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Journal of Clinical Microbiology, November 2004, p. 5001-5006, Vol. 42, No. 11
0095-1137/04/$08.00+0 DOI: 10.1128/JCM.42.11.5001-5006.2004
Copyright © 2004, American Society for Microbiology. All Rights Reserved.
National Reference Centre for Mycobacteriology, National Microbiology Laboratory, Health Canada,1 Clinical Microbiology, Health Sciences Center, Winnipeg, Manitoba, Canada2
Received 22 April 2004/ Returned for modification 18 June 2004/ Accepted 4 August 2004
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One way to track transmission within a district is to acquire the fingerprint data from all cases in a defined jurisdiction, in this case Manitoba, into a comprehensive database. The potential benefits of doing so are numerous: a well-described population of patients providing defined strains to be characterized will allow for an infinite amount of study material and starting points in the ongoing attempt to battle the disease in the region. Therefore, Manitoba provincial health authorities instigated routine fingerprinting of all recovered M. tuberculosis isolates commencing in 1993.
Although the current "gold standard" of tuberculosis (TB) strain typing is restriction fragment length polymorphism (RFLP) fingerprinting utilizing the IS6110 element (27), there are numerous, well-known disadvantages inherent in the technique that are limiting to a TB control program (5, 16, 20). The method is both slow (requiring a large culture biomass, technical expertise, and time) with subjective analysis (i.e., band numbering and gel mobility differences), making interlaboratory comparisons difficult, if not impossible. As the amount of RFLP data increases, comparison parameters used must become less stringent to allow for correct clustering among isolates with small band shifts, which could ultimately result in incorrect clustering (29).
In a progression toward creating a universally comparable database, it would be preferable to have a more efficient, unlimited, numerical typing system by using rapid PCR-based tests, such as spoligotyping or variable number tandem repeat (VNTR) typing (18, 29). Spoligotyping is less discriminatory than RFLP and should be used as secondary typing method to confirm clusters established by another method, as well as to type strains with low-copy number RFLP patterns (12). VNTR typing (10), is a more rapid method, requires little culture growth, provides easy-to-compare numerical data, and can be performed by standard agarose gel electrophoresis or, alternatively, developed as a high-throughput system. Mycobacterial interspersed repetitive unit (MIRU) typing utilizes 12 VNTR loci and has been found to have similar discriminatory power to RFLP depending on the sample population, particularly in cases where isolates have zero to five copies of the IS6110 element, such as with M. bovis strains (2, 7, 15, 18, 25). It is plausible that MIRU typing may become the predominant method of choice for TB genotyping (15).
Consequently, we at the National Reference Centre for Mycobacteriology (NRCM) implemented a transitional period for which both RFLP and MIRU typing were performed on all incoming isolates in order to examine whether MIRU can be considered the primary typing methodology and be correlated with previously acquired RFLP types.
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The NRCM has an existing RFLP database managed by using Bionumerics software version 3.0 (Applied Maths, Kortrijk, Belgium). The cases evaluated in the present study have been acquired over a 10-year period and consist of 1,290 entries. All cases were from Manitoba from January 1993 to December 2003. Of these, there are approximately 390 unique fingerprint types or patterns. Fingerprints are defined as the same type if they are identical or share a one-band difference. A one-band difference is noted as a lowercase letter (a, b, c, etc.) next to the number assigned for the type. Fingerprint pattern comparisons are routinely calculated by using the Dice coefficient with a band tolerance of 1.5% and an optimization value of 1.5%.
All isolates recovered from 1 January to 31 December 2003 were subjected to MIRU typing. In all, 126 isolates were recovered from 122 individual patients (four samples were serial isolates). Twelve MIRU loci were amplified with the primers and protocol published by Cowan et al. (7). Briefly, 12 master mixes were made and distributed to 96-well plates. For each sample, 20 ng of template DNA (originally extracted for the RFLP procedure [27]) was added across the row of 12, and the plate was sealed and placed in an MJ Research 96-well block thermocycler. After the thermocycling step, the PCR products were electrophoresed on a 2% agarose gel and sized with a 50-bp ladder (Novagen). The H37Rv control was added in each plate to confirm clinical isolate product sizes. All MIRU patterns were then entered into Bionumerics for sizing, visually confirmed, and then added as a character set for analysis. Comparisons of the resulting numerical values are calculated by considering each loci value as a variable in categorical analysis.
To compare isolates combining both methods, a multiexperiment composite data set with MIRU character data and RFLP fingerprint data was created by using available tools in Bionumerics. Each method was weighed as equal. The composite data set utilized the "take from experiments" parameter for cluster analysis.
