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Journal of Clinical Microbiology, September 2001, p. 3213-3221, Vol. 39, No. 9
0095-1137/01/$04.00+0 DOI: 10.1128/JCM.39.9.3213-3221.2001
Copyright © 2001, American Society for Microbiology. All rights reserved.
Use of Serum Immune Complexes in a New Test That
Accurately Confirms Early Lyme Disease and Active Infection with
Borrelia burgdorferi
Michael
Brunner1 and
Leonard H.
Sigal1,2,*
Department of
Medicine1 and Departments of Pediatrics
and Molecular Genetics & Microbiology,2
UMDNJ-Robert Wood Johnson Medical School, New Brunswick, New Jersey
Received 26 March 2001/Returned for modification 2 June
2001/Accepted 23 June 2001
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ABSTRACT |
The present recommendation for serologic confirmation of Lyme
disease (LD) calls for immunoblotting in support of positive or
equivocal ELISA. Borrelia burgdorferi releases large
quantities of proteins, suggesting that specific antibodies in serum
might be trapped in immune complexes (ICs), rendering the antibodies undetectable by standard assays using unmodified serum. Production of
ICs requires ongoing antigen production, so persistence of IC might be
a marker of ongoing or persisting infection. We developed an
immunoglobulin M (IgM) capture assay (EMIBA) measuring IC-derived IgM
antibodies and tested it using three well-defined LD populations (from
an academic LD referral center, a well-described Centers for Disease
Control and Prevention (CDC) serum bank, and a group of erythema
migrans patients from whose skin lesions B. burgdorferi was
grown) and controls (non-Lyme arthritis inflammatory joint disease,
syphilis, multiple sclerosis, and nondisease subjects from a region
where LD is endemic, perhaps the most relevant comparison group of
all). Previous studies demonstrated that specific antigen-antibody complexes in the sera of patients with LD could be precipitated by
polyethylene glycol and could then be disrupted with maintenance of the
immunoreactivity of the released antibodies, that specific anti-B. burgdorferi IgM was concentrated in ICs, and that
occasionally IgM to specific B. burgdorferi antigens was
found in the IC but not in unprocessed serum. EMIBA compared favorably
with commercial and CDC flagellin-enhanced enzyme-linked immunosorbent
assays and other assays in confirming the diagnosis of LD. EMIBA
confirmed early B. burgdorferi infection more accurately
than the comparator assays. In addition, EMIBA more accurately
differentiated seropositivity in patients with active ongoing infection
from seroreactivity persisting long after clinically successful
antibiotic therapy; i.e., EMIBA identified seroreactivity
indicating a clinical circumstance requiring antibiotic therapy. Thus,
EMIBA is a promising new assay for accurate serologic confirmation of
early and/or active LD.
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INTRODUCTION |
Lyme disease is a potentially
multisystem inflammatory disease caused by Borrelia
burgdorferi (56). In the absence of erythema migrans
(EM), no symptoms and signs are uniquely diagnostic of Lyme disease.
Culturing B. burgdorferi, finding its antigens by immunohistochemistry, or identifying its DNA by PCR in biopsies are all
problematic, so indirect markers are used to corroborate infection,
usually measurement of antibodies by enzyme-linked immunosorbent assay
(ELISA) and immunoblotting. Serum immunoglobulin M (IgM) anti-B.
burgdorferi antibodies are often detected in early disease; by 6 to 8 weeks IgG is detected in the majority of untreated patients.
Criteria for immunoblot interpretation are widely accepted (11,
16, 17), but testing is not standardized (3, 14, 26, 35,
50) and may be falsely positive due to IgM rheumatoid factor
(5, 34) in other diseases (30, 37, 39, 60) and in otherwise healthy individuals (12). Clinical
features of Lyme disease can develop even before the elaboration of the humoral immune response to B. burgdorferi. Early in the
evolution of the humoral response, seronegativity might be due to the
fact that specific antibodies to B. burgdorferi antigens are
bound up in circulating immune complexes (a period of "antigen
excess"), rendering the antibodies immeasurable by standard
techniques (8, 48). Elevated levels of circulating immune
complexes were one of the earliest described immunologic phenomena in
Lyme disease (24, 25).
Overuse of testing (33, 44, 51) contributes to the
misdiagnosis of Lyme disease (54, 55, 58; L. H. Sigal, Editorial, J. Infect. Dis. 171:423-424, 1995),
based on the common mistaken belief that a "positive test" is
synonymous with "active infection." Persisting seropositivity may
be incorrectly interpreted as ongoing infection. Seropositivity is
difficult to interpret in patients with posttreatment residual or new
symptoms (9, 54, 55), in whom persisting infection is a
concern (1, 2, 27, 47, 55, 62). The frequency of
false-positive (FP) ELISA results dictates a two-tier strategy
(immunoblot confirmation of positive or equivocal ELISA [2-4]).
