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Journal of Clinical Microbiology, September 2000, p. 3156-3160, Vol. 38, No. 9
0095-1137/00/$04.00+0
Improved Identification and Differentiation of Varicella-Zoster
Virus (VZV) Wild-Type Strains and an Attenuated Varicella Vaccine
Strain Using a VZV Open Reading Frame 62-Based PCR
Vladimir N.
Loparev,
Takele
Argaw,
Philip R.
Krause,
Michiko
Takayama, and
D. Scott
Schmid*
Division of Viral and Rickettsial Diseases,
National Center for Infectious Diseases, Centers for Disease Control
and Prevention, U.S. Department of Health and Human Services,
Atlanta, Georgia 30333
Received 18 February 2000/Returned for modification 31 March
2000/Accepted 12 June 2000
 |
ABSTRACT |
A new method was developed to identify and differentiate
varicella-zoster virus (VZV) wild-type strains from the attenuated varicella Oka vaccine strain. The PCR technique was used to amplify a
VZV open reading frame (ORF) 62 region. A single specific amplicon of
268 bp was obtained from 71 VZV clinical isolates and several laboratory strains. Subsequent digestion of the VZV ORF 62 amplicons with SmaI enabled accurate strain differentiation (three
SmaI sites were present in amplicons of vaccine strain VZV,
compared with two enzyme cleavage sites for all other VZV strains
tested). This method accurately differentiated the Oka vaccine strain
from wild-type VZV strains circulating in countries representing all six populated continents. Moreover, the assay more reliably
distinguished wild-type Japanese strains from the vaccine strain than
did previously described methods.
 |
INTRODUCTION |
Varicella-zoster virus (VZV) is the
etiologic agent of varicella (chicken pox), which usually occurs in
children, and zoster (shingles), which results from the reactivation of
a latent VZV infection. While VZV infections are usually mild, they
sometimes result in severe disease, particularly in immunocompromised
patients (5, 6, 11, 22). A live attenuated varicella vaccine (Oka strain), which confers protection in a high percentage of recipients (2, 7, 11, 23, 29), was licensed and recommended for use in the United States in 1995 (27).
Breakthrough varicella infections after exposure to wild-type VZV have
occasionally been noted among vaccinees (3, 9, 24, 28, 29),
and Oka vaccine may cause zoster in as many as 6% of immunocompromised
vaccinees (9, 12). To monitor potential VZV vaccine-related
complications, a technique that discriminates vaccine strain from
wild-type VZV is required.
In the past, identification of VZV strains was based on laborious
restriction fragment length polymorphism (RFLP) analysis of
preparations of viral DNA (15, 25), a method that also required successful culturing of VZV from lesions. Newer PCR methods have eliminated the need to propagate virus for VZV detection (18,
19, 21, 30). In the United States and Australia, wild-type and
vaccine strains have been effectively distinguished on the basis of the
presence or absence of BglI or PstI sites in
amplicons from VZV open reading frames (ORFs) 54 and 38, respectively (18, 19), although this technique fails to distinguish some Japanese wild-type strains (16).
More extensive genotyping, such as amplification analysis of
polymorphic repeat regions R5 and R2, was required to distinguish Oka
vaccine VZV from Japanese strains (20, 26), a technique that
also fails to identify some strains in Japan and the United Kingdom
(13, 14, 26).
Argaw et al. identified a sequence variation in VZV ORF 62 between the
Oka vaccine strain and the Oka parental strain and used these data as
the basis for a PCR-RFLP test (1). In this study we examined
various clinical samples and confirmed the ability of this PCR-RFLP
assay to differentiate vaccine strain from isolates obtained from patients.
 |
MATERIALS AND METHODS |
Viruses, DNA preparation, sequencing.
