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Journal of Clinical Microbiology, August 2008, p. 2723-2730, Vol. 46, No. 8
0095-1137/08/$08.00+0 doi:10.1128/JCM.01622-07
Copyright © 2008, American Society for Microbiology. All Rights Reserved.

E. Le Roux,2
G. D. Kirk,3
A. Jeng-Barry,1
S. McConkey,1,
M. Cotten,1
M. H. Kuniholm,3
A. Leligdowicz,1
P. Hainaut,2
S. Rowland-Jones,1 and
H. Whittle1
Viral Diseases Programme, Medical Research Council, Banjul, The Gambia,1 Molecular Carcinogenesis, International Agency for Research on Cancer, Lyon, France,2 Department of Epidemiology, Johns Hopkins University Bloomberg School of Public Health, Baltimore, Maryland3
Received 14 August 2007/ Returned for modification 21 November 2007/ Accepted 17 May 2008
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HBV is a small DNA virus with a 3.2-kb, partially double-stranded, relaxed circular genome and contains four overlapping open reading frames (pre-S/S, precore [pre-C]/core, polymerase, and X gene) (25). The pre-C region encodes the HBV e antigen (HBeAg), which has been used clinically as an indicator of active viral replication and proposed to have an immunoregulatory role in natural infection (38). The enhancer II (EnhII) and basal core promoter (BCP) reside in the overlapping X gene. The HBx protein is capable of transactivating HBV promoters (37). EnhII/BCP play an important role in the viral replicative cycle by regulating the formation of the pregenomic RNA which is important for the production of the viral core and polymerase proteins and HBeAg (25). Several nucleotide alterations that frequently occur in the BCP/EnhII/pre-C regions have been identified, but their effects on the development of HCC are unclear.
The predominant mutation in the pre-C region involves a G-to-A alteration at nucleotide 1896, changing a tryptophan codon (TGG) into a premature stop codon (TAG) at codon 28 (10). Such pre-C variants were first described in Mediterranean patients with significant liver disease in the absence of HBeAg (7).
Mutations in the BCP at nucleotide 1762 (A1762T) and nucleotide 1764 (G1764A) have been described elsewhere (8). These mutations result in coding changes at codons 130 and 131 in the HBX protein changing lysine to methionine and valine to isoleucine, respectively. The relationship between these pre-C/BCP MTs, serum HBV DNA levels, and the severity of liver disease is unclear (15, 23, 27). Although the pre-C and BCP MTs have been found in asymptomatic carriers in Africa (11), there are limited data on the association of these MTs with the development of HCC in sub-Saharan Africa, mainly because currently available detection methods are expensive and require laboratory facilities and equipment not commonly available in this region. A study in South Africa conducted on 50 HCC patients and 47 asymptomatic HBsAg carriers reported BCP prevalence rates of 66% and 11%, respectively (3). In another study, the pre-C region was sequenced in sera from 27 HCC patients from The Gambia and 33 asymptomatic HBsAg carriers. Fourteen (52%) patients compared to 12 (36%) asymptomatic carriers were found to harbor the pre-C MT (20).
Three methods are currently available for detecting HBV genome variants: the point mutation assay, the line probe assay, and direct DNA sequencing. The point mutation assay is either a radioactivity-based technique (16) or a colorimetric assay (2). The line probe assay will reliably identify pre-C mutation but has a low sensitivity in detecting BCP mutation (9). The use of the oligonucleotide ligation assay (OLA) was demonstrated by Tobe et al. as a typing assay for two alleles in a single microtiter well (33). Later, Edelstein et al. developed a high-throughput OLA method for the detection of mutations in patients with human immunodeficiency virus type 1 (HIV-1) (12). More recently OLA has been used to detect mutations causing reverse transcriptase inhibitor resistance (Q151M and M184V) in HIV-2-infected Gambian patients (17). The overall sensitivity of OLA in detecting mutations in HIV among Gambian patients was 98.8% with 99.2% concordance compared to sequencing. Minor variants, when present in mixtures of wild-type (WT) and MT viruses, were detected in cases where sequencing detected only the major population.
We have developed a novel point mutation assay using the OLA methodology for the detection of single base changes in the pre-C and BCP region of HBV. The HBV OLA was validated against consensus sequencing of the serum HBV DNA derived from asymptomatic carriers and from patients with HBV-related liver disease. We assessed the potential of OLA as a screening tool in carriers at risk of developing HCC.
