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Journal of Clinical Microbiology, September 2004, p. 3950-3957, Vol. 42, No. 9
0095-1137/04/$08.00+0 DOI: 10.1128/JCM.42.9.3950-3957.2004
Copyright © 2004, American Society for Microbiology. All Rights Reserved.
Nuffield Department of Clinical Sciences, Oxford University,1 Department of Microbiology, Oxford Radcliffe NHS Trust, John Radcliffe Hospital, Oxford, United Kingdom2
Received 6 April 2004/ Returned for modification 11 May 2004/ Accepted 22 May 2004
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7.5 kb long. Noroviruses frequently cause outbreaks of gastroenteritis in settings where people congregate, such as hospitals, hotels, cruise ships, and schools (4, 12, 19, 21). Transmission occurs fecal-orally via aerosols, fomites, food, or water, and the attack rate is high, with the virus affecting all age groups (5). Outbreak control is hampered by the low infectious dose and environmental persistence of the virus (14). It is estimated that in the United States 23,000,000 infections, 50,000 hospitalizations, and 300 deaths are caused by noroviruses each year (23). An unusual increase in the number of norovirus outbreaks was reported in Europe and the United States during the winter of 2002-2003 (2, 3, 16, 32). Outbreaks are a significant problem in healthcare institutions (8, 18), and 68% of the 2002-2003 increase in the United Kingdom involved elderly patients in such a setting (3). Hospitals and care homes accounted for 79% of 1,877 reported general outbreaks in England and Wales from 1992 to 2000 (18).
Nucleotide sequence data for norovirus strains collected over 30 years have demonstrated high levels of genetic diversity. Two genogroups infect humans (genogroup I [GI] and GII) (9, 15), and each can be subdivided into up to 10 phylogenetic clades (1, 30). In contrast to the wider community, outbreaks in healthcare settings are usually caused by a small number of GII strains (18), with a Lordsdale virus-like GII strain (GII clade 4 [GII 4]) predominating (7, 8, 10, 20). Lordsdale virus was identified following a United Kingdom hospital outbreak in March 1993 (6). Studies to track transmission among hospital outbreaks have often used short fragments of nucleotide sequence (150 to 300 bp) from the relatively conserved RNA polymerase region. However, the predominance of the Lordsdale virus-like strain limits their utility, as many hospital outbreak strains collected over a short period are identical in this region (20).
Since noroviruses have an RNA genome and replicate rapidly using a polymerase that lacks proofreading activity, they would be expected to mutate quickly. This was demonstrated by Nilsson et al. (24), who found 32 amino acid changes in the capsid protein of a norovirus shed chronically over 1 year by an immunocompromised patient. Longer nucleotide sequences could therefore allow the relationships among outbreaks in healthcare settings to be determined by detecting the small numbers of mutations which occur over short periods of time. The objectives of this study were, first, to obtain sufficient sequence data to clarify the relationships among multiple outbreaks in a single hospital during 2002 and 2003 and to compare the viruses to those in outbreaks from six surrounding hospitals and, secondly, to find a possible explanation for the increase in outbreaks during 2002 and 2003.
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TABLE 1. Locations, dates, samples, and sequences obtained from norovirus outbreaks
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Identification of positive stool samples. Stool samples containing norovirus were identified by reverse transcription-PCR using previously described PCR primers (JV12Y, 5'-ATACCACTATGATGCAGAYTA-3', and JV13I, 5'-TCATCATCACCATAGAAIGAG-3') that were designed to detect the majority of known strains (29). This assay was chosen because it performed optimally when a panel of different assays were compared (31). To identify the strain associated with each outbreak, the nucleotide sequence of the 327-bp amplicon was determined using the same primers as for amplification.
Amplification and nucleotide sequencing of 3'-terminal half-genomes and complete genomes.
