Innate & Adaptive ImmunityApril 19, 202610 min readUpdated October 1, 2026

MHC I vs MHC II: Draw the Pathways, CD8 vs CD4 & Rule of 8

Draw MHC fast: inside proteins go proteasome-TAP-RER to MHC I and CD8 killing, while outside antigens load on MHC II in APCs to activate CD4 help.

MHC class I (HLA-A, -B and -C) is found on all nucleated cells and presents peptides made inside the cell to CD8+ cytotoxic T cells: cytosolic proteins are cut by the proteasome, pumped into the endoplasmic reticulum (ER) by TAP and loaded onto an α chain paired with β2-microglobulin. MHC class II (HLA-DP, -DQ and -DR) sits mainly on professional antigen-presenting cells (dendritic cells, macrophages, B cells) and presents peptides from material taken up from outside to CD4+ helper T cells, loaded in endosomes once HLA-DM removes the CLIP placeholder. The rule of 8 locks in the pairing (MHC I × CD8 = 8; MHC II × CD4 = 8), and three exceptions finish the topic: cross-presentation, NK cells and "missing self," and viral evasion.

The rule of 8

  • MHC I × CD8 = 8. Class I presents to CD8+ T cells, which kill the presenting cell if the peptide is foreign.
  • MHC II × CD4 = 8. Class II presents to CD4+ helper T cells, which coordinate the response, including antibody production by B cells.
  • Inside vs outside: class I shows what is in the cytosol (viral, tumor and normal self proteins); class II shows what the cell has eaten.

Draw it out: the sketch in 6 steps

Draw one large cell with a nucleus in the middle, the ER and Golgi above it, the cytosol on the left and an endosome on the right. The left half of your page becomes MHC I, the right half MHC II, and the cell surface at the top is where both meet their T cells.

Left side: MHC I, the inside job

  1. Draw a virus in the cytosol making its proteins. Any protein made inside the cell, self or foreign, can be presented.
  2. Draw a barrel: the proteasome. It degrades cytosolic proteins into short peptides; the closed ends of the class I groove limit binding to peptides of about 8 to 10 amino acids.
  3. Draw a doorway into the ER labeled TAP. TAP1 and TAP2 form an ATP-dependent transporter that moves peptides from the cytosol into the ER.
  4. Inside the ER, draw MHC I: a heavy α chain with three domains (α1 and α2 form the groove) plus β2-microglobulin. Chaperones hold it until a peptide binds: calnexin first, then calreticulin, tapasin (which helps transfer peptides from TAP onto MHC I) and ERp57.
  5. Arrow through the Golgi to the cell surface.
  6. Draw a CD8+ T cell docking. Self peptide: ignored. Viral or tumor peptide: the T cell eliminates the cell.

Left-side summary: cytosolic protein → proteasome → TAP → ER (α chain + β2-microglobulin + peptide) → Golgi → surface → CD8.

Right side: MHC II, the outside pickup

  1. Draw the APC engulfing a bacterium into an endosome, where the protein is digested into peptides.
  2. Back in the ER, draw MHC II (an α and a β chain) with a plug in its groove: the invariant chain, which stops it from binding peptides inside the ER.
  3. Arrow from the ER to an endosome. A protease cleaves most of the invariant chain, leaving a small fragment, CLIP (class II–associated invariant chain peptide), in the groove.
  4. Fuse the two endosomes and draw HLA-DM pulling CLIP out and helping the exogenous peptide take its place.
  5. Arrow to the cell surface.
  6. Draw a CD4+ helper T cell recognizing the complex and releasing help, which ends in B-cell antibody production and an organized immune response.

Right-side summary: phagocytosis → endosome → MHC II arrives with invariant chain → CLIP → HLA-DM swaps CLIP for peptide → surface → CD4.

Optional step 7: add a dashed arrow from a dendritic cell's endosome to its MHC I (cross-presentation) and an NK cell beside a cell with no MHC I (missing self). Both are explained below.

MHC I vs MHC II at a glance

FeatureMHC class IMHC class II
Human genesHLA-A, -B, -CHLA-DP, -DQ, -DR
Structureα heavy chain (α1, α2, α3) + β2-microglobulinα chain + β chain
ChromosomeHeavy chain on 6; β2-microglobulin on 15Both chains on 6
Expressed onAll nucleated cells (and platelets)Professional APCs: dendritic cells (Langerhans cells in skin), monocytes and macrophages, B cells; also thymic epithelium
Peptide sourceEndogenous: proteins in the cytosolExogenous: proteins taken up into endosomes
ProcessingProteasome → TAP → EREndosome or lysosome digestion
Groove guardCalnexin, calreticulin, tapasin, ERp57Invariant chain → CLIP, removed by HLA-DM
Presents toCD8+ cytotoxic T cellsCD4+ helper T cells
Typical outcomeInfected or tumor cell is killedHelp for B cells and other immune cells
Inherited deficiencyBare lymphocyte syndrome type I (usually TAP1, TAP2)Bare lymphocyte syndrome type II (CIITA, RFX5, RFXANK, RFXAP)

The class III region encodes inflammatory molecules (complement C2, C4 and factor B, TNF-α and lymphotoxin), not antigen-presenting molecules. All MHC genes are codominant, so every inherited allele is expressed.