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-fetoprotein (AFP) level. Asymptomatic HBsAg carriers were HBV carriers who had no evidence of liver disease, and they served as controls in the study. AFP was detected and quantified by a standard radiometric assay (DiaSorin SA, Sallugia, Italy), as previously described (18). HBsAg was determined as a marker of chronic HBV carriage by reverse passive hemagglutination assay (Murex Diagnostics Limited, Dartford, United Kingdom) with radioimmunoassay testing of negative samples (Sorin Biomedica Diagnostics, Vercelli, Italy). Participants positive for HBsAg were tested for HBV "e" antigenemia (HBeAg) as a surrogate marker of active replication using a radioimmunoassay kit (DiaSorin).
PCR amplification of the HBV core region. HBV DNA was extracted from 200 µl of serum using the QIAamp DNA minikit (Qiagen, United Kingdom). Extracted DNA was amplified in nested PCRs to generate a 274-bp fragment encoding HBV nucleotides 1674 to 1947 encompassing the basal core, pre-C, and core regions of the viral genome. The first-round PCR mixture contained 20 picomoles of primers HBV1 and HBVR1 (Table 1), 5 µl of DNA extract equivalent to 10 µl serum, and 12.5 µl of HotStar PCR Master Mix (Qiagen, United Kingdom) in a final PCR volume of 25 µl. Cycling conditions were 95°C for 15 min (1 cycle); 94°C for 30 seconds, 58°C for 30 seconds, and 72°C for 1 min (35 cycles); and a final extension at 72°C for 7 min. The second round of PCR used primers CPREF1 and CPRER1, the same reaction mix, and the same cycling conditions except for an annealing temperature of 55°C. Samples that were negative after the first nested PCR using the outer and inner primers were repeated using only the inner primers (CPRF1 and CPRER1) to obtain shorter fragments, and two rounds of 35 cycles were performed as described above with an annealing temperature of 55°C.
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TABLE 1. Primers and probes used in PCR amplification and OLAs
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OLA. An equivalent of 10 µl of serum was used in PCR amplification (total reaction volume of 25 µl); 2 µl of the PCR mixture was then used in the OLA reaction. Thus, the amount of patient serum used in the OLA reaction is approximately 12.5 times less than that used in the PCR amplification. All tests were performed in duplicate, and ligation assays were performed according to published protocols (5, 12) utilizing a reaction mixture containing 1x ligase buffer (100 mM MgCl2, 10 mM dithiothreitol, 10 mM NAD [Sigma, United Kingdom], 80 mM KCl [Sigma], 0.1% Triton X-100), 3 U of thermostable ligase (Epicentre Technologies, United Kingdom), and 3 pmol of each ligation primer.
Detection of MT and WT genotypes was achieved by using a streptavidin-coated microtiter plate and the simultaneous addition of anti-digoxigenin-peroxidase (Boehringer Mannheim) and anti-fluorescein-alkaline phosphatase (Boehringer Mannheim) followed by sequential washing and addition of Gibco enzyme-linked immunosorbent assay (ELISA) amplification system (Invitrogen) and tetramethylbenzidine substrate (Promega) to detect MT and WT sequences, respectively. The optical densities (ODs) were measured using a Multiscan Ascent ELISA plate reader (Thermo Labsystems, Finland) at wavelengths of 490 nm and 450 nm for MT and WT, respectively.
The cutoff values for the OLAs were obtained by testing 30 replicates of MT-positive samples. The standard deviations of the ODs for the positive WT samples in the MT assay (OD at 490 nm [OD490]) and the MT samples in the WT assay (OD450) were multiplied by 3. For example, 3 x standard deviation for OLA 1896 is 0.1 and that for the OLA 1762/1764 is 0.25. Thus, following this experiment, 0.1 (OLA 1896) and 0.25 (OLA 1762) were added to the mean ODs of the negative samples to obtain the cutoff values. It was also possible to read the plates visually, as this may be important for resource-poor settings where ELISA plate readers are not easily available (data not shown). Samples were considered MT (magenta and positive OD490), WT (yellow and positive OD450), or mixed WT and MT if magenta and yellow (plus positive OD490 and OD450) were obtained in the MT and WT assays, respectively.
DNA sequencing. Following a DNA extraction method similar to that indicated for the OLA, HBV basal core, pre-C, and core gene regions were amplified prior to DNA sequencing using primers M3 and 5C (Table 1) (11). To avoid contamination, samples that tested negative for markers of HBV (anti-HBc and HBsAg) were used as negative controls and were included in each experiment. The same controls were included in every step: DNA extraction, PCR amplification, and OLA reaction.
