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Journal of Clinical Microbiology, January 1998, p. 243-247, Vol. 36, No. 1
0095-1137/98/$04.00+0
Copyright © 1998, American Society for Microbiology. All rights reserved.
Assessment of Three In Vitro Tests and an In Vivo
Test for Chloroquine Resistance in Plasmodium falciparum
Clinical Isolates
Jean
Bickii,
Leonardo K.
Basco, and
Pascal
Ringwald*
Institut Français de Recherche
Scientifique pour le Développement en Coopération (ORSTOM)
and Laboratoire de Recherches sur le Paludisme, Laboratoire
Associé Francophone 302, Organisation de Coordination pour la
Lutte contre les Endémies en Afrique Centrale (OCEAC),
Yaoundé, Cameroon
Received 23 June 1997/Returned for modification 22 August
1997/Accepted 15 October 1997
 |
ABSTRACT |
Three in vitro assays (the isotopic semimicrotest [700 µl per
well; 24-well plates], the isotopic microtest [200 µl per well; 96-well plates], and the rapid in vitro test) and the standard in vivo
test for chloroquine resistance were compared for 99 clinical isolates
of Plasmodium falciparum obtained from symptomatic African patients. The 50% inhibitory concentrations determined by the two
isotopic tests were similar and were highly correlated
(r = 0.965; P < 0.05), showing a
high concordance between the semimicrotest and the microtest. There was
a moderate agreement between these two isotopic tests and the in vivo
test. Most of the discordant results were probably due to host factors,
including reinfections, pharmacokinetic variations, and immunologic
response, which are eliminated in in vitro assays. The rapid in vitro
test based on the inhibition of chloroquine efflux in the presence of
verapamil was poorly concordant with the other tests. Despite some
discordant results, isotopic in vitro assays are useful to characterize
the phenotypes of individual isolates without the interference of host
factors and are complementary to in vivo evaluation of drug efficacy.
However, in vitro assays need to be standardized to allow direct
comparison of results between different laboratories.
 |
INTRODUCTION |
Malaria infection due to
Plasmodium falciparum is one of the major potentially fatal
parasitic diseases that are endemic in many tropical and subtropical
regions of the world. Chloroquine has been the drug of choice for both
chemoprophylaxis and treatment of P. falciparum malaria for
several decades, but its clinical utility has been greatly reduced in
many regions where malaria is endemic due to the spread of chloroquine
resistance (26-29). Because chloroquine is well tolerated,
safe for pregnant women and young children, cheap, efficacious against
sensitive strains of P. falciparum and three other human
malaria parasites, and widely available, its clinical use needs to be
carefully monitored. This is especially true in most of sub-Saharan
Africa, where chloroquine still remains the mainstay of malaria
treatment for indigenous populations (30). The rapidly
changing epidemiology of chloroquine resistance requires an accurate
tool to follow the evolution of drug resistance.
The existing tools include in vitro and in vivo tests. There are three
major types of in vitro tests used today: the isotopic microtest, the
isotopic semimicrotest, and the World Health Organization (WHO)
microtest, which requires microscopic examination for determination of
the parasite count (6, 8, 19). All of these assays involve
the determination of the drug concentration at which parasite growth is
inhibited over a 24- to 48-h incubation period. Unlike the in vivo
test, in vitro assays have not been standardized and yield results
which are not directly comparable. The in vivo test follows the
clinical and parasitological responses in symptomatic patients over a
period of time (usually 14 or 28 days) after drug therapy. The in vivo
tests have been standardized by the WHO (6, 25). Another in
vitro assay, referred to as a "rapid in vitro test" in the present
paper, has been described by Gluzman et al. (11). The
principle of a rapid in vitro test is based on two observations: first,
chloroquine-resistant parasites actively expel chloroquine while
chloroquine-sensitive parasites accumulate the drug (12),
and second, the addition of verapamil inhibits chloroquine efflux in
chloroquine-resistant parasites but not in chloroquine-sensitive
parasites (15). Thus, if a given P. falciparum
isolate incorporates similar quantities of radiolabeled chloroquine
with or without verapamil, the isolate is chloroquine sensitive. On the
contrary, if an isolate incorporates more chloroquine in the presence
of verapamil, the isolate is chloroquine resistant.