VZV isolates
(excluding those provided by authors of this report) were kindly
provided by John Zaia (City of Hope Hospital, Los Angeles, Calif.),
Barbara Watson (Philadelphia Department of Public Health), Ann Arvin
(Stanford University, Palo Alto, Calif.), Dominic Dwyer (Westmead
Hospital, Sydney, Australia), and John Stewart and Joseph J. Esposito
(Centers for Disease Control and Prevention, Atlanta, Ga.). Material
from 71 specimens was available for testing. Isolates from various
geographic locations, including Japan (25 specimens), the United States
(26 specimens), Australia (9 specimens), Chad (5 specimens), Congo (5 specimens), Chile (2 specimens), Czech Republic (1 specimen), and
France (1 specimen) were collected between 1976 and 1999. VZV DNA
samples obtained from cells infected with the Oka vaccine strain and
three laboratory VZV strains (Webster, vzv11, and ROD) were also
examined. Thirty-nine of the clinical specimens came through general
practitioners and infectious disease physicians. Fifty-six preparations
of the viruses were isolates, and the remaining 15 were primary virus typed directly from vesicular fluid air dried onto glass slides, cotton
swabs, or skin scab lesions. DNA was prepared from vesicular fluid,
varicella scabs, and lysates of VZV-infected cells using NucleoSpin
Tissue Kits (CLONTECH Laboratories Inc., Palo Alto, Calif.).
Sequencing.
The nucleotide sequences of selected amplicons
were sequenced with an ABI Prism dye terminator cycle sequencing kit
(Applied Biosystems, Foster City, Calif.) according to the
manufacturer's instructions to verify their identity as VZV sequence.
Sequences were compared with the VZV ORF 62 sequences of the VZV Dumas
strain (GenBank accession number X04370), which were used to design the
PCR primers. The Genetics Computer Group (Madison, Wis.) package, DNASIS 2.1 (Hitachi Software, San Bruno, Calif.), and the OLIGO 5 program (National Biosciences, Inc., Plymouth, Minn.) were used for
computer analysis of nucleotide sequences.
Evaluation of ORF 62 primers.
The experimental primer
sequences used for these studies are described in Table
1. Initial testing of the amplification
conditions for each primer set was performed using a standard protocol.
Template DNA was prepared from HLF cells infected with VZV strain
Webster or from uninfected cells (negative control). PCR assays were
completed in a volume of 100 µl of a solution that contained 500 ng
of template DNA; 50 mM KCl; 10 mM Tris hydrochloride, pH 8.3; 5 mM
MgCl2; a 200 µM concentration (each) of dATP, dCTP, dGTP,
and dTTP; a 250 µM concentration of each primer; and 2.5 U of
Taq DNA polymerase (PCR Core kit [Boehringer Mannheim
Biochemicals, Indianapolis, Ind.] or GeneAmp PCR reagent kit with
AmpliTaq or AmpliTaq Gold DNA polymerase [Perkin-Elmer Cetus, Norwalk,
Conn.]). Reaction mixtures were passed through 25 cycles of
denaturation at 94°C for 1 min, a 1-min annealing step at a gradient
of temperatures (55 to 72°C), and a polymerization at 72°C for 1 min, followed by final extension at 72°C for 5 min (Mastercycler
gradient; Eppendorf Scientific Inc., Westbury, Conn.). Reaction
mixtures for hot-start PCR using AmpliTaq Gold polymerase were
incubated for 15 min at 96°C before the start of cycling. To control
for contamination, each primer pair in PCR cocktails was run using the
above cycling protocol in the absence of DNA template, with an
annealing temperature of 60°C.
PCR assays.
Detection of VZV genome variations in ORFs 38 and 54 was performed using the method described by LaRussa et al.
(18). Detection of VZV genome variations in ORF 62 was
performed as follows. Reaction mixtures included a 0.1 µM
concentration of each oligonucleotide of upper (PKVL_6U [VZV genome
position 106036]) and lower (PKVL_1L [VZV genome position 106284])
primers, which are complementary to a variable region of VZV ORF 62, in
100 µl of reaction mixture containing PCR Gold buffer (50 mM KCl; 15 mM Tris-hydrochloride, pH 8.0); 2.5 mM MgCl2; a 200 µM
concentration (each) of dATP, dCTP, dGTP, and dTTP; and 2.5 U of
AmpliTaq Gold DNA polymerase (PE Biosystems, Foster City, Calif.; Roche
Molecular Biochemicals, Indianapolis, Ind.). For amplification, 500 ng
of total DNA, prepared from VZV-infected cells using Nucleospin tissue
kits, was used as a template. For clinical samples, PCR assays used a
1/100 aliquot of the DNA purified from a single lesion (scab or swab).
