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Clinical and Diagnostic Laboratory Immunology, July 2005, p. 867-872, Vol. 12, No. 7
1071-412X/05/$08.00+0 doi:10.1128/CDLI.12.7.867-872.2005
Poxvirus Program, Division of Viral and Rickettsial Diseases, National Center for Infectious Diseases, Centers for Disease Control and Prevention, Atlanta, Georgia
Received 22 February 2005/ Returned for modification 8 April 2005/ Accepted 28 April 2005
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5 days for IgM detection or serum collected
8 days after rash onset for IgG detection was most efficient for the detection of monkeypox virus infection. IgM ELISA detects recent infection with orthopoxviruses and, in this case, recent infection with monkeypox virus. In addition, analysis of paired sera for IgG and IgM detected seroconversion, another indicator of recent infection. The ELISA results correlated with the virologic PCR and viral culture results, indicating its diagnostic capabilities for monkeypox and potentially other orthopoxvirus infections due to zoonotic transmission or bioterrorism events. |
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During the 2003 outbreak in the United States, the methods of laboratory evaluation of individuals suspected of having monkeypox included PCR assays, electron microscopy (EM), immunohistochemistry, culture of material derived from rash specimens, and serologic testing for orthopoxvirus (OPXV)-specific antibodies. PCR testing is virus specific, discriminates between different OPXV species, and provides direct evidence of acute viral presence (14, 17). In contrast, serological testing has been used to evaluate exposure and immunity to OPXV but lacks a practical capacity to reliably differentiate between OPXV species (6, 2, 3, 4, 5, 1, 8). Although species-specific serologic assays for monkeypox have been described, they are technically complex and appear to lack reproducibility (9, 13, 12, 16, 15). The diagnostic uses of serological tests have therefore been limited to the use of immunoglobulin G (IgG) detection in the context of an epidemiologically defined outbreak (i.e., monkeypox), in regions of endemicity, and more recently, for vaccine efficacy testing. Assays used include enzyme-linked immunosorbent assay (ELISA); plaque reduction neutralization testing; and hemagglutination inhibition, complement fixation, and Western blot assays (10, 8, 6, 2, 3, 4, 5, 1, 13, 12, 16, 15). While these techniques are useful for population surveys and vaccine studies, they remain limited for determination of virus species and diagnosis of acute infection. In particular, the measure of acute-phase immunity by IgM assays has not been presented, nor has there been an analysis of acute-phase humoral responses during a human outbreak of OPXV infection.
In vaccinated populations, the use of IgG serology for diagnostic purposes can be problematic due to the longevity of IgG responses and subsequent cross-reactivity with other OPXVs (20). IgG-based serology for the diagnosis of recent infection relies on the testing of multiple samples from a patient to determine a rise or a fall in antibody levels as an indication of recent exposure. The development of an OPXV-specific IgM assay allows the detection of recent exposure (by "natural" infection or vaccination) to OPXV by measurement of the IgM class of antibody, which is indicative of acute-phase immune induction. In addition, serology provides an advantage over PCR in diagnostic capacity due to the stability and duration of antibody responses. PCR and traditional diagnostic testing typically require a rash tissue or biopsy sample for viral detection, while antibody detection allows a broader window for sample collection beyond the rash stage of illness, which may be critical in demonstrating disease presence retrospectively or from remote locales. The use of ELISA for the detection of OPXV-specific IgG and IgM provided diagnostic support for evaluation of the OPXV infections during the 2003 U.S. outbreak. This report also provides, for the first time, characterization of the acute-phase humoral response to an orthopoxvirus following natural infection by IgM and IgG ELISAs. A description of the kinetics of humoral immunity along with evidence of the diagnostic performance and utility of ELISA is described here.
