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Clinical and Diagnostic Laboratory Immunology, September 2002, p. 1072-1078, Vol. 9, No. 5
1071-412X/02/$04.00+0 DOI: 10.1128/CDLI.9.5.1072-1078.2002
Copyright © 2002, American Society for Microbiology. All Rights Reserved.
David W. Vaughn,3,
Khin Saw Aye Myint,3 and Bruce L. Innis1*
Department of Virus Diseases, Walter Reed Army Institute of Research, Silver Spring, Maryland 20910,1 Walter Reed/Armed Forces Research Institute of Medical Sciences Research UnitNepal, Kathmandu, Nepal,2 Department of Virology, Armed Forces Research Institute of Medical Sciences, Bangkok, Thailand3
Received 4 March 2002/ Returned for modification 2 April 2002/ Accepted 1 June 2002
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Recently, we reported an indirect enzyme immunoassay (EIA) for total Ig against a baculovirus-expressed HEV capsid protein that quantitated antibodies to HEV in Walter Reed (WR) antibody units by using a reference antiserum and the four-parameter logistic model (9). We modified this test to detect HEV-specific IgM and employed the IgM and total-Ig tests together to characterize serum specimens from patients with suspected acute hepatitis E. We investigated whether quantitation of HEV IgM and its ratio to HEV total Ig furnished more diagnostic or epidemiological information than conventional IgM tests that are interpreted as positive or negative.
Here we report the development of an HEV IgM quantitation standard, the protocol for the IgM test, the kinetics of HEV IgM and total-Ig responses over 6 months in a case series of patients with hepatitis E, an extensive characterization of the test's sensitivity and specificity, the use of the IgM-to-total-Ig ratio to identify rare cases of clinically overt reinfection, and our test's good concordance with the marketed IgM test. We found that quantitation of IgM and total Ig together furnished novel insight into infection timing and prior immunity.
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TABLE 1. HEV ORF2 "set 3" nested PCR primers
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Relative potency. The relative potencies of reference antisera and working antigen lots were determined by parallel line assay and calculation of a common slope, as previously described (9).
rHEV antigens. The antigen for all assays was a 56-kDa recombinant capsid protein truncated at the amino and carboxyl ends to comprise amino acids 112 to 607 of the 660-amino-acid protein. The protein, made in Spodoptera frugiperda cells by using a baculovirus expression vector, was prepared by Novavax as previously described (14). All tests used 33 WR antigen units/ml; antigens were from one of the lots previously characterized (9).
EIA protocols. The IgM assay protocol was identical to the total-Ig protocol (9) except that the goat anti-human Ig-horseradish peroxidase (HRP) conjugate was replaced with goat anti-human IgM-HRP (Kirkegaard and Perry). The optimal 1:4,000 dilution of anti-IgM conjugate was determined by testing twofold dilutions to find the highest signal-to-noise ratio.
Serum specimens. Serum specimens stripped of personal identifiers were from archives at the Walter Reed Army Institute of Research (WRAIR, Silver Spring, Md.) and the Armed Forces Research Institute of Medical Sciences (Bangkok, Thailand). All were from volunteers enrolled in research protocols approved by local institutional review boards and the Human Subjects Research Review Board of the U.S. Army Surgeon General. The majority of hepatitis E serum specimens came from three consecutive case series in Nepal: pregnant women enrolled in an observational cohort study, a cross-sectional study of intrafamilial HEV transmission that identified hepatitis E patients and subclinical infections in persons domiciled with them, and surveillance of hepatitis E among soldiers.
IgM EIA control parameters. Control parameters were developed to ensure accuracy and consistency. Eighteen wells on each 96-well plate were utilized for the following duplicate controls: six half-log dilutions of the HEV IgM quantitation standard (pool 6), the positive control (pool 7), the same negative control as for the total-Ig test, and a no-serum control. Thirty consecutive technically adequate runs were used to calculate limits for control parameters as the mean ± 1.96 (standard deviation) of log-transformed values (expressed as optical density [OD] or WR units per milliliter, as appropriate). Thereafter, assays were accepted according to these limits.
