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1,2Respiratory and Systemic Infection Laboratory1 and Special Projects Laboratory2, Specialist and Reference Microbiology Division, Health Protection Agency, 61 Colindale Avenue, London NW9 5HT, UK 3Health Protection Agency, Immunization Division, Communicable Disease Surveillance Centre, 61 Colindale Avenue, London NW9 5HT, UK
Correspondence Norman K. Fry Norman.Fry{at}HPA.org.uk
Received February 4, 2004
Accepted February 12, 2004
This study reports on practical laboratory aspects of pertussis diagnosis. PCR assays were applied to respiratory specimens obtained during a large study of infants (less than 5 months old) admitted to paediatric intensive care units (n = 122), children (less than 15 years old) admitted to paediatric wards (n = 16) and their household contacts (n = 320). Estimation of antibodies to pertussis toxin and culture for Bordetella pertussis were attempted on specimens from the same patients, where available, and the overall utility of the diagnostic PCR assays was assessed by comparison to these results. A PCR assay for the human mitochondrial cytochrome oxidase (HMCO) gene was used for quality control of the extracted samples and an internal process control (IPC) was included in each sample to test for PCR inhibition. Four of 458 samples were considered unsuitable (three HMCO negative, one IPC negative) and excluded from further analyses. Positive PCR results were considered valid if they were either (i) positive for both of two B. pertussis gene targets (pertussis toxin S1 promoter and the insertion element IS481), i.e. consensus PCR positive, or (ii) repeatably positive in only one assay. Using these criteria, 52 of 454 (11.5 %) samples were considered as PCR positive for B. pertussis. Six of 356 samples were culture-positive for B. pertussis, 1/88 infants, 3/14 children and 2/254 contacts, giving an overall isolation rate of 1.7 %. Using these data, PCR gave an almost fivefold increase in diagnostic yield compared with culture (McNemar's test; P < 0.0001). Sera from 9/111 infants, 5/10 children and 14/210 contacts were positive. Serology and PCR results showed a high level of agreement (113/121) for infants and children. PCR demonstrated a significant improvement in diagnostic yield over culture. Serological testing also resulted in a significant increase in diagnostic yield compared to culture alone. PCR is a useful technique, but validity of results must be assured by careful control. Rapid diagnosis of B. pertussis infection particularly in infants by PCR, together with serological assays, can enhance surveillance systems for pertussis in all age groups.
Present address: Health Protection Agency, Helicobacter Reference Unit, Specialist and Reference Microbiology Division, 61 Colindale Avenue, London NW9 5HT, UK.
Present address: Department of Virology, Royal Free and University College Medical School, London NW3 2QG, UK.
Abbreviations: IPC, internal process control; HMCO, human mitochondrial cytochrome oxidase; PICU, paediatric intensive care unit.
| INTRODUCTION |
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This study reports on the practical aspects of the laboratory diagnosis of pertussis, using in addition to culture, PCR and serology, as applied to clinical specimens obtained as part of a large prospective study of pertussis. Specimens were received from infants admitted to paediatric intensive care units (PICUs), children admitted to paediatric wards and their household contacts. The clinical and epidemiological aspects of this study have been described in detail previously (Crowcroft et al., 2003).
| METHODS |
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Bacterial culture conditions.
Isolation of B. pertussis was attempted by culture of respiratory samples on blood charcoal agar plates containing 40 mg cephalexin µl1 (Media Services, CPHL). Primary isolation plates were incubated at 3537 °C, in a moist atmosphere, and maintained for 7 days. Plates were examined at 4 and 7 days. Putative colonies consistent with the appearance of B. pertussis were tested by Gram's stain, oxidase, catalase, slide agglutination with polyvalent antisera (Difco) and immunofluorescent microscopy using B. pertussis-specific mAb (Difco).
DNA extraction.
Genomic DNA used for positive controls or specificity experiments from Bordetella species (including B. pertussis, Bordetella avium, Bordetella bronchiseptica, Bordetella parapertussis, Bordetella holmesii and Bordetella trematum) were prepared using the Nucleon BACC2 DNA extraction kit (Amersham Life Sciences) including an RNase A treatment. Previously extracted genomic DNA from other genera including Bartonella species, Escherichia coli and Mycoplasma species, were obtained from the authors laboratory. Genomic DNA, suitable as template in the PCR, was extracted from respiratory specimens using the QIAamp DNA mini kit (Qiagen), according to the manufacturer's instructions. To control for possible contamination of the extraction procedure, a simulated specimen comprising 200 µl nuclease-free water (Promega) was subjected to the same extraction procedure with each batch of clinical samples. Typically a volume of 200400 µl of respiratory sample was extracted. Where the starting volume was less than 200 µl, it was made up to 200 µl with nuclease-free water (Promega). Genomic DNA extracts were eluted in 200 µl elution buffer (Qiagen) and were either assayed immediately or stored at 80 °C.
