Journal of Clinical Microbiology, April 2001, p. 1211-1216, Vol. 39, No. 4
Department of Pathology, University Hospital
Vrije Universiteit, 1081 HV Amsterdam, The Netherlands
Received 6 September 2000/Returned for modification 13 December
2000/Accepted 15 January 2001
Epstein-Barr virus (EBV) DNA load monitoring in peripheral blood
has been shown to be a useful tool for the diagnosis of aberrant EBV
infections. In the present study we compared the relative diagnostic
values of EBV DNA load monitoring in unfractionated whole blood and
simultaneously obtained serum or plasma samples from Burkitt's
lymphoma (BL) patients, transplant recipients, human immunodeficiency
virus (HIV)-infected individuals, and infectious mononucleosis (IM)
patients by a quantitative competitive PCR (Q-PCR). The EBV DNA load in
BL patients was mainly situated in the cellular blood compartment (up
to 4.5 × 106 copies/ml). EBV DNA loads in
unfractionated whole blood and parallel serum samples showed no
correlation. In transplant recipients, IM patients, and HIV-infected
patients, the EBV burden in the circulation was almost exclusively
restricted to the cellular blood compartment, because serum or plasma
samples from these patients yielded negative results by Q-PCR, despite
high viral loads in corresponding whole-blood samples. A 10-fold more
sensitive but qualitative BamHI-W-repeat PCR occasionally
revealed the presence of EBV at <2,000 copies of EBV DNA per ml of
serum. Spiking of 100 copies of EBV DNA in samples with negative Q-PCR
results excluded the presence of inhibitory factors in serum or plasma
that influenced the Q-PCR result. Serum samples from all populations
were often positive for Epstein-Barr virus (EBV), a
widespread human In order to define individuals at high risk for the development of
EBV-linked disease, a variety of nucleic acid diagnostic methods for
detection and quantification of the virus in peripheral blood have been
developed. These methods include semiquantitative PCR (12, 21,
26, 28), end-point dilution PCR (14), quantitative competitive PCR (Q-PCR) (2, 3, 27, 30), and real-time PCR
(15, 19, 23). These studies revealed the clinical
relevance of EBV load monitoring for the diagnosis of EBV-associated
disorders and assessment of the efficacy of therapeutic intervention.
However, standardization between different methods and institutes and
definition of EBV load cutoff levels in different patient populations
are required (24).
Although elevated peripheral blood EBV loads are observed in both
immunocompetent and immunocompromised patients with epithelio- or
lymphoproliferative disease, virtually nothing is known about the
physical state of EBV detected in the peripheral blood of these
patients or in healthy carriers. Three kinds of viral infection are
thought to exist (25) and include a "silent" latent
state with little or even no viral gene expression activity, a latent, growth-transforming infection of B cells with transcription of a
limited number of latency genes, and a lytic infection in which infectious virus is produced.
Several clinical specimens have been used to determine EBV loads in the
blood compartment including unfractionated whole (2, 30),
serum (4, 9, 10, 17, 19), plasma (20, 35), and isolated peripheral blood leukocytes and mononuclear cells (14, 21, 26, 27, 28). However, no study thus far has analyzed the amount of EBV DNA in whole blood and simultaneously obtained serum or plasma by a standardized Q-PCR. Such a comparative study could provide insight into the type of EBV replication that occurs in different patient populations, either immunocompetent or
immunocompromised patient populations. In addition, it might provide
important clues about the type of clinical specimen that should be used
for viral load monitoring in these patients.
