Zhao Chen Integrated Osteoimmunomodulatory Strategies
Zhao Chen Integrated Osteoimmunomodulatory Strategies
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Materials for biology and medicine
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Y. Zhou, P. Yu, J. Xu, R. Luo, C. Zhou, Z. Xiang, P. M. Rommens, M. Liu and U. Ritz, J. Mater. Chem. B,
2023, DOI: 10.1039/D3TB00727H.
Volume 6
Number 3
21 January 2018
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PAPER
Wei Wei, Guanghui Ma et al.
Macrophage responses to the physical burden of cell-sized
shall the Royal Society of Chemistry be held responsible for any errors
particles
rsc.li/materials-b
Page 1 of 71 Journal of Materials Chemistry B
4 Zhou4, Zhou Xiang1, Pol Maria Rommens5, Ming Liu4*,and Ulrike Ritz5*
14 Mainz, Germany
15 †Zhao Chen and Fei Xing contributed equally to this work and share the first
16 authorship.
17 * Corresponding author
18
19
20
21
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23 Those who have used traditional biomaterials as bone substitutes have always
25 cumulative evidence revealed that blindly minimizing host immune reactions cannot
26 induce successful bone regeneration. With the emergence of the new concept of
27 osteoimmunology, the intimate mutual effects between the skeletal system and the
31 regeneration. In this review, we first reviewed the mutual effects between the skeletal
32 system and the immune system to show the importance of immunomodulation on bone
37
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46 induce bone resorption by secreating factor in organ cultures of fetal rat bones in vitro,
47 suggesting a potential correlation between the skeletal and the immune system [1]. In
48 1992, Donath et al. published their findings on the pathology of foreign body reactions
49 towards implanted materials in human organs [2], describing that interfacial bone is
50 formed as a result of foreign body reaction, once again confirming the relevance of the
55 produced by T cells [3, 4]. In the last two decades, this reciprocal regulation has been
57 both systems [5-8]. Previous studies have demonstrated that favorable bone
60 The management of bone defects is one of the most concerning and challenging
61 issues for clinicians [12, 13]. Recently, numerous biomaterials have been fabricated as
62 potential bone substitutes to promote bone regeneration, but they encounter host
65 dictating a cascade of events driven by the immune system that ultimately affects the
67 precisely manipulate protein adsorption and the subsequent immune response, resulting
70 porosity, pore size, wettability, charge, functional groups, and coatings, aiming at
72 pro-healing.
73 In this work, we first reviewed the bone healing process to obtain a clear
74 understanding of the whole process. Then, we provide an overview of the mutual effects
75 between bone and immunity to show how these two systems interact and work together.
79 strategies are capable of providing solutions for the challenges in bone tissue
80 engineering.
83 cells and molecules [23, 24]. Unlike other tissues, bone has an extraordinary ability to
84 heal without scarring [25, 26]. Generally, bone union mainly consists of four unique
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86 formation and the bone remodeling phase [18, 27, 28] (Figure 1). Briefly, in the
88 injured sites, serving as a temporal brace for immune cells infiltration. Bioactive factors
90 endothelial cells to the injury sites for further engagement in cartilaginous callus
91 formation. Subsequently, the soft callus begins to be absorbed and substituted by the
92 newly formed woven bone. Finally, in the remodeling phase, according to the Wolff
93 law, the woven bone is substituted by lamellar bone through continuous bone formation
94 and resorption, resulting in the restoration of the original bone structure [29].
95
98 Bone marrow is the primary site of hematopoietic organs [30, 31]. Immune cells
99 derived from hematopoietic stem cells (HSCs) in the bone morrow share the same
Journal of Materials Chemistry B Page 6 of 71
103 figure out the interactions between immune and bone system, and led to the generation
104 of ‘osteoimmunology’ [33-35]. For instance, by using ELISA, Christiansen et al. found
105 that the cytokine profile was significantly different in total hip replacements (THR)
106 patients experiencing aseptic loosening (AL) when compared with THR patients
108 addition, in an in vivo study, Trindade and co-workers placed cp titanium into the distal
109 femurs of rabbits and demonstrated, for the first time by gene expression analysis, that
110 the use of titanium implants caused a significant increase in type 2 inflammation. At
111 the same time, histological studies confirmed that bone resorption was inhibited on the
112 titanium surface [37], suggesting an environment more conducive to bone formation.
113 Subsequently, Trindade et al. compared materials that do not osseointegrate (Copper
115 immune reaction of each materials during bone healing [38]. The results showed that
116 both copper and polyetheretherketone exhibited a higher immune activity than titanium,
117 leading to a prolongation of the inflammatory phase during healing process, which
118 could be responsible for the failure of bone regeneration in contact with these materials.
119 Therefore, understanding these interactions will contribute to the successful preparation
124 Immune cells are demonstrated to participate in the whole process of bone healing
125 after injury [18]. Briefly, after the blood clot formation triggered by the initial damage,
126 neutrophils and polymorphonuclear leukocytes (PMNs) infiltrate the blood clot and
127 initiate the acute inflammatory phase of bone union. After that, attracted by cytokines
128 secreted by PMNs, the macrophages infiltrate the formed hematoma, exerting
129 osteogenic and angiogenic effect [39, 40]. Later, lymphocytes migrate into the callus
131 Furthermore, studies have demonstrated that immune cells coordinate bone cells
132 to maintain bone homeostasis by balancing bone formation and bone resorption [43,
133 44]. For instance, previous studies found that the skeletal system and the immune
134 system share the same bone regulatory information via the
136 needed for osteoclastgenesis, RANK is the receptor of RANKL, which is expressed by
137 osteoclasts and its precursors, and osteoprotegerin (OPG) is a decoy receptor for
138 RANKL [47]. Commonly, the ligation of RANKL by RANK leads to the activation of
139 nuclear factor kappa B (NF-kB) [48], nuclear factor of activated T cells 1 (NFATc1)
140 [49], and c-fos [49], causing osteoclast differentiation . OPG can interact with RANKL
141 to inhibit this pathway. In RA, T cells are demonstrated to express pro-inflammatory
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143 from synovial fibroblasts, which contributes to the upregulated osteoclastic activity,
145 such as IL-4 and IL-13 can inhibit bone resorption through the activation of receptors
147 precursors and upregulating the levels of OPG in osteoblasts [52]. Moreover, recent
148 studies showed that B cells depletion may be effective in autoimmune diseases
149 including RA [53]. In-depth research found that B cells could secrete cytokines
150 including TNF-α, IL-6, and RANKL, participating in the bone destruction process in
151 RA [54, 55]. For instance, RANKL in B cells was thought to be able to facilitate
152 osteoclast differentiation, which could be triggered by B-cell receptor and CD40, and
153 further enhanced by IFN-γ secreted by T cells [56]. Taken together, the immune cells
154 are fully involved in balancing bone formation and bone resorption. An appropriate
155 activation of immune cells can balance bone dynamics that results in successful bone
157 modulation of immune microenvironment to direct bone cells towards bone formation.