Quality control of specimens.
To assess the quality of the DNA extracts from clinical specimens, the presence or absence of human DNA was determined using a PCR assay targeting the human mitochondrial cytochrome oxidase (HMCO) gene. Primers (H6A and H6B; Table 2) were used to amplify an 823-bp product of the HMCO gene (Cadieux et al., 1993). Reaction mixtures were in a total volume of 50 µl and contained 2.5 mM MgCl2, 15 mM Tris/HCl (pH 8.3), 50 mM KCl, 200 µM each deoxynucleotide (Roche Diagnostics), 20 pmol each primer (MWG Biotech) and 1.25 U AmpliTaq Gold (PE Applied Biosystems). Thermal cycling conditions were adapted from those described by Cadieux et al. (1993); pre-denaturation for 10 min at 95 °C, followed by 30 cycles of denaturation for 1 min at 94 °C, annealing for 1 min at 65 °C and elongation for 1 min at 72 °C, with a final elongation of 5 min at 72 °C.
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Samples yielding a band of the expected size (823 bp) in this assay were scored as positive, and were considered as suitable for further testing by the B. pertussis-specific PCR assays. Where clinical samples yielded negative results (no band of expected size) in this assay, a second aliquot of the specimen (archive sample) was extracted. If this second specimen also yielded a negative result in this assay, the specimen was scored as unsuitable for further testing. The HMCO assay is known to be an extremely robust PCR (Cadieux et al., 1993; D. Pitcher, personal communication) and thus amplicons are normally still visible even in the presence of PCR inhibitors, due to the large amount of human DNA in clinical samples compared to microbial DNA. Extracts of clinical specimens were tested in the HMCO PCR at 1 : 10 and 1 : 100 dilutions (in nuclease-free water).
Construction of an internal process control (IPC) for detection of inhibition.
Presence or absence of PCR inhibitors in extracted specimens was determined with an IPC using the bacteriophage
genome. The IPC was constructed to contain
DNA within sequences homologous to the two primers used in the PCR assay for the pertussis toxin S1 (ptxA) promoter (PTp1 and PTp2; Table 2). Initially a PCR product was amplified using
DNA as template and primers containing both
DNA and the assay primer sequences (PTp1-IPC-F and PTp2-IPC-R; Table 2). This 617-bp product was then cloned into the TOPO vector (Invitrogen). Purified plasmid preparations were linearized and 0.005 pg linearized plasmid containing the
/primer construct included in the PCR assay.
PCR amplification.
Presence or absence of B. pertussis DNA in the respiratory samples was determined using two PCR assays, each specific for an independent region of the B. pertussis genome: (i) the pertussis toxin S1 (ptxA) promoter region (hereafter referred to as the ptxA-Pr PCR) and (ii) the insertion sequence IS481 (hereafter referred to as the IS481 PCR). Oligonucleotide primers targeting the ptxA promoter of B. pertussis (PTp1 and PTp2; Table 2) were used to amplify a 191-bp product (Houard et al., 1989). Reaction mixtures were in a total volume of 50 µl and contained 2.5 mM MgCl2, 15 mM Tris/HCl (pH 8.3), 50 mM KCl, 200 µM each deoxynucleotide (Roche Diagnostics), 20 pmol each primer (MWG Biotech) and 1.25 U AmpliTaq Gold (PE Applied Biosystems). Thermal cycling conditions used were a modification of those described by Mastrantonio et al. (1996): pre-denaturation for 10 min at 95 °C, and then 35 cycles consisting of denaturation for 15 s at 95 °C, annealing for 15 s at 66 °C and extension for 15 s at 72 °C, followed by a final extension for 5 min at 72 °C. Oligonucleotide primers targeting the insertion sequence IS481 of B. pertussis (BP-1 and BP-2MOD; Table 2) were used to amplify a 145-bp product. Reaction mixtures were in a total volume of 50 µl and contained 2.5 mM MgCl2, 10 mM Tris/HCl (pH 8.3), 50 mM KCl, 200 µM each deoxynucleotide (Roche Diagnostics), 20 pmol each primer (MWG Biotech) and 1.25 U AmpliTaq Gold (PE Applied Biosystems). Thermal cycling was carried out as follows: pre- denaturation for 10 min at 95 °C, followed by 35 cycles of denaturation for 15 s at 94 °C, annealing for 15 s at 56 °C and extension for 15 s at 72 °C, with a final extension for 5 min at 72 °C.
