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Journal of Clinical Microbiology, January 2004, p. 320-328, Vol. 42, No. 1
0095-1137/04/$08.00+0 DOI: 10.1128/JCM.42.1.320-328.2004
Copyright © 2004, American Society for Microbiology. All Rights Reserved.
Meningitis and Special Pathogens Branch,1 Biostatistics and Information Management Branch, Division of Bacterial and Mycotic Diseases, National Center for Infectious Diseases, Centers for Disease Control and Prevention, Atlanta, Georgia 303332
Received 22 August 2003/ Returned for modification 23 September 2003/ Accepted 29 September 2003
| ABSTRACT |
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| INTRODUCTION |
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Rapid and reliable identification of N. meningitidis serogroups remains an important responsibility of the U.S. public health laboratories. In the late 1980s and early 1990s, most meningococcal disease was due to either MenB or MenC; during that time period, MenY accounted for only 2% of reported cases (18). While MenB and MenC still cause most outbreaks and sporadic meningococcal disease, the proportion of disease caused by MenY has risen from 2% during the period from 1989 to 1991 (9) to 25% in 2002 (ABCs data [unpublished]), and outbreaks due to MenY have also been reported (18, 25; C. Woods, N. Rosenstein, and B. A. Perkins, Abstr. 38th Annu. Meet. Infect. Dis. Soc. Am., abstr. 99, 1998). Even though outbreak-associated cases represent only 2 to 3% of the total U.S. disease burden, they cause tremendous public health concern.
A total of 1,298 N. meningitidis isolates that were collected through the ABCs between 1997 and 2002 were tested by SASG at both the SHL and the CDC. While the majority of these isolates (95.5%; n = 1,240) had CR in SASG, DR were reported for 58 isolates. The goal of this study was to determine whether comparison of the capsule expression of these isolates with their genetic capsule type could resolve these discrepancies.
A number of PCR approaches have been developed over the past several years to detect targets within the ctrA gene (capsule transport), as well as the genes required for serogroup-specific capsule biosynthesis of N. meningitidis (1, 2, 6, 8, 11, 13, 17, 22). In this study, we attempted to resolve the DR by using (i) real-time SGS-PCR targeting the capsule biosynthesis genes sacB (MenA), siaD (MenB or MenC), synG (MenW135), xcbB (MenX), and synF (MenY) (5, 20, 21) to detect the genetic capsule type and (ii) SASG in a controlled blinded fashion to determine capsule expression.
| MATERIALS AND METHODS |
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Abbreviations. The following abbreviations are used in this paper: ABCs, Active Bacterial Core surveillance; CDC, Centers for Disease Control and Prevention; CI, confidence interval; CR, concordant slide agglutination results; CR-NG, nongroupable concordant slide agglutination results; CR-SG, serogroupable concordant slide agglutination results; Ct, cycle threshold; DR, discrepant slide agglutination results; FDA, U.S. Food and Drug Administration; LCA, latent class analysis; LLD, lower limit of detection; MenA, N. meningitidis serogroup A; MenB, N. meningitidis serogroup B; MenC, N. meningitidis serogroup C; MenW135, N. meningitidis serogroup W135; MenX, N. meningitidis serogroup X; MenY, N. meningitidis serogroup Y; MenZ, N. meningitidis serogroup Z; Men29E, N. meningitidis serogroup 29E (Z'); NG, nongroupable slide agglutination result; SASG, slide agglutination serogrouping; SGS-PCR, serogroup-specific PCR; SHL, state health laboratories.
PCR validation. (i) Bacterial strains. A total of 315 bacterial isolates (282 N. meningitidis isolates and 33 isolates representing other species) were used to validate the ctrA assay and the SGS-PCR assays for sacB (MenA), siaD (MenB or MenC), synG (MenW135), xcbB (MenX), and synF (MenY) (5, 20, 21). For all isolates, cells were harvested from overnight growth on tryptic soy agar II plus 5% sheep blood plates (BBL, Cockeysville, Md.), suspended in 1.0 ml of 10 mM Tris buffer (pH 8.0), and heat killed by boiling for 10 min.
(a) N. meningitidis reference strains (n = 30). Thirty randomly chosen N. meningitidis isolates (5 from each serogroup, i.e., A, B, C, W135, X, and Y) were selected for sequencing of the ctrA gene and the six serogroup-specific genes (Table 1). Two sets of 6 isolates representing each serogroup, selected from the 30 reference isolates, were used for determining the LLD of all PCR assays (ctrA assay and six SGS-PCR assays). One of these sets was also used as positive controls for all PCR assays (Table 1).