Other assays include indirect immunofluorescence (IFA) (36,
43), borreliacidal activity (10), and PCR
(45, 58). Identification of specific immunoreactivity at
the site of inflammation (e.g., antibodies in synovial or cerebrospinal
fluid compared to serum) is useful but often cumbersome in identifying
local infection (53, 57, 59). A simple assay is needed
that can reproducibly confirm early and/or active B. burgdorferi infection. Attempts to improve ELISA have included
antibody capture (6, 23, 32); new antigenic preparations
(20, 38), including flagellin enhancement (22,
29), recombinant proteins (18, 40), or individual
epitopes (28, 31, 61); and testing of antibodies contained
within polyethylene glycol (PEG) precipitates of serum (13, 48,
49). Our previous studies were the first to find both B. burgdorferi antigens and IgM antibodies to these antigens within
disrupted PEG precipitates from the sera of patients with Lyme disease
(8). We were able to prove that the PEG precipitates contained immune complexes (ICs) by purifying the antigens only through
their firm binding to serum antibodies (8). We used several of these improvements to develop an assay that, in the serum
banks tested, was sufficiently sensitive to confirm early infection,
sufficiently specific to obviate immunoblot confirmation, and capable
of differentiating active infection from persisting seropositivity in
patients with successfully treated disease. In our studies the
enzyme-linked, IgM capture, IC, biotinylated antigen assay (EMIBA)
fulfills these expectations.
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MATERIALS AND METHODS |
Growth and preparation of B. burgdorferi
sonicate.
High-passage B. burgdorferi strain B-31
(54) was grown in Barbour-Stoenner-Kelly medium (4,
46) (made or purchased from Sigma, St. Louis, Mo.) supplemented
with 6% normal rabbit serum (Gemini Bio-Products, Calabasas, Calif.),
grown in T flasks (Corning Glass, Corning, N.Y.) at 32°C. Four
hundred milliliters of late-log-phase culture was harvested by
centrifugation (RC5C; Sorvall-DuPont, Wilmington, Del.) at
9,000 × g for 15 min and was washed three times with
cold phosphate-buffered saline (PBS), pH 7.2. The final pellet was
resuspended in 2 ml of PBS and sonicated (Braun-Sonic 2000) medium
setting for four 30 pulses with a 1-min rest between pulses.
Approximately 9 mg of protein/ml was obtained, assayed with
bicinchoninic acid protein (Pierce, Rockford, Ill.) and stored at
70°C until use. In certain studies a low-passage N40 (provided by
Stephen Barthold, Yale University) was propagated and processed as
described above (data not shown). The results shown in the paper
utilize the B-31 strain, since this is the organism used in the
commercial ELISA and immunoblot kits used for comparison. In
side-by-side studies, results gained by using N40 and B-31 were identical.
Biotinylation of sonicate.
Different long-arm biotin
hydroxysuccinamide esters, including biotinamidocaproate
N-hydroxysuccinimide (NHS) ester (Sigma) and
NHS-LC-biotin II (Pierce) were equally effective; studies described in this paper used biotinamidocaproate NHS. One milliliter of
a 9-mg/ml protein sonicate solution was adjusted to pH 9 by adding 0.1 ml of 0.5 M carbonate-bicarbonate buffer, pH 9, immediately before
biotinylation. Optimal biotinylation was achieved using 50 mg of biotin
ester/ml in dimethylformamide. To the pH-adjusted protein sonicate, 20 µl of biotin solution was added in a 16-by 100-mm glass tube,
covered, and slowly rotated for 1 to 2 h at room temperature,
pipetting up and down every 15 min. The reaction was stopped by adding
0.1 ml of 1 M Tris-HCl, pH 7.5. Biotinylated sonicate (Bb-bio) was
dialyzed against 3 2-liter changes of PBS, pH 7.2, containing
0.02% sodium azide in the cold using a Slide-A-Lyzer (Pierce) with a
10-kDa cutoff. The resulting suspension was assayed for protein
bicinchoninic acid, aliquoted, and frozen at
70°C with typical
yields of at least 75%.
Serum and plasma collection.
For serum, blood was drawn and
allowed to clot at room temperature for 1 h; for plasma,
heparinized blood was left at room temperature for 1 h. Both types
of specimens were then centrifuged in a Sorvall RC5C HS-4 rotor at
769 × g for 10 min. Clear serum or plasma was drawn
off by pipette. After serum and plasma samples were utilized in the
serologic tests under study, the samples were stored at
70°C until
needed for possible further testing. Freeze-thaw slightly decreased the
reactivity of some samples but did not reduce any positive samples into
the negative range.
