Lipid nanoparticles (LNPs) have recently gained prominence as an optimal platform for delivering RNA molecules surpassing traditional drug delivery systems, as demonstrated by success of LNP-based mRNA vaccines during the COVID-19 pandemic1. Possible components of RNA-loaded LNPs (RNA@LNPs) include cationic/ionizable lipids, structural helper lipids, polyethylene glycol (PEG)-anchored lipids, cholesterol, and anionic RNA cargo (Fig. 1a). The cargo can be small interfering RNA (siRNA), microRNA (miRNA), circular RNA (circRNA), and messenger RNA (mRNA)2, 3, 4, 5. These RNAs of different structures and sizes could become integrated into LNPs through the electrostatic attraction between anionic RNA molecules and cationic or ionizable lipids, resulting in the formation of RNA@LNPs.
RNA@LNPs are generally taken up by cells through endocytosis and reside within endosomes in the cells afterwards. Among the various biological barriers that can hinder the therapeutic efficacy of RNA drugs, the endosome is the primary and most challenging intracellular barrier6, 7. Currently, RNA@LNP-based therapeutics overcome the endosomal barrier by leveraging cationic or ionizable lipids within the LNPs. These lipids interact with the anionic endosomal membranes, enabling the release of RNA molecules into the cytoplasm through a process referred to as endosomal escape8, 9, 10. Previous studies have demonstrated a direct relationship between the ability of a drug to escape from endosomes and its therapeutic effect1, 11. However, existing endosomal escape strategies only have limited effectiveness: less than 1% and 2% of the administered siRNA and mRNA were reported to reach the cytoplasm, respectively12, 13. Hence, recent research has focused on improving endosomal escape14, 15, which in turn requires innovative methods to measure the endosomal escape efficiency and identify effective LNP-based delivery platforms. Traditional methods for evaluating endosomal escape, including fluorescent labeling assays and transfection assays, exhibit limitations16. Specifically, these methods are limited to microscopic analysis and unsuitable for multicellular contexts or in-vivo situations, which impedes the accurate quantification of RNA endosomal escape facilitated by LNPs.
Here, we report a novel method to evaluate the efficiency of endosomal escape in multicellular situations using magnetic resonance imaging (MRI), one of the most widely used in vivo imaging modalities. Our methodology integrates MRI with iron oxide nanoparticles (IONPs), the latter serve as an MRI contrast agent to amplify the MR signals. Using this approach, we synthesized IONP-loaded LNPs (IO@LNPs) and performed MRI scans in multicellular and in-vivo settings. We then analyzed the changes in MRI signals to estimate the efficiency of endosomal escape.
Our hypothesis is that a cluster of IONPs encapsulated within the LNPs would generate an MRI signal distinct from that of dispersed IONPs scattered throughout the cytoplasm following endosomal escape (Fig. 1b). Consequently, changes in the MRI signal may serve as an effective metric for determining the efficiency of endosomal escape.
Characterization of IONPs and IO@LNPs
Ultrasmall IONPs (< 8 nm) have been reported to penetrate the glomerular filtration barrier of the kidneys, resulting in high renal clearance without toxicity. In a previous study, citrate-stabilized ultrasmall IONPs were synthesized using a solvothermal method without surface coating such as PEG modification17. The surface of IONPs is generally modified with a polymer coating for prolonged blood circulation and long-term colloidal stability in cells18, 19. However, unmodified IONPs carry a more negative surface charge, making it easier for them to become encapsulated in LNPs20. This process is similar to the integration of RNA with cationic/ionizable lipids. Hence, bare IONPs were selected in this study over the conventional IONPs. The peaks observed in the Fourier-transform infrared (FTIR) spectrum confirm the successful synthesis of the IONPs (Fig. 1c)17, 20. The peaks at 1,587 and 1,372 cm− 1 correspond to the stretching vibrations of conjugated C = O and C-O bonds, and those near 2,900 and 1,100 cm− 1 indicate the stretching vibrations of -CH2 and -OH groups of sodium citrate, respectively. The presence of these peaks assigned to key functional groups suggests that the surface of IONPs was successfully stabilized with citrate. A vibrating sample magnetometer (VSM) test was conducted to measure the magnetic properties of the IONPs, which are pertinent to their contrast effect in MRI (Fig. 1d). The normalized saturation moment of the IONPs was approximately 3 emu/g, which corresponds to the literature regarding its value17, 20. In addition, the ability of IONPs to respond sensitively to an external magnetic field in the hysteresis loop indicates that these nanoparticles are either ferromagnetic or superparamagnetic. However, the near-zero coercivity implies that the IONPs are not ferromagnetic but solely paramagnetic.