Quantitation. In using the four-parameter logistic model for quantitation, accuracy is greatest at the midpoint of the standard curve and least at the lower and upper limits. We used the procedures for quantitation developed for the total-Ig test (testing in duplicate, OD limits prompting sample dilution and retesting) to ensure consistency (9).
Comparison of antibody potency by WRAIR and Genelabs Technologies IgM EIAs. To characterize the relationship between antibody potency determined by the WRAIR IgM EIA and that determined by a widely used commercial test (HEV IgM enzyme-linked immunosorbent assay; Genelabs Technologies, Singapore), we tested dilutions of three specimens in both tests. The commercial test employs a mixture of recombinant HEV ORF2 and ORF3 polypeptides expressed in Escherichia coli which are absent from the WRAIR test's 56-kDa rHEV capsid antigen and the ORF2 polypeptide SG3 (amino acids 334 to 660), also expressed in E. coli, which overlaps 53% of the 56-kDa rHEV capsid antigen. The commercial-test results were expressed in OD units, whereas WRAIR EIA results were expressed in WR units per milliliter. Three regression lines were derived, and the portions of each titration curve above each assay's cut point were compared. Additionally, serial serum specimens from six patients with hepatitis E confirmed by detection of HEV viremia were tested in both assays, and their results were compared.
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EIA control parameters and assay stability. To ensure EIA accuracy and consistency, we empirically set control parameters and used individual plate standards and controls (Table 2). These control parameters were derived from 30 consecutive technically adequate assays. The limited variation of these parameters over those 30 assays is evidence that a skilled serologist can achieve consistent assay performance (Fig. 1).
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TABLE 2. IgM EIA control parameters defined by their variation over 30 consecutive assays
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FIG. 1. Plots of the HRP conjugate and of positive (pool 7), negative, and no-serum (antigen) controls over 30 technically adequate assays.
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FIG. 2. Levels of HEV IgM (solid line) and total Ig (dashed line) among 36 patients with hepatitis E proven by detection of HEV viremia. Each patient had four consecutive serum specimens collected. Data are grouped by median day of specimen collection; these values plus the associated interquartile ranges in parentheses are given below the plot of HEV IgM. Error bars represent the 95% confidence interval for the geometric mean. Horizontal dotted reference lines are drawn at 30 and 100 WR units/ml. The table below the line plot gives the proportions of patients with HEV IgM detected at four median time points for assay cut points of 100 and 30 WR units/ml.
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TABLE 3. Composition of the true-negative specimen set (n = 449)
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FIG. 3. (Top) Histogram of HEV IgM levels determined in a true-negative specimen set (n = 449). The interval scale is logarithmic; the mode is 6 WR units/ml. Vertical dotted reference lines are drawn at 30 and 100 WR units/ml. (Bottom) Histogram of HEV IgM levels determined in a true-positive specimen set (n = 197). The interval scale is logarithmic; the mode is 2,512 WR units/ml. Vertical dotted reference lines are drawn at 30 and 100 WR units/ml.
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A receiver-operating characteristics curve was constructed from the test results described above by using cut points of 10, 20, 30, 40, 60, and 100 WR units/ml (Fig. 4). A cut point of 30 WR units/ml combines maximal sensitivity and specificity. Nevertheless, because elevated HEV IgM levels appear to persist for 6 months after illness onset, a cut point of 100 WR units/ml seems more appropriate for distinguishing recent from remote infection. Among the 36 cases for which data are summarized in Fig. 2, the proportion with HEV IgM levels above the cut point of 100 WR units/ml fell from 92% within 3 weeks of illness onset to 83% at 8 weeks after onset and 53% at 6 months after illness onset.
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FIG. 4. Receiver-operating characteristic plot for IgM EIA based on true-negative and true-positive specimen sets.