PCRs were carried out using HotStar Taq (Qiagen, United Kingdom) in a mixture containing 2.5 µl of 10x buffer, 5 µl of 5x Q solution, 1 µl of deoxynucleoside triphosphate (5 mM), 1 µl each of primers (20 picomoles/µl) M3 and 5C, 0.2 µl of HotStar Taq (5 µg/µl), and 5 µl of the DNA (100 to 300 µg/µl). The thermocycling conditions were 95°C for 15 min followed by 45 cycles of 94°C for 30 s, 55°C for 30 s, 72°C for 1 min, and 72°C for 7.0 min. The PCR products (5 µl) were purified with 1.5 µl of ExoSAP-IT (Amersham) by incubation for 15.0 min at 37°C and 15.0 min at 80°C.
DNA sequencing was performed using the Big Dye Terminator v1.1 cycle sequencing kit reaction mix containing 1.5 µl PCR product, 1.25 µl of 5x buffer, 1 µl of 5 µM primer, and 30 cycles of 95°C for 10 s, 50°C for 5 s, and 60°C for 4.0 min. Samples were sequenced in both directions, and consensus sequences were obtained from alignment of the forward and reverse sequences.
Analysis of DNA sequences. Seventy-six DNA sequences obtained from nine asymptomatic HBV carriers, 15 cirrhosis patients, and 52 HCC cases were aligned with genotype E (X75664 and X75657) reference sequences obtained from GenBank (28) using the DNAstar Lasergene program. Nucleotide variations at positions 1762, 1764, and 1896 were compared with the reference sequences.
HBV viral load measurement. Serum HBV DNA load was measured using a real-time PCR technique as previously described (26).
Statistical analysis.
Statistical analysis was performed using STATA 8.0 (College Station, TX) and SAS 9.1 (SAS Institute, North Carolina). The sequence data were transferred into Excel spreadsheets for analysis of the selected codons. Comparisons between OLA and sequencing were made using two-tailed
2 analysis, Fisher's exact test, and the Wilcoxon-Mann-Whitney test. Statistical test differences were considered significant if P values were <0.05. Comparisons between viral DNA quantity and dichotomous groups (the three study groups, HBsAg, HBeAg, BCP, and pre-C mutations) were made using the Wilcoxon-Mann-Whitney test.
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The lower (i.e., more sensitive) detection limit of DNA observed in the quantitative PCR (qPCR) assay compared to OLA could be due to limitations on OLA template preparation, i.e., probe mismatch and nonspecific inhibitors.
Assay validation. The sensitivity of OLA for detecting minority populations of MT virus was determined by assaying serial dilutions of MT DNA amid a constant amount of WT DNA. The DNA samples used in the mixtures tested positive for MT alone or WT alone in both OLA and DNA sequencing assays and were considered as pure MT or WT. A positive MT sample with a DNA quantity of 4.8 x 108 copies/ml was serially diluted into a solution containing 3.7 x 106 copies/ml WT DNA. By mixing equal volumes of 2.4 x 108 copies/ml of MT DNA and 3.7 x 106 copies/ml of WT DNA, we obtained a mixture of approximately 98% molecules of MT DNA. Additional dilutions were prepared containing 88% (2.4 x 107 copies), 39% (2.4 x 106 copies), 6.1% (2.4 x 105 copies), 0.6% (2.4 x 104 copies), and 0.06% (2.4 x 103 copies) MT DNA in a constant amount of WT DNA (Table 2). The lower detection limit for MT sequence was 2.4 x 104 copies/ml amid 3.7 x 106 copies WT DNA. We also found that WT sequence was detectable in the mixture containing 98% MT sequences as well as in those with lower amounts of MT (Table 2).
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TABLE 2. MT (G1896) and WT (A1896) detection in mixtures of the WT and MT strainsa
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Comparison of OLA with direct DNA sequencing. One hundred one HBsAg-positive subjects were selected for DNA sequencing; 25 had undetectable virus (<260 DNA copies/ml) in the qPCR assay; they failed to generate PCR products and were therefore not tested for OLA. DNA samples from the remaining 76 subjects (52 HCC patients, 15 cirrhosis patients, and nine asymptomatic HBsAg carriers) were tested for BCP mutations by both OLA and direct DNA sequencing of the PCR fragment. The sensitivity of OLA in detecting the A1896, T1762, and A1764 MTs was 94.2%, 89.7%, and 89.5%, respectively, and the specificity of the assay was 97.3%, 88.2%, and 90.4% in detecting the A1896, T1762, and A1764 MTs, respectively (Table 3).
