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Journal of Clinical Microbiology, October 1999, p. 3118-3123, Vol. 37, No. 10
0095-1137/99/$04.00+0
Copyright © 1999, American Society for Microbiology. All rights reserved.
Comparative Evaluation of Ligation-Mediated PCR and
Spoligotyping as Screening Methods for Genotyping of
Mycobacterium tuberculosis Strains
Stefano
Bonora,1,*
M.
Cristina
Gutierrez,2
Giovanni
Di
Perri,1
Francesca
Brunello,3
Benedetta
Allegranzi,1
Marco
Ligozzi,3
Roberta
Fontana,3
Ercole
Concia,1 and
Veronique
Vincent2
Institute of Immunology and Infectious
Diseases1 and Institute of
Microbiology,3 University of Verona, 37126 Verona, Italy, and Centre National de Référence des
Mycobactéries, Institut Pasteur, 75724 Paris,
France2
Received 25 March 1999/Returned for modification 5 May
1999/Accepted 26 June 1999
 |
ABSTRACT |
Spoligotyping has been suggested as a screening test in multistep
genotyping of Mycobacterium tuberculosis strains. Relying on restriction fragment length polymorphism (RFLP) analysis with IS6110 (IS6110 RFLP analysis) as a "gold
standard," we performed a comparative evaluation of spoligotyping and
ligation-mediated PCR (LMPCR), a recently described PCR-based typing
method, as rapid screening tests for fingerprinting of 158 M. tuberculosis strains collected in Verona, Italy. LMPCR seemed to
be comparable to spoligotyping in terms both of feasibility with
rapidly extracted DNA and of generation of software-analyzable images.
Moreover, LMPCR grouped considerably fewer strains than spoligotyping
(38 versus 67%) and was found to reduce the cluster overestimation rate (26.3 versus 58%) and to give a better discriminatory index (0.992 versus 0.970) compared to spoligotyping. In our geographical region, where there was no evidence of clustered strains carrying fewer
than six IS6110 copies, LMPCR was found to be more
discriminatory than spoligotyping. We also evaluated two models of
three-step typing strategies, involving the use of spoligotyping and
LMPCR as screening methods and IS6110 RFLP analysis as a
further supporting test. LMPCR proved to be a more effective first-step
test than spoligotyping, significantly reducing the need for subtyping. LMPCR should be considered an alternative to spoligotyping as a rapid
screening method for M. tuberculosis fingerprinting,
particularly in areas with a low prevalence of M. tuberculosis strains carrying few copies of IS6110.
 |
INTRODUCTION |
Mycobacterial strain typing by means
of molecular methods has become an important instrument for
tuberculosis surveillance, control, and prevention (25). The
insertion sequence IS6110 has great utility for the
identification of restriction fragment length polymorphisms (RFLPs)
(13, 24) in Mycobacterium tuberculosis isolates,
since the element is usually present in multiple copies and in
different locations within the genome (20, 21). RFLP analysis with IS6110 (IS6110 RFLP analysis) has
been standardized through the use of PvuII as the
restriction enzyme for genomic digestion and of a sequence located on
the 3' side of IS6110 as the probe (23). This
standardized IS6110 RFLP analysis is considered to be the
reference method for M. tuberculosis fingerprinting worldwide (1, 4, 6).
IS6110 RFLP analysis, albeit highly discriminatory, is
laborious, requiring many technical steps and several micrograms of chromosomal DNA (22, 23). Moreover, some M. tuberculosis strains cannot be discriminated by this method if
they lack IS6110 or have low IS6110 copy numbers
(27).
To avoid the lengthy delay in obtaining the typing results and to
enhance the discriminatory power for low-copy-number isolates, alternative PCR-based methods have been developed (5, 11, 14, 16,
17, 22).
In this context, spoligotyping (9) has recently aroused
great interest. This method is based on the detection of polymorphisms in the chromosomal direct repeat (DR) locus, which contains a variable
number of short DR sequences interspersed with nonrepetitive spacers.
