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Journal of Clinical Microbiology, March 2001, p. 1195-1196, Vol. 39, No. 3
0095-1137/01/$04.00+0   DOI: 10.1128/JCM.39.3.1195-1196.2001
Copyright © 2001, American Society for Microbiology. All rights reserved.

Comparison of IsoCode STIX and FTA Gene Guard Collection Matrices as Whole-Blood Storage and Processing Devices for Diagnosis of Malaria by PCR

Kathleen J. Y. Zhong,1 Carola J. Salas,2 Robyn Shafer,1 Alex Gubanov,1 Robert A. Gasser Jr.,3 Alan J. Magill,2 J. Russ Forney,4 and Kevin C. Kain1

Centre for Travel and Tropical Medicine, Division of Infectious Diseases, Department of Medicine, Toronto General Hospital and the University of Toronto1; Department of Parasitology, U.S. Naval Medical Research Center Detachment, Lima, Peru2; and Department of Immunology3 and Department of Parasitology,4 Walter Reed Army Institute of Research, Silver Spring, Maryland

Received 19 October 2000/Returned for modification 28 November 2000/Accepted 11 December 2000


    ABSTRACT
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We compared two collection devices, IsoCode and FTA, with whole blood for the diagnosis of malaria by PCR (n = 100). Using whole blood as the reference standard, both devices were sensitive for the detection of single-species malaria infections by PCR (>= 96%). However, the detection of mixed infections was suboptimal (IsoCode was 42% sensitive, and FTA was 63% sensitive).


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The isolation of high-quality template DNA from blood samples is important for diagnostic and molecular studies of malaria. Whole blood has frequently been used as the source of template DNA; however, collecting and transporting blood samples, especially from field sites, is problematic (1, 6, 8, 10, 11). Several filter paper devices have recently been marketed for the collection, storage, and processing of whole-blood samples for PCR. There have been no direct comparisons of the performance characteristics of these products. Differences in DNA template quality and subsequent PCR amplification among these different collection devices could have a considerable impact on outcome measures in malaria field trials.

In this study, we evaluated two commercially available blood collection devices, IsoCode STIX (Schleicher & Schuell, Keene, N.H.) and FTA Gene Guard card (Gibco BRL, Rockville, Md.), against whole blood for the detection and species identification of malaria parasites by PCR.

Blood samples were collected from individuals presenting with headache and fever (>= 38°C) to an outpatient malaria clinic in Iquitos, Peru. Thick and thin blood smears were prepared and examined by experienced microscopists (>= 200 fields of a thick smear; 1,000× oil immersion). Patients who were smear positive for malaria and who provided informed consent were eligible for inclusion in the study. Whole-blood samples (pretreatment) obtained from consecutive smear-positive malaria-infected patients via venipuncture in EDTA anticoagulant were collected on IsoCode STIX and FTA Gene Guard card collection devices according to the manufacturers' directions. An aliquot of each blood sample was frozen and stored at -70°C. The IsoCode STIX and FTA filter paper samples were air dried and stored in individual plastic bags at room temperature until they were processed. DNA was extracted from the blood samples collected by the three methods. Genomic DNA was extracted from the frozen whole-blood samples with a QIAamp blood extraction kit (Qiagen, Chatsworth, Calif.). Genomic DNA was extracted from the IsoCode and FTA devices according to the manufactures' directions.

Each of the 300 DNA extracts was subjected to the same amplification method for a fragment of the plasmodial small-subunit RNA gene as described previously (10). Based on previously established PCR methodology using whole-blood samples, an amount of DNA extract equivalent to 5 µl of the original whole-blood specimen was used (6, 8, 11). In order to improve sensitivity and make the methods comparable, we modified the IsoCode manufacturer's recommendations and used 25 µl of extract (5 µl of the original sample) in amplification reactions. Similarly, an FTA blood dot sample equal to 5 µl of the original whole-blood sample was used. The PCR products were electrophoresed and analyzed on 2% agarose gels. An independent observer, unaware of the DNA collection and extraction method used and the results of microscopy, interpreted the results of each amplification reaction. Positive and negative controls were included in each amplification assay. This study was approved by the Institutional Review Board of the U.S. Department of Defense and the Peruvian Ministry of Health.

Blood samples from 100 consecutive malaria-infected patients from Peru were included. We utilized a nested-PCR-based method using DNA extracted from frozen whole-blood samples as the reference standard on the basis of its previously demonstrated performance characteristics (1, 8, 10).

The DNA extraction procedures for IsoCode and FTA samples were simple to perform. Most users reported that the IsoCode strips were easier to use and manipulate. The time required for DNA extraction from frozen whole-blood on Qiagen columns was 20 min; for IsoCode, the time was 35 min, and for FTA, it was 85 min.

The amplification results are presented in Table 1. Although both devices were sensitive for the detection of single-species infections, the use of IsoCode devices allowed the detection of only 8 of 19 mixed infections (42%; P = 0.003; Yate's corrected chi square test) and FTA detected only 12 of 19 mixed infections (P = 0.012; Yate's corrected chi square test). Tests of all initially discordant samples were repeated with 50 µl of DNA extract from the Isocode samples. Using this increased amount of DNA template, two additional mixed infections were detected, improving the sensitivity from 42 to 53%. Furthermore, one Plasmodium vivax sample initially called negative was detected, and one sample initially interpreted as a mixed infection was correctly identified as a single-species P. vivax infection. These results suggested that the lower sensitivity was compensated for in part by using more genomic DNA extract in the amplification reactions. The results of these additional analyses were not used in the reported results in order to avoid verification bias, since they were only performed on discrepant samples (2, 7).