159 The immune system is an interactive network of immune cells, organs, and
160 proteins known for its host defense ability [57-59]. Currently, its unique role in bone
161 repair has been gradually recognized. Among the immune cells, macrophages have
162 been studied most due to their capability of switching their phenotypes in response to
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166 a sweeper, a mediator, and an instructor [63, 64]. Briefly, as a sweeper, the
167 macrophages clear the foreign particles or debris through phagocytosis and remodel the
168 matrix after differentiation into osteoclasts [65]; As a mediator, the macrophages can
169 mediate the matrix mineralization and vacuolization through their paracrine cytokines
170 [66]. As an instructor, they can instruct the accumulation and maturation of osteoblast
171 [67]. In this situation, we will introduce the crosstalk among macrophages, osteoblasts,
172 and osteoclasts (Figure 2), and discuss its role in bone union process separately in
176 For M1-polarized macrophages, which are known for the production of pro-
177 inflammatory cytokines, predominate in the early stage of acute inflammation [68, 69].
178 Briefly, under the attraction of inflammatory molecules, M1 cells infiltrate the injured
179 site, remove foreign particles or debris through phagocytosis, and in turn secrete pro-
180 inflammatory cytokines, namely, tumor necrosis factor alpha (TNF-α), interleukin 1
181 beta (IL-1ß) and interleukin 6 (IL-6), to initial inflammatory activity [70, 71]. Moreover,
182 bone is a highly vascularized tissue [72], blood vessels can supply oxygen, cells,
183 nutrients, and growth factors necessary for bone formation [46]. It has been reported
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185 endothelial growth factor (VEGF), TNFα, and basic fibroblast growth factor (bFGF),
187 term presence of M1 cells may cause chronic inflammation and eventually nonunion of
188 bone defects [73, 74]. For instance, the study by Chan et al. found that a low dose
189 administration of TNF-α within 24 hours of injury augmented fracture repair in vivo
190 [75]. However, in another study, a persistent administration of TNF-α and IL-1β
192
193 Figure 3. Macrophages in bone healing process. Macrophages are involved in all four healing
194 phases. M1 macrophages dominate the early stage of bone union process. During this stage, M1
195 cells participate in the initiation of acute inflammation and the formation of primitive vasculature
196 by producing cytokines including IL-1, IL-6, TNF-α and VEGF. In contrast, M2 macrophages
197 dominate the late stage of bone union process. They could promote bone regeneration and
198 participate in the late stage of angiogenesis by secreting cytokines including IL-10, TGF-β, BMP-2
199 and PDGF. The macrophages are also involved in the bone remodeling phase by balancing bone
201 For M2-polarized macrophages, which are known for the expression of anti-
202 inflammatory cytokines such as transforming growth factor beta (TGF-β), interleukin
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204 (BMP-2), predominate in the late stage of bone union [68, 69, 77]. According to their
206 capable of stimulating fibroblasts to promote wound healing [79]; M2b, involved in
207 inflammatory modulation [80]; M2c, responsible for tissue remodeling [81]; and M2d,
209 cytokines, M2 cells can inhibit bone resorption as a result of the enhanced expression
210 of OPG in osteoblasts. Furthermore, both TGF-β and BMP are members of the TGF
212 synergize with BMP to promote the osteogenic differentiation of MSCs through the
214 pathway [60, 64, 65]. Simultaneously, M2 cells participate in the late stage of
216 vasculature and anastomosing sprouting endothelial cells [83]. However, similar to M1
217 cells, long-term activation of M2 cells may increase the secretion of profibrotic
218 molecules and lead to excessive formation of scar tissues, thus delaying the healing
219 process [84] (Figure 4). Therefore, proper combination of macrophages with different
220 phenotypes and moderate activation are essential for successful bone regeneration, and
221 how to achieve this should be the direction of biomaterial scaffolds in the future.
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225 Immune cells derived from HSCs in the bone morrow share the same
226 microenvironment as bone cells. Previous studies have found that bone cells
227 extensively participated in immune cells regulation [85, 86]. In this regard, we will
228 discuss the function of bone cells in immune cells regulation. And describe them
233 Bone formation is closely coordinated with the normal functioning of bone
234 marrow hematopoiesis [87]. Cumulative evidence indicates that osteoblasts can
235 specifically secrete a variety of cytokines that are involved in hematopoietic stem cell
236 (HSC) regulation [88-91]. For instance, conditional ablation of osteoblasts in transgenic
237 mice resulted in a lower HSC number and markedly reduced B cells, which implied
238 that osteoblasts were able to support B-cell differentiation from HSCs. Further studies
239 have demonstrated that IL-7 and CXC motif chemokine 12 (CXCL12) secreted by
240 osteoblasts are implicated in this process [92]. Another study by Terashima et al. found
243 Application of IL-7 saved the loss of CLPs. To assess whether immunodeficiency can
245 was employed to facilitate osteoblast formation, and an increased osteoblast number
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247 lymphopenia [93]. Furthermore, osteoblasts also participate in immune cells regulation
249 al. confirmed that deficiency of M-CSFs in osteoporotic mutant mice led to a significant
250 reduction in macrophages and osteoclasts [94]. All these results demonstrated that
253 Osteoclasts are predominant effector cells that directly participate in the process
254 of bone resorption, providing enough cavity for immune cell maturation [6, 95].