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FIG. 5. Histogram of HEV IgM-to-total-Ig ratios for the true-positive specimen set (n = 197). The interval scale is logarithmic; the mode is 1.6. Vertical reference lines mark cumulative distribution percentiles, as follows: dotted lines, 5 and 95%; solid lines, 25 and 75%; dashed-and-dotted line, 50%. Cases to the right of the 5% reference line (n = 189) appear to represent primary infections, whereas cases to the left of the 5% reference line (n = 8) appear to represent secondary infections with anamnestic antibody responses.
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TABLE 4. Serology data for all secondary cases and representative primary cases of hepatitis E in a sample of 197 patients from areas where hepatitis E is endemic a
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FIG. 6. Comparison of IgM quantitation by WRAIR and Genelabs Technologies EIAs. Titration of three acute-phase serum specimens from hepatitis E patients is represented. Horizontal dotted reference line, cut point for the Genelabs test; vertical dotted reference line, cut point (30 WR units/ml) for the WRAIR test.
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FIG. 7. Serial determinations of HEV IgM levels for six patients with acute hepatitis E confirmed by RT-PCR detection of HEV viremia in the initial specimen. The upper graph shows results obtained by using the WRAIR IgM test; the bottom graph shows results obtained by using the Genelabs Diagnostics test. All 19 specimens were positive in each test. The cut point for each test is shown as a dashed line.
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We chose an indirect EIA format for detecting and quantitating HEV IgM despite its inferior specificity compared to an IgM isotype-capture EIA. We rejected developing an IgM isotype-capture EIA after initial experiments demonstrated poor sensitivity despite use of substantially greater amounts of the rHEV antigen. We inferred from this observation that the rHEV antigen, in the physical form used in this assay (thawed from -70°C storage one to three times before use) and at concentrations that were economically feasible, was inefficient at bridging layers of specific Ig. This behavior of our rHEV antigen limited the assay format to an indirect test. One of the weaknesses of an indirect test is that IgM-rheumatoid factor in a test serum, which has activity against the Fc portion of IgG directed against HEV antigen, may elicit a false-positive result (7). We substantially reduced the risk of such nonspecific reactions by testing serum initially diluted 1:1,000. The other potential weakness of an indirect EIA format is reduced sensitivity due to competition between virus-specific IgM and IgG for antigen binding sites. The test sensitivity of 92 to 97%, depending on the cut point, suggests that IgG competition is not a limitation of this particular assay.
A necessary step in developing the quantitative IgM EIA was the creation of reference antibody pools of HEV IgM by using human serum from Nepal, where hepatitis E is endemic. By trial and error, we set the potency of the IgM quantitation standard so that a WR unit of IgM and a WR unit of total Ig (M plus G plus A isotypes) were comparable. There is no international HEV IgM reference standard, as the available World Health Organization HEV antibody standard contains only low levels of HEV-specific IgM (105.6 WR units/ml). We can provide samples of our IgM and total-Ig reference standards (available from the Department of Virus Diseases, WRAIR, upon request) to interested laboratories who wish to prepare their own in-house standards.
Of the several approaches for EIA quantitation of an unknown by using a standard curve, we chose the four-parameter logistic model, which is generally considered the most accurate and reproducible (15). We retained all procedures from our total-Ig test, previously shown to be reproducibly accurate to below the cut point (7% median error in quantitation of the mid-range standard). To achieve accurate and reproducible quantitation, an operator must perform this test with great care, using well-controlled reagents. This is more likely to be possible when the test is performed routinely, as might be expected in a research serology laboratory or a regional or national public health laboratory.
We had access to serial serum specimens collected over 6 months from 36 hepatitis E patients. These specimens demonstrated that IgM antibody levels were very high soon after illness onset, declined little over several weeks, and then declined rapidly to low levels over the next 4 to 6 months. This is typical of IgM responses to other acute, self-limited, systemic viral infections (4, 8). The weeks-long duration of markedly elevated IgM levels after disease onset means that diagnosis using even relatively insensitive IgM detection methods should be successful, even if patients come to medical attention late. Moreover, the months-long duration of IgM responses to HEV may be a boon to hepatitis E outbreak investigations, since these typically commence months after the index case occurs. A sensitive IgM test should be able to identify most disease cases from late-convalescent-phase serum specimens; the WRAIR test meets this criterion by detecting HEV IgM above a cut point of 30 WR units/ml in 92% of specimens collected a median of 2 months after disease onset and in 83% of specimens collected 6 months after disease onset. Additionally, since many HEV infections are known to be subclinical (3), sensitive tests for IgM may enable identification of all infected persons rather than those with disease only.