It was found to be easy, rapid, and suitable for use in the
computer-assisted analysis of many molecular patterns at the same time,
thus allowing its use in large-scale epidemiological surveys (2,
3).
However, spoligotyping has shown a discriminatory ability lower than
that of IS6110 RFLP analysis with the exception of that for
M. tuberculosis isolates with low IS6110 copy
numbers (1-3, 6, 18). This method is currently proposed as
the initial screening step in a multistep typing strategy for
epidemiological studies (2, 19). Whenever different
spoligotypes are identified, these always correspond to different
IS6110 RFLP patterns, whereas grouped spoligotypes require
confirmation by subtyping. The latter may be carried out by
IS6110 RFLP analysis either directly or after an
intermediate analysis by an IS6110-based PCR method in order
to further limit the use of IS6110 RFLP analysis
(2). Amplification-based methods with other genetic markers,
like double-repetitive-element PCR, have also been proposed as
second-step tests to integrate the spoligotyping screening analysis
(19).
However, to the best of our knowledge none of the PCR-based typing
methods has so far been directly compared to spoligotyping with regard
to its feasibility and discriminatory power as a rapid screening
method. Recently, an IS6110-based PCR (26) was
found to be more discriminatory than spoligotyping as a first-line test when used in the analysis of small groups of epidemiologically linked
isolates, but its use for large-scale screening is discouraged because
of nonspecific priming problems.
Prod'hom et al. (15) recently described a ligation-mediated
PCR (LMPCR) method for the amplification of a flanking sequence located
on the 5' side of IS6110. This method gives rise to
molecular patterns with well-resolved bands, seems to be both
technically simple and reproducible, and was proposed as a molecular
epidemiological tool. No data are available on the discriminatory
ability of LMPCR compared to those of other PCR methods (particularly
spoligotyping), and there is not yet any experience with its use as a
part of a multistep typing strategy.
Relying on IS6110 RFLP analysis as the "gold standard,"
we performed a comparative evaluation of LMPCR and spoligotyping as screening typing methods for clinical M. tuberculosis
isolates and we evaluated the possible use of LMPCR in a multistep
genotyping strategy.
 |
MATERIALS AND METHODS |
Mycobacterial strains.
The 158 M. tuberculosis
strains analyzed in this study were collected from 156 patients at the
Laboratory of Microbiology of the Ospedale Maggiore in Verona, Italy,
between 1 January 1996 and 31 December 1997. This laboratory serves as
a mycobacteriological reference center for the city of Verona. Each
strain corresponded to a single patient with tuberculosis, including
two patients with relapses of pulmonary tuberculosis. The strains were
isolated on Lowenstein-Jensen medium. The identification of the strains as M. tuberculosis was based on standard
microbiological tests and was confirmed by a DNA-RNA hybridization
technique (AccuProbe; Gen-Probe Incorporated, San Diego, Calif.).
DNA fingerprinting by PCR-based methods.
All the strains
were analyzed by spoligotyping and LMPCR. The DNA of each strain was
extracted by transferring some colonies from the Lowenstein-Jensen
medium in 150 µl of Tris-EDTA buffer and heating at 80°C for 30 min
with no further DNA purification, as described previously for
spoligotyping (2).
(i) Spoligotyping.
Spoligotyping was performed as described
elsewhere (9). Briefly, the DR region was amplified by PCR
with oligonucleotide primers derived from the DR sequence. The labelled
PCR product was used as a probe to hybridize with 43 synthetic spacer
oligonucleotides attached to a carrier membrane (Isogen Bioscience
B.V., Maarsen, The Netherlands).
(ii) LMPCR.
LMPCR was carried out as described by Prod'hom
et al (15). Briefly, 17 µl of the heat-treated cell
suspension was added to a SalI enzyme solution in order to
digest the genomic DNA of M. tuberculosis. Then, after
visual control on 0.8% agarose gels, the digestion products were
ligated to an asymmetrical, double-stranded linker. This linker was
constructed by annealing two nonphosphorylated oligonucleotides by
incubation at temperatures that decreased from 80 to 4°C (1°C each
min). After ligation, T4 DNA ligase was heat inactivated. The samples
were then digested with SalI for 15 min to cleave any
remaining restriction sites resulting from partial genomic digestion or
regeneration through ligation. Template DNA was amplified as described
above, and the PCR products were separated in 2.5% agarose gels and
photographed with a Polaroid MP-4 Land Camera. A study strain was
included in every procedure as an internal standard to check the
reproducibilities of the fingerprints.