All extracted respiratory specimens were tested in PCR assays using 20 µl of undiluted extract, together with 1 : 10 and 1 : 100 dilutions (in nuclease-free water). Positive controls of purified B. pertussis DNA were included at three dilutions: (i) 1, 0.1 and 0.01 ng per reaction for the ptxA-Pr PCR and (ii) 0.1, 0.01 and 0.001 ng per reaction for the IS481 PCR. Human DNA extracted from buccal cells was used as a positive control for the HMCO PCR assay at 100, 10 and 1 ng per reaction. Negative controls were included with each batch of samples tested and comprised one simulated sample of nuclease-free water (extracted as described above) with no added DNA. Amplification was performed using a Hybaid Thermocycler, a PTC-200 or a PTC-225 DNA Engine (MJ Research). The presence and size of amplification products were determined by agarose gel (2 % w/v; Life Technologies) electrophoresis in 1x Tris/borate/EDTA buffer. Gels were stained with 1 µg ethidium bromide ml1 (Promega) and photographed under ultraviolet illumination (UV Transilluminator TS-40, Ultra-Violet Products) using Polaroid film 667 (Sigma).
Interpretation of PCR results.
For the purposes of this study, PCR results for B. pertussis were divided into four classes: (i) consensus positive', defined by the observation of a band of the expected size in both B. pertussis PCR assays (191-bp amplicon in the ptxA-Pr PCR and 145-bp amplicon in the IS481 PCR), following agarose gel electrophoresis and ethidium bromide staining; (ii) probable positive', defined by the repeatable observation of a band of the expected size in only one assay (ptxA-Pr or IS481) (i.e. seen in both the original and archive sample); (iii) doubtful', defined by the observation of a positive PCR result for only one target which was not repeatable and (iv) negative', where no PCR product was seen for either target.
ELISA for anti-pertussis toxin antibody in human sera.
This assay was performed as described previously (Giammanco et al., 2003a, b). The results are expressed as arbitrary enzyme units per millilitre (eU ml1). Pertussis toxin IgG antibody levels of greater than or equal to 100 eU ml1 were considered as evidence of recent B. pertussis infection (Nardone et al., 2004). This cut-off value was taken for all serological specimens (acute, convalescent or single sera).
| RESULTS AND DISCUSSION |
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Although many serological and PCR assays have been developed to try to improve bacterial diagnosis, it has not always proved easy to interpret the data they yield. Whilst these assays might be expected to offer greater sensitivity than culture, they are unlikely to be 100 % specific. Consequently, the question arises, how does one differentiate between increased rates of positivity due to improved assay sensitivity (additional true positives), against increased rates of positivity due to a decrease in assay specificity (false positives)? In their study of unrecognized pertussis in UK infants, Crowcroft et al. (2003) sought to maximize the overall diagnostic yield by using culture, serology and PCR. Further analysis of these data afforded us the opportunity to compare the diagnostic utility of each approach and to devise an optimal strategy for the laboratory diagnosis of pertussis.
Detection of B. pertussis by culture
Isolates were considered to be B. pertussis if colonies were Gram-negative, small coccobacilli, oxidase-positive, catalase-positive, showed agglutination with specific B. pertussis hyperimmune rabbit antisera and gave positive results by immunofluorescent microscopy using B. pertussis-specific mAbs. In this study a total of 356 respiratory samples from PICU infants (88), ward children (14) and contacts (254) were examined by culture (Table 1). Six samples (1.7 %; 95 % CI = 0.63.6) were culture-positive. Of these, B. pertussis was isolated from one (1.1 %; 95 % CI = 06.2) PICU infant, three (21.4 %; 95 % CI = 4.750.8) ward children and two (0.8 %; 95 % CI = 0.12.8) household contacts. Strenuous attempts were made to maximize the chances of recovering B. pertussis from clinical samples: specimens were collected and processed, by staff dedicated to the study, within 4 h of collection. Despite this, the combined isolation rate from the PICU infants and household contacts was less than 1 % (3 of 342). In the small group of ward children where the index of clinical suspicion was high, the isolation rate was much better, at 3 of 14 (21.4 %). Thus, the overall isolation rate obtained here of 1.7 % (6 of 356) probably represents a higher rate than would be seen in a routine diagnostic setting.
