Undiluted whole blood | 4 μL min−1 | 82.4% efficiency | 98.4% purity | 244 |
Membrane filtration generally uses commercial membranes with through holes to trap or isolate larger cells. Kang et al.64 improved the membrane with unique tapered-slits to increase the sample throughput for CTC isolation (Fig. 2A). This tapered-slit filter fabricated with a photosensitive polymer was connected to a syringe to achieve a high CTC capture rate of 77.7% and viability of 80.6%. Besides single CTC isolation, Sarioglu et al.65 developed a cluster-chip based on pillar filtration to isolate CTC clusters from whole blood directly (Fig. 2B). A set of triangular pillars were designed to capture CTC clusters which successfully identified CTC clusters in 30–40% of patients with metastatic breast or prostate cancer or with melanoma. Another pillar-based device was used for continuous separation of platelets from whole blood in a radial sample flow direction (Fig. 2C).66 The multiple radial parallel paths and self-generating cross flow greatly minimize clogging to achieve a ∼60× platelet enrichment.
Fig. 2 Microfluidic filtration cell sorting. (A) CTC isolation using a tapered-slit filter fabricated with a photosensitive polymer device. Reproduced from ref. 64 with permission from Ivyspring International Publisher. (B) Schematic of the cluster-chip with triangular pillars for CTC cluster isolation. Reproduced from ref. 65 with permission from Springer Nature. (C) High throughput radial pillar device for platelet enrichment. (a) Microscope image of the device; (b) magnified image of a sector of the device shows the varying sizes of the pillars and the pillar gaps in each of the three zones; (c) schematic of the experimental set-up for platelet enrichment from whole blood; (d) schematic of the radial, and the cross flows. Reproduced from ref. 66 with permission from Springer Science + Business Media. (D) Microfluidic tangential flow filtration, or cross-flow filtration device for exosome isolation and purification. Reproduced from ref. 75 with permission from Elsevier. (E) Microfluidic cross-flow device for bacteria separation from diluted whole blood. Reproduced from ref. 72 with permission from Elsevier. (F) Schematic of the numbering-up chip for direct leukocyte and erythrocyte separation. (a) A separation unit for particle sorting and particle behaviors at a branch point; (b) a square, integrated structure composed of 4 separation units; (c) four arranged structures shown in image (b) connected to a symmetrically branched inlet distribution channel. Reproduced from ref. 70 with permission from the Royal Society of Chemistry. |
Another form of filtration is tangential flow filtration, also commonly known as cross-flow filtration. In this approach, the sample will flow close and parallel (“pinched”) to the filtration structure using an additional sheath flow, while a pressure gradient is established to promote cells passing through small gaps perpendicular to the flow direction. Han et al.75 fabricated a microfluidic chip by bonding two polymethyl methacrylate (PMMA) layers with a nanoporous membrane to isolate and purify exosomes from human blood with a higher recovery rate (>80%) (Fig. 2D). Raub et al.72 designed a microfluidic device using cross-flow filtration for separation of bacteria from blood cells (Fig. 2E). This chip could remove 97–98% of RBCs and retain 30% of bacteria from undiluted whole blood with a higher relative bacterial abundance of 8200%. A new hydrodynamic filtration multiplexed method was reported to separate leukocytes from diluted blood samples at an ultra-high throughput of 15 mL min−1 and a leukocyte recovery ratio of ∼94% (Fig. 2F).70
Fig. 3 Deterministic lateral displacement (DLD). (A) Schematic representation of a cascaded DLD array device for isolation of large and small CTCs clusters. Reproduced from ref. 79 with permission from Nature Research. (B) An integrated continuous-flow microfluidic assay to separate leukocytes from lysed blood solution and resuspension in clean substrate solution for subsequent droplet encapsulation. Reproduced from ref. 81 with permission from the American Chemical Society. (C) Unconventional L- and inverse-L shaped pillar arrays for sorting and biophysical measurement of immune cell population from whole blood directly. Reproduced from ref. 83 with permission from Wiley. (D) Capillary-driven based DLD platform to isolate MCF-7 from RBCs. Reproduced from ref. 86 with permission from Royal Society of Chemistry. (E) A two-stage cascaded DLD platform for isolating E. coli from whole blood. Reproduced from ref. 84 with permission from Nature Research. (F) NanoDLD arrays on a silicon–glass microfluidic chip to separate EVs from serum samples. Reproduced from ref. 77 with permission from the Royal Society of Chemistry. |
To improve portability, a capillary paper pump-based DLD method was recently reported to isolate MCF-7 breast cancer cells (>90% viability) from RBCs (Fig. 3D).86 The capillary pumps rely on a negative pressure imposed by the downstream capillary action to initiate fluid flow over a prewetted or hydrophilic DLD array surface. Finally, researchers have also successfully scaled down the DLD cell sorting technique for smaller (sub-micron) bacteria and EV isolation.77,84 One study highlighted E. coli isolation from whole blood using a two-stage cascaded DLD approach to achieve a recovery yield of 25–50% (Fig. 3E).84 Smith et al. also reported a microfluidic silicon–glass nanoDLD array to selectively enrich large EVs from serum using a pillar gap distance of 225 nm. This resulted in the highest yield of ∼50% with a significantly shorter processing time (60 min) as compared to ultracentrifugation (Fig. 3F).77 While DLD is a highly versatile size-based blood separation technique, it should be noted that the sorting performance can be influenced by other factors including particle shape and deformability, and the presence of cell aggregates.76 Clogging issues and non-specific cell binding must be minimized during blood processing which can otherwise directly impact cell movements within the pillar array.
Abdulla et al. reported a zigzag microchannel for label-free separation of CTCs from whole blood.93 The zigzag structure was used to promote size-based particle migration and help stabilize the focused particles and larger CTCs (>10 μm) to the channel center (Fig. 4A). Zhou et al. used a multi-flow straight microfluidic device to demonstrate the separation of CTCs directly from whole blood (Fig. 4B). Using a 2-inlet system, the larger CTCs migrated to the channel center into a clean buffer flow with a high purity (>87%) and recovery (>93%) rate.94 Spiral inertial microfluidics is another popular cell sorting design due to its larger channel dimensions which minimizes clogging issues during blood processing. Zhu et al. reported a novel inertial microfluidic (IM) cube which was integrated with four subunits of spiral channels and stacked in multiple layers to extract WBCs from 1.3 mL of whole blood within 2 min.95 The design is based on passive secondary flow mixing and inertial sorting to achieve complete RBC lysis and a white blood cell extraction efficiency of 88.1%.