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IgG ELISA. For the IgG ELISA, microtiter plates (Immulon II) were coated with 100 µl of vaccinia virus (purified) at 1.2 x 105 PFU/well in carbonate buffer overnight at 4°C. The plates were then blocked for 30 min at room temperature with assay diluent (phosphate-buffered saline [PBS] plus 0.05% Tween 20 [PBST], 5% skim milk, 2% bovine serum albumin [BSA], and 2% goat serum), followed by washing three times with PBST. Patient serum samples were then added at a 1:100 dilution and incubated for 1 h at 37°C (a 1:100 dilution of serum was found to be optimal for single-dilution assays). The plates were washed, and goat anti-human IgG-horseradish peroxidase conjugate (Kirkegaard & Perry Laboratories [KPL], Gaithersburg, MD) was added at a 1:2,000 dilution for 1 h at 37°C. The plates were washed, tetramethylbenzidine one-component substrate was added, and development was allowed to proceed for 5 to 15 min. The plate reactions were stopped by addition of stop solution (KPL), and the optical densities (ODs) were read at 450 nm on an optical density reader (Molecular Devices Corporation, Sunnyvale, CA). The values reported represent the average for duplicate wells of each sample. Known positive and negative sera from smallpox vaccine recipients were used as assay controls. On each day that the assays were performed, cutoff values (COVs) for the ELISA were determined based on the mean plus 3 standard deviations for five negative control serum samples. Subsequent normalization was performed on a daily basis by subtracting the COV from the OD to provide the value for analysis, indicated as the OD minus the COV (OD COV). By using this normalization, any resulting value above zero is positive. Receiver operating characteristic (ROC) plots were used to define the sensitivity and the specificity of the ELISA (11, 21). The ROC plot is a graph of sensitivity (probability of true positivity) versus 1 specificity (probability of false positivity). Based on known positive values (laboratory-confirmed cases) and known negative values (laboratory-confirmed noncases), an ROC plot displays the percentages of sensitivity and specificity (y axis) at specified normalized COVs (OD COVs), represented on the x axis. An OD COV of zero represents an assay result where the OD equals the COV. By this method, the sensitivity and the specificity of the ELISA may be optimized based on the efficiency of differentiating between positive and negative sample groups at various COVs.
IgM ELISA. For the IgM ELISA, microtiter plates (Immulon II) were coated with 100 µl of a 1:800 dilution of goat anti-human IgM (KPL) diluted in PBS (pH 7.4) and were incubated for 1 h at 37°C. The plates were then washed five times with PBST (PBS plus 0.1% Tween 20) and blocked for 30 min at room temperature with assay diluent solution (PBST, 0.5% gelatin, 2% BSA, 5% skim milk, 2% normal goat serum). The plates were washed, and patient serum samples were added at a 1:50 dilution in assay diluent (a 1:50 dilution of serum was found to be optimal for single-dilution assays). The patient samples were incubated on the plates for 1 h at 37°C, followed by washing. Antigen (purified vaccinia virus; Wyeth, Madison, NJ) was then added at a concentration of 6.2 x 105 PFU/well (in diluent), and the plate was incubated for 1 h at 37°C. The plates were washed, and a 1:250 dilution of an anti-variola virus hyperimmune mouse polyclonal ascitic fluid (HMAF) was added for 1 h at 37°C (during assay development, HMAF was found to be superior to anti-vaccinia virus antibodies either produced at CDC or purchased commercially). The plates were washed, and a 1:6,000 dilution of goat anti-mouse IgG-horseradish peroxidase conjugate (KPL) was added at 37°C for 30 min. The plates were washed, and the tetramethylbenzidine one-component substrate was added for 5 to 20 min of development (KPL). The reactions were stopped by addition of stop solution (KPL), and the ODs were read at 450 nm on an optical density reader. The values reported represent the average for duplicate wells of each sample. Positive and negative control sera were used as assay controls. COV normalization (OD COV) and ROC analysis were performed as described above for the IgG ELISA.
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FIG. 1. Kinetics of anti-OPXV IgG and IgM responses in confirmed cases with or without a history of smallpox vaccination after rash onset. Results are presented as OD COVs, where values above zero are considered positive. (A) Kinetics of IgG antibody responses in vaccinated and unvaccinated cases within the first 21 days after rash onset; (B) kinetics of IgG antibody responses for all time points in vaccinated and unvaccinated cases; (C) kinetics of IgM antibody responses in vaccinated and unvaccinated cases within the first 21 days after rash onset; (D) kinetics of IgM antibody responses for all time points in vaccinated and unvaccinated cases.