                              
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TABLE 1.   PCR results with whole blood versus IsoCode STIX and FTA Gene Guard card for 100 consecutive malaria samples

PCR-based assays represent a major advance in studies of the molecular epidemiology and diagnosis of malaria. A remaining challenge is the identification of a robust field-applicable sample collection method to interface with PCR-based assays. The use of whole-blood samples and DNA purification columns has been shown to be a reliable method for generating high-quality DNA (6, 8, 11). However, whole-blood samples collected via venipuncture in glass vacutainer tubes represent a potential biohazard during transportation and handling, and special precautions must be in place to maintain the cold chain or unintentional freezing and thawing may result in contamination and DNA degradation (1). In an attempt to overcome these limitations, we originally reported the use of filter paper as a field-applicable method for collecting blood samples for PCR-based malaria studies (3-5). Filter paper collection offers advantages over whole-blood-based methods, including the use of finger stick sampling methods; lack of a need for refrigeration; ease of storage, shipping, and processing; and decreased biohazard risks.

In this study we evaluated two filter paper-based blood collection devices for the diagnosis of malaria by PCR amplification compared to whole-blood samples collected at the same time and optimally frozen and transported. We demonstrated that IsoCode and FTA were satisfactory collection and processing devices for the subsequent amplification of plasmodial DNA. Since these devices were presumably designed primarily for the collection of human DNA (9), modification of the manufacturers' directions, at least for IsoCode STIX, was required to improve the detection of malaria. Both devices displayed good sensitivity for the subsequent PCR identification of single-species infections. However, neither was sensitive for the detection of mixed infections. The reasons for decreased detection of mixed infections are unknown but may reflect loss of template DNA through degradation or trapping of parasite DNA in the paper matrix (1). Since PCR-based assays are increasingly being used as reference standards for malaria diagnostic and treatment studies, these limitations may be important, since they may lead to errors in treatment and misclassification of outcomes.


    ACKNOWLEDGMENTS

This study was supported in part by a grant from PSI. K.C.K. is supported by a Career Scientist Award from the Ontario Ministry of Health. This study was funded in part by the U.S. Army Medical Research and Materiel Command.


    FOOTNOTES

* Corresponding author. Mailing address: Centre for Travel and Tropical Medicine, EN G-224 Toronto General Hospital, 200 Elizabeth St. M5G 2C4 Toronto, Canada. Phone: (416) 340-3535. Fax: (416) 595-5826.


    REFERENCES
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Abstract
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1. Farnert, A., A. P. Arez, A. T. Correia, A. Bjorkman, G. Snounou, and V. do Rosario. 1999. Sampling and storage of blood and the detection of malaria parasites by polymerase chain reaction. Trans. R. Soc. Trop. Med. Hyg. 93:50-53[CrossRef][Medline].
2. Hadgu, A. 1996. The discrepancy in discrepant analysis. Lancet 348:592-593[CrossRef][Medline].
3. Kain, K. C., J. Keystone, E. Franke, and D. E. Lanar. 1991. Global distribution of a variant of Plasmodium vivax. J. Infect. Dis. 164:208-210[Medline].
4. Kain, K. C., and D. E. Lanar. 1991. Determination of genetic variation within Plasmodium falciparum by using enzymatically amplified DNA from filter paper disks impregnated with whole blood. J. Clin. Microbiol. 29:1171-1174[Abstract/Free Full Text].
5. Kain, K. C., A. E. Brown, L. Mirabeli, and H. K. Webster. 1993. Detection of Plasmodium vivax by polymerase chain reaction in a field study. J. Infect. Dis. 168:1323-1326[Medline].
6. Kain, K. C., M. A. Harrington, S. Tennyson, and J. S. Keystone. 1998. Imported malaria: prospective analysis of problems in diagnosis and management. Clin. Infect. Dis. 27:142-149[Medline].
7. Miller, W. C. 1998. Bias in discrepant analysis: when two wrongs don't make a right. J. Clin. Epidemiol. 51:219-231[CrossRef][Medline].
8. Pieroni, P., C. Mills, C. Ohrt, and K. C. Kain. 1998. A comparison of ParasightF and ICT malaria Pf tests with PCR for the diagnosis of Plasmodium falciparum malaria in travellers. Trans. R. Soc. Trop. Med. Hyg. 92:166-169[CrossRef][Medline].
9. Roy, R., and L. R. Middendorf. 1997. Infrared fluorescent detection of D1S80 alleles from blood and body fluid collected on IsoCode devices. BioTechniques 23:942-945[Medline].
10. Snounou, G., S. Viriyakosol, X. P. Zhu, W. Jarra, L. Pinherio, E. do Rosario, S. Thaithong, and K. N. Brown. 1993. High sensitivity of detection of human malaria parasites by the use of nested polymerase chain reaction. Mol. Biochem. Parasitol. 61:315-320[CrossRef][Medline].
11. Zhong, K., and K. C. Kain. 1999. Evaluation of a colorimetric PCR-based assay to detect Plasmodium falciparum malaria in travelers. J. Clin. Microbiol. 37:339-341[Abstract/Free Full Text].


Journal of Clinical Microbiology, March 2001, p. 1195-1196, Vol. 39, No. 3
0095-1137/01/$04.00+0   DOI: 10.1128/JCM.39.3.1195-1196.2001
Copyright © 2001, American Society for Microbiology. All rights reserved.



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