Fig. 4 Inertial microfluidics and viscoelastic focusing for blood separation. (A) Illustration of cell distribution positions and force analysis in a zigzag structured with a straight expansion channel based inertial microfluidic chip. Reproduced from ref. 93 with permission from the American Chemical Society. (B) Size-based differential migration of cells towards buffer flow in the middle of the main channel. Reproduced from ref. 94 with permission from Springer Nature. (C) Images of a spiral shaped single and multiplexed ExoDFF device for isolation of circulating EVs. Reproduced from ref. 97 with permission from the Royal Society of Chemistry. (D) Schematic illustration of platelet-derived micro-particle (PDMP) separation in a straight microfluidic device using viscoelastic non-Newtonian fluid. Reproduced from ref. 100 with permission from Wiley. (E) Schematic representation of red blood cell and bacteria sorting in a cascaded contraction–expansion microchannels. Reproduced from ref. 101 with permission from Elsevier. (F) Illustration of particle migration at the U-turn zigzag channel. Reproduced from ref. 103 with permission from Wiley. |
A major bottleneck in inertial microfluidics is the inability to separate small particles as they experience insufficient inertial forces, or require excessively long channel lengths to migrate to their equilibrium positions (large pressure drop). To address this issue, Tay et al. reported a novel transient (non-equilibrium) cell focusing method in spiral channels based on subtle differences in the particle innermost distance (Dinner) from the channel inner wall to separate sub-micron bacteria and nanoparticles.96 This was subsequently adapted to isolate EVs from whole blood directly (ExoDFF) and multiplexed to process 5 mL of whole blood within an hour with the same EV separation performance (Fig. 4C).97
Recently, a sheathless focusing device using viscoelastic fluid was reported to isolate platelet-derived micro-particles (PDMPs ∼ 0.3–2 μm) from RBCs with a 4.8-fold increase in yield as compared to the centrifugation within 2 min (Fig. 4D).100 Similarly, Bilican et al. also developed a cascaded expanding-contracting straight microchannel for sheathless separation of Enterococcus faecalis (∼0.5–2 μm) in viscoelastic fluid with 98% separation efficiency (Fig. 4E).101 As single inlet devices are simple to operate, there are several other interesting sheathless cell sorting devices using viscoelastic focusing to achieve undiluted whole blood separation,102 integration with positive magnetophoresis (Fig. 4F),103 and a scaled-up double spiral design.104
Although both inertial and viscoelastic focusing microfluidic technologies are useful for separating nano to microscale particles from blood, there are still challenges to improve the separation dynamic range in a single chip for complete blood fractionation. The use of viscoelastic or polymer solution can enhance cell focusing but may affect downstream analysis (e.g. mass spectrometry) with additional chemical components or rare cell isolation. Future studies are warranted to investigate cell biocompatibility and functionalities after prolonged exposures (∼days). More details on viscoelastic microfluidic mechanisms and applications can be found in a review by Papautsky et al.105
Using a hybrid platform, Zhou et al. combined passive (inertia sorting) and active (acoustic sorting) methods to isolate CTCs from 10× diluted whole blood (Fig. 5A).108 The first section consists of a reverse ‘S’-curved microchannel design to deplete RBCs while focusing the larger CTCs to the acoustic sorter to sort fluorescence-labelled MCF-7 cells. In another work, Wang et al. utilized a pair of IDTs to generate standing SAWs (SSAW) to focus CTCs and RBCs on a single pressure node at the channel centre. Next, larger particles (>5 μm) would be deflected laterally due to the larger acoustic radiation induced by travelling pulsed SAWs (TSAW).109 The authors applied this to sort U87 glioma cells from the RBCs without the need for sample dilution (Fig. 5B). Similar CTC acoustic sorting devices were also reported by other groups with improved throughput110,111 or combined with negative selection of WBCs.112
Fig. 5 Acoustofluidics based blood fractionation. (A) CTC isolation and enrichment using a hybrid (inertia and acoustic) microfluidic sorting device. Reproduced from ref. 108 with permission from the Royal Society of Chemistry. (B) Tumour cells isolated by a multi-stage surface acoustic wave (SAW) device. Reproduced from ref. 109 with permission from Elsevier. (C) Platelet isolation using a PMMA plastic-based device. Reproduced from ref. 113 with permission from the Royal Society of Chemistry. (D) Clinical-scale automated isolation of bacteria. Reproduced from ref. 115 with permission from Nature Research. (E) Exosome isolation by taSSAW (tilted-angle standing SAW) using a dual-stage acoustofluidic device. Reproduced from ref. 117 with permission from United States National Academy of Sciences. |
Key advantages of acoustofluidic platforms include the tunability of the acoustics field strength for smaller particles and scalability for large sample volume processing. For example, Gu et al. isolated platelets (2–3 μm) using a PMMA disposable device which is suitable for rapid fabrication and clinical use (Fig. 5C).113 By producing a pressure node near the top layer with a quarter-wavelength resonator, blood cells were deflected vertically to the top layer to achieve a platelet recovery rate of 87.3% at an ultra-high throughput of 20 mL min−1. Another scaled up platelet separation device fabricated by the lithography method was reported using SSAW.114 Besides platelets, bacterial separation (>90% recovery) from whole blood is also reported based on bulk acoustophoresis (Fig. 5D).115 Another work was reported by Devendran et al. to separate bacteria at 5 mL min−1 by utilizing diffractive-acoustic SAW (DASAW) to focus particles along a 90-degree angled serpentine channel with only a single travelling wave.116
For sub-micron particles, Wu et al. developed a dual-modular acoustofluidic platform with a microscale cell-removal module followed by an nanoscale exosome isolation module.117 Both sections use tilted-angle standing SAW (taSSAW) fields to filter out blood components larger than 1 μm (>99.9% blood cell removal) in the first stage, and a higher frequency of 40 MHz to separate EVs and apoptotic bodies with a purity rate of 98.4% at the 2nd stage (Fig. 5E). Taken together, acoustics-based sorters are scalable, versatile and have excellent sorting performances. Due to frequent bubble formation and high setup costs, future work will focus on improving the device robustness and their translation for clinical use.