So far, there have been no reliable data comparing the results of these
various tests for chloroquine resistance in field isolates. Our aim was
to determine to what extent the isotopic semimicrotest, isotopic
microtest, rapid in vitro test, and in vivo test were concordant by
using P. falciparum clinical isolates obtained from
Cameroonian patients whose chloroquine response was evaluated in
parallel with these in vitro assays.
 |
MATERIALS AND METHODS |
Patients.
The study was part of a clinical trial comparing
chloroquine and pyronaridine in Yaoundé, Cameroon
(20). Ninety-nine symptomatic, malaria-infected Cameroonian
adults (n = 62; male/female ratio, 29/33; age range, 15 to 45 years) and children (n = 37; male/female ratio,
16/21; age range, 5 to 14 years) were enrolled in the study. Participants had to fulfill the following criteria: show signs and
symptoms of acute uncomplicated falciparum malaria (a fever of
>37.5°C on enrollment or history of fever within the past 24 h), monoinfection with P. falciparum, initial parasitemia of
>5,000 asexual parasites per µl of blood, and a negative
Saker-Solomons urine test for antimalarial drugs (16).
Pregnant women, patients with signs and symptoms of severe and
complicated malaria as defined by the WHO (23), and patients
with severe anemia (hemoglobin <6 g/dl) were excluded. The study was
approved by the Cameroonian National Ethics Committee.
Drugs.
Chloroquine sulfate was provided by
Rhône-Poulenc-Rorer (Anthony, France). A stock solution of
chloroquine was prepared in sterile distilled water. Twofold serial
dilutions of the drug were made in sterile distilled water (19,
20), and the final concentrations ranged from 25 to 1,600 nmol/liter. Each concentration was distributed in triplicate in 24- or
96-well tissue culture plates and air dried.
[3H]chloroquine (specific activity, 25.5 Ci/mmol; New
England Nuclear, Boston, Mass.) was a gift from D. J. Krogstad. A
solution with 250 nM [3H]chloroquine was prepared in RPMI
1640 medium for use in the rapid in vitro assay. Verapamil
hydrochloride was obtained from Sigma Chemical Co. (St. Louis, Mo.).
In vivo test.
The patients received a total of 25 mg of base
of chloroquine sulfate tablets/kg of body weight in three divided doses
(10 mg of base on days 0 and 1 and 5 mg of base on day 2) under
supervision. As recommended in the recent WHO protocol (25),
the patients were followed on an outpatient basis on days 1, 2, 3, 4, 7, and 14. At each visit, the patients' clinical conditions, body
temperatures, and parasite densities were assessed. Parasite density
was determined by counting the number of infected erythrocytes per
20,000 erythrocytes in Giemsa-stained thin blood films (on day 0) or
the number of asexual parasites per 1,000 leukocytes in Giemsa-stained
thick blood films (from day 1 onwards) and was expressed as the number of asexual parasites per microliter of blood. This conversion was
calculated from the complete blood count of each patient on day 0. Parasite density in thin films was initially expressed as the
percentage of infected erythrocytes among 20,000 erythrocytes, and this
percentage and the erythrocyte count per microliter of the patient's
blood on day 0 were multiplied. Likewise, the number of asexual
parasites per 1,000 leukocytes in thick films was multiplied by the
number of leukocytes per microliter of blood on day 0 to determine the
parasite density.
Isotopic semimicrotest and microtest.