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(c) Negative controls (n = 33). Thirty-three strains which are either close relatives of N. meningitidis, could be found in cerebrospinal fluid, or are commonly misidentified as N. meningitidis were used as negative controls. They included Staphylococcus aureus; Haemophilus influenzae types a, b, c, d, e, and f and nontypeable; H. influenzae biogroup aegyptius; Haemophilus aphrophilus; Haemophilus parainfluenzae; Haemophilus haemolyticus; Neisseria cinerea; Neisseria gonorrhoeae; Neisseria sicca; Neisseria subflava; Neisseria lactamica; Moraxella catarrhalis; Streptococcus groups A, B, C, D, and G; Streptococcus pneumoniae types 19f (two strains), 18c, 23f, 14, and 6b; Escherichia coli K-1; Corynebacterium diphtheriae; and Mycobacterium tuberculosis (two strains).
(ii) Sequencing of ctrA and serogroup-specific genes. (a) Determination of ctrA consensus sequence. The ctrA genes of 30 N. meningitidis reference strains (5 from each serogroup, i.e., A, B, C, W135, X, and Y) (Table 1) were amplified by standard PCR with primers designed from the N. meningitidis capsular transport gene sequence (GenBank accession number M57677) (Table 2) or, in the case of MenX, with previously published primers (19) as follows. PCR mixtures (100 µl) contained 5 U of Expand DNA polymerase (Roche Diagnostics, Indianapolis, Ind.); 2 µl of bacterial whole-cell suspension; 10 mM Tris-HCl (pH 8.0); 50 mM KCl; 1.5 mM MgCl2; 200 µM dATP, dCTP, dGTP, and dTTP; and a 0.4 µM concentration of each primer. The PCR mixtures were first incubated for 5 min at 95°C, and then 35 cycles were performed as follows: 15 s at 94°C, 15 s at the appropriate annealing temperature (Table 2), and 90 s at 72°C. The reaction mixtures were then incubated at 72°C for 5 min. PCR products of the appropriate sizes were visualized on a 1.2% E-gel (Invitrogen Corp., Carlsbad, Calif.) after electrophoresis for 20 min at 70 V. PCR products were purified with the QIAquick PCR purification kit (Qiagen Inc., Valencia, Calif.) according to the manufacturer's protocol. The amplified product for ctrA was then sequenced by using the primer set shown in Table 2. Sequencing was performed with the Big Dye terminator cycle sequencing kit (Applied Biosystems, Foster City, Calif.). Sequencing products were purified by using Centri-Sep spin columns (Princeton Separations, Adelphia, N.J.) and were resolved on an Applied Biosystems model 3100 automated DNA sequencing system. The 30 ctrA sequences were aligned by using the GCG package, version 10.1 (Genetics Computer Group, Madison, Wis.), and the most conserved region of the resulting consensus sequence was identified and used for real-time PCR primer and probe design.
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(iii) Real-time SGS-PCR assays. (a) Primer and probe design. Real-time PCR assays were designed to target ctrA, sacB (MenA), siaD (MenB or MenC), synG (MenW135), xcbB (MenX), or synF (MenY). The consensus region for each gene was searched for appropriate primers and probes by using Primer Express software (Applied Biosystems) (Table 2). Primers and probes were synthesized at the CDC Biotechnology Core Facility (Atlanta, Ga.). Primers were optimized by testing in the range of 0.3 to 0.9 µM (final concentration), and fluorescence-labeled probes were optimized by testing in the range of 100 to 400 nM (Table 2). Reactions were carried out with the ABI Prism 7700 or 7000 sequence detector (Applied Biosystems). Each reaction mixture contained 2 µl of whole-cell suspension, 2 µl of each primer, 2 µl of probe, and 12.5 µl of 2x TaqMan master mix (Applied Biosystems). PCR-certified Apex water (Mo Bio Laboratories, Inc., Encinitas, Calif.) was added to bring the reaction volume to 25 µl. PCR mixtures were first incubated for 10 min at 50°C, and then, 40 cycles of 1 min at 95°C and 1 min at 60°C were performed. The ABI 7700 and 7000 instruments read each sample every few seconds and computed a mean baseline reading for early PCR cycles. A positive result, as reported by its Ct value, was indicated by the cycle at which fluorescence exceeded the mean baseline by 10 standard deviations. Ct values of >35 were considered negative. A positive control of N. meningitidis whole-cell suspension was included on every run, as were multiple no-template controls.