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TABLE 3. Comparison of OLA and sequencing methods for detecting MTs
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Three (3.9%) out of the 76 samples were IND by sequencing, and seven (9.2%) were IND in the OLA (Table 4). Thus, the OLA detected a significantly higher proportion of IND samples than did sequencing (P < 0.05). Similarly there was a higher proportion of BCP IND than of pre-C IND samples. This was true for both DNA sequencing and OLA, i.e., five (6.5%) BCP IND samples compared to no pre-C IND samples in the DNA sequencing assay and 6.5% (5/76) BCP IND samples compared to 2.6% (2/76) pre-C IND samples in the OLA. Three OLA IND samples (samples 1, 2, and 10), although they had viral loads above the limit of detection, tested positive for MT alone or WT alone in the DNA sequencing assay. The discrepancy between DNA sequencing and OLA in these samples could be due to infection with mixed virus strains and suggests reduction in the sensitivity of the DNA sequencing assay in detecting minor virus sequences in mixed infections. However, another two OLA IND samples (T1762/G1764 and T1762/T1764) were confirmed by DNA sequencing (Table 4).
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TABLE 4. Samples with IND or negative OLA results, their corresponding viral loads, nucleotide sequences in the target regions, and sequence changes in one, two, or three bases from the target regionsa
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Application of OLA.
Blood samples collected from 227 HBsAg carriers (138 HCC patients, 49 cirrhosis patients, and 40 asymptomatic HBsAg carriers) were tested for the pre-C and BCP mutations by OLA. Details of the subject recruitment are described above, with additional details being previously published (18). Forty-four samples (15.8%) had undetectable DNA (
260 copies/ml) in the qPCR assay, while 183 and 178 samples gave valid results for pre-C or BCP mutation, respectively (Table 5). Five samples were not tested for BCP.
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TABLE 5. Viral polymorphisms in liver disease patients and asymptomatic HBsAg carriersa
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2.4 x 104 DNA copies/ml) but higher than the PCR detection limit. Another five (2.7%) OLA-negative samples were positive by PCR with HBV DNA levels of >2.4 x 104 to 1.7 x 107 copies/ml. The pre-C mutation was not associated with disease; the variant is detected in 36.9% (44/119) of HCC patients, 27.9% (12/43) of cirrhosis patients, and 47.68% (10/21) of asymptomatic HBsAg carriers (P = 0.241, Table 5).
In the OLA BCP assay, 72.4% (129/178) and 27.5% (49/178) of the subjects tested positive for MT and WT, respectively (Table 5). A significantly (P = 0.01 for HCC and P = 0.02 for cirrhosis) higher proportion of individuals with HBV-related liver disease than of asymptomatic carriers had the BCP mutation. BCP mutations were detected in 75.4% (86/114) of HCC subjects, 76.7% (33/43) of cirrhotic subjects, and 47.6% (10/21) of asymptomatic HBsAg carriers (Table 5).
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Apart from rapidity and economy, another advantage of the OLA method in genotyping point mutations compared to other genotypic approaches and DNA sequencing is the high ease of interpretation of ligation assays; the assay yields clearly positive or negative outcomes that are easy to interpret visually or that can be interpreted by a spectrophotometer and computer program with samples on microtiter plates.
The reproducibility of the assay is very good as demonstrated by the consistent results obtained from 30 WT, MT, or IND samples that were tested on two (25 samples) or three (5 samples) separate occasions (data not shown). The assay can detect MT DNA with a lower detection limit of 19.2 copies per reaction. OLA has the important feature of being able to detect a low amount of MT DNA (2.4 x 104 copies/ml) amid a high amount of WT (3.7 x 106 copies/ml). Thus, MT sequences can be detected when they constitute only 0.6% of the total HBV sequence concentration, improving the screening potential of the assay, as it will facilitate early detection of MT HBV genomes that may presage HCC development.
As expected, due to the highly specific nature of OLA, the assay produced inconclusive or negative results when tested against nucleotide sequences other than the WT or the specific MT form. The specificity of the assay was reduced when it was used with samples bearing additional changes in nucleotide positions located one to four bases from the target site. For example, DNA sequencing of two OLA-negative samples revealed 1762T/1764T and 1762T/1762G sequences. This is potentially a disadvantage; however, once a study population has been characterized, a panel of oligonucleotides covering all possible mutations can be readily prepared.
The discordant results between DNA sequencing and OLA in the samples that had mismatches of nucleotides 1762 and 1764 but were clearly OLA positive for MT alone or WT alone likely reflect the higher sensitivity of OLA in detecting specific point mutations (Fig. 1). Although sequencing is the gold standard that was used in this study, it has limitations in detection of minority sequences. We found that where a sequence was clearly pure WT or MT, OLA did not disagree with the gold standard sequencing but in the case of minor MT or WT populations OLA was able to detect these when sequencing was unable. Although the testing of artificial mixtures of WT and MT (Table 2) shows some evidence that OLA is superior to sequencing in detecting minor populations, we plan to perform sequencing and OLA on multiple clones from samples with mixed populations that are detectable by OLA but not by sequencing to further develop this assay.