Venous blood samples
(5 to 10 ml) were collected in a tube coated with EDTA before
treatment. Infected erythrocytes were washed three times in RPMI 1640 culture medium. The erythrocytes were resuspended in the complete RPMI
1640 medium, consisting of 10% human serum (obtained from European
blood donors without previous history of malaria), 25 mmol of
HEPES/liter, and 25 mmol of NaHCO3/liter at a hematocrit of
1.5% and an initial parasitemia of 0.2 to 1.0%. If the blood sample
had a parasitemia of >1.0%, fresh, uninfected erythrocytes were added
to adjust the parasitemia to 0.6%. For the semimicrotest, 700 µl of
the suspension of infected erythrocytes was distributed in each well of
the 24-well tissue culture plates (19). For the microtest,
200 µl of the suspension was distributed in 96-well tissue culture
plates (8). The parasites were incubated at 37°C in 5%
CO2 for 18 h. To assess parasite growth,
[3H]hypoxanthine (specific activity, 5 Ci/mmol; 1 µCi/well) (Amersham, Buckinghamshire, United Kingdom) was added after
the first 18 h of incubation. After an additional 24 h of
incubation, the plates were frozen to terminate the in vitro drug
assays. The plates were thawed to lyse infected erythrocytes, and the
contents of each well were collected on glass fiber filter papers,
washed, and dried with a cell harvester. The filter disks were
transferred into scintillation tubes, and 2 ml of scintillation
cocktail (Organic Counting Scintillant; Amersham) was added
(19). A liquid scintillation counter (Wallac 1410;
Pharmacia, Uppsala, Sweden) was used to quantitate the incorporation of
[3H]hypoxanthine.
Rapid in vitro test.
The essential procedures of the rapid
in vitro test were described previously (11). The 1994 modified protocol was provided through the courtesy of D. J. Krogstad. Briefly, infected erythrocytes were suspended in RPMI 1640 culture medium (1:14 [vol/vol] for parasite densities of
>20,000/µl; 1:4 for parasite densities of 5,000 to 20,000/µl), and
150 µl of the suspension was mixed with an equal volume of RPMI 1640 medium with or without 25 µmol of verapamil/liter (final
concentration, 10 µmol/liter) and 75 µl of medium containing 250 nmol of [3H]chloroquine/liter (final concentration, 50 nmol/liter). After incubation for 1 h at 37°C, three 100-µl
samples were transferred from each tube, with or without verapamil,
into microcentrifuge tubes containing silicon oil and centrifuged to
separate the erythrocytes from the medium. The erythrocyte pellets were
cut from the tube, digested with Protosol-ethanol mixture (75 µl; 1:2
[vol/vol]) (New England Nuclear) for 1 h at 58°C, decolorized
with 25 µl of 30% H2O2, and acidified by
adding 25 µl of 1 N HCl. The treated pellets were transferred into
scintillation vials with 10 ml of scintillation cocktail (Universal
Cocktail; ICN Radiochemicals, Irvine, Calif.) and measured for tritium
in a liquid scintillation counter.
Interpretation of results.
For the isotopic semimicrotest
and microtest, the logit of parasite growth inhibition was determined
from the level of [3H]hypoxanthine incorporation and
plotted against the logarithm of concentrations. A linear regression
analysis was used to calculate the 50% inhibitory concentration
(IC50), defined as the drug concentration resulting in 50%
of the uptake of [3H]hypoxanthine seen in the drug-free
control wells. The threshold IC50 for in vitro resistance
to chloroquine was defined as >100 nmol/liter (19).
For the rapid in vitro test, the difference in chloroquine accumulation
with and without verapamil was expressed as the percentage of
chloroquine accumulation calculated with the following formula: counts
per minute with verapamil minus counts per minute without verapamil
divided by counts per minute without verapamil. Chloroquine sensitivity
and chloroquine resistance were defined as the percentage of change
<
10% and >+20%, respectively. Values between
10 and +20% were
interpreted as low-level resistance and were grouped together with
chloroquine-resistant isolates (11).
The therapeutic response of patients treated with chloroquine was
graded as follows: parasitological response A, a negative
thick blood
smear or a positive smear with a density <25% of the
initial density
on day 3 and negative smears until day 14; parasitological
response B,
a positive smear on days 3 (a density of <25% of the
initial density
on day 0) and 7 or the requirement for an alternative
antimalarial drug
between days 3 and 7 due to worsening of clinical
conditions;
parasitological response C, a positive smear on day
3 (>25% of the
density on day 0) or the requirement for alternative
antimalarial
therapy on or before day 3 (
25). For data analysis,
the in
vivo response was classified as S (sensitive) if the parasitological
response was A and R (resistant) if the parasitological response
was B
or C.