255 Besides, the mutual effects of osteoclast on immune cells also exist in the autoimmune
256 diseases such as rheumatoid arthritis and multiple myeloma, manifested by increased
257 activity of osteoclasts and T cells [96, 97]. The study by Li et al. explained this
258 phenomenon by demonstrating that human osteoclasts can express Class I and Class II
260 molecules, and induce both CD4+ and CD8+ T-cells responses [98], which suggests
261 that osteoclasts could function as antigen-presenting cells and induce regulatory T-cell
262 responses [98, 99]. In another study by Grassi et al., T cells was co-cultured with
263 osteoclasts to assess whether osteoclasts are immune competent cells. The osteoclasts
264 can hinder T-cell responses to PHA and CD3/CD28 stimulation, thereby restraining T-
265 cell proliferation, inhibiting T-cell TNF-α and IFN-γ expression, and decreasing T-cell
266 apoptosis [100]. In addition, Mansour et al. used zoledronic acid to establish
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268 7 expression in stromal cells resulted in a marked decrease in B cells, which suggests
270 [101]. In summary, osteoclasts are extensively involved in the immune cells regulation,
271 making it possible to treat diseases involving both the skeletal system and the immune
274 Osteocytes, the most abundant cells in the skeleton, represent the terminally
275 differentiated state of the osteoblast lineage [102]. Cumulative evidence indicates that
276 osteocytes can regulate bone formation and remodeling through direct contact with
277 neighboring cells or by affecting cells in the bone marrow or distant organs through
278 paracrine and endocrine cytokines [103-105]. In this respect, several studies
279 documented the regulatory role of osteocytes on immune cells. For instance, Sato et al.
280 described that peripheral blood B and T lymphocytes were significantly decreased in
281 osteocyte-less mice, which was supposed to be related to the altered microenvironment
282 in primary lymphoid organs linked to the dysfunction of osteocytes [106]. Moreover,
283 Fujiwara et al. demonstrated that RANKL produced by osteocytes was necessary for
284 the increased osteoclasts and B cells in estrogen-deficient mice, suggesting that the
286 addition, sclerostin primarily secreted by osteocytes was documented to be vital for
289 [108]. However, another study by Yee et al. concluded that osteoprogenitors and their
291 development [109], which suggests that despite some uncertainties in currently
292 available researches, it is undeniable that osteocytes have a regulatory role in the
294 4. Surface physical properties design based on osteoimmune modulations for bone
295 regeneration
296 Recently, the mutual effects of biomaterials on immune cells have been gradually
297 recognized, providing new directions to fabricate bioactive scaffolds. Generally, the
300 has been well established that alterations in the surface properties can alter the immune
302 the surface physical properties influence the adsorbed layer of proteins and subsequent
303 signal transduction, resulting in altered cellular behavior of the immune cells [114].
304 Briefly, changes in biomaterial surface properties can modulate the adhesion, activation
305 and fusion of immune cells [115-117]. In consideration of these, strategies to modulate
306 surface physical properties have received more attention. A growing number of scholars
307 have attempted to manipulate the immune microenvironment by modifying the physical
308 properties of the biomaterial surface, including topography, roughness, porosity and
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310 between living bone and implant at the light microscope level [118].
317 topography is determined by surface orientation and roughness. In brief, surface can be
318 classified into anisotropic surface and isotropic surface, depending on whether they
319 have a clear orientation or not. Simultaneously, in accordance with surface roughness,
320 surface can be classified into micrometre surface and nanometre surface. Different
321 manufacturing processes will generate various orientations and roughness [133]. In the
322 past, the primary machining techniques used to alter surface topography include
324 spraying, and ion deposition. Today, a large variety of machining techniques have been
325 introduced for the processing of material surface topography, such as photolithography,
326 electron beam and X-ray lithography, phase separation, colloidal self-assembly,
329 [134], which are thought to play an important role in the process of
331 topographies, such as tubes, colloids, grooves, pillars, fibers and dots, have been
332 produced in biological research (Figure 6). These surface topographies can be both at
333 the micron and nanoscale. Most of the previous studies concluded that the effect of
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335 research has progressed, researchers have realized that there is no close correlation
337 in the process of bone formation cannot be ignored [136]. To correctly understand the
338 relationship between topography and bone formation, the study of material surface
339 nanotopography is crucial. Despite the fact that nanometre structures have likewise
340 been detected on some commercial implants, but studies on nanotopography are still
341 focused on in vitro experimental studies, clinical studies on nanotopography are still
342 lacking. In this section, we will discuss the effect of different morphology of surface
343 topography on immune response and osteogenesis. And the discussion of surface
344 topography roughness will be continued in the next section. The findings, including
349 Reprinted with permission [44]. Copyright 2017, Royal Society of Chemistry.
351 with different implant surfaces to investigated the mutual effects between topography
352 and immune system. The results showed that TiO2 tubes with a diameter of 78 nm could
354 response favoring healing process when compared with CP titanium surfaces [119]. In
355 a subsequent study, Neacsu and colleagues used ELISA to study the possible
356 mechanism of the immunomodulatory role of nanotubes in vitro. The results showed
357 that the nanotubes may attenuate the macrophage-related inflammation by inhibiting
358 the mitogen-activated protein kinase (MAPK) and the nuclear factor kappa-light-chain-
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360 Mohiuddin et al., the effect of surface topography on macrophage behavior was studied
362 assay [120]. As the results showed, an increase in macrophage adhesion was noted on
363 nanodot arrays with diameter ranging from 10 to 50 nm, while decreased cell adhesion
366 nm surface, suggesting the possible immunomodulatory roles of nanodots ranging from
367 10-50 nm. In an in vitro study performed by Saino et al., fibers possessing different
369 Macrophages were then seeded on different surfaces to investigate the influence of fiber
370 diameter on macrophage polarization. The ELISA and histological results showed that
371 nanofibrous scaffolds (Diameter: 0.55 ± 0.16 um) minimized the inflammatory
372 response when compared with films and microfibrous scaffolds (1.60 ± 0.25 μm) [121]
373 (Figure 7). In an in vitro study performed by Li et al., in order to imitate the structure
374 of natural bone matrix, 25–30 μm groove structure was fabricated on the surface of
376 Macrophages were then cultured on G-HA to assess the influence of groove structure
377 on immune environment, ELISA results showed that the expression of pro-
378 inflammatory cytokines in macrophages was significantly decreased in the G-HA group
379 compared to the HAS group. Moreover, enhanced osteogenic differentiation of BMSCs
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384 nanorods with different aspect ratios were placed into mandibular defect in mouse to
385 investigate the effect of the nanometre structures on osteogenesis. Unlike other studies,
386 this is an in vivo study. The outcomes of imaging and histological tests showed that
387 nanorods with lengths of 45–70 nm and widths of 10–15 nm could accelerate
388 osteogenesis most. In further in vitro experiments, the accelerated osteogenesis was
390 suggesting the involvement of innate immune response during bone regeneration
392 osteoimmunomodulation and limited evidence suggests that this may be related to
393 altered macrophage morphology. For instance, Chen et al. performed an in vitro study
395 Macrophages were seeded on the nanoporous surfaces with different pore sizes. As a
396 result, different cell morphologies and affinities were observed on different surfaces,
397 leading to the differences in the activation of macrophage autophagy and subsequent
399 were demonstrated to lead to differences in the activation of osteogenic pathways. This
400 result suggested that the regulation of macrophage shape and subsequent autophagy
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402 [123]. Although numerous experimental studies have identified the ability of surface
404 that most of the present outcomes are derived from in vitro studies and should be
407 of surface topographies. At the same time, we need to be aware of that excessive bone
408 regeneration at the interface may not be a clinical advantage, re-emphasizing the critical
409 importance of in vivo studies for the development of successful bone regeneration
410 materials.