To determine the sequences of the 3'-terminal 3,255 nucleotides (nt) of 49 strains and the complete genome sequences of eight of these strains, randomly primed cDNA was used in PCR amplifications to produce overlapping amplicons
500 to 700 bp in length which spanned the required sequences. Since all the viruses were members of GII and closely related to Lordsdale virus, the amplifications were performed using oligonucleotide primer pairs designed from conserved regions of the sequences of Lordsdale virus (GenBank accession no. X86557 [6]) and three GII Lordsdale-like viruses. These were Camberwell virus (GenBank accession no. AF145896 [27]), human calicivirus Hu/NLV/GII/MD145-12/1987/US (GenBank accession no. AY032605 [8]), and Saitama virus (GenBank accession no. AB039775 [11]).
To determine the 3'-terminal sequence adjacent to the poly(A) tail of each strain, cDNA synthesis was primed using 50 ng of oligonucleotide NVT20linker: 5'-ATCATTCGATTGATGACGAGC(T)20VN-3'. Within this oligonucleotide, N refers to any of the four bases and V refers to any base other than T. This was intended to force the primer to bind at the start of the virus sequence preceding the poly(A) tail. PCR amplification was performed using the linker oligonucleotide, 5'-ATCATTCGATTGATGACGAGC-3', versus an internal virus-specific primer
500 nt from the 3' terminus. Since the 5' terminus of the genome is highly conserved within each genogroup, a 5' GII sequence-specific primer, JR45 (5'-GTGAATGAAGATGGCGTCTAAC-3'), was designed to bind to this sequence and was used in amplifications with internal primers.
Each 50-µl amplification reaction mixture was assembled on ice and comprised 5 µl of cDNA, 0.2 µM (each) PCR primer, 1x PCR DyNAzyme EXT buffer (Finnzymes Oy, , Finland), 0.2 mM deoxynucleoside triphosphates, and 1.25 U of DyNAzyme EXT polymerase (Finnzymes Oy). This polymerase mixture was chosen because it contains a 3'-to-5' proofreading exonuclease activity which removes misincorporated nucleotides to improve fidelity 5- to 10-fold over standard Taq polymerases. Proofreading polymerases introduce base substitutions in fidelity assays on the order of 3 x 105, or 1 in 33,333 (22). The reaction conditions were denaturation at 94°C for 2 min, followed by 35 cycles of 94°C for 20 s, 50°C for 20 s, and 72°C for 1 min or 1 min 30 s, depending on the amplicon size.
The amplification products were purified by precipitation with 20% polyethylene glycol (molecular weight, 8,000) and 2.5 M NaCl, and their nucleotide sequences were determined at least two times on each DNA strand using the amplification primers and BigDye Ready Reaction Mix (Applied Biosystems, Warrington, United Kingdom) in accordance with the manufacturer's instructions. The reaction conditions were 30 cycles of denaturation at 96°C for 10 s, annealing at 50°C for 5 s, and extension at 60°C for 2 min. Unincorporated dye terminators were removed by precipitation of the termination products with 2 volumes of ethanol and 1/10 volume of 3 M sodium acetate, pH 5.2, and centrifugation, followed by washing the resultant pellet with 70% ethanol. The reaction products were separated and detected with a Prism 3730 automated DNA sequencer (Applied Biosystems). Sequences were assembled from the resultant chromatograms with the STADEN suite of computer programs (28). Care was taken to exclude the sequences determined by the primer sequences at the 5' and 3' termini of the overlapping PCR amplicons.
Phylogenetic analysis. The relationships among the strains and with previous strains were determined using the multiple alignment program CLUSTAL W (version 1.8) and the program MEGA (Molecular Evolutionary Genetic Analysis version 2.1, available at http://www.megasoftware.net/).