IS6110 RFLP fingerprinting.
All the strains
included in clusters by one or both of the two PCR-based typing methods
were subjected to standard IS6110 RFLP fingerprinting. DNA
extraction, Southern blotting, hybridization, and detection were
performed as described previously (23).
Computer-assisted analysis of fingerprints.
The molecular
patterns obtained by the three typing methods were submitted to
computer-assisted analysis to detect the clustered strains.
The software-assisted evaluation of spoligotypes was done with
GelCompar software, version 3.1b (Applied Maths, Kortrijk, Belgium), as
described previously (2). Briefly, a transmission scanner
was used to record the autoradiographic images, and the software
classified the strains as grouped if their patterns were scored as
identical. These spoligotypes were definitively considered to be
clustered after checking by direct visual control.
The analysis of the IS6110-based fingerprints (those
obtained by RFLP analysis and LMPCR) was performed with the Taxotron package (Taxolab Software; Institut Pasteur, Paris, France), which includes the RestrictoScan, RestrictoTyper, Adanson, and Dendrograph programs. The procedure was similar for both typing methods. The autoradiographs of the blots probed with IS6110 and the
photographs of the LMPCR gels were captured by a ScanJet II cx
(Hewlett-Packard) scanner. The bands were detected with RestrictoScan,
and the degree of similarity of the fingerprinting patterns was
calculated as the Dice index (7) by using the RestrictoTyper
program, with a linear error tolerance ranging from 3.5 to 5% in
proportion to the sizes of the bands. The relationships among isolates
were assessed by the unweighted pair group method of averages
(10) with the Adanson program. A dendrogram was generated by
the Dendrograph program, and the patterns that were identified as
similar by the computer analysis were compared visually. The strains
were classified as clustered if the numbers and molecular sizes of the
bands were identical.
Measures of discriminatory power.
The overestimation rate
(OR) of clustered strains by the PCR-based methods was defined as the
percentage of clustered strains whose clonality was not supported by
IS6110 RFLP analysis.
The discriminatory indices (DIs) of the typing methods, which express
the probability of whether two unrelated strains are characterized as
the same type, were calculated by the equation of Hunter and Gaston
(8).
Although only strains grouped by one or both of the PCR-based methods
were subjected to IS6110 RFLP analysis, the clustering percentage and DI of the latter were calculated by referring to the
total number of strains studied and by assuming that the unique spoligotyping and LMPCR patterns of the remaining strains corresponded to unique IS6110 RFLP patterns (1-3, 9, 15).
 |
RESULTS |
LMPCR and spoligotyping included in clusters 38.6% (61 of 158)
and 67.7% (107 of 158) of the strains, respectively (Table 1). Eight strains that were grouped in
clusters by LMPCR were not clustered by spoligotyping, while 54 strains
that were clustered by spoligotyping were not grouped by LMPCR.
IS6110 RFLP analysis was performed with the 115 strains
clustered by one or both of these rapid methods. The clonality by
IS6110 RFLP analysis was not at variance with the
clonality by LMPCR and spoligotyping for 45 strains, representing
42 and 73.7% of strains initially included in clusters by
spoligotyping and LMPCR, respectively. For strains from both the
patients with relapses, the three typing methods produced the same
molecular patterns produced for strains from the first episodes. The
IS6110 RFLP patterns contained between 6 and 19 bands
(median, 9 bands). The LMPCR patterns for the same 115 strains ranged
from one to eight bands (median, four bands) with molecular sizes of
between 100 and 1,800 bp.
The OR was 58% for spoligotyping and 26.3% for LMPCR (Table 1). The
DI was higher for LMPCR than for spoligotyping (0.992 versus 0.970)
(Table 1).
