INTRODUCTION
The burden and clinical impact of rickettsioses and related infections is increasingly recognized (
1–7). Spotted fever group rickettsioses (SFGR), typhus group rickettsioses (TGR), and human granulocytic anaplasmosis (HGA) are causes of acute febrile illness worldwide. Human monocytic ehrlichiosis (HME), caused by
Ehrlichia chaffeensis, also results in acute febrile illness across the Americas, whereas scrub typhus has been found only in the Asia-Pacific triangle until recently (
3,
8). Recent data suggest both increasing incidence and significant underreporting (<25%) of rickettsioses (
3,
9–13). Little is known about anaplasmosis in tropical regions (
14–20). The current diagnostic reference standard for agents responsible for rickettsioses (SFGR and TGR), scrub typhus (
Orientia tsutsugamushi), and ehrlichioses (HGA and HME) is a 4-fold rise in IgG antibody titer between paired acute- and convalescent-phase serum samples by indirect immunofluorescence (IFA), which is laborious, subjective, and intrinsically retrospective. Furthermore, IFA cannot absolutely distinguish between SFGR and TGR or between
Anaplasma phagocytophilum and
E. chaffeensis without testing for both agents of rickettsioses and ehrlichioses because of serologic cross-reactions. Rapid sensitive and specific detection of rickettsial agents could avert needless morbidity and mortality (
21,
22) related to failure to prescribe needed doxycycline (
5). High-throughput assays are needed to support large epidemiologic and clinical studies to define the global burden, distribution, and clinical features of rickettsioses and related infections, including the pathogenicity of different species of SFGR (
23,
24). To allow high-throughput simultaneous assessment of multiple potential pathogens, including coinfections, we developed a quantitative, multiplex 5′-nuclease quantitative real-time PCR (qPCR) assay to rapidly detect and distinguish SFGR, TGR,
O. tsutsugamushi,
A. phagocytophilum, and
E. chaffeensis.
MATERIALS AND METHODS
Samples.
We used specimens from patients with acute febrile illness in whom rickettsioses were independently confirmed by ≥1 reference method as follows: 4-fold IgG increase in antibody titer, PCR using different primers, culture, or observation of morulae in blood leukocytes (for
A. phagocytophilum and
E. chaffeensis). These patients included 20 with SFGR, 30 with TGR, 30 with
O. tsutsugamushi infection, 15 with
A. phagocytophilum infection, and 45 with
E. chaffeensis infection. Control samples were from patients with other etiologies of acute febrile illness (including 17 with bloodstream infections, 33 with blood smear and PCR-confirmed malaria [28 caused by
Plasmodium falciparum and 5 caused by
Plasmodium vivax], and 6 with PCR-confirmed
Ehrlichia ewingii infection) or those from patients convalescent from
A. phagocytophilum (1) or
E. chaffeensis infections (2) (
Table 1). Depending upon origin, sample types included EDTA-anticoagulated blood, buffy coat, mononuclear cells, and DNA prepared from whole blood or buffy coat. For blood and buffy coat samples, DNA was prepared using the QIAamp DNA blood minikit (Qiagen), starting with 200 μl and resuspended into 200 μl buffer AE or water as recommended. For samples received as DNA, methods included the QIAamp blood minikit, QIAsymphony DNA midikit, Qiagen DNA extraction kit (Qiagen), the Wizard SV genomic DNA purification system (Promega, Madison, WI, USA), and IsoQuick extraction kit (ORCA Research, Bothell, WA).
Multiplex PCR assay development.
As previously reported (
25,
26), we used AlleleID 6 (Premier Biosoft, Palo Alto, CA) software to design primers and probes. Since the conditions for amplification are standardized and the specific design of primers and probes identical, the assays were run similarly. However, there were a number of smaller changes, including the quantity of DNA input used, the range of standards and controls tested, and the total number of highly pedigreed samples tested. Our gene targets included a SFGR consensus (23 members of SFGR)
ompA sequence, the genus-wide 17-kDa lipoprotein gene optimized for
Rickettsia typhi (TGR), a consensus conserved region of the
O. tsutsugamushi 56-kDa major outer membrane protein gene, the
A. phagocytophilum msp2 (
p44) gene, and the
E. chaffeensis vlpt gene (sequences in
Table 2).