An initial PCR hot-start step of 96°C for 15 min was followed by 30 cycles of amplification (1 min at 94°C, 1 min at 72°C) and a final
extension step at 72°C for 3 min (Mastercycler gradient, Eppendorf
Scientific Inc.).
For detection, 10 µl of PCR product was loaded onto precasted
4-to-25% gradient polyacrylamide gels in Tris-borate-EDTA (TBE)
buffer
(Novex, San Diego, Calif.) and run at 150 V for 1 h. Gels
were
stained with ethidium bromide to visualize DNA (0.5 µg/ml
in TBE
buffer, 15 min). Restriction reactions were performed using
5 to 10 µl of the PCR product adjusted to recommended endonuclease
buffer and
10 U of
SmaI,
BglI, or
PstI (New
England Biolabs, Inc.,
Beverly, Mass.). Endonuclease-cleaved DNA
products were separated
by gel electrophoresis as described above. The
50- and 100-bp
DNA ladders (GIBCO BRL, Gaithersburg, Md.) were used as
DNA size
markers.
 |
RESULTS |
ORF 62 region primer design and evaluation.
A substitution of
C for T in position 106262 (correspondent reference Dumas strain genome
position denoted [4]) of the Oka vaccine genome
compared with Oka parent strain DNA was recently identified
(1). This substitution established an additional SmaI site in the Oka vaccine DNA and provided the basis for
developing a new RFLP-PCR test for differentiating the VZV vaccine
strain from wild-type strains. Oligonucleotide primers were designed to
amplify a region of the VZV genome that codes for the C-terminal portion of the putative ORF 62 protein, approximately 200 nucleotides upstream and downstream of the mutation in position 106262.
Based on our experience with PCR, the most effective amplicon molecular
size should be limited to between 250 and 350 bp in
length. Amplicons
within that size range usually provide optimal
sensitivity for an
assay, particularly for DNA amplification from
clinical samples that
may contain limited quantities of
template.
As such, we designed several primer sets and assessed their performance
on both clinical specimens and laboratory stocks of
VZV (Table
1). The
G+C content, melting temperature, and length
of the primers were chosen
and analyzed using Oligo 5 primer design
software to ensure they met
the essential criteria for optimal
PCR primers. In addition to the
primer pair described previously
(PHKR1 and PHKR2 [Table
1]), eight
additional primers were designed
(three upstream and five downstream of
the mutation); in all,
eight 20-mers, one 18-mer, and one 26-mer were
assessed; the G+C
content of the primers was between 55 and 70%. All
of the primers
were also analyzed by using OLIGO 5 software for the
formation
of dimers either within or between pairs; no significant
theoretical
misprinting was identified on any
template.
Twenty-one primer combinations were tested altogether, representing
each of the three upper primers with each of seven lower
primers.
Representative results from temperature gradient PCR
(55 to 75°C) for
four of these experimental primer sets are presented
in Fig.
1. Most of the primer pairs amplified a
significant number
of nonspecific reaction products (e.g., Fig.
1A to
C). This was
true regardless of whether a high concentration of DNA
template
(as with laboratory strains and the VZV vaccine strain)
isolated
from tissue culture or a low concentration from clinical
samples
was used (data not shown). On this basis, eight of the
experimental
primers were excluded from further analysis. The primer
combination
of PKVL6U-PKVL1L provided the best yield of specific
product (on
the basis of gel band intensity), produced the least amount
of
nonspecific amplification product, and performed well over a broad
range of annealing temperatures (Fig.