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3 days after rash onset, sera from two patients were obtained 8 days after rash onset, and the date of rash onset was unknown for two patients. Unexpectedly, one of these seven patients had a previous history of smallpox vaccination; the majority were "orthopoxvirus naive" and were sampled only once, early in the disease course. The two negative IgM results occurred in previously vaccinated individuals (both were IgG positive), with blood drawn at day 1 and day 147 after rash onset in one patient and day 4 after rash onset in the other (Table 1). |
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TABLE 1. Serology results for 36 patients with confirmed cases of monkeypox infection from whom sera were collected
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Qualitative IgG and IgM results in noncases. Of 116 individuals who were tested during the outbreak but who were ultimately excluded as cases, 77 (67%) tested negative for IgG (Table 2). Of these, 7 of 77 (11%) individuals testing negative for IgG had previously been vaccinated and represent individuals with waning immunity from childhood vaccination. Of the 39 (34%) who tested positive for IgG, 31 had a history of smallpox vaccination, suggesting the presence of residual long-term antibodies; 6 of the remaining 8 were born before the cessation of smallpox vaccinations in the United States, and for these individuals, previous vaccination cannot be discounted. The remaining two were young enough never to have received the routine childhood vaccination and may represent either persons with background serological cross-reactivity or true cases for which sample collection during the outbreak was insufficient to confirm monkeypox (see Discussion).
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TABLE 2. Serology results for 116 noncases from whom sera were collected
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Sensitivity (and specificity) of IgG test. The efficiencies of the serology assays for the diagnosis of monkeypox was tested by determining the sensitivity and the specificity of the ELISA for the diagnosis of confirmed cases. ROC plots were used to define the assays' ability to discriminate between confirmed cases and noncases whose samples were submitted for testing during the outbreak (see Materials and Methods). To determine the sensitivity and the specificity of the IgG ELISA, samples sufficient for this purpose were selected based on elimination of residual vaccination-related IgG and the kinetics of the IgG response in nonvaccinated cases (Fig. 2A). By this strategy, confirmed cases and noncases who were never vaccinated and from whom serum samples were collected at least 14 days after rash onset were selected. The resulting data set included 30 serum samples from 18 confirmed cases and 23 serum samples from 19 noncases. Analysis of the ROC plot indicates that for the IgG ELISA, a sensitivity of 100% and a specificity of 88.5% were achieved by use of the designated OD COV of 0.0 (Fig. 2A).
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FIG. 2. ROC plots of serology ELISA data for confirmed cases (positives) and noncases (negatives) with serum drawn 14 days after rash onset for IgG and >4 days to 78 days after rash onset for IgM. The x axis and the y axis represent the sensitivity ( ) and the specificity ( ) of the ELISA, respectively. (A) ROC plot for IgG ELISA; (B) ROC plot for IgM ELISA.
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4 days and <77 days after rash onset were included. This time frame was determined to be optimal for sufficient sampling based on the observed results and biological plausibility. Of the two confirmed cases who tested negative for IgM, one had serum drawn at days 1 and 147 after rash onset, while the other had a single serum sample collection at day 4 after rash onset (Table 1). Because serum collection occurred outside the optimal range for test accuracy, these cases were excluded from sensitivity and specificity testing. Likewise, noncases for inclusion in this analysis were subjected to the same standards. The resulting data set included 55 serum samples collected from 25 of the original 36 confirmed cases and 60 serum samples collected from 49 of the original 116 noncases. Analysis of the ROC plot indicates that for the IgM ELISA, a sensitivity of 94.8% and a specificity of 94.5% were achieved by use of the designated OD COV of 0.0 (Fig. 2B). To further define the efficacy of the IgM assay, analysis of 25 noncase samples that tested positive for IgM was performed. Equivocal assay results were observed for 23 of 25 noncase samples that tested positive for IgM. In an effort to define an equivocal result by using confirmed cases and noncases as comparison groups, the ROC plots of the normalized responses (OD COVs) were used (Fig. 2B). The OD COV in only 2 of 25 noncases positive for IgM was greater than 0.04. The ranges of the sensitivities and specificities were 94.8% and 94.5%, respectively, at an OD COV of 0.0 to 92% and 100%, respectively, at an OD COV of 0.04. Therefore, if a range of OD COVs of 0.0 to 0.04 is considered equivocal, then all confirmed cases whose samples were collected between day 5 and day 77 are positive (nonequivocal) for IgM, with all but 2 noncase serum samples of 116 noncase serum samples testing either negative or equivocal for IgM. By using this range for equivocal results, the IgM ELISA provides 100% specificity while maintaining at least 92% sensitivity (Fig. 2B).