Detection of B. pertussis by PCR
We used an exhaustive three-stage approach to ensure the reliability of our PCR results. Our approach was: (i) to use a PCR assay for human DNA to determine the quality of the extracted samples and hence their suitability for analysis, (ii) to test for PCR inhibition and confirm assay integrity by using an IPC and (iii) to investigate suitable samples by consensus PCR, i.e. two independent targets on the B. pertussis genome.
Three samples (one from a child and two from adults) were considered unsuitable for analysis, as no amplification product was obtained using the primers targeting the HMCO gene with the original or archived sample. One sample was repeatedly inhibitory as indicated by the absence of an amplicon of expected size from the IPC. Results for the remaining 454 samples were considered valid. The presence or absence of human DNA in clinical specimens gives a good indication of the suitability of samples for testing by the species-specific PCR assays. Although we only found three samples to be unsuitable using this assay, we consider the use of the HMCO PCR to be beneficial in determining the suitability of samples for diagnostic PCRs, thus preventing false-negative results from being erroneously reported. In a clinical context further appropriate samples can be requested after consultation with the sending laboratory (Meade & Bollen, 1994).
Use of the IPC provided evidence of the integrity of each run and also identified the presence of PCR inhibitors in the samples. Failure of the PCR due to one or more of its components or to total inhibition is easily revealed by the absence of the IPC amplicon. Such failure would not be apparent without an IPC, again possibly leading to the erroneous reporting of false-negative results.
PCR sensitivity and specificity
The sensitivities of the B. pertussis PCR assays were determined to be approx. 110 organisms per reaction (103104 ml1) for the ptxA-Pr PCR and approx. 0.11 organisms per reaction (102103 ml1) for the IS481 PCR, which is present in multiple copies per genome (n = 238, B. pertussis Tohama-I genome) (Parkhill et al., 2003). The specificity of the PCR assays, which had previously been determined by lack of cross-reactivity with non-target organisms (Houard et al., 1989; Glare et al., 1990), was confirmed and extended in our laboratory. Only B. pertussis isolates gave bands of the expected size in the ptxA-Pr and IS481 assays. This is despite the reported presence of IS481-like elements in both B. holmesii (Reischl et al., 2001) and B. bronchiseptica (Gladbach et al., 2002). Explanations for the lack cross-reactivity with these two species using our IS481 PCR assay are: different sensitivities of the assays, the low and variable copy number of these elements in B. holmesii and B. bronchiseptica or the difference in the primer (probe) combination used and possible sequence variation in the target regions of these oligonucleotides.
Detection of B. pertussis DNA in respiratory specimens
Valid PCR results were obtained from 454 of 458 respiratory specimens. Of these, 105 (23.1 %; 95 % CI = 19.327.3) yielded at least one positive result with either of the two PCR targets, 52 (11.5 %) being either consensus or probable positive results. Detailed results are shown in Table 3. Of the single-target-only positive results, a positive in the IS481 PCR accounted for all 14 of the probable samples and 36 of the doubtful samples, while a positive result in the ptxA-Pr accounted for the remaining 17 doubtful samples.
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Comparison of PCR and culture
All six of the B. pertussis culture-positive samples were consensus positive by PCR, as were 13 culture-negative samples with PCR giving a more than threefold significantly higher diagnostic yield (McNemar's test; P = 0.0009). If probable positive PCR results are taken into account, a further nine culture-negative samples were positive, with PCR giving an almost fivefold significant increase in diagnostic yield (McNemar's test; P < 0.0001).
Anti-pertussis toxin antibody
Serological assays for the detection of B. pertussis-specific antibodies have been validated and used extensively in vaccine-related studies (Giammanco et al., 2003a, b). However, they have not been used extensively in the UK for the diagnosis of infection. In this study we used an ELISA to determine anti-pertussis toxin IgG antibody levels. At least one serum sample was available from 331 of the study subjects. The distribution of these samples and the results obtained in relation to PCR testing are shown in detail in Table 4. Sera from 14/121 (11.6 %; 95 % CI = 6.518.7) eligible subjects were positive [9/111 (8.1 %; 95 % CI = 3.814.8) PICU infants; 5/10 (50 %; 95 % CI = 18.781.3) ward children, although a positive result (
100 eU ml1) was only seen in the convalescent sample for 8/10 subjects where both acute and convalescent sera were available]. Sera from 14/210 (6.7 %; 95 % CI = 3.710.9) household contacts were positive. The diagnostic yield obtained from serological evidence from the eligible subjects and household contacts was much higher than was obtained by culture. However, it should be noted that for the patient group (PICU infants and ward children) a diagnosis was usually only established where a convalescent sample was obtained. Thus, in a diagnostic context, serology was only useful in establishing a diagnosis retrospectively.