1D). The last attribute
makes
this primer pair more versatile and will permit considerable
flexibility in the selection of annealing temperature for VZV-specific
PCR if a protocol demands it. For example, we were able to modify
the
original protocol, eliminating a 55°C annealing step, since
at 72°C
primer annealing and polymerase enzyme reaction take place
with this
primer set. Furthermore, the reaction products resulting
from PCR using
the primer pair PKVL6U-PKVL1L during
SmaI RFLP
analysis
could be easily differentiated by gel electrophoresis.
The 268-bp
amplicon generated with this primer pair was predicted
to produce
153-, 79-, and 36-bp (Oka parent and wild-type strains)
or 112-, 79-, 41-, and 36-bp (Oka vaccine strain)
SmaI fragment
sets. As
shown in Fig.
2,
SmaI
fragments of Oka vaccine strain
amplicon can be clearly differentiated
from DNA patterns obtained
after
SmaI cleavage of
wild-type amplicons.

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FIG. 1.
Representative results for experimental ORF 62 primer
pairs. Amplification products were produced with gradient annealing
temperature cycling (ranging from 55 to 75°C) with the following
primer pairs: PHKR1-PHKR2 (A), PHKR1-PKVL4L (B), PKVL7U-PKVL2L (C), and
PKVL6U-PKVL1L (D). Apart from the controlled variation in annealing
temperature, all reactions were carried out under identical conditions.
Lane 11 is the negative control for all four gels (template DNA
prepared from uninfected HLF cells). Lanes M contain a molecular size
marker set (100 to 1,500 bp in 100-bp multiples).
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FIG. 2.
Comparative RFLP test results for wild-type and Oka
vaccine strain VZV using amplicons generated with the PKVL6U-PKVL1L
primer pair. Shown are results for the SmaI RFLP assay for
VZV ORF 62 amplicons obtained with wild-type viruses (lanes 1 to 3 and
5 to 9 correspond to samples 44 to 46 and 48 to 52 in Table 1) and Oka
vaccine strain (lane 4). Lane M, molecular size marker set (100 to
1,500 bp in 100-bp multiples).
|
|
Biochemical optimization of the amplification conditions for this
primer set was performed, and final concentrations of 0.1
µM for
primers were found to be optimal for the specific amplicon
generation
(data not shown). Additional modifications of the PCR
protocol included
independently varying the concentrations of
Taq polymerase
and MgCl
2 in the reaction mixture. Increases in
the
Taq enzyme activity did not significantly affect the yield
of specific product (data not shown). Adjustment of the reaction
mixture pH to below 8.0 substantially decreased the sensitivity
of
detection (data not
shown).
We also examined hot-start PCR methodology, including the use of
Taq-start antibodies (CLONTECH), Ampli-Taq Gold (Roche),
or Platinum
Taq (Life Technology). Significant improvement in
sensitivity and
specificity was seen with all of these hot-start
methods, and any of
three chemical hot starts were incorporated
into the VZV vaccine strain
differentiation method described here.
Mechanical methods of hot start
were deemed impractical using
this method, since the assay was designed
for use with large numbers
of clinical
samples.
Sensitivity and specificity of the ORF 62 PCR method.
The
primer set PKVL6U-PKVL1L was tested on a panel of VZV-positive and
VZV-negative specimens. All VZV-positive samples generated a single
specific amplicon 268 bp in size (Fig. 2). The product specificity of
the 10 selected amplicons obtained from the PCR was also confirmed by
sequence analysis (data not shown). There was no detectable PCR product
after nucleic acid extraction and PCR amplification from tissue
culture material containing the following human herpesviruses
(HHVs): Epstein-Barr virus, cytomegalovirus, herpes simplex virus
type 1 (HSV-1) and HSV-2, and human herpesvirus (HHV) 6a, 6b, and
8. In addition, 20 human clinical (swabs and scabs) specimens that were
negative both by virological tests and by independent PCR assays for
VZV DNA were tested to assess specificity (data not shown). No
amplicons were detected in PCR assays using these specimens. On
further examination of the primers, we observed no product
after PCR amplification with DNA of herpesvirus genome samples as
well as DNA isolated from human, monkey, rabbit, mouse, rat, and
Escherichia coli (data not shown). These results indicate
that the PKVL6U-PKVL1L assay primers are highly specific for VZV.