Samples were obtained from three Lyme disease patient
populations: (i) One hundred thirty-one came from patients evaluated at
the Lyme Disease Center at Robert Wood Johnson Medical School (RWJMS)
for possible Lyme disease. Before testing in our laboratory and based
solely on clinical information, one author (L.H.S., who had seen all
patients at the Center) designated patients as having active Lyme
disease, prior Lyme disease without evidence of current active
infection (prior), or no evidence of prior or present Lyme disease;
results of the clinical evaluation were unknown to the laboratory
personnel performing EMIBA. Patients were considered to have an active
infection if they had present or previous EM or objective features of
early disseminated (carditis or neurologic features, including
lymphocytic meningitis, cranial nerve palsy, or radiculoneuritis) or
late (arthritis or tertiary neuroborreliosis) Lyme disease and had not
yet received an adequate course of antibiotic therapy for their Lyme
disease (1). Patients with prior Lyme disease who had
received appropriate antibiotic therapy and at the time of phlebotomy
had no evidence of then-active Lyme disease of the skin, heart,
joints, or peripheral or central nervous system, i.e., those who had
prior Lyme disease that had been antibiotically cured, were identified
as having prior infection. All samples were tested by University
Diagnostics Laboratory's Lyme Disease Laboratory using IgG- or
IgM-isotype-specific ELISA and immunoblot kits (MarDx, Carlsbad,
Calif.) following the manufacturer's directions (1:100 dilution) and
interpretation (11). In some studies IgM immunoblots using
serum at 1:10 dilution were compared with ICs (1:10 dilution optimal)
following the manufacturer's instructions. Collection and use of blood
samples were approved by the RWJMS Institutional Review Board (Protocol
W-0093). (ii) Forty-two sera within a blinded Centers for Disease
Control and Prevention (CDC) collection (generously provided by Martin
Schriefer, Diagnostic and Reference Section, Bacterial Zoonoses Branch,
CDC, Atlanta, Ga.) were previously tested by commercial kit IgG or IgM
ELISA (MarDx), CDC's flagellin-enriched IgM and IgG ELISA (46) and commercial kit IgM or IgG immunoblots (MarDx);
clinical information and results of testing were supplied after
completion of our studies. Based on the clinical information provided
by the CDC after laboratory testing was completed, 38 patients could be
assigned to active or prior groups by one author, using the above
criteria (L.H.S.). (iii) Eleven sera came from patients with EM biopsy
culture-proven B. burgdorferi infection (generously provided
by Paul Mitchell, Marshfield Clinic, Marshfield, Wis.). Sera had
previously been tested using IgM IFA (43), IgM enzyme immunoassay (EIA), IgM immunoblot, and polyvalent EIA, although results
were withheld until completion of EMIBA studies. Sera were obtained at
the time of biopsy before treatment with antibiotics
all had active
Lyme disease (41, 42). Samples were obtained from three
non-Lyme disease control populations: (i) Sera from 12 multiple sclerosis patients were obtained from Christine Rohowsky-Kochan, Department of Neurosciences, University of Medicine and Dentistry of
New Jersey, New Jersey Medical School (Newark, N.J.). (ii) Twenty-two
Venereal Disease Research Laboratory (VDRL)-positive sera (at titers
between 1:2 and 1:256) from patients with syphilis were obtained from
Cindy Bartlett and Marion E. Pierce, Director, Public Health and
Environmental Laboratory of the New Jersey Department of Health and
Senior Services, (Trenton, N.J.). No clinical information concerning
these 22 patients was available for further analysis. Two blinded
VDRL-negative controls were included with this serum collection. (iii)
Sera from patients with inflammatory joint disease (five with systemic
lupus erythematosus, eight with rheumatoid arthritis, and two with
gout) were obtained from the clinical practice of one of the authors
(L.H.S.).
IC precipitation.
The PEG method was used to isolate ICs
(15, 49). Samples (100 µl) were placed in a microfuge
tube (Eppendorf) and precipitated with an equal volume of a 7% PEG
(average molecular weight, 8,000; Sigma) and 0.44% NaCl in 0.1 M
sodium borate buffer, pH 8.4. Tubes were vortexed, left at 4°C for at
least 4 h (15), and centrifuged at 10,000 rpm
(8,320 × g) for 15 min in the cold. Supernatants were
carefully removed with a pipette. The pellet was resuspended and washed
twice with 200 µl of 3.5% PEG solution in the same buffer. After the
second spin, samples were resuspended in 100 µl of 0.1 M sodium
borate buffer, pH 10.2; high pH buffer is better than PBS for
dissociating ICs and does not affect antibody stability (P. Coyle, M. Brunner, and S. Schutzer, unpublished data). Dissociated ICs were kept
in buffer at 4°C until use. There was no discernible loss of
reactivity after 2 weeks of storage (M. Brunner, unpublished data).
EMIBA.