Cross-presentation: exogenous antigen on MHC I

Cross-presentation is the process by which exogenous antigens captured by phagocytic antigen-presenting cells are processed and presented on MHC I. Dendritic cells do it (a subset marked by XCR1 is a key player). Why it matters:

  • Viruses that do not infect dendritic cells, or that block direct presentation, can still prime CD8+ T cells, because the dendritic cell presents antigen it has eaten.
  • Tumors can trigger CD8+ responses the same way.

On the exam, a dendritic cell that ingests virus-infected or tumor material and activates naive CD8+ T cells is cross-presenting; the class II route would activate CD4+ cells instead. The broader signal sequence (MHC plus costimulation) is in the T-cell activation mnemonic.

NK cells and "missing self"

Inhibitory receptors on NK cells recognize MHC class I, and NK cells can kill a target only when there is no strong inhibitory signal. Normal MHC I therefore protects healthy cells. Its absence suggests the cell is infected with a virus that downregulates MHC or has undergone malignant transformation with loss of MHC, and the NK cell kills it. Dropping MHC I to hide from CD8+ T cells therefore makes the cell an NK target. More in the NK cell Q-bank breakdown.

How viruses and tumors dodge MHC I

EvaderTrickStep blocked on your sketch
Herpes simplex virusMakes a protein that binds and inhibits TAPPeptides never reach the ER
AdenovirusMakes a protein that binds MHC I and retains it in the ERMHC I never reaches the surface
CytomegalovirusSends MHC I back from the ER into the cytosol, where it is degradedMHC I destroyed
TumorsLose MHC expression after malignant transformationNothing to show CD8+ cells

Each trick hides the cell from CD8+ T cells, but low surface MHC I also removes the brake on NK cells.

Bare lymphocyte syndromes

Type I (MHC class I deficiency)Type II (MHC class II deficiency)
GenesUsually TAP1 or TAP2 (very rarely TAPBP, tapasin): peptides cannot reach the ER, so MHC I is degradedCIITA, RFX5, RFXANK, RFXAP: regulators of MHC II gene transcription
InheritanceAutosomal recessiveAutosomal recessive
PictureRecurrent bacterial infections of the lungs and airways from childhood, which can lead to bronchiectasis; skin ulcers on the face, arms and legs in adolescence or young adulthoodCombined immunodeficiency from infancy: persistent respiratory, gastrointestinal and urinary infections, malabsorption, poor growth; without treatment, patients rarely survive early childhood

Type II is a combined immunodeficiency, so it belongs in your SCID-like differential (see SCID made easy).

HLA associations worth memorizing

HLA typeAssociation
B27Ankylosing spondylitis, reactive arthritis
B51Behçet syndrome
C*06:02Psoriasis
DQ2 / DQ8Celiac disease
DR3-DQ2, DR4-DQ8 (haplotypes)Type 1 diabetes
DR2Multiple sclerosis; with DQB1*06:02, narcolepsy
DR3Sjögren syndrome, autoimmune myositis, Graves disease, SLE (Merck pairs SLE with DR3 and DR15)
DR4Rheumatoid arthritis
B*57:01Abacavir hypersensitivity: screen every patient before starting
B*15:02Carbamazepine SJS/TEN: screen patients with ancestry in at-risk populations, mainly Asian

Disease associations are from Merck's HLA chapter; drug alleles are from FDA labels. Type 1 diabetes: review books say DR3 and DR4, Merck's HLA chapter says DQ2 and DQ8; both are right, because these genes travel together as the DR3-DQ2 and DR4-DQ8 haplotypes, present in more than 90% of patients younger than 30 (Merck). Practice these in the HLA associations breakdown.

How USMLE tests it

  • RBCs are anucleate, so they are the classic exception to "MHC I on all nucleated cells"; platelets do carry MHC I.
  • β2-microglobulin is encoded on chromosome 15, not 6; both class II chains are on chromosome 6.
  • Invariant chain = class II only. It blocks the class II groove in the ER; TAP and tapasin belong to class I.
  • Langerhans cells are skin dendritic cells that express MHC II; they pick up haptens in allergic contact dermatitis.
  • Transplant HLA typing looks at these same loci (A, B, C, DP, DQ, DR); see the transplant rejection breakdown.

Practice question

A virus encodes a protein that binds and inhibits TAP in the epithelial cells it infects. Which host response is most likely to kill these infected cells?

