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Clinical and Diagnostic Laboratory Immunology, September 2002, p. 1085-1094, Vol. 9, No. 5
1071-412X/02/$04.00+0 DOI: 10.1128/CDLI.9.5.1085-1094.2002
Copyright © 2002, American Society for Microbiology. All Rights Reserved.
HIV Immunology, Department of Immunology and Molecular Pathology, Royal Free and University College Medical School, London, United Kingdom,1 Department of Molecular Medicine and Hematology, Faculty of Health Sciences, University of the Witwatersrand, Johannesburg, South Africa2
Received 14 January 2002/ Returned for modification 19 March 2002/ Accepted 22 April 2002
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FIG. 1. Recent events leading to affordable CD4-T-cell enumeration by flow cytometry. NIBSC, National Institute for Biological Standards and Control; NEQAS, UK National External Quality Assessment Service, Sheffield, United Kingdom; QASI, Quality Assessment & Standardization for Immunology, Ottawa, Canada.
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Despite the present interest in improving the efficacy of routine flow cytometry (Fig. 1), the performance of volumetric flow cytometric systems (10, 18, 24) operating with CD45-based gating (4, 13) and generic MAbs has not yet been assessed. We have therefore investigated the following topics: (i) the agreement between the results of CD45/CD4 staining using simple panleucogating (13) on volumetric single platforms and those obtained on the full volumetric (24) and bead-based (30) systems during CD4+-T-cell enumeration, including both absolute counts and CD4 percentage values (among leukocytes and lymphocytes); (ii) the increased sample throughput using CD45/CD4 staining; (iii) the extension of this protocol to include a second tube for CD45/CD8 staining in order to obtain CD4-plus-CD8 counts and CD4/CD8 ratios; and finally, (iv) the use of volumetric CD45 staining for generating absolute and differential counts for leukocyte subsets (20).
Our study reveals the practical advantages of volumetric two-color flow cytometry with CD45/CD4 and CD45/CD8 staining using generic MAbs. Volumetric cytometers, equipped with biosamplers of high capacity, Microsoft Windows-based autogating software, and reporting systems, efficiently handle 300 to 400 samples during a working day. As many as 15 parameters, including CD4 and CD8 analysis together with hematological leukocyte differentials, can be generated for cost-efficient monitoring of HIV-infected patients in large regional laboratories.
(Part of this research was presented at Monitoring and Diagnostic Tools for the Management of Antiretroviral Therapy in Resource-Poor Settings, a workshop held in Bethesda, Md., 11 to 13 November 2001, and arranged by Virology Education, B.V., Utrecht, The Netherlands.)
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TABLE 1. Age, sex, and HIV status of patient population studieda
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Reagents. During the volumetric-control procedure on the Ortho CytoronAbsolute, Ortho Trio MAbs were used (10, 24). These included three tubes comprising in tube 1 isotype controls (immunoglobulin G1 [IgG1] plus IgG2a-FITC-IgG1 plus IgG2a-PE-IgG2a-PECy5), in tube 2 CD4(OKT4)-FITC-CD8(OKT8)-PE-CD3(OKT3)-PECy5, and in tube 3 CD16(3G8)-FITC-CD19(OKB9)-PE-CD3(OKT3)-PECy5 (original clone designations are shown in italics). During the bead-based control procedure on the FACSCalibur, TruCOUNT tubes were used in combination with MultiTEST reagents (Becton Dickinson Immunocytometry Systems) to obtain absolute CD4 counts (30). These included CD3(SK7)-FITC-CD8(SK1)-PE-CD45(2D1)-PerCP-CD4(SK3)-APC. The new CD45-based protocol was also based on the volumetric procedure performed on the Ortho Cytoron. Two tubes containing two-color immunofluorescence (IF) reagents were each tested. Tube 1 contained CD45(2D1)-FITC-CD4(RFT4)-PE, and tube 2 comprised CD45(2D1)-FITC-CD8(RFT8)-PE. These generic reagents are available in unconjugated form from the National Institute for Biological Standards and Control (Potters Bar, United Kingdom).