The assay was run as either a pentaplex (Bio-Rad CFX384 PCR instrument) or separate triplex and duplex assays (Bio-Rad IQ5 PCR instrument). DNA from 200 μl of blood was reconstituted in buffer to 200 μl, and 1 to 3 μl of blood/buffy coat DNA was used for all PCR assays. Quantitative results were adjusted for input volume. Controls and standards included DNA from microscopically quantified bacterial cells or infected mammalian cells (positive controls), DNA obtained from the blood of healthy human study participants (negative controls), and no template controls. Plasmid-cloned amplicons were used to generate a standard curve for quantification (100 to 105 copies per reaction). Standards were accepted only when the curve’s R value was >0.90, the PCR efficiency was 85 to 115%, and the limit of detection was ≤10 copies per reaction. Samples run in duplicate or triplicate were accepted as positive only if ≥2 were positive. After initial experiences showed that triplicate was rarely contributory, we reduced the assay to duplicates.
Each measurement was adjusted for input volume or dilution/concentration effects of DNA elution to obtain a final measurement in bacteria per milliliter blood. We used the endpoint analysis program in the CFX Manager wherein the relative fluorescent units (RFUs) for each sample or control are calculated over the final 5 of 40 cycles to establish cutoffs. The positive cutoff value was calculated by identifying the average RFUs for the negative controls for each analyte/fluor and by adding a percentage of the range of RFUs on each plate for each analyte/fluor (highest to lowest RFU = range). We used data generated by testing 101 samples (14
A. phagocytophilum samples, 5
E. chaffeensis samples, 20
O. tsutsugamushi samples, 6 SFGR samples, 20 TGR samples, 3 convalescent samples of
A. phagocytophilum and
E. chaffeensis, 23
P. falciparum samples, and 20 negative controls) to compare the receiver operator characteristic (ROC) curves (
x axis, 1 specificity;
y axis, sensitivity at each cutoff) (
27) for cutoffs set at 2.5, 3, 4, 5, 7.5, 10, 12.5, and 15% of the plate RFU range above the average negative sample RFUs for the analyte and plate. All final results were calculated using the cutoff selected for each pathogen analyte/fluor combination from the ROC curves. Multiple small informal comparisons suggested no differences in detection sensitivity between singleplex versus multiplex testing for each of the analytes (
25). To formally determine this, DNA samples from blood obtained from 14 patients with
A. phagocytophilum and 66 non-
A. phagocytophilum “negative” controls (8 with SFGR, 20 with TGR, 7 with
O. tsutsugamushi, 6 with
E. chaffeensis, 1 convalescent from
A. phagocytophilum and 2 from
E. chaffeensis, and 22 with malaria) were run in a singleplex and compared to results using the multiplex assay.
Blood volume and DNA preparation in analytical sensitivity using rickettsiae-spiked blood.
To increase clinical sensitivity for vasculotropic rickettsiae (SFGR, TGR, and O. tsutsugamushi), the roles of starting blood volume, final DNA suspension volume, DNA preparation protocol, and pathogen DNA enrichment and isolation obtained with the MolYsis basic kit (Molzym GmbH & Co., Bremen, Germany) were studied using fresh human blood supplemented with spotted fever rickettsiae (Rickettsia parkeri Portsmouth strain)-infected human brain microvascular endothelial cells for which the quantity was determined by counting the proportion of infected cells among 200 cells and the average quantity of R. parkeri bacteria per infected cell in LeukoStat-stained cytofuged samples. Based on this calculation, an aliquot of 5 × 107 bacteria in endothelial cells was prepared by centrifugation and the pellet suspended in 5 ml of fresh EDTA-anticoagulated human blood. This 5-ml blood sample was then serially diluted (10-fold to 100 bacteria/ml) in human EDTA-anticoagulated blood, and 1 ml from each dilution was used to prepare buffy coat. The buffy coat and residual spiked blood were used for DNA preparation as below.
Effect of input volume of blood and output volume of resuspended DNA.
To examine the role of input blood volume used for extraction of DNA and output volume of DNA (resuspension volume), different methods were employed as follows: (i) DiaSorin/Arrow DNA extraction kit on the DiaSorin (NorDiag) Arrow nucleic acid extraction instrument, (ii) the QIAamp DNA blood minikit (Qiagen, Germantown, MD, USA), and (iii) the MolYsis basic kit (Molzym, Bremen, Germany). For the Arrow method, 500 and 100 μl of rickettsia-spiked blood were resuspended into a final volume of 150 μl and 100 μl buffer, respectively. For the QIAamp DNA blood minikit, 100 μl blood was extracted into 200 μl buffer. For the MolYsis kit, the pellet from 1 ml of blood was extracted using the Arrow protocol and resuspended into 100 μl buffer. Each DNA preparation was then used in the SFGR qPCR protocol.
Whole blood versus buffy coat.