  • A. CD8+ T cells recognizing viral peptides on the infected cells' MHC I
  • B. CD4+ T cells recognizing viral peptides on the infected cells' MHC II
  • C. NK cells that are no longer inhibited by MHC I on the infected cells
  • D. Loading of viral peptides onto MHC I through the invariant chain pathway
  • E. No cellular response, because exogenous antigen can never reach MHC I

Answer: C. Without TAP, peptides cannot enter the ER; MHC I chains are still made, but surface MHC I falls to abnormally low levels. Herpes simplex virus uses this exact trick. NK cells lose their inhibitory signal and kill the "missing self" cells.

  • A: CD8+ T cells need peptide on MHC I, which is exactly what the virus has removed.
  • B: epithelial cells are not professional APCs, and cytosolic viral proteins go to class I, not class II.
  • D: the invariant chain is class II machinery; it plugs the class II groove and does nothing for class I.
  • E: false twice: NK cells still respond, and dendritic cells can cross-present captured viral antigen on MHC I to prime CD8+ T cells.

Key takeaways

  • Rule of 8: MHC I × CD8 = 8; MHC II × CD4 = 8.
  • MHC I: HLA-A, -B, -C; all nucleated cells; cytosolic peptides via proteasome → TAP → ER; α chain + β2-microglobulin (chromosome 15).
  • MHC II: HLA-DP, -DQ, -DR; professional APCs; endosomal peptides; invariant chain → CLIP → HLA-DM.
  • Cross-presentation: dendritic cells put eaten antigen on MHC I to prime CD8+ T cells.
  • Missing self: low MHC I (viral evasion, tumors) removes NK inhibition, and NK cells kill.
  • Bare lymphocyte syndrome: type I = TAP defect (MHC I); type II = CIITA or RFX defect (MHC II).
  • Must-know HLA links: B27 spondyloarthritis, DQ2/DQ8 celiac, B*57:01 abacavir, B*15:02 carbamazepine.

Sources

Visual explanations from the StepGenie QBank

Infographics StepGenie drew to explain questions in its own QBank, matched to this article's topic. Each caption is the takeaway of the question it explains.

Bacterial infections — StepGenie USMLE Step 1 explanation infographic
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Frequently Asked Questions

What is the difference between MHC class I and MHC class II?

MHC class I (HLA-A, -B and -C) is on all nucleated cells and presents peptides from proteins made inside the cell, such as viral or tumor proteins, to CD8+ cytotoxic T cells, which kill the cell. MHC class II (HLA-DP, -DQ and -DR) is mainly on professional antigen-presenting cells such as dendritic cells, macrophages and B cells, and presents peptides from material taken up from outside the cell to CD4+ helper T cells.

What is the rule of 8 for MHC and CD4 or CD8?

The rule of 8 is a memory trick for which T cell recognizes which MHC molecule: the MHC class number multiplied by the CD number equals 8. MHC I times CD8 equals 8, so class I presents to CD8+ cytotoxic T cells. MHC II times CD4 equals 8, so class II presents to CD4+ helper T cells. It also reminds you that class I handles inside proteins and class II handles eaten ones.

Which cells express MHC class I and which express MHC class II?

MHC class I is expressed on all nucleated cells and also on platelets. Red blood cells have no nucleus, which makes them the classic exam exception. MHC class II is usually present only on professional antigen-presenting cells: dendritic cells, including Langerhans cells in the skin, monocytes and macrophages, and B cells. That is why any infected cell can be killed by CD8+ T cells, while only professional APCs activate CD4+ helper cells.

What do TAP, the invariant chain and HLA-DM do?

TAP is an ATP-dependent transporter made of TAP1 and TAP2 that moves peptides cut by the proteasome from the cytosol into the endoplasmic reticulum, where they load onto MHC class I. The invariant chain plugs the groove of newly made MHC class II so it cannot bind peptides in the ER; it is cleaved down to a fragment called CLIP. In the endosome, HLA-DM removes CLIP so an exogenous peptide can bind.

What is cross-presentation?

Cross-presentation is the process by which antigen-presenting cells, mainly dendritic cells, take up exogenous antigen and present it on MHC class I instead of class II. It lets dendritic cells prime naive CD8+ T cells against viruses that do not infect dendritic cells, or that block direct presentation, and against tumors. Without it, CD8+ responses would depend on the dendritic cell itself being infected.

Why do NK cells kill cells that lack MHC class I?

NK cells carry inhibitory receptors that recognize MHC class I, and they can kill only when the inhibitory signal is weak or absent. Healthy cells display normal MHC I and are spared. Cells infected by viruses that downregulate MHC I, or tumor cells that have lost MHC expression, remove that brake, so the NK cell kills them. This missing-self response covers the gap left when a cell hides from CD8+ T cells.

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