Evaluation of the discriminatory power of the two typing methods both separately as well as in combination was undertaken by using the Hunter-Gaston index (HGI) (12). For RFLP, the discrimination index was calculated in two ways: defining clusters as sharing identical fingerprint patterns versus defining clusters that contain identical fingerprint patterns plus or minus a one-band difference. The calculation was applied to both the entire sample population and a discrete sample set comprised of unique isolates. Unique isolates are defined as strains that did not share identical RFLP and MIRU patterns.
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View this table: [in a new window] |
TABLE 1. HGI values obtained by using the different typing methods and definitions of a "cluster" applied in this studya
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FIG. 1. Unique isolates (n = 60) obtained in the present study as delineated by RFLP and MIRU typing. A dendrogram was created with Bionumerics v3.0 software (Applied Maths) by using the "take from experiments" parameter for multiexperiment comparisons. Boxed isolates are those mentioned in text: the type 1' group with variable one-band differences among RFLP patterns but invariable MIRU patterns and a group of six isolates that share similar RFLP patterns and yet identical MIRU patterns.
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The ability of determining whether MIRU types correspond to RFLP types is underpinned by the fact that there currently exists an accumulation of 10 years of RFLP data for the province. These data have already shown which predominant strains are circulating (for example, the arbitrarily named "type 1") that are either endemic or part of an ongoing transmission chain (4). The epidemiology of Manitoba TB strains has already been extensively studied and, without unique MIRU profiles corresponding to each RFLP type already established, the potential for inclusive study of prior data may not be maximized. Advantageously, the MIRU patterns accrued for 2003 closely correlate with that of RFLP data. For example, the predominant strain in Manitoba, the aforementioned type 1', accounts for 25% of the isolates obtained overall, with ca. 75% of isolates obtained from cases in Aboriginal individuals (4). Although the fingerprint pattern for these isolates can differ by one band, the MIRU pattern was identical for all isolates (see Fig. 1). No other isolate with a different fingerprint patterns used in the present study shared this unique type 1 MIRU pattern. This observation was evident in other type clusters as well (i.e., types 5 and 15), leading to clusters of MIRU types that correlated with clusters of RFLP types. The one cluster of six isolates that shared an identical MIRU pattern, but not the same RFLP pattern, did share some commonalities within banding patterns. These isolates were grouped together in a separate cluster exhibiting band similarities of 72.5 to 96.0% when compared against the whole 126 isolates. These isolates could be related, and band differences simply may be due to the mobility of the IS6110 element over a long period of time. Thus, it can be assumed with some certainty that future isolates sharing the same MIRU pattern as one of those identified in the 2003 group would share a similar fingerprint pattern and likely would cluster by RFLP as well. This result infers that if RFLP were replaced by MIRU as a rapid, front-line typing method, it would be beneficial to validate MIRU-derived clusters by RFLP as a secondary-typing measure to confirm potential chains of transmission and to compare to strains isolated prior to 2003.
Although clustering was shown to be analogous with either typing method, the second part of the present study was to determine whether this method can replace RFLP as a first-line typing method, i.e., if it is as discriminatory and will indicate a circumstance of ongoing transmission within a group to alert epidemiologists to further investigate. The validity of a new method can be ascertained by addressing the following aspects: (i) typeability, (ii) reproducibility, (iii) stability, and (iv) discriminatory power (12, 24). Typeability (T) is defined as the proportion of strains that are assigned a type by the method in use (24). To test this aspect of a typing method in an ideal setting would require a sample of unique, well-characterized, epidemiologically unlinked strains that would result in a calculated value of T = 1. When two or more methods are compared in the more realistic, nonideal situation without a completely unique sample population, a typing system that provides a value closer to approaching 1 is the better system. Reproducibility (R) described the ability of a method to assign the same strain to the same group or type in independent testing. Stability (S) represents the ability of a marker or pattern to remain stable after serial passages. Finally, discriminatory power (D), is the average probability that a typing system will assign a different type to two unrelated strains randomly sampled in a population. This calculation was an application of Simpson's index of diversity by Hunter and Gaston that has been valuable for comparison of bacterial typing systems (12). Again, in an ideal situation, with a set of completely unrelated strains, D would equal 1.
In regard to typeability (where T = number of isolates assigned a type [Nt]/number of isolates tested [N]) (24), both methods can assign a type to every isolate, giving equal values of T = 1. Reproducibility of methods was not tested in the present study since it has been documented previously for both methods as being 100% (13, 25). This also applied for stability testing due to short period of time the present study encompassed, as well as the multitude of reference material available reporting the ambiguous stability of the IS6110 element (1, 6, 9, 19, 28, 30) and, to a lesser extent, MIRU typing (15, 21, 25).