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413 electrospun fiber diameter on the inflammatory response. Nanofibrous PLLA scaffolds alleviated
414 the inflammatory response compared to the others. (B) Cytokines secreted by RAW 264.7 cell after
415 7 days of culture on scaffolds. Relatively lower pro-inflammatory cytokines were released by
416 macrophage cells cultured on nanofibers compared to the films and microfibrous scaffolds. (A-B)
417 Reprinted with permission [121]. Copyright 2011, American Chemical Society. (C) SEM and
418 fluorescent images of BMDMs cultured on Ti substrate with various groove sizes. The elongation
419 of macrophage was most prominent on grooved surfaces of 450 nm in width. (D)
421 macrophages on control and grooved substrates. Arg1 expression was upregulated on grooved
422 surfaces ranging from 400 nm to 5 μm. (C-D) Reprinted with permission [127]. Copyright 2015,
427 osseointegration, and it has been reported to be capable of regulating the osteoimmune
429 surface roughness, surface can be classified into micrometre surface and nanometre
430 surface Actually, it has been demonstrated that an oral implant called TiUnite
431 possessing moderately rough surface at the micron level of resolution presents more
432 desirable results under challenging clinical conditions when compared to other
433 moderately rough surfaces, minimally surfaces, and rough surfaces [139]. Similar
434 results were also found in an in vitro study conducted by Hotchkiss et al., who evaluated
436 surfaces (Sa: 3.64±0.029 μm for modSLA; Sa: 3.61±0.047 μm for plasmaSLA) or
437 smooth surface (Sa: 0.59±0.023 μm for plasmaPT). The results showed that the
439 than that on smooth surfaces, suggesting that rough surfaces could control inflammation
440 and improve the success of implanted materials [125]. Today, nanoscale surfaces have
441 been researched in frequent to imitate the roughness of natural bone. However, clinical
442 evidence supporting the use of any nanoscale surfaces is still lacking, at best, is based
443 on the results of animal studies [140]. Limited researches suggested that nanoscale
444 surface modifications in implants could favorably influence molecular and cellular
445 behavior, leading to altered bone regeneration [141]. In an animal study performed by
Page 29 of 71 Journal of Materials Chemistry B
447 45.52±8.98%) and microroughened surfaces (Sa: 1.58±0.16 µm, Sdr: 66.01±10.43%)
449 was utilized to obtain the gene expression profiles of cells adherent to these two
450 implants. In this study, the nanosurface features did not have a significant effect on
452 response was detected on the nanoscale surfaces compared to the microroughened
453 surfaces. Furthermore, a faster and higher osseointegration was shown on the
455 genes expressed in the process of osteogenic differentiation [126]. In an in vitro study,
456 Luu et al. designed surfaces with grooves of varying widths (200 nm-50 µm) on
457 titanium substrates, aiming to examine the regulatory role of surface roughness in
458 immune cells. The results revealed that macrophage elongation was observed to be the
459 greatest on surfaces with grooves ranging from 400 to 500 nm in width, resulting in the
460 polarization of macrophages toward the prohealing phenotypes [127] (Figure 7). In
461 summary, roughness is an important parameter of scaffold surfaces, and surfaces with
463 phenotypes. There is still a need to investigate how the altered implant surfaces
464 influence immune cell behavior, leading to alterations in the bone regeneration process.
465 Moreover, more clinical evidence is needed to determine the appropriate surface
468 Porosity and pore size are considered to be important surface properties since
470 is essential for nutrition exchange and waste removal, and the interconnected networks
471 provide guidance for cell migration and tissue formation [144]. Porosity is one of the
472 major parameters that are supposed to be taken into consideration during the
474 enhanced cell proliferation and successful osseointegration; however, excessively high
475 porosity can reduce the mechanical strength of biomaterials, leading to implant failure
477 human elastin scaffolds with varying porosities (34.4±1.3% vs 14.5±0.8%) by changing
478 the flow rates during electrospinning, and only scaffolds with higher porosity facilitated
479 cell migration and infiltration in vitro. Moreover, scaffolds with higher porosity
480 sustained for at least 6 weeks in vivo and did not elicit any excessive immune response,
481 suggesting that higher porosity may confer favorable immunomodulatory properties to
482 the substrates [128]. In addition, the pore sizes are equally vital for an optimal scaffold
483 system. Commonly, smaller pores could cause a local hypoxic environment leading to
485 granulation that blocks the mutual effects between the surrounding environment and
486 the implants [145]. To date, however, there is no recommended standard for pore size.