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Comparison of PCR and serology
Overall serology and PCR results showed a high level of agreement (113/121; 94 %) for PICU infants and ward children, with 10/121 positive in both assays and 103/121 negative in both assays. Thus, there was no significant difference in yield between PCR and serology (McNemar's test, S2 = 0.72, P < 0.3). However, 7/17 PCR consensus-positive subjects were not positive by serology, and conversely 4/14 serologically positive infants were not positive by PCR. One of the serologically positive cases gave a probable positive PCR result. Complete correlation of PCR and serological data are unlikely, due to the different optimal (and actual) timing of specimen collection for both of these samples.
Nucleic acid detection has been used as a diagnostic tool in microbiology laboratories for almost a decade. To date, PCR remains the most widely implemented detection technology, because of its extreme sensitivity, specificity and diversity. However, despite these characteristics PCR remains a technically complex procedure and its successful implementation in a clinical setting is dependent on a number of factors including collection procedures, appropriateness and timing of sample, efficient extraction of intact target DNA, avoidance of contaminating DNA and removal of PCR inhibitors. The technical validity of a PCR assay must therefore be established before its clinical utility can be determined.
The use of two PCR assays targeting different regions on the B. pertussis genome allows considerable confidence to be placed on the results. Using this most stringent criterion, PCR was positive for 8.4 % of samples, a more than threefold increase in diagnostic yield than culture. This clearly illustrates the value of using PCR for the acute diagnosis of infants and children. If less stringent, but more typical, criteria were used for diagnosis by PCR (i.e. a repeatedly positive single target) then the diagnostic yield rose to 11.5 %, more than five times the diagnostic yield of culture. We would, however, caution against using a single target until considerable experience has been gained using it as part of a consensus PCR approach. A PCR assay may be thought to be specific for an organism when it is designed, but subsequently it may be found that its target gene is present in other closely related, or even unrelated, organisms. Although in this study no amplification was seen with purified DNA from B. holmesii or B. bronchiseptica, the presence of IS481-like sequences in these two additional Bordetella species potentially compromises the use of such assays in establishing the specific presence of B. pertussis (Reischl et al., 2001; Gladbach et al., 2002). However, it appears that the greater sensitivity of IS481 assays (due to the presence of multiple copies) is a factor in their continued use by several laboratories. Moreover, as long as the cross-reactivity is acknowledged then, together with genuinely species-specific assays (such as the ptxA-Pr assay), the contribution of these other Bordetella species to the burden of respiratory disease may eventually be determined. We would thus recommend laboratories using only IS481 assays to report positive results as evidence of Bordetella species rather than evidence of B. pertussis'. Thus, we would prefer to consider such results (repeatably IS481 PCR-positive only) as probably positive for Bordetella species, and would seek confirmation of the diagnosis of B. pertussis infection by alternative means such as serology.
Frequently in published studies, a positive result for a single target is considered as evidence of infection, and no attempt is made to confirm this result by either repeating the assay or using a second PCR. These authors view is that, in most situations, this is not a sufficiently rigorous approach. Of the 67 single-target positives in this study, 53 were not confirmed by repeat testing: 36 were positive by IS481 and 17 by ptxA-Pr PCR (Table 3). In only two of the 27 patients for whom sera were also available did serology support the PCR result, casting considerable doubt on the validity of these doubtful positive results. Explanation of these results is difficult, but they are most likely due to inter-sample contamination. Although processing a simulated negative sample during DNA extraction of each extracted batch of samples can reveal gross contamination, low-level inter-sample contamination is more difficult to control.
Concluding remarks
The use of consensus (two-target) PCR for B. pertussis enhances the specific rapid diagnosis of pertussis infection, particularly in infants (Crowcroft et al., 2003), while serology has proved important for detection in older children and adults with cough of more than 2 weeks duration (Miller et al., 2000). Whilst consensus PCR allows greater confidence to be placed on the combined test result, with the accumulation of experimental, epidemiological and clinical data and experience, single-target PCR-positive results may become acceptable. This consensus PCR approach can be readily transferred to real-time PCR platforms allowing a more rapid turnaround and potentially increased sensitivity. However, for laboratories without access to such platforms, the consensus PCR approach for the detection of B. pertussis infection demonstrated here can be easily applied in a routine diagnostic laboratory setting with basic molecular biology equipment and reagents.
| ACKNOWLEDGEMENTS |
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