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Journal of Clinical Microbiology, March 2003, p. 998-1003, Vol. 41, No. 3
0095-1137/03/$08.00+0 DOI: 10.1128/JCM.41.3.998-1003.2003
Copyright © 2003, American Society for Microbiology. All Rights Reserved.
Performance Characteristics of Human Immunodeficiency Virus Type 1 (HIV-1) Genotyping Systems in Sequence-Based Analysis of Subtypes Other than HIV-1 Subtype B
Linda L. Jagodzinski,1* John D. Cooley,1 Mark Weber,1 and Nelson L. Michael2
Henry M. Jackson Foundation for the Advancement of Military Medicine,1
Division of Retrovirology, Walter Reed Army Institute of Research, Rockville, Maryland 208502
Received 14 August 2002/
Returned for modification 4 November 2002/
Accepted 8 December 2002

ABSTRACT
Given the diversity of human immunodeficiency virus type 1 (HIV-1)
subtypes and the emergence of subtypes other than HIV-1 subtype
B in the United States, genotypic assays must be capable of
delivering sequence data on diverse HIV-1 subtypes. We evaluated
the performance of Visible Genetics TRUGENE
HIV-1 genotyping
kit and Applied Biosystems ViroSeq HIV-1 genotyping system on
a panel of 34 well-characterized HIV-1 viral stocks (subtypes
A through H). Both assays perform well on diverse HIV-1 subtypes
despite being designed for HIV-1 subtype B. The TRUGENE assay
produced sequence data for 31 isolates but not for one C and
two G isolates. The TRUGENE assay using prototype 1.5 RT-PCR
primers and the ViroSeq assay were both successful for all variants
tested, although five isolates lacked double-strand sequence
coverage in the ViroSeq assay. The availability of standardized
HIV-1 genotyping kits that perform reliably with all HIV subtypes
will facilitate broad implementation of HIV-1 resistance testing.

INTRODUCTION
The human immunodeficiency virus (HIV) population is continuously
evolving, generating genetically distinct viral variants (
3,
9,
14). The propagation of novel mutants is a function of environmental
selective pressures created by immunological responses of the
host and drug therapy. Thus, mutants that confer a survival
advantage will propagate and emerge as a major quasispecies
(
3). The incomplete inhibition of HIV replication can lead to
the emergence of virus that has reduced susceptibility to antiretroviral
drugs, limiting the efficacy of antiretroviral treatment regimens.
Drug-resistant HIV type 1 (HIV-1) can also be transmitted from
one individual to another (
4,
7,
8,
13,
20,
22). Almost all
of the information on the characterization of HIV-1 drug resistance
mutation sites has come from studies of HIV-1 group M, subtype
B infection, the most common subtype found in the United States
and Europe. However, HIV-1 infections caused by other HIV-1
subtypes predominate in other regions of the world. With an
increase in prevalence of non-B HIV-1 subtypes in the United
States and the availability of antiretroviral drugs in regions
of the world where HIV-1 infections other than those of subtype
B are prevalent, research on the drug resistance patterns in
non-B HIV-1 subtypes and the clinical monitoring of patients
having non-B HIV-1 infections is becoming increasingly important
(
1,
9,
10,
17,
19,
21). The global deployment of U.S. military
personnel has increased the incidence of infections with non-B
HIV-1 subtypes in military personnel, further underscoring the
need for HIV-1 resistance genotyping tests that work reliably
with diverse HIV-1 subtypes (
1,
2,
6,
8,
12,
16,
17-
19). This
study assesses the ability of Visible Genetics TRUGENE
HIV-1 genotyping test and Applied Biosystems ViroSeq HIV-1 genotyping
system to successfully amplify HIV-1 viral RNA and produce DNA
sequences for non-B HIV-1 subtypes.

MATERIALS AND METHODS
HIV-1 subtype panel.
A panel of 34 HIV-1 isolates (Table
1) of group M subtypes A
through H (two of subtype A, two of subtype A/G, seven of subtype
B, six of subtype C, two of subtype D, eight of subtype E, four
of subtype F, two of subtype G, and one of subtype H) was used
to assess the performance of the TRUGENE and ViroSeq HIV-1 genotyping
tests (
11,
15,
18). Twenty-nine of the viral stocks were from
the Walter Reed Army Institute of Research. Five of these viral
stocks were obtained from BBI-Biotech Research Laboratories,
Inc. (Gaithersburg, Md.). All viral stocks were characterized
by p24 antigen testing, electron microscopy particle counts,
viral RNA testing, and sequence (
15).