For DEP-based cell sorting, it is often combined with flow fractionation to take advantage of the parabolic velocity profile and laminar flow in microchannels. The ApoStream® system is a commercial product that separates CTCs from peripheral blood mononuclear cells (PBMCs) using DEP-based flow fractionation (Fig. 6A).121 Briefly, CTCs introduced at the channel bottom experienced stronger DEP forces towards the bottom outlet while smaller PBMCs are repelled vertically to the channel center (faster flow) and eluted as waste. Similarly, Alazzam et al. applied lateral DEP to separate MDA-MB-231 cancer cells from blood cells with 100% recovery and 81% purity (Fig. 6B) using a low conductivity sucrose–dextrose medium.122 To enhance CTC sorting, Dudaie et al. integrated DEP with image-based CTC discrimination using interferometric phase microscopy to achieve 98% classification success and 69% sorting accuracy.123 Besides sorting, DEP can also be applied for leukocyte activation profiling in a sepsis murine model since activated leukocytes are larger in size and thus experience stronger DEP forces to deflect to different channel positions.124
Fig. 6 Dielectrophoresis (DEP) based blood fractionation. (A) ApoStream® system for separating CTCs from peripheral blood mononuclear cells (PBMCs) under continuous flow. Reproduced from ref. 121 with permission from Public Library of Science. (B) Continuous sorting of human breast cancer cells from blood cells in low conductivity sucrose–dextrose medium. Reproduced from ref. 122 with permission from Wiley. (C) Combined microdialysis and DEP for bacterial isolation from blood. Reproduced from ref. 125 with permission from the Royal Society of Chemistry. (D) Rapid exosome isolation from whole blood using an alternating current electrokinetic (ACE) microarray. Reproduced from ref. 128 with permission from the American Chemical Society. (E) Continuous cell-free plasma extraction from undiluted blood. Reproduced from ref. 131 with permission from Wiley. |
Instead of DEP-induced particle lateral deflection under continuous flow, smaller bacteria and exosomes can be attracted and trapped at the electrodes by DEP forces to facilitate detection. D'Amico et al. combined microdialysis and dielectrophoresis to deplete permeabilized red blood cells before trapping bacteria on electrodes to achieve ∼79% separation efficiency using spiked blood samples (103–105 CFU mL−1) (Fig. 6C).125 Numerous DEP studies also reported higher bacteria separation efficiency126 or detection limit127 using diluted blood or plasma. For exosome isolation, Ibsen et al. reported a rapid EV isolation using an alternating current electrokinetic (ACE) microarray from 50 μL of undiluted blood, followed by on-chip immunofluorescence detection of EV proteins within 30 min (Fig. 6D).128 It was further used to distinguish pancreatic ductal adenocarcinoma patients from healthy subjects with 99% sensitivity and 82% specificity.129 Submicron particle separation was also demonstrated using combined DEP with acoustophoresis to separate exosomes (<200 nm) from microvesicles (>300 nm) in culture media with 95% purity and 81% recovery.130 Yang et al. reported a microfluidic DEP device for direct plasma extraction from undiluted blood which can be automated to replace conventional centrifugation (Fig. 6E).131
Overall, DEP is a tunable blood fractionation method and can complement passive size-based sorting methods to fractionate cells of similar sizes but different electrical properties. However, issues including Joule heating, limited throughput, and the need for a low conductivity buffer need to be addressed to facilitate the translation of DEP technologies for clinical testing.132
Fig. 7 Other label-free fractionation methods. (A) Isolation of WBCs from a drop of blood using the biomimetic cell margination effect. Reproduced from ref. 5 with permission from Wiley. (B) Non-equilibrium inertial separation array (NISA) for isolation of WBCs from whole blood by passive inertial lift forces exerted by an island array. Reproduced from ref. 133 with permission from Nature Research. (C) Shear-induced diffusion (SID) used to separate 18.7 μm fluorescent particles (green) from 2× diluted whole blood (red). (i) Overlapped pseudocolored images indicating a high-efficiency separation; (ii) corresponding intensity profiles across the dashed lines in part (i). Reproduced from ref. 134 with permission from Springer Nature. (D) High Throughput Vortex Chip (Vortex HT) that traps larger cells in microvortices developed in reservoirs, while allowing smaller cells to pass through to achieve separation. Reproduced from ref. 137 with permission from Impact Journals. (E) Lab-on-a-disc system equipped with fluid-assisted separation technology (FAST) for CTC isolation from whole blood. Reproduced from ref. 152 with permission from the American Chemical Society. (F) Microfluidic device using a combination of capillary flow, differential wetting and sedimentation effects for the separation of plasma. Reproduced from ref. 142 with permission from Nature Research. (G) Negative magnetophoresis separation of cancer cells using ferrofluid. Reproduced from ref. 145 with permission from Royal Society of Chemistry. |
Another interesting label-free blood separation technique is shear-induced diffusion (SID), used for isolating CTCs94,134 and leukocytes135 from whole blood. The set-up involves a sandwiched buffer solution co-flowed with two sample streams, where target cells migrate from the side into the cell-free central stream under the influence of shear-induced diffusion and inertial forces. While the underlying mechanism of SID has yet to be fully elucidated,135 larger cells (WBCs, CTCs) in the blood samples are observed to migrate into the buffer stream faster than smaller cells (RBCs) due to size-dependency of SID and inertial forces.134 This size-based migration and focusing has also been attributed to the downstream velocity of particles,135 which scales inversely with particle size. Using this strategy, Zhou et al. demonstrated the separation of beads (18.7 μm) and HepG2 cancer cells from whole blood at a high throughput of 6.75 mL h−1 (106–107 cells per s) and an efficiency of 89.8% (Fig. 7C).134 As a proof-of-concept, the authors also applied SID for the isolation of CTCs from hepatocarcinoma subjects. While they were able to detect one CTC from 1 mL of blood via immunostaining, the purity of the sorted samples was affected by large WBCs. A low shear rate at the flow interface must be carefully maintained to minimize RBC diffusion.136 Nevertheless, the ability of SID to process highly concentrated samples and achieve higher throughput than typical inertial microfluidics shows great potential as a label-free cell isolation method. For CTC isolation, several studies have reported the use of microvortices to trap CTCs by designing a series of narrow channels with expanded reservoirs.137–140 Rapid flow in the narrow channel generates inertial forces to trap larger cells into the vortices in the reservoirs while smaller cells are allowed to pass through. After separation, the trapped CTCs can be “released” from the reservoirs using a slower flow rate and eluted into a small volume for off-chip processing. Using this phenomenon, Che et al. developed and clinically validated a high throughput vortex chip for size-based CTC enrichment with a capture efficiency of 83% at a throughput of 800 μL min−1 of whole blood (Fig. 7D).137 In a study by Dhar et al., they integrated vortex trapping of CTCs with single-cell encapsulation in a single platform termed SPEC (size-based purification and encapsulation of cells) by using the reservoirs as mini reaction chambers for the downstream study of rare cell secretion at the single-cell level.138