The aim of the study described here was to compare EBV DNA loads in
whole blood and serum or plasma simultaneously obtained from patients
with different EBV-associated disorders. For this, a highly
reproducible single-copy EBV gene-based Q-PCR and a sensitive multicopy
target PCR for the BamHI-W repeat region of the EBV genome
were used. We found that the EBV DNA loads in most patients with
EBV-associated disorders are restricted to the cellular compartment, with no elevated EBV DNA loads in serum or plasma. When serum was found
to be EBV DNA positive, this was associated with parallel detectable
cellular DNA signals, suggesting cell death or damage as the source of
viral DNA in the serum. We conclude that serum and plasma are
unsuitable clinical specimens for monitoring in of EBV loads Burkitt's
lymphoma patients, transplant recipients, human immunodeficiency virus
(HIV)-infected individuals, and infectious mononucleosis patients.
Whole blood is the preferred clinical sample type, as it is simple, is
more standardized and directly reflects the overall dynamic changes in
EBV DNA load in the circulation.
Healthy donors.
Whole-blood samples (n = 18)
and simultaneously obtained plasma samples (n = 18)
were obtained from healthy laboratory volunteers (n = 11). All donors were EBV seropositive with no serological signs of
viral reactivation, as determined by standard EBV serology and
immunoblot analysis (33).
Patients with EBV-associated proliferative disorders.
Twelve
whole-blood samples and corresponding serum samples were obtained from
juvenile patients from Malawi with Burkitt's lymphoma. All samples
were taken at the time of diagnosis, before the start of therapeutic
intervention. As a control population, family members, mostly mothers
of the Burkitt's lymphoma patients, were selected (African controls;
n = 12). A whole-blood sample and a simultaneous serum
sample were obtained from all individuals (kindly provided by L. Molineux and R. Broadhead, University of Malawi Medical School,
Blantyre, Malawi).
0095-1137/01/$04.00+0 DOI: 10.1128/JCM.39.4.1211-1216.2001
Copyright © 2001, American Society for Microbiology. All rights reserved.
Toward Standardization of Epstein-Barr Virus DNA Load Monitoring:
Unfractionated Whole Blood as Preferred Clinical Specimen
![]()
ABSTRACT
Top
Abstract
Introduction
Materials and Methods
Results
Discussion
References
-globin DNA, indicating cell damage in vivo
or during serum preparation. We conclude that serum is an undesirable
clinical specimen for EBV DNA load monitoring because it omits the
presence of cell-associated virus and uncontrolled cell lysis may give irreproducible results or overestimation of the DNA load.
Unfractionated whole blood is strongly preferred since it combines all
blood compartments that may harbor EBV and it best reflects the
absolute viral burden in the patient's circulation.
![]()
INTRODUCTION
Top
Abstract
Introduction
Materials and Methods
Results
Discussion
References
1-herpesvirus and the etiological agent of
infectious mononucleosis, is associated with a broad spectrum of
epithelio- and lymphoproliferative disorders. In immunocompetent hosts
these include Burkitt's lymphoma, Hodgkin's disease, T- or NK-cell
lymphoma, B-cell non-Hodgkin's lymphoma, nasopharyngeal carcinoma, and
gastric carcinoma. In immunocompromised individuals, EBV is strongly
associated with oral hairy leukoplakia, AIDS-related lymphoma, and both
early- and late-onset posttransplantation lymphoproliferative
disease (PTLD) (34).
![]()
MATERIALS AND METHODS
Top
Abstract
Introduction
Materials and Methods
Results
Discussion
References
Isolation of DNA from whole blood, serum, and plasma.
One
milliliter of freshly obtained whole blood was diluted in 9 ml of NASBA
lysis buffer (5 M guanidine thiocyanate, 0.1 M Tris · HCl [pH
6.4], 1.2% Triton X-100, 20 mM EDTA, Organon Teknika, Boxtel, The
Netherlands) and stored at
80°C until use. DNA was isolated from 1 ml of blood lysate (equivalent to 0.1 ml of whole blood) by
silica-based extraction essentially as described by Boom et al.
(6). Whole blood from African Burkitt's lymphoma patients
and African controls was directly frozen in liquid nitrogen, stored at
80°C, and lysed by thawing in NASBA lysis buffer at the time of
use. DNA was subsequently isolated as described above.