Initial studies were performed using viral stocks having greater
than 20,000 HIV-1 RNA copies/ml in order to ensure that sufficient
template was available to allow for a successful amplification.
Panel members that were not successfully sequenced by either
method were repeat tested using viral stocks at concentrations
greater than 100,000 RNA copies/ml. Due to the inability of
the TRUGENE assay to deliver sequence data for three of the
HIV-1 panel members, we obtained the prototype 1.5 RT-PCR primers
(research use only) from Visible Genetics. These reverse transcription
(RT)-PCR primers were designed to amplify the protease and RT
gene regions for all known HIV subtypes. Since limited quantities
of the original viral stocks remained, new dilutions targeted
at 5,000 RNA copies/ml were prepared for use in assessing the
performance of the prototype 1.5 RT-PCR primers and the quality
of ViroSeq sequence data generated by capillary electrophoresis.
HIV viral RNA concentrations (1,800 to 20,000 RNA copies/ml)
were determined using the Amplicor HIV-1 MONITOR test (versions
1.0 and 1.5; Roche Diagnostics, Branchburg, N.J.).
HIV-1 genotype testing.
Viral RNA was extracted from each panel member, amplified, and sequenced following procedures recommended by the manufacturers of the tests. Consensus sequences were generated for each panel member using software provided by the manufacturer of each test (Visible Genetics OpenGene DNA sequencing system and Applied Biosystems ViroSeq HIV genotyping system software, version 2.2). Software programs for each assay compared the consensus sequence generated to HIV-1 reference sequences (TRUGENE, LAV-1; ViroSeq, pNL4-3). An interpretative report was generated for the TRUGENE assay while a research report was issued for the ViroSeq assay.

RESULTS
The Visible Genetics TRUGENE
HIV-1 genotyping kit and Applied
Biosystems ViroSeq HIV-1 genotyping system were assessed for
their ability to (i) generate RT-PCR amplicons for non-B HIV-1
subtypes, (ii) provide double-stranded nucleotide sequence data
on each subtype panel member, and (iii) generate equivalent
sequence data.
Performance of the TRUGENE HIV-1 genotyping kit.
The Food and Drug Administration (FDA)-approved version of the TRUGENE HIV-1 genotyping kit successfully genotyped 31 out of 34 (91%) of the HIV-1 subtype panel (Table 1). This assay did not produce sequence data for one C (SM145) and two G HIV-1 subtypes (HH8793 and BCF-DIOUM). The sequencing reaction profiles for SM145 and HH8793 were negative independent of viral RNA stock input. A dirty sequence profile was observed for BCF-DIOUM when the original TRUGENE RT-PCR (1.0 RT-PCR) primers were used in the amplification reactions. When Visible Genetics prototype 1.5 RT-PCR primers were substituted for the 1.0 RT-PCR primers supplied in the kit, sequence data were generated for all of the HIV-1 subtypes using the viral stocks with 5,000 RNA copies/ml.
The improvement in the performance of the TRUGENE assay when the 1.5 RT-PCR primers were used to produce amplicons suggested that the prototype 1.5 RT-PCR primers were more efficient than the 1.0 RT-PCR primers. In order to determine if the improved performance was due to better primer efficiency, one panel member was selected from each HIV subtype and tested using both of the RT-PCR primer sets. Amplification products were fractionated electrophoretically through 1.2% agarose E-Gels (Invitrogen, Carlsbad, Calif.) at 70 V for 30 min. The electrophoretic gel profiles of the RT-PCR products generated using the FDA-cleared TRUGENE HIV-1 genotyping kit (with 1.0 RT-PCR primers) are shown in Fig. 1A. A smear of nonspecific background amplification is visible for all RT-PCRs using the RT-PCR primers supplied in the TRUGENE kit. The gel profile for the RT-PCR products generated using the prototype 1.5 RT-PCR primers shows little to no nonspecific amplification and an amplicon of
1,300 bp (Fig. 1B). The amount of amplified product generated varies for each sample and this difference is clearly visible by electrophoretic separation through agarose gels. The TRUGENE HIV-1 assay does not require large quantities of RT-PCR product for sequencing since additional amplification (nested) of the target occurs in the CLIP sequencing reactions. Amplified product may not be clearly visible in the agarose gel (for example, A subtype, Fig. 1B, lane 2), but a sufficient amount of amplified DNA is available for successful amplification in CLIP sequencing reactions. The CLIP bidirectional sequencing reaction is a unique feature of the TRUGENE HIV-1 assay system.