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FIG. 1. Alignment of samples with WT, MT, discordant, and IND results. Nucleotide differences from X75664 (reference genotype E sequence obtained from GenBank) are shaded in black.
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OLA samples reactive in both WT and MT OLAs are classified as IND, and further investigation including sequencing of clones will be needed to confirm mixed populations and to fully correctly characterize all viruses present.
Some samples failed to provide a clear OLA signal (i.e., no WT or MT signal resulting in negative results). Predominantly, this occurred in cases of insufficient target DNA arising from low copy numbers in samples, suggesting that samples with very low input copy numbers can affect the accuracy of OLA. We previously observed that a DNA quantity of >261 copies per ml can be measured in the samples by qPCR (26). However, the OLA was unable to genotype 16.9% (31/183) of PCR-positive samples despite having target DNA concentrations within the detection range. These false-negative results are most likely to be caused by probe-target mismatch in samples with low copy numbers of HBV DNA. This may be a limitation to our assay compared to DNA sequencing and alternative methods using specific primers in real-time PCR quantification (30). False-negative results could also be due to insertions, deletions, or duplications in the target region (19, 21).
The lower sensitivity could not be explained by lower sample viral load since a number of untypeable samples had viral loads of up to 107 copies/ml.
As an important demonstration of the utility of this new method, the clinical significance of the presence of HBV pre-C and BCP mutations was assessed in samples for our previous case control study.
We found that patients with liver diseases (cirrhosis or HCC) were significantly more likely to have the BCP mutation than were asymptomatic carriers.
The association of BCP mutations with HCC obtained in our study compared well with results from a study in Taiwan conducted on 200 HCC patients and 160 infected chronic HBV asymptomatic HBsAg carriers (24). The frequency of the BCP mutation in the Taiwanese study was 76.9% in patients with HCC and 14.4% in chronic carriers with a statistically significant odds ratio for the BCP mutation (P < 0.001). The conclusion from that study was that of the factors examined (age, sex, HBV genotype, viral load, and pre-C mutations) the BCP mutation is the strongest independent predictor for the development of HCC. Our data also demonstrate a strong association of the BCP mutation with HBV-associated liver disease. The higher overall proportion of asymptomatic carriers with BCP mutations in the Gambian population assessed herein than in the Taiwanese population could be related to different HBV genotypes circulating in the two countries. In The Gambia genotype E is predominant at 87.3% with genotype A occurring at 12.7% (27). The importance of genotypic differences is highlighted in the Taiwanese study, where genotype C was associated with a significantly higher incidence of BCP mutations than was genotype B. It is still unclear whether the pre-C mutation has any pathogenic role for more severe disease, although it was initially thought to cause more severe liver disease because it was found in patients with active liver diseases or fulminant hepatitis (29). However, in our study, the pre-C mutation was not associated with advanced HBV-related liver disease, consistent with results from several prior studies (14).
AFP, which is a widely used marker for HCC detection because of its ease of use and low cost, suffers from low specificity and sensitivity, being elevated in diseases other than liver cancer and absent in a proportion of confirmed HCC cases (32, 34, 36). Further studies are needed to determine the role of molecular biomarkers such as BCP mutations and HBV genotypes. These markers can be used in combination with other biomarkers as a reliable screening tool with HBV chronic carriers at risk of developing HCC.
In conclusion, we have developed a simple, economical, and reliable assay for detecting HBV core mutations. This point mutation assay may be extremely useful as a tool for screening blood samples from large numbers of HBV carriers for the presence of HBV pre-C and BCP mutations. Based on our and others' findings demonstrating an association between BCP mutations and liver cancer or cirrhosis, this assay may have important clinical applications as a screening tool in assessing an individual's risk for HCC and also could prove an invaluable tool for conducting epidemiology studies in areas of HBV endemicity with the highest HBV burden of liver disease but with limited resources to carry out expensive and sophisticated laboratory tests.
This work was supported by the Medical Research Council (United Kingdom); the International Agency for Research on Cancer, Lyon, France; and the National Cancer Institute, NIH, DHHS, Bethesda, MD.
Published ahead of print on 28 May 2008. ![]()
Present address: Imperial College, London, United Kingdom. ![]()
Present address: Royal College of Surgeons in Ireland, Dublin, Ireland. ![]()
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