(b) LLD of real-time PCR assays. Two strains from each serogroup (A, B, C, W135, X, and Y) were selected for LLD testing (Table 1). Bacteria were collected from a single-colony subculture by swiping a loop across a 3-cm2 area of dense growth, suspended in 5 ml of prewarmed Mueller-Hinton broth (BBL), and incubated for 6 h at 37°C. A 100-ml volume of prewarmed Mueller-Hinton broth (BBL) was then inoculated with 0.5 ml of the 5-ml culture, and bacteria were allowed to grow overnight at 37°C with shaking at 200 rpm. A 30-ml sample of the overnight culture was processed to extract genomic DNA by using the Qiagen genomic DNA purification kit according to the manufacturer's protocol. The final DNA pellet was resuspended in 1 ml of PCR-certified Apex water (Mo Bio Laboratories, Inc.) with incubation at 55°C for 1 to 2 h. DNA concentration and purity were determined with the MBA 2000 DNA calculator (Perkin-Elmer, Boston, Mass.). Using genomic DNA for each serogroup, adjusted to the same starting concentration (100 ng/µl), 10-fold serial dilutions (10-1 to 10-9) were made in PCR-grade water. Real-time PCR was performed as described above with the optimized primer and probe concentrations shown in Table 2. The LLD for the ctrA assay and each serogroup-specific assay was determined to be the dilution that yielded a Ct value less than or equal to the cutoff of 35.
Evaluation of ABCs isolates (n = 132). (i) Selection of ABCs isolates. Active laboratory- and population-based surveillance for invasive disease caused by N. meningitidis is part of the ongoing multistate ABCs project coordinated by CDC as part of the Emerging Infections Program (18). Between 1997 and 2002, CDC collaborated with investigators in state and local health departments and universities in seven to nine geographically dispersed areas of the United States. Participating areas include all or part of the following states: California, Colorado, Connecticut, Georgia, Maryland, Minnesota, New York, Oregon, and Tennessee. Because surveillance was not conducted continuously in all nine surveillance areas, the aggregate population under surveillance varied from 28.9 million in 1997 to an estimated 35.4 million in 2002. Census data for 2000 were used to estimate the annual surveillance population because census data for 2001 and 2002 were not available. A case of meningococcal disease was defined as the isolation of N. meningitidis from a normally sterile site, such as blood or cerebrospinal fluid, in a resident of the surveillance area. All available isolates were sent to CDC for further study. From 1 January 1997 to 31 December 2002, 1,783 N. meningitidis isolates were cultured from patients with meningococcal disease at all nine surveillance sites. Of those 1,783 isolates, 1,298 were collected and tested by SASG (15), at both SHL and CDC. The majority of these isolates (95.5%; n = 1,240) had CR results between SHL and CDC. Only 58 isolates (4.5%) had DR between SHL and CDC. To investigate reasons for these DR, 132 isolates that constituted three groups were selected for analysis in this study: (i) the 58 DR isolates, (ii) all 12 isolates that were reported as NG by both SHL and CDC (CR-NG) and were selected because of the high proportion of DR isolates reported as NG by at least one site, and (iii) 62 CR-SG isolates that provided a statistical representation of all 1,240 CR isolates to reduce the bias that might be associated with conducting LCA with a set of only DR isolates. These 62 isolates were selected randomly within serogroups B (14 of 461), C (19 of 350), W135 (13 of 17), and Y (16 of 393).
(ii) PCR analysis of ABCs isolates. The 132 ABCs isolates were analyzed by PCR assays for ctrA, MenA, MenB, MenC, MenW135, MenX, and MenY. A MenB mixed-base probe (Table 2), which included a single base change from the original probe, was used to confirm the serogroup identification of two MenB isolates.
(iii) SAGS of ABCs isolates. (a) SASG at SHL. SASG was conducted at SHL with commercially available antisera produced by either Difco Laboratories (Detroit, Mich.) or Murex (Remel, Lenexa, Kans.).
(b) SASG at CDC. Following SASG testing at SHL, meningococcal isolates are routinely forwarded to CDC for serogroup confirmation, storage, and further molecular testing. For the isolates used in this study, SASG was repeated at CDC with one of four different diagnostic antiserum sets: Difco antisera, FDA-produced antisera (Bureau of Biologics, Rockville, Md.), CDC-produced antisera, or U.S. Navy-produced antiserum for MenC only (Naval Biological Lab, U.S. Navy, Berkeley, Calif.). A result of 0, +/-, 1+, or 2+ was designated negative and was identified by no visible agglutination or minimal agglutination, with the suspension remaining cloudy and smooth. A result of 3+ or 4+ was designated positive and was identified by visible clumping with clearing of the suspension (Fig. 1). An isolate was identified as NG if no agglutination occurred with any of the antisera and saline (no reaction), when there was cross-reactivity with more than one antiserum (cross-reaction), or when there was agglutination in only saline or in saline with one or more antisera (autoagglutination).