The preceding paragraph illustrates some of the ways in which an HEV IgM test might be used. For different uses, different assay cut points may be appropriate. The receiver-operating characteristics curve identified 30 WR units/ml as the cut point suitable for outbreak investigations, in which it is necessary to find remotely infected persons, whereas it identified 100 WR units/ml as a marginally less sensitive cut point that could distinguish a recent infection from a remote one.
We began this study anticipating that an HEV IgM test would improve serological diagnosis of hepatitis E, then based on detection of HEV-specific total Ig or IgG. We confirmed that detection of HEV IgM is the best serological test for diagnosis of hepatitis E. Yet the most interesting aspect of our work was the observation that in some cases of hepatitis E, there was a weak or absent IgM response. By combining HEV IgM and total-Ig tests, we identified primary and anamnestic HEV immune responses among adolescent and adult hepatitis E patients in areas of HEV endemicity, distinguished by widely divergent HEV IgM-to-total-Ig ratios. We inferred that anamnestic responses resulted from reinfection (secondary infection) of a person having an immunologic memory of prior HEV infection. In our experience, secondary infections are uncommon, comprising <5% of overt hepatitis E cases. This is an important observation because previously, some authorities have speculated that waning immunity explained why most cases of hepatitis E occurred among adults. The fact that more than 90% of hepatitis E cases in areas of HEV endemicity occur in patients who have a primary antibody response refutes this speculation of waning immunity, since previously exposed persons should mount an anamnestic response upon reexposure. On the other hand, we do speculate that asymptomatic secondary infections may be more common than symptomatic ones. Ultimately, the true prevalence of secondary infection and disease must be assessed prospectively. Such studies also may identify the risk factors that are associated with partial failure of immunity and determine whether clinical outcomes differ between primary and secondary disease. If secondary disease is associated with high-dose HEV exposure or waning immunity, hepatitis E vaccines now under development may have public health utility even among previously exposed persons, if they can be demonstrated to boost protective immunity.
Finally, we wanted to evaluate the WRAIR IgM test against the test marketed widely in Asia by Genelabs Diagnostics. The comparison was initiated by testing in parallel serial dilutions of three acute-phase specimens using the WRAIR and Genelabs Diagnostics tests. We found that the tests performed similarly across a range of dilutions, suggesting that these tests were comparable for serological diagnosis of acute disease. On the other hand, the results suggested that the WRAIR test would be more versatile in outbreak investigations based on its apparent superiority at detecting low levels of IgM reflecting remote infection. The comparison was completed by testing a separate panel of 19 specimens from 6 hepatitis E patients with viremia by both tests. In this limited assessment, both tests sensitively detected true acute HEV disease over a median of 40 days of follow-up. This result is consistent with an earlier report by Ghabrah and others (5), who found 96% concordance (kappa, 0.87) between an IgM test using an antigen similar to that used in the WRAIR test and the Genelabs IgM test.
In conclusion, the test method described here enables accurate quantitation of HEV IgM, including low levels associated with remote infection. Detection of HEV IgM is the method of choice for laboratory diagnosis of hepatitis E. By combining quantitation of HEV IgM and total-Ig levels, a new class of secondary infections can be detected. The epidemiological implications of secondary infections are clear, but their clinical implications must be assessed.
Financial support was provided by the U.S. Army Medical Research and Materiel Command and by GlaxoSmithKline Biologicals under a Cooperative Research and Development Agreement.
Present address: Science Applications International Corporation, New Media Systems Division, Reston, VA 20190. ![]()
Present address: Department of Virus Diseases, Walter Reed Army Institute of Research, Silver Spring, MD 20910. ![]()
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