20°C until use. For DNA
isolation they were diluted 1:9 in NASBA lysis buffer, and DNA was
isolated as described above for whole blood.
As a positive control, healthy donor serum was spiked with defined
amounts of DNA isolated from EBV-positive JY cells. As a negative
control, serum from an EBV-negative donor and water were included in
all isolations.
Qualitative PCR and Q-PCR.
An outline of the experimental
approach is depicted in Fig. 1. First,
the EBV DNA status of whole blood, serum, or plasma samples was
determined by qualitative EBNA-1 PCR, which has a sensitivity of
approximately 10 genomic EBV DNA copies or approximately 1 EBV-infected
cell (30). The cutoff value of this PCR was shown to be
clinically relevant since the values for all healthy EBV-positive donors were below this value (31).
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BamHI-W-repeat PCR. Samples that were negative by the EBNA-1 PCR were additionally tested by a PCR for the large internal BamHI-W repeat, which was performed as described previously (13). This was done in order to assess qualitatively the EBV DNA status of these samples by using the most sensitive EBV PCR available and detect putative small (trace) amounts of EBV in the range of 200 to 2,000 copies/ml. Although this PCR in theory is more sensitive than the EBNA-1 PCR, the BamHI-W-repeat PCR is not suitable for quantitation since the number of BamHI-W repeats differs between clinical EBV isolates. PCR products were detected by enzyme immunoassay by the same protocol used for the EBNA-1 PCR (30) but with 1× SSC (1× SSC is 0.15 M Nacl plus 0.015 M sodium nitrate)-0.5% Tween 20 instead of 4× SSC-0.5% Tween 20 as the wash buffer and with pEBV (5'-AATCTGACACTTTAGAGCTCTGGAGGACTT-3') as the digoxigenin-labeled oligonucleotide. The BamHI-W-repeat PCR has a sensitivity of at least 10 plasmid targets, containing a single BamHI-W insert, which in theory equals approximately 1 EBV genome (13).
-Globin PCR.
To check for the presence of cellular DNA in
whole blood, serum, or plasma,
-globin PCR was performed as
described previously (7). The positivity of the samples
was assessed by standard agarose gel analysis.
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RESULTS |
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The results of the qualitative and quantitative PCRs with whole
blood and serum or plasma from various patient and control groups are
summarized in Table 1.
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Healthy donors.
Of 18 whole-blood samples from healthy donors
tested, 1 sample was positive by the qualitative EBNA-1 PCR, but the
amount of EBV DNA in the sample was below the cutoff value of 2,000 copies/ml in the Q-PCR. The same results were found for the
corresponding serum sample from this healthy donor. All other
whole-blood and serum samples were also negative by the qualitative
BamHI-W-repeat PCR, confirming the very low EBV DNA levels
in the circulation of healthy donors (1, 2, 27, 30).
Thirteen of 18 serum samples and all 18 whole-blood samples were
positive by the
-globin PCR.
Burkitt's lymphoma patients.
Twelve of 12 whole-blood samples
from Burkitt's lymphoma patients had EBV DNA loads above the limit of
detection of the Q-PCR. The EBV DNA loads in these samples ranged from
14,600 to 4,591,900 copies/ml of blood. Eight of the 12 corresponding
serum samples had EBV DNA loads above the cutoff level of the Q-PCR,
with EBV DNA loads in the range of 4,400 to 108,600 copies/ml of serum. However, there was a poor correlation between whole-blood EBV DNA loads
and serum EBV DNA loads (Fig. 2).
Furthermore, all serum samples contained
-globin DNA, indicating
cell damage either in vivo or ex vivo during serum preparation.
|
African controls.