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(d) SASG blinded study design. An SASG blinded study was conducted with the 132 N. meningitidis ABCs isolates (see above). All isolates were maintained in sterile defibrinated sheep blood at -70°C and were recovered from freezer stocks by overnight incubation on tryptic soy agar II plus 5% sheep blood plates (BBL) at 37°C in a 5% CO2-enhanced atmosphere for 18 to 24 h. Cell suspensions were made in 300 µl of 0.5% formalinized physiologic saline and briefly vortexed. Four sets of antisera (Difco, Murex, FDA, and CDC) were used by a single laboratory worker to test all isolates according to standard laboratory protocols (15). Each isolate was coded in a blinded fashion and randomly tested.
For the SASG blinded study, the Difco set contained antisera for serogroups A, B, C, W135, X, and Y and the Murex set contained antisera for serogroups A, B, C, and W135. The CDC-produced set contained antisera specifically reactive with serogroups B, C, W135, X, and Y, and the FDA-produced set contained antisera for serogroups A, B, C, and Y. When the SASG was performed, the order in which the four sets of antisera were used was random.
Statistical analysis. LCA was used to determine the sensitivity and specificity of all antisera used in the blinded SASG study. The serogroup of each isolate was predicted, and the sensitivity and specificity of all tests included in the model were estimated. LCA is a mathematical method that uses a statistical model to relate unobserved (latent) conditions to multiple test results. LCA models the probability of each combination of results conditionally on the latent class ("true" serogroup) (12). SASG DR between SHL and CDC were considered resolved when SGS-PCR agreed with the result of the SASG blinded study.
Nucleotide sequence accession numbers. The 60 gene sequences (30 for ctrA and 30 for serogroup-specific genes) determined in this study have been deposited in GenBank under the accession numbers listed in Table 1.
| RESULTS |
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(ii) LLD of ctrA PCR and SGS-PCR assays. The LLD of the real-time PCR assays for ctrA and SGS-PCR assays for MenA, MenB, and MenX were found to be in the range of 20 to 200 fg of genomic DNA (equivalent to 8 to 80 genomes, based on a 2.3-Mb genome). LLDs for SGS-PCR assays for MenC, MenW135, and MenY were in the range of 200 fg to 2 pg (80 to 800 genomes). We observed a 10-fold difference in LLD between the two reference strains of MenC and MenW135.
Analysis of N. meningitidis ABCs isolates. (i) Real-time PCR assays for ctrA and serogroup-specific capsule genes. All 132 ABCs isolates were ctrA positive. For all 58 DR isolates, SGS-PCR detected 14 MenB, 21 MenC, 2 MenW135, and 21 MenY isolates. SGS-PCR detected the serogroup-specific capsule genes for 10 of the 12 CR-NG isolates, (2 MenC and 8 MenY); the remaining 2 isolates were negative. For all 62 CR-SG isolates, SGS-PCR detected 14 MenB, 19 MenC, 13 MenW135, and 16 MenY.
(ii) SASG blinded study. All 132 ABCs isolates were also tested by SASG in a blinded fashion with four sets of antisera produced by Difco, Murex, FDA, and CDC. For each isolate, the serogroup was predicted according to the LCA previously described. Of the 58 DR isolates, 49 were identified as follows: 13 MenB, 20 MenC, 6 MenW135, and 10 MenY (Fig. 2). The remaining nine isolates were NG. Of the 12 CR-NG isolates, 11 were still identified as NG in the blinded study and 1 was identified as MenC (Fig. 2). The 62 CR-SG isolates were identified as 14 MenB, 19 MenC, 13 MenW135, 15 MenY, and 1 NG (Fig. 2).
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Of the 12 CR-NG isolates, 2 were NG by both SASG blinded study and SGS-PCR, while the remaining 10 were positive by SGS-PCR (Fig. 2). The serogroup identifications previously determined at SHL and CDC for the 62 CR-SG isolates were confirmed by both the SASG blinded study and SGS-PCR, with a single exception (Fig. 2). One isolate was serogrouped at SHL and CDC as MenB but was identified as NG by the SASG blinded study and as MenY by SGS-PCR.
| DISCUSSION |
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Even though the number of discrepancies was small, it nevertheless was important to resolve them, as judicious and expedient responses by public health departments to possible cases of meningococcal disease depend upon rapid and accurate serogroup identification of N. meningitidis isolates. Epidemiologists and other public health officials rely upon serogroup identification to make decisions about vaccination and antimicrobial prophylaxis campaigns to prevent the further spread of disease (4). If the discrepant results are occurring due to poor-quality diagnostic antisera or inappropriate quality control procedures, it is important to work with the antiserum manufacturers on production of products of higher quality as well as to improve laboratory quality control procedures and protocols.