487 Generally, scaffolds with apertures greater than 300 µm are recommended to promote
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489 with various pore sizes by using a pneumatic extrusion 3D printer, then scaffolds with
491 bone defect models in SD rats, respectively. In vivo testing found that the scaffolds
492 with an average pore size of 582 μm significantly reduced the foreign body response in
494 angiogenesis, and bone regeneration were also detected on this set of scaffolds, and
495 further research confirmed that MyD88 protein was supposed to be implicated in the
496 regulation of macrophage polarization at various pore sizes [129] (Figure 8). Similar
497 findings were also reported by Garg et al., who found that higher porosity or larger
498 pore size of scaffolds were able to promote macrophages polarization toward the M2
499 phenotype in vitro [146]. These results suggest that the porosity and pore size are key
500 physical properties of biomaterials, endowing implants with the ability to modulate the
501 immune environment and integrate bone tissue. Determining the optimal physical
507 P200 (209.9 ± 77.1 μm), P400 (385.5 ± 28.6 μm), P600 (582.1 ± 27.2 μm). (B) images of MyD88
508 immunohistochemical staining for scaffolds after implantation in rat bone defects. The P600 group
509 showed lower MyD88 protein expression, which has been demonstrated to participate in regulating
511 polarization markers for scaffolds after subcutaneous implantation in rats. The P600 group
512 promoted macrophages polarization toward the anti-inflammatory phenotype. (D) Fluorescent
513 images of macrophage polarization markers for scaffolds after implantation in rat bone defects. The
514 P600 group promoted macrophages polarization toward M2 phenotype. (A-D) Reprinted with
518 Surface chemistry alterations are strongly related to the adsorption layer of the
519 proteins [147]. Previous studies have confirmed that the surface interaction between the
520 substrate and the adsorption layer of the proteins is critical in determining the immune
521 response toward the implant [148, 149]. Therefore, the immune environment can be
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529 proteins bind more readily to hydrophobic surfaces than to hydrophilic surfaces
531 reported that the adsorbed proteins can induce inflammation and foreign body reactions
532 through conformational changes [148]. Therefore, it may be possible to modulate the
533 adsorbed layer of proteins and subsequent immune responses by altering surface
534 wettability. For instance, an in vitro study aiming to investigate the effect of material
536 performed by Hotchkiss et al., macrophages were cultured on titanium surfaces with
537 varied wettability, and hydrophilic surfaces treated by oxygen plasma cleaning were
539 upregulate IL-4 and IL-10 expression [125]. Similarly, an in vitro study by Lv et al.
540 reported that macrophages on hydrophilic surfaces tended to polarize toward the M2
542 studies have demonstrated that surface wettability may affect the adsorption and
545 (PI3K and NF-κB) and ultimately affects the behavior of macrophages [159] (Figure
546 9). In another in vitro study by Li et al., graphene oxide (GO) was deposited on the
Journal of Materials Chemistry B Page 36 of 71
548 technique. Then macrophages and BMSCs were culture on the surfaces, respectively.
551 BMSCs were improved on the GO-modified surfaces, suggesting a potential role of
553 that excessive augmentation in surface hydrophobicity may lead to high protein
555 detrimental to the clinical application of the materials [145]. Furthermore, In vivo
556 evidence is still lacking, future strategies lie in identifying appropriate surface
557 wettability through in vivo studies to regulate the immune response in the direction of
561 mechanisms of surface hydrophilicity on macrophage behavior. Reprinted with permission [159].
562 Copyright 2018, John Wiley and Sons. (B) Schematic description of dual roles of GO-modified
563 titanium surface. The GO-modified surfaces exhibited higher hydrophilicity compared to the SLA
565 favorable immune microenvironment for the success of osseointegration. Adapted from ref. 143
566 [150].
568 The surface charge of biomaterials has been widely investigated for its capability
571 influence the concentration and conformation of adsorbed proteins and subsequent cell
573 Briefly, calcium ions first bind to the negatively charged surface by electrical attraction,
574 then calcium ions attract cell adhesion proteins to adsorb on the scaffold surface, and
575 eventually affect osteoblasts adhesion and proliferation [162]. Moreover, the charged
576 surfaces were also thought to affect the immune environment surrounding biomaterials.
577 previous study reported that cationic particles can promote inflammation more than
578 anionic particles [151]. Numerous studies have attempted to modulate macrophage
579 polarization by altering the surface charge of biomaterials. Brodbeck et al. investigated
580 the effect of surface charge on cytokine production using an in vitro monocyte or
581 macrophage culture system, and the results showed that IL-10 expression in monocytes
583 on cationic surfaces. Conversely, a significant reduction of IL-8 was noted in cells on
584 anionic surfaces [151], suggesting that anionic surfaces can induce anti-inflammatory
586 addition, the potential intensity was reported to be equally vital in the process of
587 immunomodulation. For instance, Li et al. used a polydopamine coating to modify the
588 titanium surface to reduce its surface potential. In vitro, bone marrow-derived
589 monocytes (BMDMs) were seeded on samples with different surface charge and the
590 supernatant was collected to treat a mouse embryo cell line (C3H10T1/2). In vivo,
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592 respectively. Both in vitro and in vivo studies reported a tendency for macrophages to
594 expression analysis revealed that this may be related to the inhibition of PI3K-Akt-
595 mTOR signaling axis. Furthermore, both in vitro and in vivo studies indicated that
597 M2 macrophages [152] (Figure 10). These findings suggest that the surface charge
598 regulation, including surface potential, may prove to be a viable solution for the
600 properties.
601
602 Figure 10. Effect of surface charge on osteoimmunomodulation. (A) Effect of surface potential on
603 macrophage polarization and subsequent osseointegration. Implants with low surface potential promoted
604 the M2 cells polarization and subsequent bone regeneration. (B) Fluorescent images of macrophage
605 polarization markers in tissues surrounding different implants. Implants with lower surface potential
Journal of Materials Chemistry B Page 40 of 71
607 pathways that influence macrophages polarization. Higher electron repulsion between low-potential
609 β1 and integrin β3 in the cell membrane through the focal adhesion kinase signaling pathway, thereby
610 promoting the polarization of BMDMs toward M2 phenotype. The inhibition of PI3K-Akt-mTOR signal
611 axis was involved in this process (A-C) Reprinted with permission [152]. Copyright, 2022 Elsevier.
613 Surface functional groups can also affect the adsorption of proteins and subsequent
614 cellular responses [163, 164]. In this respect, several studies reported that surface
615 functional groups could influence immune cell behavior and subsequent new bone
616 formation. For instance, in an in vitro study conducted by Ion et al., oxygen or nitrogen
617 plasma treatment was employed to enrich the functional groups on the surfaces of
618 carbon nanowalls and investigate their influence on macrophage behavior. As the SEM
619 showed, oxygen plasma significantly promoted macrophage spreading and adhesion.