Statistical analysis.
Interpretable results of the isotopic
semimicrotest and microtest were defined as an adequate incorporation
(>threefold difference) of the radiolabeled hypoxanthine in the
drug-free control wells compared with the incorporation in the wells
containing 1,600 nmol of chloroquine/liter. In vivo tests were
interpretable if a patient fulfilling the inclusion criteria completed
the 14-day follow-up with regular clinical and parasitological
evaluations on days 1, 2, 3, 7, and 14. Uninterpretable results were
excluded from data analysis.
The IC
50s determined from the semimicrotest and microtest
were compared by the paired
t test. The level of
significance was
set at 0.05. A
2 test was used to
determine whether the proportions of chloroquine-resistant
isolates
were similar with the different assays. The correlation
coefficient
between the IC
50s determined by the semimicrotest
and
microtest was calculated by linear regression analysis. For
qualitative
values, the kappa coefficient of Cohen was calculated
to assess the
degree of agreement between various tests of resistance
(
10). The levels of agreement were arbitrarily classified as
follows: 0 to 0.20, slight agreement; 0.21 to 0.40, fair agreement;
0.41 to 0.60, moderate agreement; 0.61 to 0.80, good agreement;
and
>0.81, very good agreement. For quantitative comparison of
IC
50s determined by the semimicrotest and microtest, the
coefficient
of interclass correlation (

) was calculated by one-way
analysis
of variance (
9).
 |
RESULTS |
The semimicrotest and rapid in vitro test were performed against
99 field isolates; the microtest was performed with 60 isolates. Of the
99 malaria-infected patients from whom the isolates were obtained, 61 were randomly assigned to chloroquine treatment. The other 38 patients
were treated with other antimalarial drugs. The proportions of
interpretable in vitro tests were 92 of 99 (93%) for the
semimicrotest, 57 of 60 (95%) for the microtest, and 99 of 99 (100%)
for the rapid test. For the in vivo test, 52 of 61 (85%)
chloroquine-treated patients were followed until day 14; 9 patients
were lost to follow-up.
The distribution of the IC50s determined by the
semimicrotest and microtest is presented in Fig.
1. The results of the semimicrotest showed that the geometric mean IC50s of the
chloroquine-sensitive isolates and the chloroquine-resistant isolates
(95% interval of confidence) were 30.1 nmol/liter (25.8 to 35.3 nmol/liter) and 231 nmol/liter (198 to 269 nmol/liter), respectively.
According to the microtest, the geometric mean IC50s were
30.1 nmol/liter (23.2 to 39.0 nmol/liter) for the chloroquine-sensitive
isolates and 220 nmol/liter (179 to 270 nmol/liter) for the
chloroquine-resistant isolates. There was no statistical difference
(P > 0.05) between the IC50s determined by
the two isotopic in vitro tests, and the IC50s were highly
correlated (r = 0.965; P = 0.0001;
n = 57).

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FIG. 1.
Distribution of the IC50s determined by the
semimicrotest and microtest. The IC50s determined by these
tests were similar and were highly correlated (r = 0.965; P < 0.05; n = 57).
|
|
Of the interpretable results, 42 of 92 (46%), 28 of 57 (49%), 35 of
99 (35%), and 24 of 52 (46%) were resistant to chloroquine according
to the semimicrotest, microtest, rapid in vitro test, and in vivo test,
respectively (Fig. 2). The similar
proportions, as determined by the
2 test
(P > 0.05), of the chloroquine-resistant P. falciparum isolates were not due to concordant results. A "very
good" agreement was observed between the semimicrotest and microtest
(
= 0.96 [Table 1]). A "moderate
agreement" was observed between the in vivo test and semimicrotest
(kappa = 0.48) or microtest (kappa = 0.52). There was
"slight agreement" between the rapid in vitro test and semimicrotest (kappa = 0.07), microtest (kappa = 0.09), and
in vivo test (kappa = 0.05).

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FIG. 2.