For the present study and for future use with clinical samples, we developed and validated real-time PCR assays for ctrA and serogroup-specific capsule genes for MenA, MenB, MenC, MenW135, MenX, and MenY. The assays presented in this study improve the sensitivity and specificity of existing assays, ensure that the new targets were conserved among a diverse subset of strains in our extensive collection, and expand the diagnostic spectrum of real-time PCR by including novel assays for MenW135 and MenX.
Among the 58 DR isolates examined in this study, serogroup results of SGS-PCR and the SASG blinded study agreed with each other and with the SASG results at either SHL or CDC for 45 isolates (78%). DR for these isolates were therefore considered resolved. It is apparent that for these 45 isolates, their identification as NG at either SHL or CDC was not due to lack of capsule expression but rather to a technical problem with SASG. Human subjectivity in result interpretation, human error, or poor-quality antiserum may have been a factor when the isolates were originally tested at SHL and CDC, as we previously demonstrated was the case for H. influenzae serotyping (10). For example, certain isolates cross-react with some antisera, as has been observed for MenB-MenC and MenW135- MenY. Consequently, any time that agglutination is observed with more than one serogroup-specific antiserum, the isolate is reported as NG. The low sensitivity of certain Difco and Murex reagents used in this study was apparently due to inferior manufacturer lots, as retesting with newer lots of Difco MenB and MenY antisera produced 100% sensitivity with the 58 DR isolates (data not shown). The fact that Difco and Murex are the only two commercially available serogrouping products in the United States and are used at SHL suggests that poor reagent quality or lot-to-lot variability may have contributed to the overidentification of MenB and MenY as NG. This is in agreement with previous studies that reported variable sensitivity and specificity of commercially available serogrouping reagents (23). Overidentification of MenB, MenC, and MenY as NG at CDC was likely due to poor performance of antisera from other sources (FDA and U.S. Navy) and to human subjectivity in reading and interpreting SASG results.
As for any other diagnostic approach, several factors are crucial for obtaining reproducible and reliable results. For serogrouping of N. meningitidis isolates, we continue to support SHL use of SASG, with the following specific recommendations: (i) implementation and consistent use of quality assurance procedures and (ii) use of well-characterized control strains for testing of all new lots of diagnostic antisera. These recommendations reiterate those set forth by the Clinical Laboratory Improvement Amendment of 1988 (regulations part 493, section 1261), which specifically require the use of positive and negative reaction controls every time a new reagent batch is prepared in-house, when a new shipment and/or lot number of commercially available reagent is opened, and every 6 months thereafter.
According to the criteria established for this study, 13 of the 58 DR isolates (22%) remained unresolved. For 10 of the 13 isolates, SGS-PCR did not agree with the blinded study result but did agree with either SHL or CDC. Further sequencing analysis of the capsule biosynthesis genes is under way in an effort to determine the genetic capsule types of these isolates.
Of the 12 CR-NG isolates, 10 were positive in SGS-PCR, but 9 of these 10 were consistently NG in SASG (NG at SHL, CDC, and by the blinded study). We postulate that for these nine isolates, the absence of capsule is most likely due to a specific genetic event such as one of those described in two recent publications on N. meningitidis carriage isolates (7, 19). These investigations showed that phase variation such as slipped-strand mispairing, presence of an insertion element in a capsule gene, or deletion of part of the capsule region was responsible for the lack of capsule expression in these NG carriage isolates. In our study, the nine CR-NG isolates were positive by SGS-PCR; however, positive SGS-PCR results do not necessarily indicate the presence of the entire gene or prove that the gene is functional and expressed.
The high efficacy of SGS-PCR in resolving DR has prompted the initiation of a prospective study of all N. meningitidis isolates collected through ABCs. As of 1 July 2003, in addition to standard serogroup identification procedures, all isolates are tested by SGS-PCR at CDC. This allows for continuous monitoring of DR results and further elucidation of underlying genetic and procedural causes.
| ACKNOWLEDGMENTS |
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| FOOTNOTES |
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