IO@LNPs (IONP:lipid = 0.2 w/w) of a homogenous size were prepared with 1,2-di-O-octadecenyl-3-trimethylammonium propane (DOTMA; cationic lipid), 1,2-distearoyl-sn-glycero-3-phosphocholine (DSPC; structural helper phospholipid), 1,2-distearoyl-sn-glycero-3-phosphoethanolamine-N-[methoxy(polyethylene glycol)-5000] (mPEG-DSPE); PEGylated lipid), and cholesterol using a fluidic-based mixture (see Methods). The zeta potential (surface charge) of IO@LNPs was 6.11 ± 7.18 mV (mean ± SD), which is more positive than that of IONPs (-18.0 ± 5.18 mV)20 but less than that of empty LNPs (11.9 ± 6.01 mV) (Fig. 1e). The hydrodynamic size of IONPs, measured by dynamic light scattering (DLS), was 2.289 ± 0.641 nm (mean ± SD) with a polydispersity index (PDI) of 0.235 (Fig. 1f). Meanwhile, these values for IO@LNPs and empty LNPs were 93.13 ± 30.66 nm (PDI 0.166) and 129.7 ± 31.18 nm (PDI 0.040), respectively. The surface charge and size distribution results indicated that the negatively charged IONPs attracted the positively charged lipids in the LNPs, reducing the effective number of cationic lipids on the surface of IO@LNPs21.
The structures of IONPs and LNPs were observed using transmission electron microscopy (TEM) with negative staining and cryo-electron microscopy (cryo-EM), respectively. The images in Fig. 1g show the morphology of IONPs, IO@LNPs, and empty LNPs. The negative-staining TEM image shows that the IONPs were ultrasmall in size and uniformly dispersed. The cryo-EM images of IO@LNPs demonstrate the integration of IONPs into LNPs, which is clearly distinct from the vacant core observed in empty LNPs. In addition, electrophoresis was performed based on the polarity determined from the zeta potentials, and the results also verified that most of the added IONPs were successfully incorporated into the LNPs (Supplementary Fig. 1).
Furthermore, stability tests were carried out on IONPs and IO@LNPs using distilled water (DW), phosphate-buffered saline (PBS), and Roswell Park Memorial Institute (RPMI) 1640 growth medium containing 10% fetal bovine serum (FBS) and 1% antibiotic-antimycotic. The IONPs were stable in various media for over 7 h (Supplementary Fig. 2a). In addition, the size and PDI of IO@LNPs remained stable for a week in these media (Supplementary Fig. 2b).
MR properties of IONPs and IO@LNPs
In MRI technology, the R2 relaxation rate is the reciprocal of the transverse relaxation time (T2) that represents the progression of the transverse component of proton magnetization from 100% (pulse flip) to 37%. Similarly, the R1 relaxation rate is the reciprocal of the longitudinal relaxation time (T1) that represents the progression of the longitudinal component of proton magnetization from 0% (pulse flip) to 63%. Graphical MRI data obtained in the time domain can be converted to images expressed as R1 or R2 values in the frequency domain. The r1 and r2 relaxivities represent the change in R1 and R2 values divided by the change in IONP concentration, respectively. In this study, the units of r1 and r2 are assigned as s− 1 [mg/ml]−1.
To examine the MR signals produced by the lipid components of LNPs, the MR signals of empty LNPs were analyzed. The signal from the empty LNPs (r1 = -0.017; r2 = 0.031) showed a constantly low level with a marginal deviation from 0 (Supplementary Fig. 3). Thus, we regarded the MR signals from the lipid components of LNPs as zero. The IO@LNPs samples were prepared at varying IONP-to-lipid ratios (w/w). In the same batch experiment, the r2 value showed no significant difference between IO@LNPs with lower and higher IONP concentrations (r2 = 6.97 for 0.1 w/w and r2 = 7.24 for 0.2 w/w, respectively) (Supplementary Fig. 4). Thus, IO@LNPs with a lipid-to-IONP ratio of 0.2 w/w were used in subsequent experiments.