Using a different strategy, Kim et al. reported a lab-on-a-disc platform with an integrated fluid-assisted separation technology (FAST) to selectively capture CTCs on the polyethylene membrane filter (8 μm pore size) based on centrifugal effects. The novelty of this technique is the addition of a stably-held liquid throughout the size-based CTC isolation process, which reduced clogging and increased the recovery rate significantly from 54.0 ± 21.0% to 95.9 ± 3.1% (Fig. 7E). Another interesting work based on centrifugal force is the development of an ultra low-cost (<20 cents), human-powered paper centrifuge inspired by a whirligig toy, aptly termed ‘paperfuge’.141 A high rotational speed of 125000 r.p.m. (∼30000 g) was reported which can separate plasma from whole blood in <1.5 min when blood-filled capillary tubes are mounted on the discs. By modifying channel surface properties, Maria et al. proposed a capillary flow-driven, double layered PDMS device with a wettability gradient for plasma extraction (Fig. 7F).142 As blood enters the bottom microchannel via capillary action and moves up the vertical well, the hydrophobic region enhances plasma separation by exploiting the velocity differences between plasma and cells. Combined with sedimentation effects, 2 μL of plasma was extracted from <10 μL whole blood in 15 min for blood glucose measurements.
Lastly, while magnetic isolation is typically affinity-based using antibodies, an interesting label-free approach is negative magnetophoresis using ferrofluids.143–146 Ferrofluids are stable colloid suspensions of ferromagnetic nanoparticles such as magnetite or maghemite147 dispersed in a non-magnetic carrier fluid such as water or organic solvent.148 Cells and particles suspended in ferrofluids behave as “magnetic voids”149 which are deflected to distinct size-based flow trajectories when an external magnetic field is applied to attract magnetic nanoparticles.145,150 As most commercial ferrofluids are not biocompatible,143 careful selection of the ferrofluid material, pH and surfactant is crucial for cell manipulation.147 Zhao et al.145 developed a biocompatible approach using a ferrofluid to isolate cancer cells at low concentrations (∼100 cells per mL) from WBCs at a throughput of 1.2 mL h−1 and an average efficiency of 82.2% (Fig. 7G). A custom-made biocompatible ferrofluid flow is flanked by two buffer streams, and the blood sample is introduced through one of the buffer inlets. An external magnetic force pushes the target cancer cells into the opposite buffer flow, thereby minimizing the residency time in the ferrofluid stream and increasing the cell viability (94.4 ± 1.3%) when tested with 7 cancer cell lines. It should be noted that the adoption of ferrofluids for cell separation is limited by hindrance in optical imaging due to light diffraction of ferrofluids.148,151 Hence, the nanoscopic properties of ferrofluids have to be further optimized to develop new bio-applications.
Method | Sample type | Key results | Ref. |
---|---|---|---|
Optical properties | |||
Digital holographic microscopy | Plasma | Discriminate healthy and pathological samples; classify leukemias | 159 |
QPI (quantitative phase imaging) flow cytometry | Culture medium | Ultra high-throughput (>10000 leukemic cells per s); flow (2.3 m s−1) | 245 |
Fluorescence lifetime imaging microscopy (FLIM) | Diluted whole blood | Combination of single-cell trapping array separation with real-time FLIM imaging of leukemia cells | 163 |
Light-scattering | Culture medium | Distinguish and count CD4+ and CD8+ cells (∼79% accuracy) | 155 |
Stimulated Raman scattering | Culture medium | Discriminate non-differentiated and differentiated 3T3-L1 cells | 168 |
Stimulated Raman scattering | Whole blood cells, PBMCs, Jurkat cells, HT29 cells | Characterization and classification of cancer cells in blood (∼140 cells per s) | 169 |
Optical diffraction tomography | Culture medium | Identification of individual lymphocytes (B, CD4+ T, CD8+ T cells) by 3D-RI tomograms | 160 |
Interferometric plasmonic microscopy | Culture medium | Imaging, sizing, tracking single exosomes | 161 |
Electrical properties | |||
Impedance cytometry (multi-frequency) | Diluted whole blood | Accurate classification and quantification of 3 subtypes of leukocytes | 190 |
Impedance cytometry (multi-frequency) | Whole blood | Label-free discrimination of platelets, erythrocytes, monocytes, granulocytes and lymphocytes (∼3000000 cells in 45 min) | 193 |
Impedance cytometry (single-frequency) | Whole blood (RBCs and PBMCs) | Distinguish 1) normal RBCs and GA treated RBCs; and 2) lymphocytes and monocytes (throughput: 20 μL h−1) | 194 |
Impedance cytometry (multi-shell model) | Malaria culture | Plasmodium falciparum infection characterisation based on membrane capacitance and cytoplasmic conductivity derived from impedance signal | 195 |
Impedance spectroscopy | Whole blood | Isolation of CTCs and WBCs from whole blood, and classification of CTCs and WBCs | 197 |
Impedance spectroscopy | Whole blood | Distinguish sickle red blood cells and normal cells from whole blood using microfluidic chip with oxygen control | 199 |
Mechanical properties | |||
Optical quantify cell circularity | Blood cells/differentiated blood cells | Plotted mechanical phenotypes for different types of blood cells | 171 |
Showed mechanical properties sensitivity to cytoskeleton change | |||
Optical quantify cell geometry | Diluted whole blood | Enriched CTCs from whole blood and performed cell mechano-phenotyping on the same device | 174 |
Optical quantify cell geometrical change during deformation | HL-60 | Measured cell Young's modulus and fluidity | 177 |
Electrical quantify cell geometry change | WBCs/HL-60 | Used electrical signatures to represent cell geometry and quantified cell geometrical change in a label-free and optics-free setup | 178 |
Electrical quantify cell transit time | CTCs | Used electrical signals to represented cell transition time in constriction channel and characterized cell mechanical properties with transition time | 182 |