One hundred microliters of
affinity-purified goat anti-human IgM (mu chain specific) (KPL;
Gaithersburg, Md.) per well at 10 µg/ml in 0.04 M-0.0357 M
carbonate-bicarbonate coating buffer, pH 9.6, was added to Immulon 4 (Dynatech) microtiter plates. The plates were rotated slowly at room
temperature for 2 h and were stored covered at 4°C overnight. The
plates were warmed to room temperature and were washed three times with
10 mM PBS, pH 7.5, containing 0.1% bovine serum albumin (Sigma) and
0.05% Tween 20 (PBS-BT) using an automated plate washer (Bio-Tek ELP
35). After the final wash, 0.35 ml of blocking buffer (PBS-BT
containing 5% nonfat dry milk)/well was added, and the plates were
covered with Mylar. Their contents were incubated for 1 h at
37°C and were washed twice with PBS-BT. One hundred microliters of
dissociated immune complexes or serum per well at 1:100 dilution in
PBS-BT with 3% fish skin gelatin (Sigma) and 1%
heat-inactivated normal goat serum (Vector Labs, Burlingame,
Calif.) were added in duplicate. Plate contents were incubated for
2 h and washed three times with PBS-BT, and biotinylated B. burgdorferi was added. The plate was covered and rotated slowly
for 1/2 h at room temperature.
Previous studies of IC reactivity in sera of patients with Lyme
disease by others compared IC at a 1:10 dilution with unprocessed
serum
(representing uncomplexed antibodies and referred to in
this paper as
"free antibodies") at a 1:100 dilution (
24,
25,
48); a
1:100 dilution of serum is used in the MarDx ELISA and
immunoblot kits
employed in our studies. We previously compared
reactivity of ICs at a
1:10 dilution with 1:10 and 1:100 dilutions
of unprocessed serum (free
antibodies) and confirmed that the
greater reactivity of ICs with
B. burgdorferi proteins was not
simply due to dilution of
the IgM antibodies within the free-antibody
fraction (
8).
Thus, in these studies the dilutions used were
serum at 1:100 and
dissociated IC at 1:10.
After 3 PBS-BT washes, a 1/8,000 dilution of peroxidase-labeled goat
antibiotin (Vector Labs) in incubation buffer was added,
covered,
slowly rotated for 1/2 h, and washed on a plate washer
for three cycles
with PBS-BT, followed by two manual PBS washes.
One hundred microliters
of a two-component 3,3'5,5' tetramethylbenzidine
(TMB) substrate
solution (KPL)/well was added. Plates were tapped
lightly several times
and were observed for color development,
and the reaction was stopped
after 10 minutes with 100 µl of 1
M H
3PO
4.
Results were noted as the average optical density (OD)
of duplicate
samples.
EMIBA was developed so that the same positive controls in each run gave
an OD of approximately 1.0. Negative controls obtained
from the
University Diagnostic Laboratory of RWJMS (all resided
in New Jersey or
surrounding areas and were without a known history
of Lyme disease)
gave an OD of less than 0.1. Wells coated with
anti-IgM but no serum
added gave an OD of 0.05 or less when read
at dual wavelength (450 and
630 nm; signal at 450 nm and background
at 630 nm) on a Bio-Tek EL312E
ELISA plate reader. The optimal
amount of Bb-bio was determined for
each batch (4 to 12 µg/ml).
Each batch of Bb-bio was standardized
with the preceding lot using
the same positive and negative sera. The
new preparation was used
at a concentration such that the ODs obtained
from EMIBA using
the new Bb-bio lot were within 5% of the ODs using
the preceding
batch, a procedure that we have used previously (
7,
8).
The positive cutoff for each plate was the mean of 10 negative control
samples run in duplicate plus 3 standard deviations
(
7,
8,
49,
49a). Dividing the average OD of the patient
sample by the
cutoff gave an index value. Index values equal to
or greater than 1.0 were considered positive; less than 1.0 was
negative.
Statistical analysis.
Based on active or prior status of
Lyme disease at the time of phlebotomy, test results were designated
true positive (TP
had active LD and a positive test result), true
negative (TN
did not have active LD had a negative test result), FP
(did not have active LD but had a positive test result), or false
negative (FN
had active LD but had a negative test result).
Sensitivity and specificity were calculated as follows:
Confidence intervals of 95% for sensitivity and specificity
were calculated using the Fleiss correction (
19). The
significance
of differences in the sensitivity and specificity of the
different
assays tested were assessed by McNemar's chi-square test
(
52).
Also provided are 95% confidence intervals of
differences between
the sensitivities and specificities of the
different assays. As
collections were stratified into active and prior
groups, the
number of samples within some cells was too small to
calculate
confidence
intervals.
 |
RESULTS |
Comparison of EMIBA with standard serologic assays in patients with
Lyme disease and non-Lyme disease controls.
At the time of
evaluation and phlebotomy, 64 of the 131 patients from the Lyme Disease
Center were clinically designated as having active disease (diagnosed
with Lyme disease but receiving no prior antibiotic treatment), 28 had
prior Lyme disease (had previously undergone antibiotic treatment, with
no evidence of active Lyme disease at the time of phlebotomy), and 39 had never had Lyme disease. The sensitivity and specificity of each
assay were calculated (Table 1).
We then determined if the sensitivity and specificity of the EMIBA and
the free-antibody assay were superior to the sensitivity and
specificity of each of the comparator assays and if these differences
were statistically significant (Table 2).