Figures 1 and
2 show the dendrograms obtained after
computer-assisted analysis of the spoligotyping and LMPCR fingerprints, respectively. Figure 3 shows a
representative gel view of the LMPCR patterns.

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FIG. 1.
Spoligotype dendrogram generated for the 158 M. tuberculosis strains and the corresponding patterns after computer
analysis with GelCompar software. The scale on the left indicates the
band-based similarity coefficients.
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FIG. 2.
Dendrogram and associated schematic representation of
LMPCR patterns of the 158 M. tuberculosis strains after
computer analysis with the Taxotron package. The scale on the left
indicates the Dice index, which was used to compare the patterns with a
linear tolerance error between 3.5 and 5%.
|
|

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FIG. 3.
Agarose gel (2.5%) electrophoresis of amplified
M. tuberculosis DNA obtained by the LMPCR method. Lanes 1 and 16, molecular size marker (1-kb ladder; Gibco); lanes 2 to 15, M. tuberculosis study strains (strains 4 and 6 were grouped
in the same cluster).
|
|
Figure 4 summarizes two models of the
sequential use of the different typing methods that we used. In
one model (Fig. 4A), LMPCR clustered 49.5% (53 of 107) of strains
initially grouped by spoligotyping. In the other model (Fig. 4B),
spoligotyping following LMPCR screening supported the grouping of
86.8% (53 of 61) of isolates clustered by LMPCR. In both cases
IS6110 RFLP analysis, as a last-step test, had to be
performed with 53 strains and supported the clonality of 45 (84.9%) of
them. For the strains clustered by LMPCR, the eight strains
differentiated by spoligotyping (Fig. 4B) did not correspond to the
eight strains split by IS6110 RFLP analysis (Fig. 4A).

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FIG. 4.
Two models of sequential use of the three typing methods
used to analyze the 158 M. tuberculosis strains. (A)
Spoligotyping is the first-step test; (B) LMPCR is the screening
method. In both cases IS6110 RFLP analysis is considered the
most discriminatory test, following double-step typing by the PCR-based
methods. For each step, the black and white bars on the left represent
the fraction of clustered isolates and the fraction of isolates with
unique patterns, respectively, while the percentages of clustered
strains are shown on the right.
|
|
 |
DISCUSSION |
In this study LMPCR proved to be a simple and rapid method for
M. tuberculosis strain discrimination. The typing process
can easily be completed in 8 to 10 h, including the time for DNA
extraction, and has few technical steps. Even though high-quality
mycobacterial DNA was previously thought to be critical for LMPCR
(15), in this study good technical results were obtained by
use of the same rapid DNA extraction procedure recommended for
spoligotyping (heating a suspension of a few colonies in Tris-EDTA
buffer with no further DNA purification) (2). In fact,
although the difference in the median number of bands between
IS6110 RFLP patterns and the corresponding LMPCR results was
found to be higher than that reported by Prod'hom et al.
(15) (five versus three), the rapid DNA extraction procedure
did not significantly affect the feasibility of use of the LMPCR method
or the reproducibilities of the molecular patterns. The bands showed
the same intensities and the same molecular size ranges as those
reported previously. (15). Capture of gel images by means of
a scanner and computer-assisted analysis of fingerprints (Fig. 2) were
possible, providing essential assistance in the evaluation of the large
number of isolates. Therefore, LMPCR, like spoligotyping, seems to be
useful not only for comparing selected isolates side by side in the
same PCR run, as are other IS6110-based PCR methods with
nonspecific priming problems (26), but also for the rapid
screening of large numbers of isolates.