Fig. 9 Label free cell detection based on optical properties. (A) Microfluidic cell presentation and five-part DIFF of leukocytes. Reproduced from ref. 159 with permission from Wiley. (B) Multi-contrast single-cell images captured in the multi-ATOM flow cytometer. Reproduced from ref. 162 with permission from Wiley. (C) Isolation and identification of single leukemia cells from blood based on single-cell trapping and phaser-FLIM imaging. Reproduced from ref. 163 with permission from the Royal Society of Chemistry. (D) Identification of CD4+ and CD8+ T-lymphocytes using light scattering and machine learning. Reproduced from ref. 155 with permission from the Royal Society of Chemistry. (E) Multiplexed stimulated Raman scattering process and SRS spectra of two cell populations. Reproduced from ref. 168 with permission from Optica Publishing Group. (F) SRS images of whole blood cells, PBMCs, Jurkat cells, and HT29 cells. Classification of cancer cells in blood using the t-SNE plot. Reproduced from ref. 169 with permission from the National Academy of Sciences. (G) Identification of individual lymphocytes using optical diffraction tomography. Reproduced from ref. 160 with permission from Nature Research. (H) iPM system for single exosome detection based on interferometric scattering. Images of a 100 nm silica nanoparticle without (left) and with (right) an image-reconstruction process (scale bar: 300 nm). Reproduced from ref. 161 with permission from United States National Academy of Sciences. |
Raman spectroscopy (also commonly termed as Raman flow cytometry) is another powerful optical-based technology which directly probes characteristic intracellular molecular vibrations by measuring the inelastic scattering of incident photons.164 This is particularly useful to measure metabolites or biomolecules (e.g. unsaturated fatty acids, carotenoids and polysaccharides) in live cells which are difficult to detect using fluorescent labelling methods. While spontaneous Raman scattering limits the detection throughput, newer alternatives such as stimulated Raman scattering (SRS) and coherent anti-Stokes Raman scattering (CARS) significantly improve light–sample interaction for high throughput chemical fingerprinting of flowing cells165,166 or Raman-activated cell sorting.167 Zhang et al. reported a multiplexed SRS flow cytometry platform based on broadband laser excitation and multiplex spectral detection.168 The system can measure the chemical contents of single particles at high throughput (200000 spectra per s and 11000 particles per s) and help discriminate non-differentiated and differentiated 3T3-L1 cells by quantification of different chemical compositions accumulated in single cells (Fig. 9E). A more recent study reported label-free multi-colour SRS microscopy of fast-flowing cells on a 3D acoustic focusing microfluidic device to study cell metabolic heterogeneity in microalgae, blood cells and cancer cells.169 The setup was based on a fast pulse pair-resolved wavelength-switchable Stokes laser and a galvanometric scanner, achieving a high flow speed of 2 cm s−1 and a high image acquisition speed of 24k lines per s for 4-color SRS signal acquisition. With the help of machine learning to analyse large cell populations (∼10000 cells), the authors demonstrated high-precision characterization and classification of cancer cells in blood at an unprecedented throughput of ∼140 cells per s (Fig. 9F).
Four biophysical properties including cell dimension, nucleus-to-cytosol ratio, refractive index of the nucleus and cytosol for each cell were converted from the light-scattering profile and combined with machine learning for automatic counting and characterization of CD4+ versus CD8+ with 79% accuracy. In another work, Yoon et al. used 3D refractive index (RI) tomography to identify lymphocyte cell types based on quantitative morphological and biochemical properties of individual lymphocytes (Fig. 9G).160 The novelty of this work is the combination of RI tomography with machine learning to enable the identification of lymphocyte cell types (B, CD4+ T and CD8+ T cells) with high test accuracy (75.93%).
Besides cell imaging, label-free imaging of single exosomes was reported by Yang et al. using interferometric plasmonic microscopy (iPM).161 This was achieved by monitoring the real-time adsorption of exosomes on a modified Au surface and recording the iPM intensity to determine the size distribution by image reconstruction (Fig. 9H). In summary, label-free optical approaches offer numerous advantages in terms of throughput, information-rich cell images, and easier coupling to machine learning for automated blood analysis. The challenges need to be addressed include the precise focusing of cells, efficient removal of bulk RBCs prior to analysis and high setup cost.
The most direct approach to quantify cell deformability is to image single cell geometrical changes under mechanical stimuli such as shear force,171 hydrodynamic force,172 and electric force.173 Otto et al. reported a real-time deformability cytometry (RT-DC) platform that quantifies cell circularity change under shear force using high-speed imaging (Fig. 10A).171 Cell mechanical phenotypes (cell size, deformability) and their sensitivity to cytoskeleton changes were measured and used as biomarkers to identify PBMCs, RBCs, granulocytes, and platelets from whole blood directly. To analyse rare cell events, Che et al. reported a vortex-mediated deformability cytometry (VDC) platform that performed on-chip circulating tumour cell (CTC) enrichment and deformability assessment directly from whole blood (Fig. 10B).174 Their results showed a better CTC detection rate (93.8%) using the biophysical phenotypes (cell size, deformability) as compared to affinity-based immunofluorescence (71.4%). Besides cell profiling for drug treatment study175 or point-of-care diagnostics,8,176 cell mechanical properties such as Young's modulus and fluidity can also be determined if calibrated with known reference materials. For example, Nyberg et al. applied quantitative deformability cytometry (q-DC) to optically track cell geometrical changes to study cell creeping (Fig. 10C).177 After calibration with agarose gel particles, a power-law rheology (PLR) model was used to represent cell creeping in the constriction channel to extract quantitative information on cell elasticity and fluidity of leukaemia cells (HL-60). To avoid the use of expensive high-speed cameras, researchers have developed impedance-based detection methods to profile cell biophysical properties by quantifying the cell geometrical change,178 or cell creeping process179 in an optics-free and label-free manner. A recent study was reported by Petchakup et al. who defined a novel “electrical deformability index” for single cell electro-mechano-phenotyping (Fig. 10D).178 By measuring electrical signals at different frequencies (0.3 MHz, 1.72 MHz and 12 MHz), multiple biophysical parameters of single cells such as cell size, deformability, membrane opacity and nucleus opacity are simultaneously measured to study neutrophil dysfunction.