All 12 whole-blood samples from African
control donors were positive for EBV by qualitative EBNA-1 PCR. Only 3 of 12 whole-blood samples from African controls had EBV DNA loads above
the cutoff value by the Q-PCR, with values ranging from 3,800 to 17,500 EBV DNA copies/ml of blood. All corresponding serum samples had EBV DNA
loads below the cutoff value of the Q-PCR, although EBV DNA could be
detected by qualitative EBNA-1 PCR in 7 of 12 of the samples. Again,
all serum samples also contained cellular DNA, as they were found to be
positive by the
-globin PCR.
PTLD patients.
All 35 whole-blood samples from PTLD patients
tested were positive by the qualitative EBNA-1 PCR. Thirty of 35 samples had EBV DNA loads above the limit of detection of the Q-PCR,
with EBV DNA loads ranging from 2,600 to 308,000 EBV DNA copies/ml of
blood. Fifteen of 35 serum samples were positive only by the qualitative EBNA-1 PCR, while an additional 2 serum samples were positive by the BamHI-W-repeat PCR. All EBV DNA-positive
serum samples had EBV DNA loads below the cutoff value of the Q-PCR, indicating that most, if not all, of the EBV burden in these patients could be attributed to the cellular blood compartment. All 35 serum
samples were positive for
-globin, indicating the presence of
cellular DNA and the absence of sample-related inhibition of the PCR.
HIV-infected individuals.
Samples from two HIV-infected
patients were included in the study. Both had highly elevated EBV DNA
loads in their circulations (15,600 and 89,400 EBV DNA copies/ml of
blood, respectively). No EBV DNA could be detected in the corresponding
plasma samples by EBNA-1 PCR or by the more sensitive
BamHI-W-repeat PCR, indicating the complete absence of any
detectable cell-free EBV DNA in the blood of these patients. EBV DNA
was also absent from plasma samples (n = 7) that were
obtained at several time points in the year before the whole-blood
samples were taken. None of the plasma samples were positive by the
-globin PCR.
Infectious mononucleosis patients.
Four of five infectious
mononucleosis patients had high whole-blood EBV DNA loads (34,000, 600,000, 74,000, and 37,000 copies/ml of blood, respectively). All
simultaneously obtained serum samples had EBV DNA loads below the limit
of detection by the EBNA-1 PCR; but EBV DNA could be detected in four
of five serum samples by the BamHI-W-repeat PCR, and these
four samples were also positive for
-globin DNA. This indicates that
very low levels of EBV DNA may be present in the serum or, more likely,
that EBV DNA is released from damaged EBV-positive cells during serum preparation.
Control for putative PCR inhibition by serum or plasma. In order to exclude the possibility of putative PCR inhibition as a reason for the absence of detectable EBV DNA, eluates of serum and plasma samples, which tested negative by both the Q-PCR and the BamHI-W-repeat PCR, were spiked with 100 copies of plasmid containing the wild-type EBNA-1 target and amplified (30). All samples became positive by PCR, indicating the absence of PCR inhibitors in serum and plasma samples.
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DISCUSSION |
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Monitoring of the EBV DNA load in the circulation has been shown to be a useful parameter for the diagnosis of EBV infection in various patient populations (3, 9, 26, 31). However, interlaboratory differences in sample type and EBV DNA detection assays have thus far limited appropriate standardization of EBV DNA load determinations and prevented direct comparison of different patient populations (24).
In the present study we evaluated the diagnostic value of unfractionated whole blood and serum or plasma as clinical specimens for determination of the EBV DNA loads in the blood compartment of patients with different EBV-associated proliferative disorders. We propose the use of unfractionated whole blood as the clinical specimen in quantitative EBV DNA assays, which is a step toward standardization of such assays.