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TABLE 1.
Results of EMIBA, free-antibody assay, IgM- and
IgG-isotype-specific ELISA, and IgM- and IgG-isotype-specific
immunoblottinga
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TABLE 2.
Differences between EMIBAa or
free-antibody assayb and standard assays in
terms of sensitivity and specificity for Lyme disease Center samples
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EMIBA results correlated better with clinical findings than did the
free-antibody assay, although the difference was not statistically
significant (Table
1). Both EMIBA and the free-antibody assay
were
significantly more sensitive than all other assays (
P < 0.001);
for each comparison with the other assays, EMIBA was
slightly
superior to the free-antibody assay (Table
2).
EMIBA was slightly more specific than the free-antibody assay (Table
1), and both were more specific than the other assays
(Table
2). Some
of these differences reached statistical significance:
EMIBA was more
specific than the IgM ELISA (
P < 0.002) and IgM
immunoblot (
P = 0.022), while the free-antibody assay
was superior
only to the IgM ELISA (
P = 0.012). The IgG
immunoblot was as specific
as either experimental
assay.
After unblinding the CDC serum collection, we calculated sensitivity
and specificity in the 38 samples that could be designated
as being
from active or prior patients (Table
3).
EMIBA and the
free-antibody assay were 100% sensitive, somewhat better
than
all but the CDC assay; these differences were not statistically
significant.
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TABLE 3.
Results of EMIBA, free-antibody assay, IgM- and
IgG-isotype-specific ELISA, IgM- and IgG-isotype-specific
immunoblotting, and CDC flagellin-enhanced polyvalent ELISA for CDC
serum samplesi
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The EMIBA had a higher specificity than the free-antibody assay, a
difference significant at
P < 0.05. The sensitivities
of
both experimental assays were significantly superior to that of
the
flagellin-enhanced CDC ELISA (
P < 0.001 for both
comparisons)
(Table
3). Thus, in a blinded, independent, well-defined
serum
collection, EMIBA and, to a lesser degree, the free-antibody
assay
outperformed the other assays. For all assays specificities were
lower in analysis of the CDC serum collection than in studies
of sera
obtained locally (Table
1).
EMIBA detection of serologic reactivity in EM (early Lyme disease)
compared with serodetection utilizing standard assays.
Twenty-seven of 131 specimens from the Lyme Disease Center were from
patients with EM, 24 before treatment. The other three had been
successfully antibiotically treated 3 to 9 months before phlebotomy;
none had evidence of infection at the time of phlebotomy. These three
constitute the TN and FP groups in Table
4 (see Appendix). EMIBA and the
free-antibody assay were more sensitive than comparison assays and more
specific than all but the IgG ELISA, to which they were equivalent.
Thus, EMIBA and the free-antibody assay were superior to other assays
in corroborating early Lyme disease.
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TABLE 4.
Results of EMIBA, free-antibody assay, IgM- and
IgG-isotype-specific ELISA, and IgM- and IgG-isotype-specific
immunoblotting for 27 patients with EMa
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Within the CDC panel were 28 samples from EM patients (Table
5). EMIBA, the free-antibody assay, the
IgM ELISA, and the flagellin-enhanced
CDC ELISA were 100% sensitive,
with IgG ELISA the least sensitive
assay. The specificities of EMIBA,
the IgG ELISA, and the IgG
immunoblot assay were comparable, but the
specificity of the CDC
ELISA was substantially lower.
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TABLE 5.
Results of EMIBA, free-antibody assay, IgM-and
IgG-isotype-specific ELISA, IgM- and IgG-isotype-specific
immunoblotting, and flagellin-enhanced CDC ELISA for 28 patients with EMa
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In sera from 11 patients with culture-positive EM from the Marshfield
Clinic, EMIBA was positive in eight, the free-antibody
assay in seven,
the IgM IFA in seven, the IgM EIA in three, the
IgM immunoblot assay in
four, and the polyvalent EIA in three.
EMIBA was positive in three
IFA-negative samples; the IFA was
positive in two EMIBA-negative
specimens. The free-antibody assay
did not detect seroreactivity in any
EMIBA-or IFA-negative sera.
In only one of the samples were both EMIBA
and the free-antibody
assay negative. Thus, in a small number of
culture-proven EM patients,
EMIBA was superior to other assays,
although only marginally better
than the free antibody assay or the
IFA.
EMIBA is able to differentiate between seropositivity in patients
with ongoing infection and persisting seropositivity related to past
infection (active versus prior disease).
Of 131 Lyme Disease
Center patients, 64 had active infection and 28 had previous Lyme
disease without evidence of active disease at the time of phlebotomy,
i.e., previously cured Lyme disease (Table
6). Table 6 presents serologic results in
the comparator assays with reference to results in EMIBA and the
free-antibody assay: (i) free-antibody assay (+), EMIBA (
); (ii)
free-antibody assay (
), EMIBA (+); (iii) free-antibody assay (+),
EMIBA (+); and (iv) free-antibody assay (
), EMIBA (
).