Fig. 10 Label free cell detection based on mechanical properties. (A) Real-time deformability cytometry (RT-DC) that optically quantified cell geometrical change under shear force. Reproduced from ref. 171 with permission from Springer Nature. (B) Vortex-mediated deformability cytometry (VDC) that enriched CTCs and hydrodynamically deformed cells on the same device. Reproduced from ref. 174 with permission from the Royal Society of Chemistry. (C) Quantitative deformability cytometry (q-DC) that utilized creeping energy to quantitatively measure cell intrinsic properties. Reproduced from ref. 177 with permission from Cell Press. (D) Impedance deformability cytometry that represented cell deformation with impedance signatures. Reproduced from ref. 178 with permission from Wiley. (E) Impedance-based deformability cytometry that quantified cell transition time in the constriction channel with impedance signatures. Reproduced from ref. 182 with permission from the American Chemical Society. |
Besides quantifying changes in cell shape, another approach to analyse cell deformability is by measuring cell transit time in constriction channels using imaging,180 suspended microchannel resonators (SMRs),181 and impedance readout.182 For example, impedance signals are detected when a cell passes through electrodes at the start and end of the channel to calculate cell transition time (Fig. 10E).182 Clear differences between RBCs and cancer cells (MCF-7 and modified MCF-t (softer)) were observed by comparing the cell impedance magnitude and cell deformability. However, major challenges include clogging issues and the requirement for low working sample concentration to avoid multiple cells entering the constricted channel. For RBC analysis, microfluidics deformability studies are typically performed in batch analysis to determine an average deformability score based on batch deforming pressure,183 relative lateral displacement,184 and filtration gap size.185 In summary, label-free biophysical profiling of WBCs and RBCs is highly promising for low-cost blood phenotyping. Future work will focus on extending the mechanical cellular assessment to small particles such as platelets and EVs.
The impedance magnitude and opacity (ratio of impedance magnitudes at different frequencies) are the most frequently used signatures for cell characterization. Conventional microfluidic impedance cytometers utilize 2D coplanar electrodes for impedance measurement,186,187 but the signal is affected by the vertical position of the particles in the channel. Zhong et al. proposed a high throughput (1000 cells per second) and position-insensitive coplanar electrode-based cytometry platform with a double differential electrode configuration (Fig. 11A). The additional position information provided by this novel electrode configuration contributes to a higher accuracy of cell detection to classify different leukocyte subtypes.190,191 A complicated electrode configuration with two pairs of parallel (top and bottom) electrodes and three additional pairs of co-planar electrodes is also proposed to minimise the effect of particle position on the signal magnitude by reducing the cross current flow into neighbouring detection electrodes.192 This work demonstrated successful classification and numeration of different leukocytes from human blood after erythrocyte lysis. Another strategy is using a 3D parallel electrode configuration to differentiate platelets, erythrocytes, monocytes, granulocytes and lymphocytes in blood by two pairs of top and bottom parallel electrodes (Fig. 11B).193 In addition to impedance-based cell detection, simultaneous capture of cell size and membrane property at single low frequency was reported by Mahesh et al. (Fig. 11C).194 They showed the relationship between the cell membrane capacitance and the ‘double peak’ profile in the out-of-phase signal within low frequencies (beta dispersion regime) to distinguish normal RBCs and glutaraldehyde-treated RBCs based on a single frequency signal measurement.
Fig. 11 Label free cell detection based on electrical properties. (A) Top and bottom parallel electrode configuration for label-free discrimination of platelets, erythrocytes, monocytes, granulocytes and lymphocytes. Reproduced from ref. 190 with permission from Elsevier. (B) Copland electrodes for cell classification using single frequency. Reproduced from ref. 193 with permission from the Royal Society of Chemistry. (C) Microfluidic impedance cytometry for dielectric characterization of Plasmodium falciparum-infected red blood cells. Reproduced from ref. 194 with permission from the Royal Society of Chemistry. (D) Microfluidic impedance spectroscopy device with trapping design for diagnosis of CTCs. Reproduced from ref. 195 with permission from the Royal Society. (E) Impedance microfluidic cytometer with oxygen control for detection of sickle red blood cells. Reproduced from ref. 197 with permission from Wiley. (F) HiEPIC system for blood cell classification. Reproduced from ref. 199 with permission from Elsevier. |
Besides blood profiling, impedance cytometry is also used for blood-based disease detection. For example, malaria-infected RBCs (Plasmodium falciparum) have higher membrane capacitance and cytoplasmic conductivity which would be useful for pre-enrichment of infected RBCs for malaria diagnosis (Fig. 11D).195 Application of impedance cytometry for CTC detection in whole blood has also been reported with integrated CTC trapping (Fig. 11E)196,197 or under continuous flow.198 Liu et al. developed a microfluidic chip allowing oxygen control for the detection of sickle red blood cells (Fig. 11F).199 Interestingly, significant differences in impedance profile were revealed between normal cells and sickle cells under normoxia, and between sickle cells under normoxia and hypoxia.
In summary, impedance-based detection is a promising label-free blood cell analysis technique which does not require expensive high-speed camera imaging. Although the signal is generally dependent on particle position in microchannels, recent advances have achieved higher sensing sensitivity through better electrode configurations and channel structures, as well as developing new signal processing strategies. Future work will focus on improving electrode fabrication and the calibration using reference materials for large-scale clinical testing.