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During the 2003 outbreak of monkeypox in the United States, multiple laboratory assays were used for diagnosis. In addition to PCR, serology was used for laboratory support of case confirmation. IgG ELISA was helpful for detection of exposure for a longer period after rash onset but was useful as a "stand-alone" only for individuals who had not previously been vaccinated against smallpox (vaccinia virus is the only other OPXV recognized to contact humans in the United States). In contrast, the IgM-capture ELISA was used to define the acute-phase humoral response and to provide evidence of recent exposure to and infection with monkeypox virus in an appropriate epidemiologic context. In addition, the IgM-capture ELISA was successfully used (with slight modifications) to test cerebrospinal fluid for the identification of monkeypox virus-induced viral encephalitis in a confirmed case during this outbreak (19). The validity of the assay is demonstrated by the correlation and the sensitivity of the results to those of confirmatory PCR and culture testing during this outbreak.
The IgM ELISA provided diagnostic identification for 94.5% of the PCR-confirmed cases (Table 1) and, along with IgG ELISA, allowed characterization of the acute-phase response following infection (Fig. 1). Use of PCR-confirmed cases as a positive subset of samples from the outbreak allows determination of the efficiencies of the tests. Tests such as viral culture, EM, or PCR testing are limited to the phase of illness that includes lesions containing virus or viral DNA. In contrast, serology provides a broader "window" of time to detect evidence of infection.
However, as with the sampling collection timing issues for culture, EM, and PCR, serology may have limitations as well. For detection of IgM, it is generally thought that early-phase serum collection is required, but the time immediately following infection may in fact precede immune induction. In this analysis we have found that sample collection less than 4 days after rash onset is sometimes problematic for IgM detection and that sample collection less than 14 days after rash onset is often problematic for IgG detection in unvaccinated individuals (Fig. 1). The utilization of paired serum specimens provided exceptional utility in interpretation of the assay, since seroconversion or changes in antibody levels could be measured. In fact, seroconversion was observed in 15 of the confirmed cases (with paired sera) by using analysis of negative IgM or IgG results to positivity or conversion from an IgM isotype to IgG. However, during an outbreak investigation, the use of paired serum specimens may not always be feasible, and evaluation of the serology for a single sample results requires a higher degree of scrutiny. During this outbreak, sampling between 5 and 77 days after rash onset allowed a 94.8% sensitivity and a 94.5% specificity for the IgM ELISA (Fig. 2B), and collections from day 14 after rash onset allowed a 100% sensitivity and a 88.5% specificity for the IgG ELISA (Fig. 2A).
Of particular interest is the detection of the IgM responses in individuals who were vaccinated against smallpox as children. The evidence of OPXV-specific IgM responses in previously vaccinated cases provides support for the potential use of this test to detect recent exposure to heterologous OPXV (non-vaccinia virus) as a surveillance tool for orthopoxvirus disease emergence or bioterrorism events involving such viruses, even in a previously vaccinated (vaccinia virus) population. Whether this observation is common in secondary exposures or vaccinations (vaccinia virus) or is specifically due to a heterologous virus challenge (naturally occurring) remains to be fully determined. However, detection of IgM responses in secondary or booster smallpox (vaccinia virus) vaccine recipients appears to be rare (CDC, unpublished data).
An advantage to serologic tests is that, unlike PCR, serologic tests are not limited to short targets within the genome that may be manipulated to avoid detection. Detection of antibody responses may be maintained even in the event of the use of a recombinant virus for intentional release due to the polyclonal nature of the immune response and the vast amount of homology among orthopoxviruses. Characterization of the acute-phase humoral responses and the use of the IgM assay for diagnostic capabilities, as described here, will provide important information and tools for responses to future outbreaks of orthopoxviruses through natural or bioterrorism events.
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