Nucleotide sequence accession numbers. The complete genome sequences (7,558 nt) of eight norovirus strains were submitted to GenBank. The accession numbers are AY581254 and AY587983 to AY587989. The 3'-terminal 3,255-nt sequences extending from the RNA polymerase within open reading frame 1 (ORF1) through ORF2 and ORF3 to the 3' terminus were also submitted for 41 additional strains. These correspond to accession numbers AY587990 to AY588030.
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Norovirus-positive stools were identified by reverse transcription-PCR using previously published oligonucleotide primers that bind conserved sequences within the RNA polymerase region to amplify a 327-bp fragment (29). A total of 75 positive stool samples were identified among 130 tested. Nucleotide sequencing of this amplicon demonstrated that all the viruses were very closely related, many having identical sequences within an RNA polymerase fragment (variant 1) (Table 1 and Fig. 1). Four additional closely related sequences were found (Fig. 1). Comparison to previously described viruses revealed that the five variants were closely related to Lordsdale virus, a member of GII (GII 4). However, they were distinct from previously described variants.
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FIG. 1. Nucleotide sequences (285 nt) of the five closely related norovirus variants identified among 22 outbreaks (Table 1) and Lordsdale virus. The sequence is located within the RNA polymerase between primer pairs JV12Y and JV13I. Dots indicate sequence identity with variant 1. The 42 nt of primer sequence have been deleted from the 327-bp PCR amplicon. The locations of this sequence within the genome of strain Hu/NLV/Oxford/B5S22/2003/UK (GenBank accession no. AY581254) are indicated. The sequence equivalent to the 6-nt motif thought to indicate a new norovirus variant (16) is highlighted and boxed.
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Sequence identity was considered a likely indicator that outbreaks (defined in Materials and Methods) could be connected. The level of identity between outbreaks was assessed using a neighbor-joining tree constructed from the 49 sequences (Fig. 2). Eight outbreaks with unique virus sequences were identified, indicating that they were not connected. The remaining 10 outbreaks formed three clusters. Cluster 1 included three outbreaks from late September and October 2002. Two occurred in hospital A and differed by one point mutation, and a third occurred in nearby hospital B. Cluster 2 included an outbreak in hospital A, ward 7C (26 October to 4 November 2002), and this sequence recurred 18 days later on the same ward plus three additional wards (Fig. 2). A concurrent outbreak on ward 7F was distinct. Cluster 3 involved concurrent outbreaks on two hospital A wards. Therefore, the outbreaks that had identical virus sequences were temporally or geographically linked, i.e., part of larger outbreaks involving more than one ward.
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FIG. 2. Neighbor-joining tree showing relationships among 49 strains from 18 outbreaks within the 3'-terminal 3,255 nt. The strains and outbreaks are indicated as follows: hospital (Hosp), plus ward where more than one outbreak from one hospital was included; date of sample collection (month/day/year); and sample number. *, variants shed over 17 days by an immunocompromised patient.
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The complete genome sequences of the viruses in the six samples from the hospital B, ward L, outbreak were determined. A total of six mutations occurred gradually during the 7-day outbreak (Table 2). In the hospital A, ward 7C, outbreak, eight viruses were identical in the 3'-terminal 3,255 kb and two differed at the same position. The complete genome sequences of viruses collected at the start and end of the outbreak demonstrated no further differences. These data support the idea that prolonged person-to-person transmission may be indicated by the accumulation of mutations during an outbreak, as they are inherited by consecutive hosts.
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TABLE 2. Mutations accumulated in virus genome in six patients infected during an outbreak
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Identification of a new norovirus strain. The relationship of the GII strain identified in the present study to previous strains was assessed using capsid sequences obtained from GenBank (Fig. 3). The Oxfordshire viruses formed a unique cluster within the Lordsdale virus-like group (GII 4). Previous strains in this group formed two additional clusters. One occurred from 1987 to 1994, and the other occurred from 1995 to 2001. The three clusters did not overlap temporally. This observation was repeated when neighbor-joining trees were constructed for ORF1 and ORF3 (data not shown), so no evidence of recombination was detected.