As label-free cell characterization may lack specificity and sensitivity compared to antibody-based detection, multi-parametric analysis of intrinsic cell properties combined with advanced data analysis can potentially improve the assay accuracy. In this section, we will highlight recent work that utilize ML for microfluidics label-free blood cell phenotyping in two broad classifications, namely 1) supervised learning and 2) unsupervised learning (Fig. 12 and Table 5). For more detailed information, the readers are highly encouraged to refer to other excellent reviews for microfluidic applications203–205 and neural networks/deep learning.206,207
Category | Technique | Samples | Features | Applications | Ref. |
---|---|---|---|---|---|
Classification or regression | SVM with RFE | WBC, MCF-7, HL-60 | Features extracted from brightfield images from deformability cytometer | Classification of spiked cancers with WBC with <5% error in classification rate for differently mixed samples | 246 |
Logistic regression | WBC, PLT and PLT aggregate | Morphological features from brightfield image | Classification with specificity of 96.6% | 247 | |
Decision tree | PBMCs, MCF-7 and MDA-MB231 | Cell size, maximum intensity, and mean intensity | Cell classification with AUROC >0.9 for all features | 217 | |
Decision tree, SVM, LDC and k-NN | RBC (discocyte, echinocyte and spherocyte) | Features from DIHM (12D) | Comparison of classification algorithms and decision tree achieved the best accuracy (98.18%) | 248 | |
CNN | WBC, PLT and PLT aggregate | Brightfield image | Classification of PLT aggregate with specificity of 99% and selectivity 82% | 166 | |
N/A | PBMC/THP-1, Kasumi-1 and K-562 | Features extracted from QPI (12D) | Classification with 94% accuracy. AUROC for one-versus-all classification were 0.975/0.920, 0.95 and 0.952 for PBMC, THP-1, K-562 and Kasumi-1, respectively | 249 | |
CNN (autoencoder) | K562, K562/ADM cells and RBC | Brightfield image | Quantification of drug-induced morphological changes and segmentation of RBC and cancer cells from the images with 86% pixel-wise accuracy | 210 | |
CNN | Whole blood cells, PBMCs, Jurkat cells, and HT29 cells | Stimulated Raman scattering images | Classification accuracy of >93% | 250 | |
RNN (LSTM-NN) | RBCs and beads | Impedance signal measured in horizontal and vertical direction | Extraction of diameter velocity and positions of cells | 213 | |
NN | PBMC, small cell lung cancer (NSCLC) | 80 optofluidic features from brightfield and quantitative phase imaging | Detection of spiked NSCLC (H2170) PBMC with 98% accuracy | 219 | |
SVM | WBC, SW480 and SW620 | Optical phased delay features | Classification sensitivity, specificity, and accuracy of 97.8%, 98.9% and 99.6%, respectively | 251 | |
SVM | CD4 and CD8 T-lymphocytes | Features from light scattering profile (size, nucleus-to-cytosol ratio, refractive index of nucleus and cytosol) | Classification with 70.31% and 87.10% for unstimulated and stimulated cells, respectively | 252 | |
NN | Neutrophils, RBCs | Images from RT-FDC | Classification of neutrophils with 95.5% accuracy | 253 | |
CNN | WBC subtypes | Brightfield images from RT-DC | Classification of blood cells and classification of T-cells and B-cells (transfer learning from Nitta et al.166) | 209 | |
SVM | RBC | Features extracted from trained CNN (AlexNET) | Classification of different kinds of anemia (SCD, THAL and HS) | 227 | |
SVM with radial basis function | WBC from healthy and sepsis patients | 38 biophysical markers quantified from DLD-devices at different flow rates and designs | Prediction of sepsis infection with AUROC of 0.97 | 218 | |
CNN | RBC | Brightfield images | Classification of deformable and non-deformable sickle RBC and non-sickle RBC with accuracy of 96% ± 0.3% | 254 | |
CNN | RBC | Images | Classification of RBC from different outlets and determine RBC rigidity score | 255 | |
CNN | Bead, RBC and ghost RBC | Impedance images (stacked impedance signal at 8 frequencies) | Classification, calibration of measurement using bead properties and extraction of electrical parameters (cell size, membrane capacitance and cytoplasm permittivity and conductivity) | 212 | |
NN | WBC | Impedance parameters (cell size, membrane capacitance, cytoplasmic conductivity) | Classification with 93.5% accuracy | 216 | |
NN | WBC including eosinophils and basophils | Impedance parameters (cell size, membrane capacitance, cytoplasmic conductivity) | Classification rate of 80.8% for neutrophil vs. eosinophil, 77.7% for neutrophil vs. basophil and 59.3% for neutrophil vs. basophil | 215 | |
NN | MCF-7, A549, HeLa, HL60 and GM12878 | Impedance peaks at four different frequencies | Extraction of electrical properties and classification with 91.5% accuracy | 256 | |
CNN | WBC | Brightfield images | Classification with 81.4% accuracy | 257 | |
MASK-RCNN, CNN–GRU | HL-60 (untreated, cytochalasin D and nocodazole) | Brightfield images | Segmentation using Mask-RCNN and classification of image sequence using CNN–GRU with accuracy of over 90% | 211 | |
Clustering | DBSCAN | WBC and bead | Impedance parameters (cell size and opacity) | Extraction of cell cluster from heterogenous population | 189 |
GMM | HL-60 cells and MG-63 | Area and deformability from RT-DC | Cluster cell populations in mixtures | 224 | |
Hierarchical clustering | WBC from healthy and sepsis patients | 38 biophysical markers quantified from DLD-devices at different flow rates and designs | Group patients into 8 groups | 218 | |
Dimensionality reduction | t-SNE | PBMC/THP-1, Kasumi-1 and K-562 | Features extracted from QPI (12D) | Visualization of cell type distribution in 2D t-SNE | 249 |
PCA | PBMC, small cell lung cancer (NSCLC) | 80 optofluidic features from brightfield and quantitative phase imaging | Visualization of spiked H2170 distribution in 3 dimensions-PCA | 219 | |
PCA | WBC, SW480 and SW620 | Optical phased delay features | Visualization cell distribution in 3 dimensions-PCA | 251 | |
PCA | WBC from healthy and sepsis patients | 38 biophysical markers quantified from DLD-devices at different flow rates and designs | Visualization of healthy and sepsis patient data | 218 | |
Pre-trained CNN (AlexNET) | RBC | Brightfield image | Extraction of latent features from brightfield image | 227 | |
UMAP | Neutrophils (untreated, apoptosis, necrosis and NETosis) | Impedance-deformability parameters (10D) | Visualization of different neutrophil phenotypes in 2D UMAP | 178 |
Fig. 13 Machine learning for blood analysis. (A) Image classification of leukocytes and platelet aggregates from brightfield images captured from an intelligent flow cytometer. Reproduced from ref. 166 with permission from Elsevier. (B) Convolutional autoencoders for cancer cell and RBC segmentation and assessment of drug-induced morphological changes using maximum mean discrepancy (MMD). Reproduced from ref. 210 with permission from the Royal Society of Chemistry. (C) Integrated framework for multifrequency impedance signal processing for classification of beads, RBCs and ghost RBCs and extraction of electrical properties of single cells. Reproduced from ref. 212 with permission from the Royal Society of Chemistry. (D) Classification of spiked NSCLS in PBMC samples using opto-physical features from QPI and brightfield images. Reproduced from ref. 219 with permission from the Royal Society of Chemistry. (E) Hierarchical clustering for grouping of DLD extracted measurement for sepsis analysis. Reproduced from ref. 218 with permission from Wiley. (F) Dimensionality reduction using UMAP to compress electrical-based biophysical parameters for visualization of different neutrophil phenotypes. Reproduced from ref. 178 with permission from Wiley. |
Many ML models are viewed as a black box model as it can be difficult to comprehend how models reach their final outcomes which may fail to attract trust and acceptance for clinical uses.220 To improve interpretability and explainability of a model, certain approaches can be done including feature importance (e.g., Shapley value,221 permutation importance222) to understand the contribution/weight of features on a final prediction, or attention mechanism (e.g., class activation map (CAM)223) to visualize which part of an image that influences a class prediction.