Proportion of chloroquine-sensitive and
chloroquine-resistant P. falciparum isolates, as determined
by four different tests of chloroquine resistance. The proportions were
similar ( 2 test) but were not concordant between some
tests (kappa statistics).
|
|
 |
DISCUSSION |
Our comparative study shows that the microtest and semimicrotest
give equivalent results qualitatively and quantitatively. A preference
for either one of the isotopic in vitro tests should therefore be based
on factors other than their accuracy. The microtest has major
advantages over the semimicrotest, including the possibility of
performing at least part of the test automatically and the use of a
smaller quantity of material. The latter advantage represents an
important gain in laboratories that perform the test on a routine basis, since standard in vitro tests require expensive material, such
as 10% type AB human serum in the culture medium. A smaller amount of
patients' venous blood (less than one-third of the volume) is also
required for the microtest, which facilitates an in vitro study on
isolates obtained from small children. In addition, four 24-well plates
are necessary to carry out the same number of tests as in a single
96-well plate. These advantages, as well as the similar results
obtained with the two isotopic tests, have led us to abandon the
semimicrotest, and our laboratory work is now entirely based on the
isotopic microtest.
Although the rapid in vitro test was developed on a rational basis
involving the inhibition of an active chloroquine efflux by verapamil
in resistant parasites, in practice, this test failed to distinguish
between chloroquine-sensitive and chloroquine-resistant isolates, as
determined by either isotopic in vitro tests or the in vivo test.
Several technical faults may be the causes. Firstly, most fresh
clinical isolates are synchronous and are at the young ring stage at
the time of blood extraction. Incubation of these ring forms for 1 h is probably insufficient to detect parasite metabolism, as the ring
stage lasts 12 to 24 h in P. falciparum (13). Various experimental works have shown that ring stages are metabolically the least active (5, 18, 21). Other
studies have shown that most antimalarial drugs, including chloroquine, exhibit stage-dependent activity and that peak activity is usually observed during the trophozoite and early schizont stages
(31). These experimental results imply that fresh clinical
isolates should be incubated with or without verapamil for at least 12 to 24 h before a clear distinction between the
chloroquine-sensitive and chloroquine-resistant parasites can be made.
Secondly, the viability of fresh isolates is not assessed by the rapid
in vitro test, as is shown by the discrepancy in interpretable results between the rapid and isotopic tests. A longer incubation time with the
isotopic in vitro tests revealed that not all isolates are viable, as
reflected by a poor incorporation of radiolabeled DNA precursor.
The possible reasons why some isolates are not viable in vitro
include self-medication before consultation that is undetected by a
standard urine test; unexplained factors that transform in vitro most
of the ring forms into gametocytes, which do not undergo nuclear
division and thus do not incorporate a significant amount of
radiolabeled DNA precursor; and serum factors that inhibit parasite
growth. Thirdly, the rapid in vitro test is probably not sensitive
enough to detect the difference in chloroquine incorporation in
chloroquine-resistant isolates when the parasitemia is below 1%.
Chloroquine is known to accumulate in uninfected erythrocytes, leading
to diminished sensitivity of the rapid in vitro test at low
parasitemias (22). Initial experiments were done with
culture-adapted parasites at 1% parasitemia (11). The data
obtained by Gluzman et al. do not display distinct differences between
the chloroquine-sensitive and the chloroquine-resistant P. falciparum strains below 1% parasitemia. Since a large majority of malaria-infected patients present with a parasitemia of <1%, the
rapid test may not be suitable for clinical isolates. In addition, the
threshold values for chloroquine resistance based on laboratory-adapted P. falciparum clones may not be applicable to the parasite
isolates. The above-mentioned technical considerations, as well as the
poor performance of the rapid in vitro test compared with the isotopic in vitro tests and the in vivo test, preclude any practical application of the rapid in vitro test in clinical isolates without further technical improvements. However, the rapid in vitro test may be considerably improved and may prove to be an accurate diagnostic tool
for chloroquine resistance if the incubation period is extended to 12 to 24 h, or even to 42 h. Previous in vitro studies have shown that chloroquine-sensitive and chloroquine-resistant fresh isolates of P. falciparum can be distinguished by the
property of resistance modulators (e.g., verapamil, amlodipine,
desipramine, cyproheptadine, chlorpheniramine, and chlorpromazine) to
decrease the level of resistance in chloroquine-resistant parasites but not in chloroquine-sensitive isolates (1-4). These studies
were designed to determine the IC50s, requiring the
standard incubation time of 42 to 48 h to allow parasite
maturation to the schizont stage in test plates with a full range of
chloroquine concentrations. The obvious drawback to this proposed
technical modification is the loss of rapidity in obtaining the
results.