620 In addition, the expression levels of pro-inflammatory cytokines such as tumor necrosis
621 factor-alpha (TNF-α) and macrophage inflammatory protein-1 alpha (MIP-1α), were
622 significantly higher after oxygen plasma treatment compared with nitrogen plasma
623 treatment, suggesting that changes in the functional groups may affect the polarization
625 nanoparticles carrying different functional groups were injected into SKH1-E mice to
627 results revealed that macrophages that were adjacent to nanoparticles modified with
628 amide, epoxide, and alkene tended to polarize toward the M2 phenotype. Instead,
Page 41 of 71 Journal of Materials Chemistry B
630 inclined to polarize toward the M1 phenotype [153], confirming the potential ability of
632 study conducted by Buck et al., NH2 and COOH groups were attached on the surface
634 solve the problems of poor regeneration of PEEK implants because of chronic
635 inflammation. In vitro study found that surfaces functionalized with NH2 and COOH
637 Meanwhile, COOH surfaces, which was able to induce an anti-inflammatory response,
638 significantly promoted the osteogenic differentiation of MSC compared with NH2
639 surfaces. However, the most deposition of calcium phosphates were observed on NH2
640 surfaces rather than on COOH surfaces after incubation in simulated body fluid for 3
641 weeks. For further validation of the osseointegration ability of the implants, samples
642 were implanted into the tibia unicortical defect models in rats and subsequently
643 subjected to CT and histological examination. In vivo study showed that both NH2 and
644 COOH surfaces were in contact with more new bone when compared with unmodified
645 surfaces. especially for the NH2 surfaces. At the same time, most increased bone-
646 bonding was detected for NH2 surfaces. Therefore, mineralization, osteogenesis and
647 immunomodulation are all important for osseointegration, successful implants need to
648 take these factors into account and be validated by careful in vivo testing [154] (Figure
649 11). In summary, modification of the surface functional groups may be a potential way
Journal of Materials Chemistry B Page 42 of 71
651 more in vivo studies are needed to balance the relationship between mineralization,
653
654 Figure 11. Effect of surface functional group on osteoimmunomodulation. (A) Schematic of influence
655 of surface functional groups on mineralization, macrophage polarization and osseointegration. Surfaces
656 functionalized with NH2 and COOH groups induced pro- and anti-inflammatory macrophage responses,
657 respectively. Meanwhile, Meanwhile, COOH surfaces, which was able to induce an anti-inflammatory
658 response, significantly promoted the osteogenic differentiation of MSC compared with NH2 surfaces.
659 However, more mineral-binding were observed on NH2 surfaces rather than on COOH surfaces,
660 suggesting that PEEK implant integration may be improved with mixtures of these two functional groups.
661 Reprinted with permission [154]. Copyright 2022, American Chemical Society. (B) Fluorescent images
662 of macrophage polarization markers in tissues surrounding different implants. Macrophages adjacent to
663 nanoparticles modified with epoxide tended to polarize toward the M2 phenotype. Instead, macrophages
664 adjacent to nanoparticles modified with nitro were inclined to polarize toward the M1 phenotype.
666 6. Surface coatings design based on osteoimmune modulations for DOI: 10.1039/D3TB00727H
669 of immune system to shield off implants to protect nearby tissues is an important part
670 of its response to biomaterials [140]. Implants are constantly subjected to a number of
671 factors that may threaten their effectiveness, such as poor techniques, patient genetic
673 which may cause immune system-based rejection of implants. Such rejections are
674 limited to less than 10% at 25 years follow up after oral and orthopedic implants [165].
675 Apparently, oral and orthopedic implants function relatively well without any coatings.
676 But any implant is in constant threat of being rejected by the immune system
677 nevertheless. Whether actually coating materials are beneficial to improve clinical
678 function is unknown, but it is certain that this possibility exists [166, 167]. In the last
679 decades, several studies on implant coatings have demonstrated that the immune
682 range of surface coatings that exhibit favorable immunomodulatory properties and
683 make some recommendations for the future development of implant coatings (Table 3).
Journal of Materials Chemistry B Page 44 of 71
687 HA has been widely regarded as an ideal bone substitute for its satisfactory
689 [185-187]. It had received much attention during its initial use as a coating material to
690 improve the osseointegration ability of implants. However, the first generation of HA-
691 coated implants manufactured with plasma spray technology was withdrawn due to the
692 unacceptable marginal bone loss found in clinical studies [188]. With the advancement
693 of processing technology, several new HA-based coatings for bone regeneration have
694 been developed in recent years. For example, in a recent study conducted by Lu et al.,
695 a nanostructured HA coating was prepared on the titanium surface via electrochemical
696 deposition, in vitro study revealed that osteogenic differentiation of MC3T3 cells on
698 prepared by plasma spray technique without nanotopography. Subsequent in vivo study
699 further confirmed the results in vitro [189]. In an in vitro study conducted by Uddin et
700 al., to enhance corrosion resistance and immune response of Mg alloys implants, deep
701 ball burnishing was first performed to improved surface integrity of Mg alloys implants,
702 then HA coating was manufactured on the magnesium alloy substrate surface via an
703 electrochemical process. In vitro results found that the burnish + HA coating
704 significantly improved the corrosion resistance of the surface when compared with
706 the HA coated surface was significantly increased as compared to the uncoated surface
Journal of Materials Chemistry B Page 46 of 71
708 microporous titanium surface that was coated with nano-HA produced by microarc
711 the treatment time of SHT, the nano-HA structure can be transformed from
712 nanoparticles to nanorods, in vitro results suggested that HA nanoparticles were able to
714 and angiogenesis than HA nanorods, which was further supported by the results of
715 subsequent in vivo study [172] (Figure 12). Similarly, another study by Wang et al. also
716 revealed that HA nanoparticles that were also prepared through MAO and SHT
718 angiogenesis, and accelerated the process of osseointegration in an in vivo assay [173].
719 These results suggest that HA coatings may be a potential alternative to regulate the
720 immune environment to make it more favorable for bone regeneration. However, Long-
721 term clinical studies are needed to further confirm its safety and efficacy.