The TRUGENE assay provides two primer sets in the kit for sequencing
of the HIV-1 protease gene (PR and P2) (Fig.
2). The protease
(PR) primers were found to fail on some HIV subtype B specimens,
which resulted in the manufacture of a second set of protease
primers for use in sequencing reactions (P2). Both of these
primer sets are supplied in the FDA-cleared kit and are used
routinely. The PR sequencing primers did not generate sequence
data for 21 (61%) of the specimens (Table
1). The PR primers
performed well on subtype B and D isolates, while the P2 sequencing
primers performed better on all of the other HIV subtypes. The
P2 sequencing primer pair successfully generated sequence data
for all of the HIV subtypes tested in this study. Sequence data
generated only by the P2 primer pair is found to have short
regions (less than 35 bases) of single-strand sequence coverage
at the beginning of the protease gene. The E subtype isolates
had larger regions of single-strand sequence (up to 50 bases)
at the beginning of the protease gene and at the 3' end of the
RT gene compared to the other subtypes. The resolution of the
bases in the reverse transcriptase gene region was not as clean
for HIV subtypes E and G. Fewer mixed-base calls were observed
when prototype 1.5 RT-PCR primers were used to generate amplicons,
suggesting that the use of an amplicon with less background
of nonspecific product in sequencing reactions resulted in better
resolution. Overall, double-strand sequence data were generated
for all of the HIV-1 subtypes across regions of interest used
to determine HIV drug resistance.
The TRUGENE test generates an interpretative report for use
by clinicians and a research report that lists all of the drug
resistance mutation sites, synonymous (silent) mutations, polymorphisms,
and unexpected mutations. Nucleotide mutations that do not result
in a change in the translated amino acid are denoted as synonymous
mutations. A mean average of the synonymous mutations was calculated
for each HIV-1 subtype. Five to fourteen additional synonymous
mutations are observed in the protease gene for all subtypes
other than HIV-1 subtype B. The reverse transcriptase gene has
14 to 30 additional synonymous mutations for subtypes other
than HIV-1 subtype B. All of the subtypes other than HIV-1 subtype
B have significantly larger numbers of synonymous mutations.
Subtype D has the lowest number of synonymous mutations, while
subtypes C and G have the largest number of mutations. A long
list of synonymous mutations may suggest that the sequence obtained
for a clinical specimen is derived from a non-B subtype infection.
Performance of the ViroSeq HIV-1 genotyping system.
The ViroSeq HIV-1 genotyping system generated sufficient amplicon for all subtypes tested and delivered sequence data on all of the panel members. Problems were encountered in the clarity of DNA sequence data produced on the model 377 DNA sequencer, where gels had to be repeated due to poor gel resolution. Approximately 50% of the panel members exhibited high background fluorescence in profiles generated on the model 377 DNA sequencer. Four of the subtypes other than HIV-1 subtype B (ZAM18, ETH2220, CM240, and BCP-KITA) and one B subtype (US4) had significant lengths of single-strand sequence due to the poor performance of one or two sequencing primers. Due to the clarity problems observed in the sequence data obtained from the model 377 DNA sequencer, 15 panel members were selected for retesting using the HIV-1 viral stocks with 5,000 RNA copies/ml. DNA sequencing reaction products for these 15 specimens were fractionated by capillary electrophoresis. Sequencing profiles generated using the model 3100 genetic analyzer showed well-defined peaks with little to no background fluorescence. All RT-PCR products generated using the ViroSeq RT-PCR module showed a single band amplicon of
1,800 bp. Background contributed by nonspecific amplification as observed for the 1.0 RT-PCR primers used in the TRUGENE kit was not observed when purified amplicons from the ViroSeq test were fractionated through 1.2% agarose gels (Fig. 3). Amplification yields were excellent and in most cases exceeded the amount of amplified product generated in the TRUGENE assay. All HIV-1 subtypes produced at least 18 ng of amplicon in 5 µl of reaction mixture. However, the ViroSeq assay requires significantly higher quantities of amplicon (at least 12 ng/5 µl) for execution of the sequencing reactions than the TRUGENE assay since a nested amplification does not occur in the ViroSeq sequencing reactions.