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TABLE 6.
Results of EMIBA and free-antibody assays in 64 patients
evaluated at the Lyme Disease Center who had active infection at the
time of phlebotomy and in 28 patients who had a history of prior Lyme
disease but no objective evidence of ongoing infection (prior) at
the time of phlebotomy
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EMIBA was positive in 62 of 64 samples of patients with active Lyme
disease, and the free-antibody assay was positive in 63.
The other
assays were less often positive in patients with active
and ongoing
infection. Only the IgM ELISA was positive in nearly
two-thirds of
active patients, while the IgG immunoblot assay
was positive in only
44%. In the two EMIBA-negative samples, neither
isotype-specific
immunoblot assay was
positive.
In 24 of 28 prior patients, EMIBA was negative; the free-antibody assay
was negative in 26. In these patients without active
infection, between
5 and 12 samples were positive in each of the
other assays. Thus, EMIBA
and the free-antibody assay performed
better in samples from patients
with active and prior infection
than the other
assays.
Of the 38 assignable CDC samples, 9 were designated as active infection
and 29 were designated as prior Lyme disease. The
results in Table
7 are presented in the same manner as in
Table
6. All nine of the CDC samples from patients with active
infection
were positive by EMIBA and the free-antibody assay (Table
7);
of the other assays, only the CDC ELISA was positive in all patients.
In patients with prior disease, the assay most often negative
would be
the best at differentiating prior from active disease
(a positive
result in a person with infection that is no longer
active is, in
essence, an FP). Fourteen of the 29 samples from
patients with prior
disease were negative by EMIBA. Nineteen of
the free-antibody assay
results were negative. The IgM immunoblot
assay was negative in 18 samples, the IgG ELISA and the immunoblot
in 17 each, the IgM ELISA in
13, and the CDC ELISA in only 5.
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TABLE 7.
Results of EMIBA and free-antibody assays in nine
patients included within the CDC serum bank who had active infection at
the time of phlebotomy (as determined by review of the clinical
information evaluated after the assays were performed) and in 29 patients who had a history of prior Lyme disease but no objective
evidence of ongoing infection at the time of phlebotomy
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Thus, the free-antibody assay agreed with clinical status better than
the other assays (28 of 38; 9 of 9 TPs and 19 of 29
TNs); the CDC ELISA
was least likely to predict clinical status
(14 of 38; 9 of 9 TPs and
only 5 of 29 TNs). The other assays
were not remarkably different in
their agreement with clinical
status: IgG immunoblot assay (correct in
25; 8 of 9 and 17 of
29); EMIBA (23; 9 of 9 and 14 of 29) and IgM
immunoblot assay
(23; 5 of 9 and 18 of 29); IgG ELISA (23; 7 of 9 and
16 of 29);
and IgM ELISA (19; 7 of 9 and 12 of
29).
Eleven of 29 prior patients had been antibiotically treated 3 months or
less prior to phlebotomy; 8 of these 11 samples were
EMIBA FP results.
The persistence of ICs in these samples may
represent ongoing IC
formation during recently active infection
such that all IC had not yet
been cleared from the
circulation.
As noted above, 8 of 11 culture-proven EM samples EMIBA were positive;
in six of these eight the free-antibody assay was also
positive.
EMIBA results in control subjects: multiple sclerosis, syphilis,
and rheumatic diseases.
One (8%) of the 12 multiple sclerosis
patients' sera tested was positive for both free antibodies and IC by
EMIBA; the sample was negative by IgM immunoblotting.
In the free-antibody assay, 54.5% (12 of 22) of VDRL-positive samples
were reactive, whereas 31.8% (7 of 22) were positive
in EMIBA. All
EMIBA-positive samples were also free antibody positive,
i.e., the
EMIBA positives were a subset of the free-antibody-positive
group. Of
the 12 free-antibody-positive sera, 6 were positive
by standard
B. burgdorferi IgM immunoblotting. Six of the 7 EMIBA-positive
samples were positive by standard IgM immunoblotting.
All 5 samples
positive in the free-antibody assay but negative in EMIBA
were
immunoblot negative. Both VDRL-negative controls were negative
in
both EMIBA and the free-antibody assay. Thus, EMIBA was superior
to the
free-antibody assay (was positive in fewer syphilis sera)
and in six of
seven of EMIBA-positive samples detected IgM cross-reacting
with
B. burgdorferi proteins with sufficient affinity to produce
a positive anti-
B. burgdorferi immunoblot.
Of the 15 patients with active inflammatory rheumatologic disease who
were tested, none was positive in either the free-antibody
assay or
EMIBA.
 |
DISCUSSION |
Although the diagnosis of Lyme disease should be based solely on
appropriate historical and objective clinical findings, serologic evidence favoring the diagnosis may be useful or necessary in some
circumstances. In the presence of EM, serologic confirmation is not
necessary. However, lacking an EM lesion, an isolated virus-like syndrome following a tick bite cannot be attributed to early B. burgdorferi infection without laboratory confirmation. The
early features of Lyme disease may occur too soon after tick bite for specific humoral immune responses to be measurable by current immunoassays. Only with highly sensitive and specific serologic or
microbiological tests can unusual or atypical clinical features of B. burgdorferi infection be correctly included within the
spectrum of Lyme disease and can illusory associations be identified as such and excluded.