Furthermore, we compared the discriminatory powers of LMPCR and
spoligotyping by relying on IS6110 RFLP analysis as a
reference method. To the best of our knowledge this represents the
first comparative evaluation of discriminatory ability between
spoligotyping and another PCR-based typing method for the screening of
isolates from a given geographical area. LMPCR was found to cluster
considerably fewer strains than spoligotyping (38.6 versus 67.7%). The
OR, considered the fraction of clustered isolates whose clonality was
not supported by IS6110 RFLP analysis, appeared to be higher for spoligotyping (58%) than for LMPCR (26.3%). The spoligotyping ORs, calculated from previous studies in which the same RFLP identity criteria considered here (indistinguishable patterns) were used (1, 2, 6, 12), ranged from 31 to 58%. Our spoligotyping OR
also fell in this range. Even if in some of these studies there was
evidence of spoligotyping ORs lower than that in our study, the LMPCR
OR (26.3%) was nevertheless below the range of values recorded for spoligotyping.
Similar evidence emerged by evaluating the DIs, the mathematical values
of the probability that two unrelated strains will be characterized as
the same type (8). DIs were higher for LMPCR (0.992) than
for spoligotyping (0.970), further indicating LMPCR's better
discriminatory ability. Moreover, our spoligotyping DI fell in the
range of values calculated from previous studies (0.933 to 0.977)
(1-3, 6, 12, 18), providing an indirect methodological validation.
An integrated use of different typing methods was proposed in order to
overcome the technical difficulties and the limits of discrimination of
each one (2, 17). Spoligotyping was suggested for screening
followed by PCR-based methods or, directly, IS6110 RFLP
analysis (2, 19). We evaluated two models of multistep
typing strategies involving the use of the three typing methods
considered in the present study. In the first (Fig. 4A) we considered
spoligotyping as a first-step method (as so far suggested), while we
kept LMPCR in a second-line role. LMPCR appeared to split about 50% of
the isolates initially clustered by spoligotyping, significantly
reducing the need for subsequent IS6110 RFLP typing. In the
second model (Fig. 4B), based on the evidence of the higher discriminatory ability of LMPCR and on the feasibility of a
software-assisted analysis of patterns, the IS6110-based
rapid method was used for first-line screening. In this approach LMPCR
showed a discriminatory ability which made further intermediate
analysis by spoligotyping useless, since the latter was able to split a
limited number of clustered isolates (8 of 61; 13.2%) and did not
significantly limit the need for subsequent IS6110 RFLP
typing. Thus, LMPCR appeared to be more effective than spoligotyping as
a screening method.
However, in our study the lack of grouped strains containing few or no
copies of IS6110 raises an issue to be considered. The
usefulness of spoligotyping is thought to increase proportionally to
the presence of clustered strains carrying low numbers of
IS6110 copies (2, 9). In countries where this is
an infrequent occurrence (e.g., developed countries), the better
ability of LMPCR for initial discrimination should remain confirmed,
while spoligotyping could still be considered a second-line method. On
the other hand, in countries where these strains are largely diffused,
such as in Southeast Asia (27), spoligotyping should still
be considered the most suitable screening method.
In conclusion, LMPCR was found to be an easy and rapid method for
M. tuberculosis genotyping and was more discriminatory than spoligotyping. We believe that LMPCR should be considered an
alternative to spoligotyping for screening, particularly in countries
with a low prevalence of M. tuberculosis strains carrying
few copies of IS6110.
 |
ACKNOWLEDGMENTS |
We are grateful to Yves-Olivier Goguet de la Salmonière for
advice on the use of GelCompar software. We thank Anne Varnerot for
helpful technical assistance.
M.C. Gutiérrez was a postdoctoral fellow from the Ministerio de
Educaciòn y Cultura, Madrid, Spain. This work was partly financed
by the National Tuberculosis Project (grant 96/D/T50) from Istituto
Superiore di Sanità, Ministero della Sanità, Rome, Italy.
 |
FOOTNOTES |
*
Corresponding author. Mailing address: Cattedra di
Malattie Infettive, Ospedale Civile Maggiore, 37126 Verona, Italy.
Phone: (39) 045 8073389. Fax: (39) 045 8340223. E-mail:
diperri{at}borgotrento.univr.it.
 |
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Journal of Clinical Microbiology, October 1999, p. 3118-3123, Vol. 37, No. 10
0095-1137/99/$04.00+0
Copyright © 1999, American Society for Microbiology. All rights reserved.
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