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FIG. 3. Relationships among capsid nucleotide sequences of eight of the Oxfordshire viruses, previous GII Lordsdale virus-like viruses, and other prototype noroviruses shown using a neighbor-joining tree. The input alignment file was generated using Clustal W version 1.8. The isolation years of the strains within the Lordsdale virus-like group are indicated with their corresponding clusters of variants. Bootstrap values are given at appropriate nodes. The GenBank accession numbers of the strains used are as follows: Dillingen/259/01/Germany, AF425766; Berlin/495/2000/Germany, AF427123; Koenigswusterhaus/120/2000/Germany, AF427121; 379/96019984/1996/Az, AF080556; 373/96019743/1996/SC, AF080555; Burwash Landing/331/1995/US, AF414425; 004/95 M-14/1995/AU, AF080551; Dijon171/1996/France, AF472623; Miami Beach/326/1995/US, AF414424; Berlin/238/98/Germany, AF425764; Beeskow/124/2000/Germany, AF427120; Oberschleissheim/112/1999/DE, AF427113; 416/97003156/1996/LA, AF 080559; Mora/1997/Sweden, AY081134; Parkroyal/1995/UK, AJ277613; Symgreen/1995/UK, AJ277619; Efurt/007/2000/Germany, AF427117; Hu/NV/Oxford/B5S22/2003/UK (a representative of the Oxfordshire viruses), AY581254; Bristol/1993/UK, X76716; UK3-17/12700/192/GB, AF414417; Lordsdale/1993/UK, X86557; Camberwell/1994/AU, AF145896; MD145-12/1987/US, AY032605; MD134-7/1987/US, AY030098; Toronto virus, U02030; Hawaii virus, U07611; Hillingdon virus, AJ277607; Snow Mountain virus, L23831; Melksham virus, X81879; Mexico virus, U22498; Desert Shield virus, U04469; Norwalk virus, M87661; and Southampton virus, L07418.
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FIG. 4. Alignment of the capsid amino acid sequences of the representative Oxfordshire variant Hu/NV/Oxford/B5S22/2003/UK (GenBank AY581254), its closest previously described relative (004/95 M-14/1995/AU [GenBank AF080551]), and Norwalk virus (GenBank M87661). The different subdomains of the capsids, estimated using the previously described crystal structure of the Norwalk virus capsid (26), are indicated. The majority of amino acid sequence changes between the new strain and its previous closest relative occurred in the outer P2 subdomain of the capsid and are highlighted in boxes.
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Nucleotide sequencing of the 3'-terminal 3,255 nt of 49 strains was applied successfully to determine the relationships of 18 outbreaks representing seven Oxfordshire hospitals. The definition of outbreaks on a per-ward basis by infection control staff was verified as correct by molecular data in 8 of the 18 outbreaks. However, the remaining 10 outbreaks occurred in three clusters of two or more outbreaks with identical sequences (Fig. 2). The outbreaks in each of these clusters were temporally or geographically linked, being (i) concurrent in wards of the same or a nearby hospital, i.e., areas sharing frequent patient and staff movements (clusters 1 and 3), or (ii) in the same location as a previously identical strain but 18 days later (cluster 2). The latter suggests ongoing environmental contamination by the virus, since no mutations occurred over the interval between outbreaks. The temporal and/or spatial links between identical viruses suggest that the norovirus mutation rate is sufficiently high for sequence identity in the 3' 3,255 nt to indicate potentially connected outbreaks.
To determine whether mutation accumulation could be used to infer the predominant transmission route within an outbreak, two outbreaks were studied in greater detail, using 3'-terminal 3,255-nt and complete genome sequences. In one outbreak where person-to-person transmission was considered likely, six mutations gradually accumulated in the virus genome over time (Table 2). In contrast, a single point mutation was detected in an outbreak where many patients developed symptoms closer together, suggesting a greater role for simultaneous infection.