Gating strategies for CD4 and CD8 enumeration. On the Ortho Cytoron, we employed the Trio reagents and obtained absolute counts for the following cell types: T cells (CD3+; low side scatter), CD4+ T lymphocytes (CD3+ CD4+ CD8-), CD8+ T lymphocytes (CD3+ CD8+ CD4-), B cells (CD19+; low side scatter), NK cells (CD3- CD16+), and total lymphocytes (CD3+ T plus CD19+ B plus CD16+ NK cells referred to as Immunosum) (24). Percentage values for CD4+ T lymphocytes (CD4%) were derived as the number of CD4+ T cells divided by the total number of lymphocytes based on the criteria of CD4+, CD3+, and CD8- cells/Immunosum (10, 18, 24). The CD4/CD8 ratios were calculated as (CD3+ CD4+)/(CD3+ CD8+) values. The internal quality control for pipetting errors was based on CD3 replicates using Immunocount II software (10): samples for which the CD3 replicates differed from the average absolute CD3 count by >5% were automatically flagged for further inspection. The event threshold was set to operate on forward scatter. On the FACSCalibur, the gating strategy recommended by the manufacturer was used, with the threshold set for red fluorescence (CD45) in a single tube (30).
For the new protocol, the gating strategy was based on CD45 panleucogating (13, 17, 19). A threshold was first set for green (CD45) fluorescence, and all WBCs were identified (Fig. 2) using a heterogeneous CD45/SSc dual-parameter histogram (CD45+ to CD45+++ in gate A). All WBC events in gate A were then sent to a CD4/SSc histogram, where CD4 T cells were counted (CD4++/SSc+ in gate E [Fig. 2]). The same gating strategy was applied for CD8 counting in a second tube. Here, only lymphoid cells with bright CD8 expression were counted as CD8 T cells (CD8++/SSc+ in gate F (18). The CD4/CD8 ratios were calculated as (CD4++ SSc+)/(CD8++ SSc+) values. All these gating strategies were set to operate automatically and printed with all details (Fig. 2). The internal quality control for pipetting errors was based on CD45 WBC replicates using the Immunocount II program. If the CD45 total WBC replicates differed from the average absolute CD45 count by >5%, the samples were flagged. All flagged samples or those where the operator had detected gating irregularities were subsequently reanalyzed.
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FIG. 2. CD45/CD4 double staining on blood using panleucogating with volumetric absolute counting. The graph report form is printed to document the autogating procedure. First, the CD45 side scatter histogram and gate A (all leukocytes) are established (left). All events of gate A are sent to the second display of CD4 side scatter (right). The CD4+ and lymphoid cells (in E) are automatically gated to provide the absolute CD4-T-cell count. E/A x 100 is the value of the CD4% among all leukocytes. The number of events in gate B (absolute lymphocyte count), gate C (absolute monocyte count), and gate D (absolute granulocyte count) are also defined. E/B x 100 is the CD4% value among lymphocytes. A parallel tube for CD45/CD8 double staining can also be run to provide the total of 15 parameters listed in Materials and Methods. QA, quality assurance; NEQAS, UK National External Quality Assessment Service.
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Data handling and statistical analysis. All results have been recorded in Microsoft Access-based spreadsheets. Following consultations with clinicians, forms were created for reports. Depending on the requests, these could include the single parameter of absolute CD4 count or all 10 to 15 parameters recorded above.
After we tested whether the differences between the methods were normally distributed (13), Bland-Altman plots (7) were used to investigate the agreement between the results obtained in two different systems, such as the panleucogating analysis on a volumetric flow cytometer versus a conventional "industry-standard" method. The standard techniques included the volumetric flow cytometer, CytoronAbsolute, using the full Trio panel, as well as the Becton Dickinson FACSCalibur running the TruCOUNT bead-based system. The absolute CD4+- and CD8+-lymphocyte counts and the percentages of these subsets among leukocytes and lymphocytes were studied. Bland-Altman (or bias) plots examine whether two methods have sufficient agreement to be used interchangeably. The average of values obtained by the two methods is plotted on the x axis, and the difference between the methods is plotted on the y axis. The average difference between the methods (bias), its 95% confidence intervals, and the limits of agreement (bias ± 2 standard deviations) are shown on the plots. The Pollock modification is identical to the Bland-Altman analysis (28) except that the percentage difference is expressed between the compared methods, which is best suited to illustrate a systematic bias across a wide range of absolute counts.