In Burkitt's lymphoma patients, elevated EBV DNA loads were detected
in both serum and whole blood samples at the time of primary diagnosis,
indicating that the EBV burden may be present in both the cellular and
fluid blood compartments of these patients. The major part of the EBV
burden, however, is situated in the cellular fraction since the serum
EBV levels are much lower than the whole-blood EBV levels. In addition,
serum EBV DNA loads do not correlate with the levels in whole blood
(Fig. 2). Therefore, serum is undesirable as a clinical specimen for
viral load monitoring in Burkitt's lymphoma patients. The presence of
EBV DNA in the serum of these patients could be due to lytic EBV
replication, viral DNA release from damaged apoptotic or necrotic cells
into the serum in vivo, or damage of the abundantly present
EBV-positive B cells ex vivo as an artifact of blood coagulation during
serum preparation. The positive result for
-globin DNA in serum
samples from all Burkitt's lymphoma patients and African control
donors and the absence of lytic replication in Burkitt's lymphoma
patients are strongly suggestive of the latter.
We could not detect significantly elevated EBV DNA loads in the serum of transplant recipients, despite highly elevated EBV DNA loads in simultaneously obtained whole-blood speciments. This indicates that the elevated EBV DNA loads in these patients can be attributed mainly to the cellular compartment of the blood, directly reflecting proliferation of latently infected B cells, with very little or no lytic viral replication and associated release of virion DNA. Although viral DNA was detected by qualitative PCR in some serum samples from lung transplant recipients, the absence of significantly elevated viral DNA levels may be a result of the extensive use of antiviral drugs such as acyclovir, which was given both prophylactically (low dose) and as PTLD therapy (high dose), and ganciclovir and foscarnet, which were given for the treatment of active cytomegalovirus infection. These drugs inhibit lytic viral replication (36) and thus limit elevation of EBV levels in serum, which would be expected to originate from virions produced during lytic replication of the virus. However, a larger, more comprehensive study is required to further substantiate this hypothesis.
Our results indicate the poor diagnostic and predictive values of tests with serum and plasma samples as clinical specimens. In a previous study we showed that the whole-blood EBV load in lung transplant recipients can be used to both predict and diagnose PTLD and strongly correlates with changes in the immune status of the patients (31). The absence of any significantly elevated EBV DNA levels in the serum of the tested patients marks this specimen type as unsuitable for quantitative monitoring of EBV in lung transplant patients.
Similar to the findings in for Burkitt's lymphoma patients and transplant recipients, we found a complete lack of correlation between whole-blood EBV DNA levels and plasma EBV DNA levels in HIV-infected individuals. This is also the case for whole blood and serum samples from infectious mononucleosis patients. It is noteworthy that none of these patients was receiving acyclovir or ganciclovir-foscarnet as antiherpesvirus treatment at the time of sample collection. Our results suggest that the EBV DNA in these patients is mostly linked to the cellular blood compartment, i.e., proliferation of EBV-positive B cells.
Several studies indicated that the serum EBV DNA load could be used as a tumor marker for nasopharyngeal carcinoma (19, 20, 22, 29). Possibly, the EBV DNA present in the serum of patients with nasopharyngeal carcinoma may reflect lytic viral replication and virus secretion in some differentiating epithelial cells in the nasopharyngeal carcinoma-derived tumors, which is also reflected by the characteristic presence of immunoglobulin A antibodies directed to early and late structural antigens (37). It was recently shown that irradiation can induce EBV lytic gene expression in nasopharyngeal carcinoma-derived tumor cells (18). Whether the increased EBV DNA levels in nasopharyngeal carcinoma patients reflect (treatment-induced) release of virion DNA or tumor cell-derived DNA remains to be established, however.
One theoretical reason for the absence of EBV DNA in the majority of
serum and plasma samples in the present study could be inhibition of
the PCR. However, this is very unlikely since parallel whole-blood
samples did contain amplifiable viral DNA and whole blood contains more
putative inhibitors of PCR. The fact that a small amount of EBV plasmid
DNA spiked into EBV DNA-negative serum and plasma eluates could be
amplified very easily and the fact that nearly all serum samples
contained
-globin as detected by PCR indicates the absence of PCR
inhibition. We conclude that PCR negativity for EBV targets in serum
and plasma samples represent the true absence of elevated levels of
cell-free virus or viral DNA fragments in a patient's circulation.