MRI phantom maps were obtained with varying concentrations of IONPs to acquire MR signals from free IONPs and IO@LNPs. The map images showed that while there were slight R1 signals observed with IONPs (r1 = 0.33) and IO@LNPs (r1 = 0.016), the R2 values were more prominent with IONPs (r2 = 2.70) and IO@LNPs (r2 = 5.69) (Fig. 2a–b). These results demonstrate that the IONPs and IO@LNPs may serve as T2 contrast agents22, 23.
In addition, the IO@LNPs showed lower r1 and higher r2 values than the dispersed IONPs. These findings are expected from the principles of MR. The R1 relaxation rate can be regarded as an indicator of how quickly the protons in water return to equilibrium after excitation by radio frequency (RF) energy during MRI scan. The dispersed IONPs have greater mobility and therefore promote the dissipation of RF energy, leading to an increase in the R1 value compared with that of IO@LNPs. In contrast, the R2 relaxation rate increases as the local magnetic field inhomogeneities increase in proportion to the square of the magnetic moment18, 24. When the IONPs are clustered within the LNPs, their magnetic moments align in an additive manner, thereby increasing the R2 value. Thus, IO@LNPs have a larger R2 value compared to the dispersed IONPs. These properties were similarly demonstrated in a previous study that compared the relaxation rates of ultrasmall IONPs and their clusters25.
To confirm the reduction in R2 value due to the dispersion of IONPs from LNPs, the IO@LNPs were combined with Triton X-100 detergent to induce the dissociation of LNPs. The sample added with Triton X-100 showed a higher r1 value (0.58) and a lower r2 value (1.63) than that without the detergent (r1 = 0.047 and r2 = 5.74, respectively) (Fig. 2c). These results show that detergent treatment led to the dissociation of IO@LNPs and release of IONPs. We further verified that the IONPs dispersed from LNPs have very similar MR properties to those of the original free IONPs (r1 = 0.40 and r2 = 2.74), thus supporting our proposed approach of detecting endosomal escape (Fig. 2d).
In-vitro MRI for evaluating endosomal escape
To determine the observation window for the endosomal escape of IO@LNPs in vitro, the temporal trends of LNP uptake in cells (4T1 cell line) were assessed by labeling the IO@LNPs with a fluorescence dye (DiD) (Supplementary Fig. 5). The cellular uptake of IO@LNP/DiD was then observed using confocal laser scanning microscopy (CLSM) imaging. The cells were treated with the same amount of IO@LNP/DiD and washed after different treatment times (Supplementary Fig. 6a). As expected, the intracellular uptake of LNPs was rare at 0 min (Supplementary Fig. 6b). At 20 min, the LNPs primarily appeared on the cellular surface, and by 40 min they started to move further into the cytoplasmic region. Therefore, endosomal escape seemed to occur within an hour, as evidenced by the previously reported rapid endosomal movement during endosomal escape26. Taken together, we observed a continuous onset of endosomal escape starting from 40 min.
To measure MRI signal of cells treated with IO@LNPs, the cells were continuously treated with IO@LNPs for 40 min, followed by thorough washing to remove any IO@LNPs remaining from the media. The cells were then incubated for different additional durations (0, 20, 40, and 80 min) to allow endosomal escape (Fig. 3a). Cells harvested from each group were fixed with 4% paraformaldehyde (PFA), and cell-pellets were prepared for MR signal acquisition (see Methods). Between 40 and 80 min, the in-vitro MR results confirmed that a constant R1 value along with a declining R2 value, implying the endosomal escape at the time period (Fig. 3b,c). The R1 value in the in-vitro MR experiments showed no statistical difference from 40 to 80 min, as expected from the mild R1 value difference between IO@LNPs and free IONPs (Fig. 2a,b). This finding reinforces our approach of prioritizing the R2 over the R1 signal. However, at the 120 min time point, both the R1 and R2 values decreased. This could be linked to the rapid exocytosis of ultrasmall IONPs27 and/or the biodegradation of IONPs stemming from their unmodified exposed surface28.
To confirm that the changes in MR signals were due to endosomal escape, cells were treated with chloroquine, a substance renowned for enhancing endosomal escape. Although there was no significant difference in the R1 value between the treated and untreated groups, the group treated with chloroquine exhibited reduced R2 values compared to the untreated one (Fig. 3d,e). This decrease in R2 value might be due to an immediate endosomal escape following the IO@LNP treatment.