Serologic tests are commonly misused as if they were
"diagnostic." We favor the term "anti-B. burgdorferi
antibody test" as preferable to the more euphonious but also more
prejudicial term "Lyme disease test." Even in circumstances where
the clinical likelihood of Lyme disease is very high, this can, at
best, be a "seroconfirmatory," not a "serodiagnostic" test.
Many serologic assays are currently available to detect anti-B.
burgdorferi antibodies, but all share two limitations: (i) in
early disease the tests may not detect low levels of specific antibody,
and (ii) none differentiates persistent seropositivity in active
infection from clinically irrelevant persisting antibodies, i.e.,
seropositivity without evidence of active infection. We sought to
develop an assay capable of satisfying both needs. We started with an
IgM capture format (6, 23, 32), which diminishes high
background levels and possible confounding serum components, e.g.,
competing IgG. We knew that the sera of many Lyme disease patients
contained IgM antibodies within materials obtained by PEG
precipitation, thought to be IC, and that the IgM bound within the
precipitate might be undetectable in assays using unprocessed serum
(13, 48, 49). Use of the IgM obtained from disrupted PEG
precipitates enhanced the sensitivity of immunoblot in Lyme disease
(49); these studies all used PEG precipitation, an
established method of purifying IC (15), at a 1:10
dilution. Our previous studies demonstrated that this procedure did not
merely concentrate serum IgM in a nonspecific fashion (8).
These were the first studies to prove that the PEG precipitate actually
satisfied the definition of an IC: the PEG precipitates contained
antibodies specific for the B. burgdorferi antigen OspA, and
the OspA protein was isolated from the putative IC only by its
interaction with antibody within the PEG precipitate (8).
The rigorous method used to prepare the material subjected to Western
blot analysis assured that the OspA was within IC and not
nonspecifically PEG precipitated in a high-molecular-weight complex
other than a specific IC. In addition PEG precipitates contained IgM
against B. burgdorferi proteins, in some cases antigens not
recognized by the free antibodies in untreated serum (8),
in agreement with previous, small studies (48, 49).
The present studies represent the largest and broadest application of
IC technology to the seroconfirmation of Lyme disease and the only
comparison of IC- with free-antibody-based assays and currently
available immunoassays (IFA, ELISA, flagellin-enhanced ELISA, and
Western blotting). Previous studies have shown that anti-B.
burgdorferi IgM may persist in the sera of patients with Lyme
disease after treatment and apparent cure (1, 27). In order to detect even very low IgM levels in later disease, we made use
of the increased sensitivity intrinsic to EMIBA; we were able to
further enhance sensitivity by biotinylating the sonicate, giving the
same amplification benefits as in biotin-enhanced immunoblotting (49).
Lyme disease sera in this study were from three sources, and in all
cases the testing was done blinded to clinical information. The first
group of sera was from patients evaluated for Lyme disease at our
regional referral center. This population is the most relevant to a
serologic trial
patients from an area of endemicity whose symptoms and
signs prompted the patients and/or their physicians to consider Lyme
disease. The second group was from the CDC collection, an established
serum bank used in previous serologic studies (29). The
third group, from the Marshfield Clinic, represents an incontrovertible "gold standard" for early Lyme disease-culture-positive EM
patients, with healthy controls interspersed.
Studies using all three serum banks showed that EMIBA can
serologically confirm early Lyme disease. EMIBA and, to a lesser degree, the free-antibody assay were superior to the comparator assays.
In the Lyme Disease Center sera, EMIBA was better able to differentiate
between persisting seropositivity indicating active infection (thereby
warranting antibiotic therapy) and seropositivity of no clinical
significance, relating to prior cured infection; as noted,
seropositivity can persist long after clinical cure (1).
EMIBA was somewhat less effective in the CDC sera. This was most
apparent in all the assays' ability to differentiate active from prior
disease. We were able to assign disease status in only 38 CDC samples;
clinical information was less detailed than available for the Lyme
Disease Center population, especially concerning the timing of previous
treatment and time between treatment and phlebotomy. Differences in
EMIBA's correlation with disease status may relate to improper
assignment of patient samples to active or prior groups based on
incomplete information and/or the fact that a short time had elapsed
from successful treatment to phlebotomy. In the latter case, FP EMIBA
results might be due to the persistence of IC following treatment, a
phenomenon noted subsequently in unblinded samples tested in our
laboratory (M. Brunner and L. H. Sigal, unpublished observations).