A summary of sequencing primer performance is shown in Table
1. Primers A and D sequence the same region of the protease
gene and are sense directional primers (Fig.
2). Both primers
are used routinely in our laboratory since one or the other
primer may not generate readable sequence data. Primer D did
not successfully generate sequence data for 22 (65%) of the
panel members. Primer A did not produce sequence data for three
panel members (C subtype from Zambia [ZAM18], E subtype from
Thailand [CM240], and H subtype from Zaire [BCP-KITA]). Primer
D also did not generate sequence data for the protease gene
for each of these three subtypes. Since primer D is a backup
for primer A, single-strand sequence coverage was obtained for
these three panel members in the protease gene region. Single-strand
sequence data were also obtained for the protease gene region
in one B subtype (US4) due to the failure of primer F in producing
sequence data across this region. The failure of primer F to
deliver sequence data on a B subtype was reproducible and observed
both on the 377 DNA sequencer and the 3100 genetic analyzer.
Primer H did not deliver sequence data for an Ethiopian C subtype
(ETH2220), resulting in single-strand sequence coverage at the
three prime end of the RT gene. The lack of successful amplification
by sequencing primers A, D, F, and H results in the generation
of single-strand sequence regions where mixed-base calls cannot
be discerned. Rules for calling bases ambiguous (mixed) require
that both strands of the sequence show a mixed base in that
particular position. Thus, sequences generated using data from
single-strand coverage do not allow for the determination of
mixed bases and may not fully reflect the pool of virus in the
specimen tested.
Poor resolution or high background fluorescence were observed for sequencing primers A, B, D, G, and H for three, five, two, seven, and six panel members, respectively, when sequencing reactions were fractionated on the model 377 DNA sequencer. Such poor resolution may reflect problems with gel polymerization or the quality of the sequencing reactions generated by the primers. The resolution improved when the sequencing reactions were repeated and analyzed by capillary electrophoresis (model 3100 genetic analyzer), suggesting that the resolution problems encountered previously were due in part to the polymerization of the gel used on the model 377 DNA sequencer. We observed a higher variability in the quality of the sequence data delivered on the model 377 DNA sequencer compared to the data produced by the model 3100 genetic analyzer.
Comparative analysis.
The DNA sequences generated for each panel member were aligned using the MegAlign program of Lasergene Navigator (version 1.6; DNASTAR Inc., Madison, Wis.). The electropherograms were examined for all highlighted discrepancies in order to confirm sequence calls. Approximately 97% of the differences noted were due to differences in ambiguity calls where sites are called as a mixture of two or more bases versus single-base calls. The FDA-cleared TRUGENE assay where the 1.0 RT-PCR primers are used had twice as many ambiguities as the ViroSeq assay. Fewer ambiguities were observed in the TRUGENE assay when the prototype 1.5 RT-PCR primers were used to generate the amplicon. This suggests that the use of PCR products having lower levels of background contaminants results in sequencing reactions which have better resolution. Of 57 site differences, 27 differences were due to ambiguities in the TRUGENE reading (prototype 1.5 RT-PCR primers) where one of the calls associated with the mixed-base call was equivalent to the single-base call given in the ViroSeq assay. The ViroSeq test accounted for 28 ambiguities that were in agreement with the defined base call given by the TRUGENE test. Two of the scored differences were due to different base calls between the two assays. These calls were not located at drug resistance sites and therefore did not alter the interpretation of the sequence data.