Page 47 of 71 Journal of Materials Chemistry B
725 nanoparticles were able to induce an immune environment more conducive to osteogenesis and
726 angiogenesis than HA nanorods. Reprinted with permission [172]. Copyright 2018, Elsevier. (B)
728 oxide (GO). IL-4/GO-coated titanium surfaces promoted M2 polarization of macrophages and bone
729 regeneration. Reprinted with permission [182]. Copyright 2020, American Chemical Society. (C)
730 Schematic of effect of high Sr-doped coatings on bone regeneration under OS conditions. High Sr-
731 doped coatings could effectively induce the osteogenic differentiation of MC3T3-E1 cells and the
733 reactive oxygen species, thus promoting bone regeneration. (D) Fluorescent images of
Journal of Materials Chemistry B Page 48 of 71
735 increased with the addition of Sr-doped coatings. (C and D)Adapted from ref. [180].
737 Bioactive glass (BAG) was once presented and claimed to be capable of eliciting
738 chemical response at the material surface, thus forming a bond between the host and
739 the material [190]. Latter, clinical application of BG as coating of orthopedic or dental
740 implants was proposed because of its reported good osteoconductivity, osteoinductivity,
741 and biocompatibility [191, 192]. However, the inherent low fracture toughness and high
742 brittleness of BAG have limited their clinical application in osseointegration [193].
743 Until today, no BAG coating for orthopedic or dental implants is approved for clinical
744 application, but some of the emerging studies seem promising. For instance, in a study
745 conducted by Chen and colleagues, a collagen membrane that was coated with
746 nanometer-sized bioactive glass Ca2ZnSi2O7 via pulsed laser deposition was
747 developed to investigate its role in osteoimmunomodulation. Both in vitro and in vivo
748 studies revealed that BAG coatings upregulated the M1 polarrization of macrophages,
750 coatings was also detected [174]. In another study by Zhang et al., a β -tricalcium
751 phosphate (TCP) scaffold coated with mesoporous BAG nanolayer was developed
752 through 3D printing and spin coating to improve the capabilty of osseointergration of
753 pure TCP scaffold. Mechenical tests showed that the compressive strength of the
754 mesoporous BAG nanolayers modified TCP scaffolds is about 11 MPa, which is in the
755 top range for cancellous bone. In vitro study revealed that upregulated osteogenesis and
Page 49 of 71 Journal of Materials Chemistry B
757 compared to pure TCP scaffolds and traditional BAG modified TCP scafolds. Similarly,
759 osseointergration in subsequent in vivo study [194]. Although several studies have
760 confirmed that BAG coating can improve the osseointegration ability of implants, there
761 is still a lack of experiments to verify its long-term performance in vivo. However, the
764 The extracellular matrix (ECM) is a kind of naturally derived biomaterials with
765 good biocompatibility and cell reactivity, which is considered as a potential alternative
766 scaffold material in bone tissue engineering [195, 196]. In an in vivo study, ECM
767 coating screws were implanted into the vertebraes of young sheep to evaluate the ability
768 of osseointegration of ECN coatings. Enhanced bone formation was observed around
769 the surface of the ECM coating screws as compared to the pure screws, indicating the
771 Rahmati et al., enamel matrix derivates (EMD) were coated on the titanium surfaces
772 via electrochemical cathodic polarization method. Then the tibia defect models of
773 rabbits were utilized to evaluate the osteoimmunomodulatory effects of the EMD
774 modified implants. In vivo study revealed that EMD modified implants significantly
775 increased ALP activity and reduced the expression of pro-inflammatory cytokines,
778 glycoprotein composition and the fibrous structure of a natural extracellular matrix and
780 enhanced proliferation and osteogenic differentiation of BMSCs was found on coated
781 surface, which was further promoted by the M2 macrophage polarization induced by
782 the glycopeptide hydrogel, in vivo study further confirmed the enhanced
783 osteoimmunomodulatory effects of this hybrid scaffold developed here [170] (Figure
784 13). Existing studies suggest that ECM coating can regulate the immune
785 microenvironment to accelerate osteogenesis, but more in vivo studies are needed to
787
788 Figure 13. Effect of extracellular matrix coating on osteoimmunomodulation. (A) GM-RADA16
789 hydrogel (GRgel) was combined with PCL/nHA to form a new scaffold (PH@GRgel). (B-C) Bone
792 percentage of M2 cells observed at the regenerated tissue treated by PH@GRgel. Reprinted with
795 Metal ions can inhibit inflammatory cytokines secreted by macrophages and
796 promote bone formation [198, 199]. Several researchers have attempted to design
797 immunomodulatory implants by coating metal ions on the surfaces of the implants. For
798 instance, a titanium surface coated with tannic acid and magnesium ions was prepared
800 showed that tannic acid and magnesium ions could synergistically stimulate the
802 promoting osteogenic differentiation of BMSCs. In vivo study also revealed that the
803 coatings developed hear could inhibit the host response [168]. In another study, a
804 magnesium ion-incorporated TiO nanotube array (MgN) was coated on a titanium
805 substrate via anodization and hydrothermal techniques, both in vitro and in vivo studies
806 demonstrated that the MgN coating possessed immunomodulatory properties and was
809 in vitro study found that the MgSiO3 coatings induced an immunomodulation more
812 osteoclastogenesis. Moreover, subsequent in vivo study further confirmed that more
Journal of Materials Chemistry B Page 52 of 71
814 In addition to magnesium ion, other metal ions have also been demonstrated to possess
817 showed that Sr-loaded surface could induce the M2 polarization of macrophages and
818 thus stimulated osteogenic differentiation of BMSCs. In vivo study using the femur
819 defect models of rats revealed that Sr-loaded surfaces could alleviate inflammatory
820 response while increasing bone formation [179]. Another study conducted by Shen et
821 al. found that the high Sr-doped coatings could effectively induce the osteogenic
822 differentiation of MC3T3-E1 cells and the M2 polarization of RAW264.7 cells in vitro
823 by activating catalase/superoxide dismutase and reducing reactive oxygen species, thus
824 promoting bone regeneration. In vivo study was also performed and found that the high
826 oxidative stress microenvironment [180] (Figure 12). In Another study, Liu et al.