Concordance between the isotopic in vitro tests and the in vivo test
was moderate. Several factors explain why the level of concordance was
not higher, as was expected. Parasite clearance in malaria-infected
patients depends on various pharmacodynamic and pharmacokinetic
parameters, and the level of acquired immunity interacts with and
enhances drug efficacy (17). A patient harboring chloroquine-resistant populations of P. falciparum, as
determined by an in vitro test, may thus eliminate all parasites after
an adequate treatment with chloroquine, due to the "booster effect" of the immune system. A patient infected with chloroquine-sensitive parasites, on the other hand, may fail to clear the parasites within 14 days because of an inadequate plasma chloroquine level or reinfection a
few days before or after chloroquine treatment is administered. In the
latter case, the new populations of chloroquine-sensitive or
chloroquine-resistant parasites may emerge in the peripheral blood
circulation when a subtherapeutic plasma chloroquine level has been
attained before day 14. It is important to note that the in vivo test
measures the proportion of therapeutic failure in a given patient
population, which may or may not be directly related to drug
resistance, while in vitro tests measure the capacity of parasites to
grow under different concentrations of drugs. Isotopic in vitro tests
seem to be more objective and more accurate in characterizing the
phenotype of parasites, independently of various host factors that may
render the interpretation of in vivo tests difficult.
In this study, we have compared three different in vitro assays and an
in vivo test and have observed a near-perfect concordance between two
isotopic (semimicrotest and microtest) in vitro assays, a moderate
agreement between these two isotopic in vitro tests and the in vivo
test, and no significant agreement between the rapid in vitro test and
any of the other tests of resistance. The isotopic in vitro tests seem
to be the most suitable methods to characterize the phenotype of
parasites without any interfering host factors. Alternative in vitro
assays, such as those based on parasite lactate dehydrogenase activity,
may also be useful (5, 14). However, because of the
proliferation of variant in vitro assays, the parameters used in these
assays, including hematocrit, volume per well, parasitemia, and serum
(or its substitutes) composition, need to be standardized to yield
directly comparable results, as is the case with antibiotic sensitivity
tests for bacteria (6-8, 19, 24). Since the degree to which
pharmacologic and immunologic host factors interfere with in vivo tests
varies in different study populations, the isotopic in vitro tests are best performed concomitantly with the in vivo test in the field for the
complete epidemiological description of field isolates in a given area
of endemicity.
 |
ACKNOWLEDGMENTS |
We thank Sister Solange and her nursing and laboratory staff at
the Nlongkak Catholic missionary dispensary for their aid in recruiting
the patients. We also thank Pierre Flory (OCEAC, Yaoundé,
Cameroon) for technical assistance, Donald J. Krogstad (Tulane
University School of Public Health and Tropical Medicine, New Orleans,
La.) for technical advice, and Robert Chambon and Jacques Gardon
(OCEAC/Centre Pasteur, Yaoundé, Cameroon) for advice on
statistical analysis.
This study was financed by the International Agency of Atomic Energy,
Vienna, Austria (research contract no. 8074/IG). Jean Bickii received a
financial grant from the Ministère Français de la
Coopération et du Développement.
 |
FOOTNOTES |
*
Corresponding author. Mailing address: OCEAC/ORSTOM,
B. P. 288, Yaoundé, Cameroon. Phone: (237) 232 232. Fax:
(237) 230 061. E-mail: RINGWALD{at}OCEAC.ORSTOM.CM.
 |
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Journal of Clinical Microbiology, January 1998, p. 243-247, Vol. 36, No. 1
0095-1137/98/$04.00+0
Copyright © 1998, American Society for Microbiology. All rights reserved.
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