The use of unfractionated whole blood has several additional advantages over the use of plasma or serum. It combines all compartments that may harbor EBV and is therefore the best reflection of the absolute EBV burden in the circulation, in contrast to isolated cell fractions. Although a fixed amount of leukocytes is frequently used as input in EBV PCR assays (14, 26, 27, 28), cell numbers may vary considerably in a patient over time and between different patients due to immunomodulation and underlying disease, thereby complicating interpretation. In addition, the isolation of leukocytes may introduce uncontrolled cell loss due to technical failure and inappropriate handling. Especially in patient populations with fluctuating B- and T-cell counts, such as transplant recipients and AIDS patients, the amount of EBV DNA per milliliter of blood gives a better indication of the absolute viral burden in the circulatory compartment than the amount of EBV DNA per, for example, 105 B cells or peripheral blood mononuclear cells. Whole blood represents a simple and uniform sample type.
We frequently observe DNA of cellular origin in serum samples as
determined by
-globin PCR. DNA of cellular origin is generally absent from plasma, indicating that preparation of plasma leads to less
cell damage than preparation of serum, as expected. Cell lysis is
probably inevitable during blood coagulation. This again indicates that
serum is an unfavorable clinical specimen, as in patients with high
cell-associated EBV loads (e.g., Burkitt's lymphoma patients), and
that preparation artifacts that appear during sample preparation could
cause irreproducible results, putative overestimation of EBV loads in
serum, and poor standardization of tests for EBV DNA load monitoring.
One milliliter of unfractionated whole blood is a simple and reliable
sample type which represents a suitable unit for EBV DNA load
determination, irrespective of latent or lytic replication or the
occurence of cell damage. Whole blood may be stored as such upon
immediate freezing in liquid nitrogen, as we showed for the whole blood
from Burkitt's lymphoma patients. Simple guanidine thiocyanate lysis
of whole blood enables long-term storage and omits the need for serum,
plasma, or cell preparation techniques which are laborious and
complicated and which increase the risk of sample carryover.
Furthermore, only a small volume of unfractionated whole blood (0.1 to
1 ml) is needed for silica-based DNA extraction, making this method
much less invasive for the patient than cell separation procedures, for
which relatively large volumes of blood are needed. The use of
unfractionated whole blood enables the simultaneous screening for other
microorganisms (e.g., cytomegalovirus and HIV) and cellular targets.
Finally, simultaneous DNA and RNA isolation from lysed whole blood by
silica extraction allows the analysis of viral and cellular
transcription profiles (5, 11, 32).
In conclusion, when only serum or plasma is used, a (small) part of the viral burden in a patient's circulation is quantified and cell-associated virus is omitted. Use of a serum preparation may lead to the nonreproducible release of EBV DNA from the cellular compartment as a consequence of cell death. Also, plasma DNA could originate from cell death or from remaining variable amounts of leukocytes (8). Therefore, both serum and plasma are considered undesirable clinical specimens for use in EBV DNA load monitoring. Unfractionated whole blood is the prefered clinical specimen in lung transplant recipients,. HIV-infected individuals, infectious mononucleosis patients, and Burkitt's lymphoma patients. The viral loads in these patients are mainly present in the cellular blood compartment. The use of unfractionated whole blood in diagnostic settings is an important step toward standardization of EBV DNA load monitoring in patients at risk for the development of EBV-related disease.
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ACKNOWLEDGMENTS |
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We are grateful to all collaborators who kindly provided the clinical specimens that were used in this study.
This work was supported by European Community grant 1C-18-CT96-0132.
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FOOTNOTES |
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* Corresponding author. Mailing address: Department of Pathology, University Hospital Vrije Universiteit, De Boelelaan 1117, 1081 HV Amsterdam, The Netherlands. Phone: 31-20-4444001. Fax: 31-20-4442964. E-mail: s.stevens{at}azvu.nl.
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