827 fabricated zinc ion coatings on the sulfonated polyetheretherketone (SPEEK) surfaces
828 via magnetron sputtering technique. Both in vitro and in vivo studies revealed that Zn-
832 osteoimmunomodulatory properties [200]. These results indicate that metal ion
833 coatings can endow the implant with immunomodulatory properties favoring
Page 53 of 71 Journal of Materials Chemistry B
835 osseointegration.
838 implants can stimulate the M2 macrophage polarization [68, 201, 202]. Along with the
839 in-depth research on immune regulation during the process of bone union, some
841 achieve an early burst release of cytokines, thereby switching macrophages toward the
842 M2 phenotype in time to facilitate bone regeneration. For instance, IL-4 and RGD
843 peptide were employed by Li et al. to construct a coating on the surfaces of TiO2
844 nanotubes for the purpose of regulating the immune response and promoting
845 osteogenesis. Cell co-culture models were used to investigate response of macrophages
846 on various surfaces and the modulation of MSCs osteogenic differentiation. In vitro
847 stuies confirmed that this coating could not only switch macrophages toward an anti-
849 activating the BMP/SMAD/RUNX2 signaling pathways [181] (Figure 14). In another
850 study, IL-4/graphene oxide (GO) coatings were constructed on titanium substrates to
851 improve the immunomodulatory properties of the scaffolds. In vitro study found that
852 the coated scaffolds could promote the M2 macrophage polarization and the osteogenic
854 the interface of the coated implant was enhanced [182] (Figure 12). A study by Xie et
Journal of Materials Chemistry B Page 54 of 71
856 release of IL-10 and dexamethasone. In vitro study revealed that a burst release of IL-
861 osseointegration on the modified surface was also observed in vivo [203]. All these
862 studies reveal that the introduction of anti-inflammatory cytokines to the implant
863 surfaces may be a possible way to regulate the immune environment favoring bone
866
867 Figure 14. Schematic of the effect of anti-inflammatory cytokines loaded coating on
868 osteoimmunomodulation. L-4 and RGD can work synergistically and generate a better osteo-
869 immune microenvironment, which is more favorable for early osteogenesis. Reprinted with
872 To date, several small molecule drugs have been demonstrated to possess an
874 development of material science has made it possible to cover these drugs on the
875 surfaces of the implants. For instance, a drug-loaded coating material with
877 indomethacin and tannic acid. In the present study, indomethacin and tannic acid
881 significantly increased osseointegration was observed on this novel coating in vivo
882 [167]. In another study, the effects of aspirin-loaded coatings on osteogenesis and
884 coatings were decorated on titanium discs through electrostatic interactions. Increased
886 were shown on the aspirin modified disc as compared to the pure disc, subsequent in
887 vivo results mirrored the findings in vitro. [184]. Recently, Zheng et al. used IL-4,
889 programmed release to improve the osseointegration ability of implants. Both in vitro
890 and in vivo studies suggested that the initial burst of IL-4 in the early stage significantly
895 together, these results suggested that drug-loaded coatings may endow implants with
896 favorable immunomodulatory properties and provide strategies for the surface
897 modification of engineering implants. To date, however, few studies have investigated
898 the immunomodulatory properties of drug-loaded coatings, and little consensus exists
899 for the determination of drug components or concentrations. These problems need to
901
902 Figure 15. Schematic of the effect of drug-loaded coating on osteoimmunomodulation. A
903 programmed release of IL-4, ALN and Ca2+ can work cooperatively to match the dynamic process
906 It is worth mentioning that some studies have attempted to achieve a multifaceted
908 coating components. For example, in our aforementioned study by Zheng et al. , IL-4,
909 alendronate, and nano-hydroxyapatite were all involved in the formation of this hybrid
910 coating, in which IL-4 was used to modulate the immune response while alendronate
911 and calcium ions were used to inhibit osteolysis and promote osteogenesis, thereby
912 improving the osseointegration of the implant [183]. In another study, He and
913 colleagues selected tannic acid (TA) and Mg2+ to build a multicomponent coating based
916 scavenge excess reactive oxygen species (ROS). This TA/Mg2+ coating integrated the
917 above functions, and showed excellent immune regulation ability in subsequent in vivo
919 direction for the development of multifunctional biomaterials, but more rigorous in vivo
920 experiments are needed to verify their safety and effectiveness, as well as the reasonable
923 Immune cells play vital roles in regulating bone regeneration. Immune response is
924 inevitable to any biomaterial. Traditional design principles tend to minimize the
927 intimate relationship between bone and immunity has been thoroughly studied, and
929 for bone regeneration, which facilitates the transformation of design methods from
931 biomaterials, blood clots and proteins are immediately absorbed on the biomaterial
932 surfaces, further determining the cascade of events driven by the immune system, which
933 ultimately affects the results of bone regeneration. By tuning surface properties,
934 biomaterials can precisely manipulate protein adsorption and the subsequent immune
935 response, resulting in favorable bone regeneration. Hence, various surface properties,
936 including topography, roughness, porosity, pore size, wettability, surface charge,
937 functional groups, and surface coatings, have been investigated and demonstrated to
939 immunomodulatory effects make surface modification a viable solution for application
940 in bone tissue engineering. We noted that among the immune cells involved in
943 conversion of macrophage phenotypes at the right time is essential for successful bone
944 regeneration, while no consensus has yet been reached regarding the appropriate timing
945 and pattern of macrophage conversion. Moreover, we noted that other immune cells,
946 such as T lymphocytes and B lymphocytes, have received less attention than
Page 59 of 71 Journal of Materials Chemistry B
950 designs will also lead to differences in the immunomodulatory effect of biomaterials.
951 How to define the optimal surface parameters also needs to be further clarified through
952 rigorous experiments. Whether the final surface modification of biomaterials can meet
953 our needs still needs to be proved by clinical studies. In summary, surface modification
954 can be a viable solution for bone regeneration by precisely manipulating the immune
955 cell response, providing new directions for the management of bone defects.
956
957 Acknowledgments:
958 The authors thank Prof. Yujiang Fan and Prof. Xingdong Zhang for their help in this
959 study. This work was supported by the National Natural Science Foundation of China
960 (82202705), the Project of the Science and Technology Department of Sichuan
961 Province (Grant No. 2022YFS0099, No. 2023NSFSC1738, No. 2023YFS0162), the
962 Sino-German Center for Research Promotion (GZ1219). In addition, some elements
964
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