Combined with precise epidemiological data, this approach could allow the relative importance of different transmission routes in particular healthcare settings to be determined and could assist infection control procedures. The data described here suggest that the 18 outbreaks variously involved (i) multiple virus introductions, (ii) transmission among wards, (iii) person-to-person transmission, (iv) simultaneous infection of a large number of patients, and (v) environmental contamination over an extended period.
The Oxfordshire outbreaks included in the present study were part of a global increase which took place during 2002 and 2003, beginning in January 2002, with an unusually high number of outbreaks continuing into the summer (17). A national epidemic of Lordsdale virus at this time was reported in the United Kingdom (32). A new strain associated with the Europe-wide outbreak increase has also been identified as a Lordsdale virus-like strain on the basis of short RNA polymerase sequences containing a motif (AATCTG) which differed by 2 nt from certain previous GII 4 strains (16). All five of the RNA polymerase variants in the present study contained this hexamer (Fig. 1).
The mutations detected within the 3'-terminal 3,255 nt of 49 viruses included in this study were predominantly transitions (93%). Only four mutations were observed in 550 nt spanning the junction between ORF1 and ORF2, and none were observed in the 3'-terminal 136 nt of 49 viruses. The absence of mutations from certain regions of the genome may indicate areas where conservation of secondary structure is particularly important.
A comparison of the Oxfordshire strain capsid amino acid sequence to those of other Lordsdale-like viruses indicated that it differed by 11.4 to 13.6% in the outer P2 domain, in which it also had a single-amino-acid insertion. This strain may have been sufficiently distinct antigenically to evade previous host immunity, leading to the increased number of outbreaks. Capsid structural changes have been predicted as a result of only eight cumulative amino acid changes in the P2 domain (24), and the Oxfordshire viruses differed from their closest relative by 16 amino acids within this region.
The sequences obtained in the present study were combined with data obtained from GenBank to allow three clusters to be identified within the Lordsdale virus-like group (Fig. 4). None of the three had cocirculated, and all of the groups had similar levels of divergence within the capsid P2 domain. This further confirms that the predominant Lordsdale virus-like strain is replaced periodically by a new, antigenically distinct variant (13, 25).
The P2 domain was the region of the capsid in which the majority of amino acid changes occurred during chronic norovirus shedding by an immunocompromised patient (24). During the present study, an immunocompromised patient (a bone marrow transplant recipient) who was infected nosocomially shed norovirus for at least 17 days. Four mutations occurred within the 3,255-nt sequence determined, and there were three microheterogeneities. Long-term shedders may be the source of new human norovirus strains which are pathogenic to others (24), since an animal reservoir has not been identified. The demonstration of norovirus shedding for extended periods in immunocompromised patients has important implications for hospital infection control. Our data suggest that the effectiveness of infection control procedures can be monitored using molecular data, which can also indicate the predominant transmission routes.
Norovirus Infection Control in Oxfordshire Communities and Hospitals (NICOCH) comprised Ian Bowler, Chris Hall, Sandy Clayton-Kent, Karen Webb, Luisa Goddard, Leanne Collins, and Kathy Topley (Hospital Infection Control, Oxford Radcliffe National Health Service Trust, Oxford, United Kingdom) and Kyle Knox, Elena Terol Sabino, Candy Pulling, Janette Mills, Liza Sherry, Dona Foster, and Carol Hodges (Thames Valley Local Health Protection Unit [Oxfordshire Team], Oxford, United Kingdom).
We acknowledge Audrey Parsons, who provided laboratory assistance in organizing specimens; Katie Jeffery, who identified the severely immunocompromised patient who shed norovirus for at least 17 days; and Ian Clarke and Paul Lambden (Southampton University) for helpful comments on the manuscript.
The contributing members of Norovirus Infection Control in Oxfordshire Communities and Hospitals (NICOCH) are listed in Acknowledgments. ![]()
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