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FIG. 3. Bland-Altman plots to establish the agreements between the volumetric CD45/CD4 protocol, single tube, and the "state-of-the-art" single-platform technology. The parameters studied were the total absolute lymphocyte counts (a), CD4-T-cell percentage values among lymphocytes (b), and absolute CD4-T-cell counts (c and d). The standard technologies used were the full lymphocyte subset panel (three tubes) tested with the Ortho Trio panel on the CytoronAbsolute (a, b, and c) and the TruCOUNT bead-based method (one tube) performed on a FACSCalibur (d).
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The agreement between the volumetric absolute CD4-T-cell counts using CD45/CD4 gating and the bead-based TruCOUNT tube was also determined. An average bias of -10 CD4 cells/mm3 was observed with widened limits of agreement (-118 and +98 CD4 cells/mm3), similar to the values previously observed between the standard volumetric and bead-based single-platform technologies (13, 18).
Efficiency of the CD45/CD4 gating protocol on a volumetric system. After having documented CD4 enumeration using a CD45/CD4-based protocol by volumetric flow cytometer, we assessed the sample throughput of the system. A technician with a month of experience in flow cytometry processed 100 clinical samples using the autobiosampler. The steps of the procedure were monitored for time. A batch of 100 samples was processed in 95 min. The automated acquisition on the flow cytometer lasted for 120 min (Table 2), allowing the operator a 25-min break before starting to prepare the following batch. Three batches of 100 samples could be prepared within the normal 8-h working day. An additional batch was also prepared at the end of the day for unattended acquisition during the late hours, to be ready for inspection by the next morning. In total, 300 to 400 clinical samples could be processed each day.
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TABLE 2. Timetable of routine operation using a biosampler with a 100-tube capacity
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FIG. 4. Evaluation of the agreement between the volumetric absolute CD8-T-cell counts generated with the CD45/CD8 protocol (CD8++ SSc+) and the full Trio panel (CD3+ CD8+). The results using linear regression (a) and the Bland-Altman plot (b) and its Pollock modification (c) are shown. In the Pollock modification, the differences between the two methods of counting CD8 T cells were expressed as a percentage of the total CD8 counts to illustrate the systematic bias at a 5% level.
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FIG. 5. Bland-Altman plots (a and b) and the Pollock modification (c) to establish agreements on the Cytoron between the volumetric CD45/CD4-plus-CD45/CD8 two-tube protocol and the standard volumetric method using Trio reagents. The parameters studied were the CD4/CD8 ratios (a) and the sum of the absolute CD4- plus CD8-T-cell counts versus the CD3+-T-cell counts (b and c, respectively). In the Pollock modification (c), the differences in total T-cell counts were expressed as percentages of T-cell counts to illustrate the regular underestimation of total CD3+-T-cell counts, at a 10% level, by the CD45 protocol. This bias is due to the existence of CD3+ CD4- CD8- T lymphoid cells.
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WBC subset enumeration using CD45-based protocols on a volumetric flow cytometer. The expression of CD45 antigen is the common feature of all WBCs, and the CD45 staining intensity plus SSc distinguishes lymphocytes, monocytes, and granulocytes (Fig. 2) (20). We investigated the agreement between counts generated by this method and those yielded by a hematology analyzer in the routine hematology laboratory of our institution. The agreements for total WBCs, lymphocytes, and granulocytes were good, with a minimal bias of -136 WBCs/mm3, -70 lymphocytes/mm3, and +78 granulocytes/mm3 (Table 2). However, the agreement for monocyte enumeration was poor. The hematology analyzer underestimated the monocyte counts with a bias of -179 monocytes/mm3. This is a large value, representing 35 to 40% of the total monocyte counts, as already reported for several hematology analyzers (14, 19).
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In our study, we combined immunological CD45 gating with volumetric absolute counting on single platforms in order to introduce a robust method for WBC counting and for enumerating CD4+ and CD8+ T cells. Our four main findings are as follows.
First, this study confirms our previous work, also performed on volumetric flow cytometers (18), as to the good agreement between the absolute CD4+-T-cells counts obtained by direct CD4 gating and by CD4+ CD3+ coexpression (Fig. 3c). Importantly, however, when we previously used CD4 MAb on its own without CD45, reliable CD4%-per-lymphocyte values could be obtained only with the constant vigilance of an experienced operator, who frequently had to manually modify the lymphocyte gates, a time-wasting procedure (18). We have now added CD45 gating to the protocol and report the excellent agreement between lymphocyte counts determined by CD45-side scatter and by the Immunosum method using the full Trio panel (Fig. 3a). Thus, CD45 staining improves the efficiency of the new autogated protocol (Fig. 2), saving effort and technicians' time. Similarly, this gating strategy shows no bias compared to the bead-based CD4 counts (30) but reveals occasional differences leading to a wider spread (Fig. 3d). This discrepancy might be a bead-related phenomenon, because similar results are seen when CD4 counts obtained by panleucogating on a double platform are compared to counts obtained by the bead-based method (13, 18).