Fig. 14 Integrated microfluidic platforms for blood applications. (A) Integrated acoustic and DEP for exosome separation. Reproduced from ref. 130 with permission from the American Chemical Society. (B) Integrated inertial impedance cytometer. Reproduced from ref. 189 with permission from the Royal Society of Chemistry. (C) DEP-impedance cytometer for differential counting of activated lymphocytes. Reproduced from ref. 233 with permission from the American Chemical Society. (D) Intelligent imaging flow cytometer. Reproduced from ref. 166 with permission from Elsevier. (E) Impedance activated surface acoustic wave cell sorter. Reproduced from ref. 235 with permission from Wiley. |
Dimensionality reduction simplifies high dimensional data into low-dimensional data (usually 2, 3 dimensions) for data visualization and analysis. In some scenario, having numerous features does not always guarantee an increase in predictive performance and can even deteriorate performance of certain models. This is because adding more features makes feature space more sparse and difficult for models to generalize (curse of dimensionality). Introducing dimensionality reduction as an intermediate step prior to other ML techniques can alleviate dimensionality issues. Techniques such as principal component analysis (PCA), t-distributed stochastic neighbor embedding (t-SNE) and uniform manifold approximation and projection (UMAP) are widely used in flow cytometry analysis and biological studies.225,226 Inspired by these methods, Petchakup et al. utilized UMAP to visualize biophysical features of different neutrophil phenotypes (Fig. 13F).178 Another way to harness the power of transfer learning is to exploit pre-trained CNN for feature extractor. As pre-trained CNNs (e.g., AlexNET) are trained from a large-scale image dataset, it has already captured all important features or patterns. By passing image input (high-dimensional data) through a pre-trained network, it can output the latent features (low-dimensional data) which can be used in the subsequent task.227 They used trained CNN to extract features from brightfield images of RBCs and subsequently SVM for classification of different RBC phenotypes such as sickle cell disease (SCD), thalassemia syndromes (THAL) and hereditary spherocytosis (HS).227
Taken together, these exciting studies have shown that ML can enhance blood analysis. It is possible to develop an intelligent microfluidic system to provide fast, automated, and accurate analysis without the need for clinical expertise or mechanistic biological knowledge. It should be noted that to produce a model with good generalization, large data collection is sometimes required, and comes with the cost of additional time and resources (biological samples, donor samples). Implementing ML for analysis usually incurs additional computational resources (processors) which may compromise the overall system setup (footprint). As ML exponentially evolves, other novel ML utilities have also been reported for biomedical image analysis including “virtual staining”228 in which CNNs were designed to understand the associations between morphological features of label-free images (e.g., autofluorescence, brightfield) and stained images (histological, antibody stained) for image-to-image translation to produce stained images without the need for laborious staining. A potential use for blood cell analysis is to construct a virtual staining model of subcellular components such as the nucleus and mitochondria in single immune cells for label-free quantification applications. It is also possible to use generative models to synthesize more training data (e.g., biomedical images) to improve predictive model generalization.229 This can be readily adopted to produce more events of rare cells especially CTCs from microfluidic assays to improve a predictive model.
Numerous technological advancements have been demonstrated for both label-free blood cell sorting and detection. Besides improving sample throughput and separation performance, integrated and user-friendly microfluidic systems will be key to automate and scale up for high throughput clinical samples testing. Especially for label-free separation approaches, multi-physics or multi-stage cell sorting can potentially refine resolution separation with the trade-off of increased device complexity. For example, isolation of immune cells from whole blood can be initial RBC bulk removal by cell size differences using inertial focusing or ferrofluids, followed by 2nd step fractionation of leukocyte subtypes (e.g., neutrophils and monocytes) based on other biophysical properties (e.g. cell density) by acoustophoresis. To achieve a complete label-free “sample-in-answer-out” microfluidic platform, multiple functionalities (sorting, sensing and analytics) can be integrated to enable high-content and high throughput analysis of multiple blood components. Nevertheless, microfluidic integration is a non-trivial task. Besides having increased complexity in chip design and instrumentation, researchers have to consider flow rate disparity between sorting and detection modules governed by different working principles. Several studies have shown that it is useful to include an additional flow focuser to align cells and siphon excess particle-free medium to reduce the flow rate. Secondly, incorporation of active sorting elements (DEP, acoustic) requires additional equipment and it is important to consider their miniaturisation for point-of-care testing. Lastly, certain techniques such as DEP and viscoelastic flow use specific medium conditions (e.g., conductivity, viscosity) by adding chemicals to blood samples. Combining upstream buffer exchange or particle sorting can help alleviate this issue. We envision that ML-powered microfluidics will improve device operation and robustness and significantly leverage label-free biophysical/chemical features of circulating cellular targets as novel blood-based biomarkers.
Taken together, label-free microfluidics technologies enable new assay development to identify novel biomarkers and non-traditional risk factors in disease diagnostics. By offering a complete label-free blood sample preparation and analysis workflow (cell sorting, cell detection, machine learning methods), we are optimistic that this will reduce barriers to adoption and better guide the readers to develop new clinical applications in liquid biopsy.
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