The lower limit of detection by this method was defined as the smallest
amount of DNA in a sample that produced detectable
amplicon product
(ethidium bromide staining in agarose or polyacrylamide
gels) following
30 cycles of PCR. Working from serial dilutions
of a preparation of VZV
DNA of known concentration, we determined
that the ORF 62 primer pair
PKVL6U-PKVL1L is able to detect approximately
100 pg of DNA in a
specimen. We determined that these primers
detected VZV DNA in every
specimen from a panel of scab and vesicle
fluid clinical samples (12 specimens), even when as little as
1/50 of the DNA preparation was used
for the
PCR.
PCR analysis of collected VZV DNA specimens.
Seventy-one DNA
preparations from cases of chickenpox and zoster were typed by the
LaRussa et al. method (ORF 54-ORF 38) (18) and by the ORF 62 method described here. For the ORF 54-ORF 38 method, 222-bp and
350-bp amplicons were produced and digested with PstI and
BglI restriction enzymes, respectively (results shown in
Table 2). Three of four possible
genotypes were detected: 32 specimens were identified as wild-type
PstI+ BglI
(i.e.,
possessing and lacking a PstI and a BglI
restriction site, respectively, and 34 specimens were identified as
wild-type BglI+ PstI+.
Additionally, nine DNAs were typed as Oka vaccine strain
(BglI+ PstI
), among
which only two specimens, our Oka vaccine virus control specimen and
one U.S. case isolate obtained from a child after vaccination, are
considered genuine Oka vaccine specimens. The other seven viruses
detected as Oka vaccine strain by this method were wild-type
viruses isolated from lesions of varicella and zoster patients in
Japan. The fourth possible genotype (BglI
PstI
) was not identified in this study.
Analysis of the specimen set by using the ORF 62 method produced
identical results to the ORF 54-ORF 38 method with one exception:
the
seven Japanese clinical isolates that were identified as the
Oka
vaccine strain by the ORF 54-ORF 38 method were identified
as wild-type
isolates by the ORF 62 method. These data are shown
in Table
2. All of
the amplifications produced the expected 268-bp
amplicon, which was
digested into 112-, 79-, 41-, and 36-bp
SmaI
fragments for
Oka vaccine control strain DNA and for the U.S.
isolate from a
vaccinated child or into 153-, 79-, and 36-bp
SmaI
fragments
for the 73 remaining DNA samples tested. As such, this
method
efficiently detects VZV. More importantly, the ORF 62 method
was better
able to differentiate the Oka vaccine strain from Japanese
wild-type
strains.
 |
DISCUSSION |
Several PCR methods that can detect and differentiate Oka-vaccine
strain from wild-type strains have been described previously (18,
20, 26). This approach has proven to be rapid and is particularly
useful as a diagnostic tool for the confirmation of atypical cases of
varicella and zoster. It is also useful for the detection of VZV in
archival clinical specimens, from which viable VZV is unlikely to be
isolated. The most widely used clinical PCR method for discriminating
VZV Oka vaccine DNA from wild-type virus is based on PCR-RFLP analysis
targeting BglI and PstI sites in amplicons from
VZV ORFs 54 and 38, respectively (18). In these studies, we
confirmed that most of the non-Japanese VZV wild-type strains can be
distinguished from the Oka vaccine strain by using the PstI
marker in ORF 38. However, as noted previously (13, 14, 26)
the application of this method for Japanese strains and probably some
other Asian regions has been limited due to the circulation of strains
related to Oka that cannot be distinguished from the Oka strain by
using the ORF 38 marker. In the present study, seven wild-type Japanese
strains with Oka-like genotypes were found.