MRI-based in-vitro quantification of endosomal escape
Using the MR theory and a simple application of the chain rule from calculus, we were able to calculate the efficiency of endosomal escape in %/min (Supplementary Methods). The efficiency of endosomal escape over the entire duration of 40–120 min was determined to be 0.93%/min. In the first half of this duration (40–80 min), the efficiency was 1.98%/min. Previous studies have consistently confirmed that protein expression in HeLa cells began approximately 1.5 h following RNA@LNP treatment12. Additionally, as the major cellular organelle related to endosomal escape, the early endosomes began to encompass the nanoparticles 1 h after treatment8, 9, 12, 26. Therefore, our observation that endosomal escape actively occurred at approximately 1 h is consistent with the previous studies. The slightly earlier onset of endosomal escape in our study (by approximately 20 min) may be due to differences in the nanoparticle characteristics and cell line used.
Earlier studies have also shown a compromise between directly evaluating the endosomal escape efficiency and quantifying it in multicellular or in-vivo settings (Table 1). High-resolution microscopy is commonly used for direct measurement of endosomal escape. This involves calculating the subcellular spatial relationship between the drug delivery systems (DDSs) and endosomes at various stages (Method 1).
Table 1
Comparison of different methods for evaluating the endosomal escape of delivered molecules.
Method | Imaging modality | Multicellular evaluation | In-vivo applicability | Association | Quantification | Mechanism | Ref |
1 | Confocal microscope | No | No | Direct | Correlation with super-resolution microscope | Co-localization and correlation | 12, 33, 41, 42 |
2 | Confocal microscope | No | No | Indirect | Fluorescence pattern | Diffusion of escaped material | 16, 43, 44, 45 |
3 | Microscope | No | No | Indirect | Super-resolution microscope | Membrane-impermeable dye | 46, 47, 48, 49, 50, 51 |
4 | Microscope | No | No | Indirect | Super-resolution microscope | A signal upon contact with the escaped component and a protein in the cytosol | 52 |
5 | Microscope | Yes | No | Indirect | Fluorescence intensity | Membrane damage marker | 53, 54, 55 |
6 | Microscope | Yes | Yes | Indirect | ROS intensity | pH-sensitive marker under acidic endosome | 56, 57 |
7 | Microscope | Yes | Yes | Indirect | FRET-based fluorescence intensity | e.g., Intracellular Dicer reaction, glutathione reaction | 58, 59, 60 |
8 | Microscope | Yes | Yes | Indirect | Fluorescence intensity | Transfection of a reporter gene (e.g., luciferase) | 7, 16 |
This study | MRI | Yes | Yes | Direct | R2 change | IONP dispersal | |
Methods 2–4 in Table 1 also use microscopy to assess the efficiency. Method 2 utilizes the changes in the DDS fluorescence pattern before and after the escape. However, fluorescent labeling may affect the escape efficiency and, in turn, reduce the accuracy of efficiency estimates. Method 3 utilizes membrane-impermeable dyes such as calcein that produce unique fluorescent patterns after escape. Nevertheless, this approach poses a challenge as the efficiency of endosomal escape can vary between small molecules and the DDS. Method 4 assumes a constant signaling protein level throughout the cytoplasm, which may not be true. Thus, unlike Method 1, Methods 2–4 only indirectly measure the efficiency.
It is important to note that Methods 1–4 are not applicable to multicellular or in-vivo settings because the amount of materials in the cytosol is usually low29. However, using fluorescence with sufficient fluorophores may enable multicellular or in-vivo quantification (Methods 5–8). Flow cytometry has been successfully applied for multicellular estimation using these methods30, 31.
Nevertheless, Methods 5–8 are all indirect measures of endosomal escape efficiency. For example, in Method 5 the model cellular membrane does not fully represent the actual endosomal membrane. Method 6 is indirect in the following two senses. If a DDS is coupled to pH-sensitive moieties, these moieties should ideally remain consistently attached to the DDS, a scenario that may not be true. On the other hand, if the pH-sensitive moieties are introduced separately from the DDS, their efficiency may differ from those of the DDS. Method 7 is also indirect because the surface modifications used for Förster resonance energy transfer (FRET) could affect the endosomal escape efficiency.