All sequences were checked for uniqueness and subtype grouping by phylogenetic tree analysis using neighbor-joining, maximum-likelihood, and distance analyses (Wisconsin Package, version 10; Genetics Computer Group). This analytic tool allows for the identification of HIV subtype and can be used to monitor for contamination or mix-up of specimens during genotyping test procedures. Sequence results obtained for each panel member branched with its corresponding result obtained using the other test procedure. Each panel member grouped within the region of the tree that corresponded with its cognate subtype.

DISCUSSION
The Visible Genetics TRUGENE
HIV-1 genotyping kit and the Applied
Biosystems ViroSeq genotyping system are both capable of delivering
HIV-1 resistance data for clinical specimens infected with non-B
virus. The FDA-cleared TRUGENE
HIV-1 genotyping assay does not
make any claims as to performance on non-B HIV-1 subtypes. The
TRUGENE assay was unsuccessful in generating sequence data for
one C and both G subtypes using the 1.0 RT-PCR primers supplied
in the test kit. The prototype 1.5 RT-PCR primers (research
use only) provided by Visible Genetics and used with the TRUGENE
HIV-1 genotyping kit improved the performance of the test where
DNA sequence was successfully generated on all of the panel
members. These RT-PCR primers are available from Visible Genetics
(research use only) and can be substituted for the primers included
in the kit.
The ViroSeq HIV-1 genotyping system was successful in generating sequence data for all members of the HIV-1 subtype panel with no modifications. Amplification was excellent for this assay based upon the amount of RT-PCR product generated for each viral isolate. Performance issues exist for the sequencing primers where regions of single-strand sequences are generated due to poor primer performance or in regions were sequence data had high background fluorescence. All regions in which single-strand sequences were generated had excellent resolution, but without the sequence of the complementary strand base call ambiguities cannot be fully discerned. Improved resolution in the sequencing profiles was observed when sequencing reactions were fractionated using the model 3100 genetic analyzer compared to electropherograms generated on the model 377 DNA sequencer. The quality of the data delivered on the model 3100 genetic analyzer was superior to that of the data obtained on the model 377 DNA sequencer.
Essentially equivalent nucleotide sequence data are generated by the TRUGENE and ViroSeq assays. Differences observed are due to ambiguities resulting in mixed-base sequence calls in one assay compared to defined single-base calls in the other assay system. These ambiguities can result in differences in the interpretation of resistance data if the ambiguity occurs at drug-associated resistance sites. The ambiguities observed in this study are similar to those reported by other laboratories (5, 6, 16).
The expanded access to antiretroviral drugs in populations where non-B HIV-1 subtypes predominate and the increasing diversity of the viral population require continuous monitoring of HIV-1 genotyping tests so as to allow for improvements in assay performance. The information obtained in this study can be used to improve the design of the primers used in both kits, leading to better optimization and broader utility of the assays. The extensive sequence diversity in the RT gene region and the potential for coinfection with two or more subtypes in regions where multiple HIV subtypes prevail, leading to recombinant viral strains, provide a challenge in designing assays that can successfully amplify and sequence all HIV subtypes. As more HIV-1 isolates are sequenced from geographical regions where subtypes other than HIV-1 subtype B prevail, isolates will be found which are not sequenced by either the TRUGENE or ViroSeq assays. Modified versions of HIV-1 genotyping tests will be required to address evolving HIV-1 sequence diversity.

ACKNOWLEDGMENTS
We thank Visible Genetics, Inc., for providing the prototype
1.5 RT-PCR primers and two test kits.
The views and opinions expressed herein are those of the authors and do not purport to reflect the official policy or position of the U.S. Army or the Department of Defense.
This work was supported in part by Cooperative Agreement DAMD17-93-V-3004, between the U.S. Army Medical Research and Materiel Command and the Henry M. Jackson Foundation for the Advancement of Military Medicine.

FOOTNOTES
* Corresponding author. Mailing address: Henry M. Jackson Foundation, 1600 E. Gude Dr., Rockville, MD 20850. Phone: (301) 251-5042. Fax: (301) 762-7460. E-mail:
ljagodzinski{at}hivresearch.org.


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Journal of Clinical Microbiology, March 2003, p. 998-1003, Vol. 41, No. 3
0095-1137/03/$08.00+0 DOI: 10.1128/JCM.41.3.998-1003.2003
Copyright © 2003, American Society for Microbiology. All Rights Reserved.
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