Applying the HGI to the entire sample population from 2003 (n = 126), the index for DNA fingerprinting, while still higher than for MIRUs, is low (0.836, Table 1). This is due to the inherent assumption of the calculation that n is the number of unrelated strains and the weight of a predominant type (such as type 1) that skews the data. However, if the principle of the index is adhered to and only unique isolates or types are chosen to represent a unique sample population, the sample size is reduced to 60 unique types, and DMIRU = 0.984 versus DRFLP = 0.987 to 0.997. We chose the 60 unique types based on both methods: one representative isolate was taken per cluster of isolates that shared both identical RFLP and MIRU patterns.
The predicament in using this approach to calculate discriminatory power lies in the aforementioned marker stability. The IS6110 element is thought to be sufficiently stable to allow the interpretation that a cluster of strains sharing an identical IS6110 RFLP pattern reflects an event of recent transmission (6, 9, 28). However, another report suggests that the rate of change of this marker may be too fast to be reliably used for outbreak investigations (1). There is a great deal of discussion on the many factors that can affect the marker stability of the IS6110 transposable element, such as disease state, i.e., pulmonary, extrapulmonary, or both, with possible bacterial dissemination (1). Other factors that may affect marker stability are duration of disease process, IS6110 element copy number, or specific genotype, among others, leading to strain variants that are descendants of the same clone (1, 28, 30). Serial patient isolates have shown up to three-band RFLP pattern differences from the originally acquired sample (9). As a result, using a calculation where only identical RFLP patterns are considered the same type, and isolates with one-band differences that are potentially involved in the same transmission chain are classified as a different type, the value for D may be overinflated. Accordingly, the extent of transmission would be underestimated. Thus, the higher discriminatory power attained with RFLP may be misleading as the better tool for outbreak investigations.
MIRU loci have been reported to have a slower molecular clock than the IS6110 element (15, 21, 26), a predictable fact since this method is considered to be less discriminatory that RFLP. MIRUs, which have shown a greater marker stability resulting in identical patterns between isolates with slightly different RFLP patterns, could potentially more accurately reflect a cluster, although resulting in a lower calculated value for D. This was correlated with our findings of clusters of type 1, 5, and 15, as well as of a cluster of six isolates with nonidentical RFLP patterns and yet an identical MIRU profile. These six isolates clustered together in branch separate from the other 120 isolates examined. In addition, types 5 and 15 were found to have two MIRU patterns within their respective clusters, with a difference in loci 40 and 39, respectively. These loci have both been shown to show considerable allelic diversity in separate studies, depending on the population studied (15, 17, 23). Similar one-loci differences were reported in prior studies: at locus 26, with serial patient isolates that shared identical IS6110 patterns (21) and, at locus 4, within the M. bovis BCG genealogy (26).
Thus, in order to do an entirely accurate comparison, it is necessary to acquire a set of unique, characterized strains from different locations, confirmed to be unlinked epidemiologically. Regardless, when applying this formula to the available sample population, it was concluded that the RFLP method is only marginally of greater discriminatory power than that of the MIRU method. This is not surprising when one considers the study sample only included three low-copy IS6110 containing strains and that the proportion of low-copy band number isolates (being strains containing five or fewer bands) in Manitoba accounts for <10% of the isolates.
Nonetheless, it is these low-copy IS6110 containing strains that would benefit from replacing RFLP with MIRU. There are many other advantages to the use of a PCR-based test such as MIRU as a first-line method, such as the small amount of starting material necessary (20 ng versus 4.5 µg for RFLP), as well as faster results obtained by the procedure alone (1 day versus 4 days for RFLP). This reduces technician time and allows the processing of more samples at a lower cost. Although RFLP typing has a slightly higher discriminatory rate (and this can be partially attributed to the stability of the IS6110 element), one questions if it is significant in the global scheme of subtyping. MIRU has proven invaluable for rapidly determining potential outbreak situations (unpublished data). To reiterate, whichever typing method is utilized in defining clusters, all are only a guesstimate of recent transmissions in a population. Even calculations aimed at reducing the guesswork such as the n or the n 1 methods (29) do not guarantee that every clustered strain is a result of ongoing transmission as opposed to reactivation or convergence. Beyond investigation of every isolate with an entire battery of testing to attain maximum specificity, typing methods are accepted as a valuable tool for epidemiologists and prevention and control authorities. These data allow the NRCM to implement MIRU as a rapid, first-line typing procedure, with RFLP as a secondary method for delineating clusters of concern.
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