The development of PCR methods for VZV strain differentiation has been
hampered by the fact that the VZV genome is highly conserved and due to
our limited information about the primary DNA sequence of the Oka
vaccine strain. Argaw et al. (1) identified a mutation in
ORF 62 of the Oka vaccine strain that is absent in the parental isolate
from which it was derived, and this site has proven valuable for
diagnostic purposes. This mutation, which introduces a new
SmaI restriction site into the Oka vaccine strain, formed
the basis for the development of the diagnostic test described here.
An additional advantage to the ORF 62 method is that strain
discrimination can be accomplished using a single DNA amplification produced from one primer pair and a single restriction enzyme digestion. Thus, the method also requires half the cost, labor, and
time of the ORF 54-ORF 38 method. Amplification with the PKVL6U-PKVL1L primer pair results in a PCR product that unambiguously indicates the
presence of VZV DNA in test specimens. Subsequent digestion of this
268-bp amplicon with SmaI provides reliable differentiation of VZV Oka vaccine strain and wild-type strains.
Most importantly, the results of this study indicate that the ORF
62-based PCR method distinguishes even closely related
wild-type clinical isolates of VZV from the Oka vaccine strain. One
valuable benefit of the ORF 62 RFLP assay is that several
SmaI sites are present in the targeted amplicon, which helps
to monitor restriction enzyme activity during the assay.
The original ORF 62 primers we selected to perform this assay quite
effectively amplified VZV DNA from specimens, but they also tended to
produce a number of nonspecific reaction products. This was also true
of most of the ORF 62 experimental primer pairs we examined in this
study. While some of the primers described here may prove useful for
alternative diagnostic applications, such as automated DNA or RNA
hybridization techniques, the PKVL6U-PKVL1L primer combination clearly
outperformed all others tested for RFLP analysis. This primer set
generated no detectable nonspecific PCR product in VZV-positive
specimens across a broad range of annealing temperatures and produced
no detectable PCR product from DNA samples from closely related
viruses, including HSV1, HSV2, HHV6a, HHV6b, HHV8, CMV, and EBV.
Furthermore, a search of GenBank and EMBL nucleotide sequence
databases, querying with the primer sequences described here,
identified significant matches only with VZV ORF 62 DNA sequences.
The ORF 62-based PCR method described here successfully verified the
presence of VZV both in purified virus DNA from laboratory strains and
in a large number of clinical specimens isolated from countries
encompassing six continents. Admittedly, we have thus far examined only
small numbers of clinical isolates from countries that may or may not
reflect VZV strains that are circulating throughout the continent.
Nonetheless, testing of additional clinical specimens should help to
strengthen the validity of this approach, particularly in specimens
from countries where Oka-like strains may still be circulating.
Protocols using this approach for diagnosing suspected chickenpox and
zoster in clinical samples should be coupled with PCR, using primers
specific for beta-globin gene DNA or other cellular markers to confirm
that amplification conditions are optimal, thus minimizing
false-negative results (8).
The ORF 62-based PCR-RFLP protocol described here should be readily
adaptable for use in a variety of laboratories, including hospital
facilities with PCR and gel electrophoresis capabilities. The present
study extends the usefulness of PCR techniques as a diagnostic method
for the detection and differentiation of VZV DNA in clinical specimens.
 |
ACKNOWLEDGMENTS |
We thank the following individuals for providing VZV specimens
for this study: Ann Arvin, John Zaia, Barbara Watson, Dominic Dwyer, John Stewart, and Joseph J. Esposito. We also thank
William C. Reeves, Philip E. Pellett, and Naoki Inoue for valuable
intellectual discussions during the completion of this study. Finally,
we thank John O'Connor for assistance in editing the manuscript.
 |
FOOTNOTES |
*
Corresponding author. Mailing address: Division of
Viral and Rickettsial Diseases, National Center for Infectious
Diseases, Centers for Disease Control and Prevention, U.S.
Department of Health and Human Services, Atlanta, GA 30333. Phone:
(404) 639-4040 or (404) 639-0066. Fax: (404) 639-4056. E-mail:
vnl0{at}cdc.gov.
 |
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Journal of Clinical Microbiology, September 2000, p. 3156-3160, Vol. 38, No. 9
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