Since buffy coat should increase sensitivity by enriching for host cell-associated rickettsiae, the sensitivity of qPCR using whole blood versus buffy coat was also compared. Using preparations supplemented with R. parkeri-infected endothelial cells as above, blood (200 μl starting volume) or buffy coat from 1 ml of blood (∼200 μl buffy coat after centrifugation) was used to prepare DNA (QIAamp DNA blood minikit), and both DNAs were resuspended in 200 μl DNA buffer. These preparations were then subjected to qPCR.
Ethics.
The study was reviewed by the ethics committee of the Johns Hopkins School of Medicine. Institutional review board (IRB) approval was granted to use archived discarded deidentified samples since consent was deemed both impractical and unnecessary (JHM protocol NA_00021376).
DISCUSSION
New diagnostic approaches are essential to reduce morbidity and mortality from rickettsioses, scrub typhus, and ehrlichiosis worldwide and to support large epidemiologic studies that define the global burden of these infections, including emerging species and ecologic niches of SFGR. Detection of bacteremia due to SFGR, TGR, and
O. tsutsugamushi is inherently difficult compared with that due to
A. phagocytophilum and
E. chaffeensis because endothelial cells are infected rather than circulating leukocytes, which results in very low rickettsemia (
29–32). The few molecular assays described to date, which include multiplexing and optimization using highly pedigreed samples, are difficult to compare because of lack of a uniform diagnostic standard comparator and different sample types and storage conditions (
33,
34). In general, analytical sensitivity is lower for conventional PCR than for nested PCR and real-time PCR (1,000 to 10 ,000 and <100 to 5,000 genome equivalents/ml of blood DNA, respectively) (
33) but heavily dependent on stage and severity of illness (
30). A real-time multiplex qPCR assay to detect SFGR, TGR,
O. tsutsugamushi,
A. phagocytophilum, and
E. chaffeensis would be ideal since there is great clinical, epidemiologic, and geographic overlap among them, and well-designed multiplex qPCR assays have similar sensitivity to singleplex assays (
28). Finally, any assay with adequate analytical sensitivity requires clinical validation.
Paris et al. (
35) described a multiplex qPCR assay for SFGR rickettsiae, TGR, and
Orientia using
ompB,
gltA, and 47-kDa (unique to
Orientia) gene targets. The limit of detection by multiplex qPCR was 1 copy/μl for SFGR and TGR and 24 copies/μl for
O. tsutsugamushi. Clinical samples evaluated included 12 buffy coat samples from patients with suspected acute rickettsial infections on the basis of IgM- and IgG-based rapid immunochromatographic tests with or without IgM or IgG detection by IFA using paired serum samples. Of the 12 (3 SFGR, 2 TGR, and 7
O. tsutsugamushi samples), 6 were PCR positive (1 for TGR and 5 for
O. tsutsugamushi); however, only 2 had a 4-fold rise in IgM and/or IgG antibody titer (1 TGR sample and 1
O. tsutsugamushi sample). A recent review (
33), which included studies of >10 patients published since 2013 evaluated with serology and PCR, found that the median clinical sensitivity of real-time PCR for the detection of SFGR and TGR in blood was 18% overall, with SFGR improved (42%) versus TGR (3%). Tshokey et al. (
37) evaluated 1,004 febrile patients in Bhutan for acute rickettsial infections, defining acute infection as a single high IgM titer or positive qPCR. Of 1,044 patients, 46 (4.4%), 4 (0.4%), and 70 (6.7%) patients had acute SFGR, TGR, and