Method 8, often referred to as transfection assay, is generally regarded as a standard effectiveness measure of RNA therapeutics by directly evaluating the transfected outcomes that are closely tied to therapeutic efficacy. However, due to the difficulty in measuring transfection efficiency and its potential lack of reproducibility, there is a need for LNP quality assessment methods based on single factors closely linked to the therapeutic efficacy such as endosomal escape. For example, additional steps after RNA escape from endosomes (e.g., RNA transportation to the nucleus, efficiency of transfection, capability of RNAs to be translated, and degradation of nucleic acids) could complicate the distinction between other factors and LNP effectiveness. Also, variations in the size and chemical composition of nucleic acids may affect transfection efficiency and hinder the comparison of different studies. For example, the endosomal escape efficiency can be affected by the charge on RNA, since RNA molecules carrying a more negative charge experience a stronger mutual repulsive force that facilitates their escape from the LNPs32. The negative charge on RNA in turn is determined by a variety of factors, such as the RNA length, nucleotide sequence, single- or double-stranded structures, and the number of attached phosphate groups. Thus, a direct quantification of endosomal escape solely focusing on DDS is preferable than transfection assay.
In contrast, our approach here offers standardization because of the homogeneity and reproducibility of the IONPs and IO@LNPs. Furthermore, since the change in MR signal is in theory solely due to endosomal escape, our method can be categorized as a direct measurement technique. In addition, the MRI technique enables the application in multicellular and in-vivo contexts.
Validation of MRI-based method for evaluating endosomal escape
To validate the in-vitro MR results, biological transmission electron microscopy (Bio-TEM) imaging was carried out to observe intracellular vesicles (endosomes) containing IO@LNPs. There was no detectable endosome in the IONP-treated or control group without IO@LNPs (Fig. 4a). However, the IO@LNPs were visible in the TEM images (Fig. 4b).
Based on this observation, we could calculate the number of endosomal structures containing IO@LNPs in single cells (Fig. 4c). The frequency of endosomes decreased as the total incubation time increased. The coefficient of determination (R2) between the average frequency of endosomes and the R2 relaxation rate from the in-vitro MRI was 0.95 (Fig. 4d). This result supports that the change in R2 values observed in the in-vitro MRI maps was due to endosomal escape. Some cells released many extracellular vesicles in the Bio-TEM images taken at 120 min. This suggests that the decrease in R2 value in in-vitro MRI data between 80 and 120 min (Fig. 3b-c) might be affected by active exocytosis27.
MRI-based in-vivo quantification of endosomal escape
We also applied our technique to evaluate endosomal escape in vivo using a mouse model. IO@LNP stained with DiR (IO@LNP/DiR) was injected intramuscularly, and fluorescence signals at the injection site were quantified using an In Vivo Imaging System (IVIS) (Fig. 5a). In in vivo imaging, the longer-wavelength DiR was more advantageous, so it was used as a fluorescent dye instead of DiD. The radiant efficiency remained stable for 3 h in the muscle but was not observed in other organs (Fig. 5b and Supplementary Fig. 7). This result indicates that the majority of the injected LNPs remained without diffusion to other organs within 3 h after administration.
Additionally, IO@LNPs and empty LNPs were intramuscularly injected into mouse hindlimbs, and T2-weighted images were acquired at different time points (Fig. 5c). Following the injection of IO@LNPs, two distinct signals were observed from the muscle tissue: intense bright areas and dark regions. The bright areas, which were also observed in the mice injected with empty LNPs, were attributed to the signals caused by PBS, as a similar area was observed in mice treated with PBS only. In contrast, the dark regions were exclusive to the IO@LNP-treated samples, suggesting that they were unique signals associated with IO@LNPs. These dark regions became gradually brighter after administration, implying endosomal escape (Supplementary Fig. 8).
After treating muscle tissue with PBS, empty LNPs, and IO@LNPs, the tissues were obtained from mice at different time points (0, 1, and 3 h), and Bio-TEM images were acquired for validation study (Fig. 5d and Supplementary Fig. 9). Unlike PBS and empty LNPs, treatment with IO@LNPs produced a distinctive pattern caused by the aggregated IONPs (black dots) within IO@LNPs. Immediately after treatment (i.e., at 0 h), a pattern of IO@LNPs was observed along the spaces between muscle fibers. At 1 h, the IO@LNPs penetrated the muscle fibers, and the nanoparticle pattern was not visible in many muscle fibers. After 3 h, the IO@LNP pattern was difficult to discern. This indicates that IONPs loaded in IO@LNPs were gradually ingested by muscle cells and became dispersed, leading to a significant decrease in the amount of loaded IONPs after 1 h. Therefore, the bio-TEM results well support the in-vivo MR findings.