The second conclusion is that the CD45/CD4 protocol on a volumetric cytometer provides an efficient system in which a trained flow cytometrist can run large numbers of tubes per day (>300 samples using CD45/CD4 alone [Table 2]). If two parallel tubes are used with CD45/CD4- and CD45/CD8-double-stained cells, >150 blood samples can be studied. Obviously, such intensive diagnostic activity needs to be supplemented by clerical help and supervisory capacity. Nevertheless, this capacity illustrates the high efficiency of flow cytometry compared to that of manual methods such as the Dynabeads system (11), where a single assistant can manually handle only 15 to 20 samples per day. A hugely increased workload for CD4-T-cell enumeration is in line with the expected demand generated by the arrival of generic drugs for antiretroviral therapy. The larger regional centers dedicated to nationwide support with organized sample transportation using TransFix blood stabilizers (17) will require this increased service capacity.
The technical efficiency of this technology is directly related to three factors: (i) the fluent operation with a robust autogating process, where only <2 to 4% of samples need attention for regating (see above) (Fig. 2), (ii) the use of an efficient autobiosampler (10, 24), and (iii) a convenient system using a Windows environment and a Microsoft Access database for feedback to the clinicians. Flexible reporting, based on consultation with clinicians, may include only CD4 counts or any of the 15 parameters listed in Materials and Methods.
The third finding of our study is related to the use of CD3, the specific T-cell marker. Arguably, CD3 is not required to identify CD4+ T cells (13, 17, 18). However, the CD8+-lymphocyte populations are more complex (18) and display CD8 antigen over a wide range (15 x 103 to 140 x 103 CD8 molecules/cell [5]). The CD8+ cells include 80 to 92% proper CD8+ CD3+ T cells that display CD8 at a high level (CD8++; 80 x 103 to 140 x 103/cell) and 8 to 20% CD8+ CD3- NK cells that express CD8 at a lower level (CD8+; <80 x 103/cell). It is therefore logical to place a tight gate around the CD8++ population and compare these results with those obtained by counting CD3+-gated CD8 T cells (18). The results described above show that the CD8++ gate underestimates CD3+ CD8+ counts by 5.2% (Fig. 4c). This bias is apparently too modest to influence the CD4/CD8 ratios (bias, -0.05 [Fig. 5a]). An extra advantage of running both CD45/CD4 and CD45/CD8 tubes is the availability of CD4- plus CD8-T-cell counts that disregard the CD3+ CD4- CD8- T cells. We have argued elsewhere that these double-negative T cells represent a functionally different, mostly T-cell receptor
ß-negative subset that should not be included in the total T-cell counts (18).
Finally, Loken et al. (20) have documented the differential expression of CD45 antigen on lymphocytes, granulocytes, and CD14+ monocytes. In our study, the CD45 analysis is combined with volumetric counting in order to generate absolute leukocyte differential counts. These parameters, when defined on hematological counters, can be error prone (3, 19, 33), and the monocyte counts are frequently underestimated (Table 3) (14, 19). On the other hand, the monocyte counts obtained by CD45 gating and carefully confirmed by the CD14 monocytic marker expression (20) are more accurate. Consequently, the methods described above, in combination with the use of stabilized blood preparations with long shelf lives (1, 13), will assist the establishment of long-awaited quality assurance schemes for leukocyte differentials and absolute counts, which are required to coordinate the performance of the wide variety of different hematology analyzers.
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TABLE 3. Comparative performances of a hematology analyzer (Bayer 120) and the simplified CD45-based protocol on the CytoronAbsolute for absolute WBC enumeration
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We are grateful for the generosity of the Royal Free Medical School and the Imperial Cancer Research Fund for the deposition of the RFT4 (CD4), RFT8 (CD8), and 2D1 (CD45) clones at the National Institute for Biological Standards and Control and at the Witwatersrand University, Johannesburg, South Africa, for potential general use.
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