O. tsutsugamushi infection, respectively; however, only 7 were positive by qPCR for
O. tsutsugamushi (4 PCR positive only and 3 qPCR and single-serum sample IFA positive).
To address the unmet need for improved detection of globally-distributed rickettsioses, we previously described development of a multiplex triplex qPCR to detect SFGR, TGR, and
O. tsutsugamushi (
25), in which analytical sensitivity and specificity were similar to that of Paris et al. (
35), as well as development and limited clinical validation of a real-time duplex assay for
Ehrlichia and
Anaplasma (
26). The primary strength of the current study is clinical validation of a 5-target real-time multiplex qPCR assay to detect and distinguish all 5 major rickettsioses and related infections worldwide using a large panel of specimens for which rigorous reference standard testing was completed. We found excellent clinical sensitivity for
A. phagocytophilum and
E. chaffeensis and clinical sensitivity for SFGR, TGR, and
O. tsutsugamushi comparable to that of other reports with many fewer clinical samples and/or unclear confirmatory testing. We do not think that the low sensitivity of our assay for
O. tsutsugamushi is due to a choice of antigen gene target since the original primers used in this study were established via identification of highly conserved regions of the 56-kDa antigen gene from 101 sequences deposited into GenBank using the AlleleID algorithms. Pilot studies examining amplification efficacy across the Kato, Karp, and Gilliam strains showed equivalence. Furthermore, the combination of primers and probes, when subjected to a BLAST search against the NCBI RefSeq Genome Database (
Orientia [taxid 69474]), identified appropriate targets for amplification in a range of geographically distinct whole genomes, including those from Korea, Japan, Thailand, and even
Orientia chuto from Dubai. The sensitivity of our assay is indeed very similar to that observed in other published studies, including those that target the
O. tsutsugamushi 47-kDa gene (
32–34,
38). It is recognized that the limited clinical sensitivity results from low-level bacteremia (
38). Moreover, the 56-kDa antigen gene is a preferred target owing to its specificity for
O. tsutsugamushi (
31,
33); PCR positivity for this target provides strong evidence of pathogen DNA (
33). Although the clinical sensitivities for SFGR, TGR, and
O. tsutsugamushi were low (25%, 20%, and 27%, respectively), specificity was excellent; therefore, a positive result confirms acute infection when treatment decisions must be made (need for doxycycline) and when a convalescent-phase serum sample is not available (typical case and fatal cases). Furthermore, the high-throughput (384-well plate) platform of our multiplex PCR assay supports large clinical and epidemiological studies. We found no decrement in sensitivity with multiplexing and experimentally showed that increasing effective input blood volume and decreasing elution volume increased analytical sensitivity for detecting rickettsial DNA under experimental circumstances. Removing host DNA and concentrating microbial DNA from blood, an approach used to increase sensitivity of PCR for
Mycobacterium tuberculosis (
39), did not increase sensitivity of PCR for the spotted fever group rickettsia
R. parkeri beyond that already obtained with other DNA concentration methods that lacked removal of host cell DNA.
In summary, our real-time multiplex qPCR assay showed high clinical specificity for all 5 rickettsial targets but higher clinical sensitivity for leukocytic rickettsiae versus vasculotropic rickettsiae. Further clinical validation of the assay, optimally using buffy coat and/or another method to concentrate nucleic acids (DNA ± RNA) from a larger volume of blood, is needed to yield a limit of detection of 10
1 to 10
3 bacteria/ml, the median rickettsemia observed
in vivo during vasculotropic rickettsial infections in humans (
29,
30,
40).
ACKNOWLEDGMENTS
M.E.R. was supported by a Johns Hopkins Center for Global Health Junior Faculty Grant, a Clinician Scientist Career Development Award from Johns Hopkins School of Medicine, and the National Institute of Allergy and Infectious Diseases, National Institutes of Health (K23AIO83931). The work was supported in part by NIAID R01AI44102, R01AI41213, and R21AI080911 grants to J.S.D.
The opinions expressed herein are those of the author(s) and are not necessarily representative of those of the Uniformed Services University of the Health Sciences (USUHS), the Department of Defense (DOD), or the United States Army, Navy, or Air Force.
We thank those who provided blood samples or blood DNA from patients with confirmed rickettsial infections; we specifically thank Johan Bakken (University of Minnesota, Duluth, MN), Gary Wormser (New York Medical College, Valhalla, NY), Daniel Paris (Swiss Tropical Medicine Institute, Basel, Switzerland, and Mahidol Oxford Research Unit, Bangkok, Thailand), Paul Newton (Oxford University, Laos Oxford Mahasot Research Unit, Vientiane, Laos), Juan Olano (University of Texas Medical Branch, Galveston, TX), Marina Eremeeva (Georgia State University, Statesboro, GA/Centers for Disease Control and Prevention, Atlanta, GA), and Rita DeSousa (Portuguese National Institute of Health, Lisbon, Portugal). We also thank Thomas Spahr (Johns Hopkins Hospital Clinical Microbiology Laboratory-Parasitology Laboratory), David Sullivan (The Johns Hopkins University Bloomberg School of Public Health and Malaria Research Center), Peggy Althaus (Duke University, Durham, NC), and Bobby Pritt (Mayo Clinic, Rochester, MN) for control specimens. We also thank the technical support team for outstanding dedication and expertise, including Meg Lichay, Emily Clemens, and Cindy Chen.
The work was jointly conceived, interpreted, and written by M.E.R. and J.S.D. The analytical approach, specific reagents, and analysis of multiplex results was done by J.S.D. and M.E.R. M.E.R. and J.S.D. conducted the final analysis and drafts of the manuscript.
We declare no conflict of interest.