It is also possible that the smaller size of the CDC bank may have
obscured differences in the assay's predictive power.
Sera from patients with syphilis contain antibodies that also
bind to B. burgdorferi. In this control group EMIBA was
superior to the free-antibody assay, in that fewer of the luetic sera
were positive. FP results were present in other assays, as well
six of
the seven EMIBA-positive samples were positive in IgM immunoblotting. A
small proportion of multiple sclerosis patients also had antibodies reacting with B. burgdorferi proteins. We are currently
exploring ways to improve the assay to minimize FP tests, especially in these groups (7).
Our results suggest that EMIBA is slightly superior to our
free-antibody assay, superior to the standard assays in
seroconfirmation of Lyme disease, effective in detecting antibodies in
early disease, better than standard assays and comparable to IFA in the
small group of sera from patients with positive skin biopsy cultures, and helpful in determining the clinical significance of seropositivity. The concentration of anti-B. burgdorferi antibodies within
IC has been demonstrated by comparative immunoblotting
(8).
Future studies will include sequential samples before, during, and
after antibiotic treatment of Lyme disease and sera from patients with
other nonluetic spirochetal infections and from larger numbers of
subjects with other rheumatologic and neurologic diseases. EMIBA
utilizes IgM from IC; assays measuring the IgA and IgG within IC might
also be helpful in the seroconfirmation of active infection with
B. burgdorferi. Finally, differently grown organisms may
provide a more advantageous antigen pool for testing clinically
relevant seroreactivity (21). We are currently working on
a quantitative method of comparing levels of free antibodies with
levels of antibody within IC to improve the clinical predictive value
(i.e., active versus previously cured infection) of our assay. If our
current observations are borne out, EMIBA may be able to replace the
current two-tiered seroconfirmation approach in Lyme disease with a
single assay.
Thus, IC-based serologic assays are valuable in seroconfirmation
of the diagnosis and clinical status of B. burgdorferi
infection and might be useful in other diseases as well. In early
disease, a state of antigen excess, the IgM of the humoral
response to a new pathogen may be sequestered in IC, bound to
circulating pathogen- or transformed cell-derived antigen targets and
undetectable by standard serum-based assays. In such circumstances
free-antibody levels would be undetectable. The ongoing production of
ICs is dependent on and limited by the ongoing production of pathogen- or transformed-cell-derived antigens, so IC-based assays might be
useful in determining if persistent seropositivity is a marker of
disease persistence following treatment for infectious or malignant diseases. Our results suggest that further exploration of IC-based seroconfirmatory assays is warranted.
 |
APPENDIX |
Tables A1,
A2, A3, and A4 show data that were
used to calculate the sensitivity and
specificity values shown in Tables 1, 3, 4, and 5, respectively.
View this table:
[in this window]
[in a new window]
|
TABLE A3.
Number of positive or negative responses in
specific assay for EM patients from the Lyme Disease Center samples
|
|
 |
ACKNOWLEDGMENTS |
Our thanks go to Stanley Stein (Center for
Advanced Biotechnology and Medicine, UMDNJ-RWJMS and Rutgers
University, Piscataway, N.J.) for reviewing the manuscript and for his
many insightful comments in the development of the EMIBA technique;
Paul Mitchell (Marshfield Clinic, Marshfield, WS.) for providing
valuable serum samples and many valuable comments concerning this work;
Martin Schriefer Bacterial Zoonoses Branch, CDC, Atlanta, Ga.,
Christine Rohowsky-Kochan, (Department of Neurosciences, UMDNJ-New
Jersey Medical School, Newark, N.J.), and Cindy Bartlett and Marion E. Pierce (Public Health and Environmental Laboratory of the New Jersey
Department of Health and Senior Services, Trenton, N.J.) for providing
valuable serum samples; Martin Feuerman biostatistician, Winthrop-University Hospital, Mineola, N.Y., for many productive conversations about and help with statistical analysis; Ann Lee, doctoral student in the Rutgers University School of Education for her
help in preparing figures; the patients seen at the Lyme Disease Center
for their many contributions to our research and the education of
trainees at UMDNJ-RWJMS; and the staff of the Lyme Disease Center and
the Division of Rheumatology (Sondra Patella, Carol Squindo, Pat Hanas,
Cheryl Guerard, Brenda Taylor, and Betsy Schott) for their many efforts
on behalf of our patients and our research.
 |
FOOTNOTES |
*
Corresponding author. Mailing address: Division of
Rheumatology MEB484, 1 Robert Wood Johnson Pl., New Brunswick, NJ
08903-0019. Phone: (732) 235-7702. Fax: (732) 235-7238. E-mail:
sigallh{at}umdnj.edu.
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Journal of Clinical Microbiology, September 2001, p. 3213-3221, Vol. 39, No. 9
0095-1137/01/$04.00+0 DOI: 10.1128/JCM.39.9.3213-3221.2001
Copyright © 2001, American Society for Microbiology. All rights reserved.
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