Chin-Yih Ou,3 and
Philip E. Pellett1,4*
Division of Viral and Rickettsial Diseases,1 Division of AIDS, STD, and TB Laboratory Research, Centers for Disease ControlPrevention, Atlanta, Georgia,3 Microbiology Service, Hospital Universitari Germans Trias i Pujol, Universitat Autònoma de Barcelona, Badalona, Spain,2 Department of Molecular Biology, Lerner Research Institute, Cleveland Clinic Foundation, Cleveland, Ohio4
Received 3 March 2004/ Accepted 15 June 2004
| ABSTRACT |
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| INTRODUCTION |
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Human herpesvirus 8 (HHV-8, or KS-associated herpesvirus) was discovered in KS lesions (11) and is necessary for the development of the disease (30). Essentially all KS lesions are positive for HHV-8 DNA. Although important aspects of its biology take place in nonlymphoid cells (e.g., KS lesion spindle cells), like the other gammaherpesviruses (e.g., Epstein-Barr virus [EBV]), HHV-8 is lymphotropic. B cells are an important target for viral infection (1, 12, 17), and latency is established in lymphoid cells. Detection of viral DNA in peripheral blood mononuclear cells (PBMCs) correlates with the appearance of KS and is a useful indicator of KS risk (1, 10, 13, 36). Nonetheless, HHV-8 DNA is commonly detected in only about 50% of PBMC specimens from subjects with AIDS-KS (who are thus obviously infected with the virus). In comparison, EBV viral load in PBMCs is much more tightly linked to the development and progression of EBV-related malignancies, including nasopharyngeal carcinoma, Hodgkin's disease, posttransplantation lymphoproliferative disease (PTLD), and AIDS-related lymphoma. At the time of PTLD diagnosis, virus loads in PBMCs are 1,000- to 10,000-fold higher than those in healthy seropositive individuals (28). These and other differences noted by others (14) make it clear that although they have some similarities, the biologies of latency and persistence for EBV and HHV-8 are distinct.
Much of what we know of HHV-8 latency has been learned from study of transformed cell lines derived from HHV-8-associated primary effusion lymphomas (PELs). While this has been both convenient and informative, PEL is a very rare outcome of HHV-8 infection, and there are certain to be important differences between the biology of the virus in these cells and in vivo in HHV-8-infected individuals without PEL.
Thus there are several outstanding questions about the mechanisms by which HHV-8 persists in PBMCs and the relationship of persistence to KS pathogenesis. Does the virus in PBMCs represent lytic or latent infection? What is the balance between lytically and latently infected PBMCs? Are PBMCs (be they lytically or latently infected) the source of virus for initiating KS lesions, or do they become infected by circulating in proximity of a nexus of infection (such as a KS lesion) (2)? In individuals who have KS or are HHV-8 seropositive, but whose PBMCs are negative for viral DNA by PCR, is the virus load simply beneath the level of detection or is the virus truly absent?
We have been studying the behavior of the virus in the natural host, focusing on men infected with both HIV and HHV-8, some with KS (10, 16a). Thus far, studies by others have focused on the number of HHV-8 genomes per volume of blood or per quantity of PBMCs (4, 6, 8, 23, 33). The frequency of infected blood cells or the number of HHV-8 genomes per infected cell, fundamental metrics in answering some of the outstanding questions outlined above, has not been measured. Here we describe the results obtained with a PCR-based limiting dilution assay developed for this purpose.
| MATERIALS AND METHODS |
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HHV-8 serology. All sera were screened in duplicate wells with an enzyme-linked immunosorbent assay (ELISA) using a peptide derived from the HHV-8 open reading frame (ORF) K8.1 virion envelope protein (31). Endpoint titers were determined using twofold dilutions. Antigen preparation, plate coating, and ELISA methods were as described previously (22). The assay cutoff was the mean corrected optical density at 450 nm (OD450) of five pools of negative control sera plus 0.150 OD units. Lytic antigen immunofluorescence was done on BCBL-1 cells as previously described (24).
HIV virus load measurement. HIV virus loads were measured with a duplex fluorescent 5' nuclease reverse transcription-PCR (RT-PCR; Taqman) (Ou et al., unpublished data). HIV-1 RNA was isolated from 200 µl of plasma with a QIAGEN virus kit (QIAGEN, Valencia, Calif.). An RNA-containing phage was added to the plasma to serve as an internal calibrator for RNA isolation and the subsequent RT-PCR detection. Plasma RNA was eluted in 50 µl of water, and 25 µl was used in the assay, which consisted of RT, amplification, and simultaneous detection of HIV and the internal control RNA, with a dynamic detection range extending from 457 to 1 million HIV-1 copies per ml.
CD4 counts. CD4 counts and percentages were analyzed on whole blood by fluorescence-activated cell sorting analysis on FACScan or FACSort using TriTEST or MultiTEST reagents with MultiSET software (Becton Dickinson Biosciences, San Jose, Calif.).
DNA extraction from plasma.
DNA present in 200 µl of clarified plasma (500 x g for 15 min) was extracted with the QIAamp DNA blood mini kit (QIAGEN) after addition of 6 µg of poly(dA) as a carrier (Roche Molecular Biochemicals). Extracted DNA was eluted in 60 µl of distilled deionized UV-treated type II water. Negative and positive controls consisted of 200 µl of plasma from an HHV-8 PCR-negative blood donor, both alone and spiked with 100 copies of control plasmid containing the HHV-8 orf37 PCR target (orf37-pPICZ
A), respectively.
LDA. The limiting dilution assay (LDA) was performed as follows. As described by Trippler et al. (34), multiple replicates of serial threefold dilutions of both intact and lysed cells were analyzed in a separate series of experiments to measure both the number of cells containing one or more HHV-8 genome copies (infected-cell frequency) and the number of lysed cells needed to detect one copy on average (genome frequency). The quotient of these two frequencies provides the mean HHV-8 genome copy number per infected cell.
For the cell dilution method, four serial threefold dilutions of cells were made starting from a suspension of 4.2 x 106 PBMCs and 12 replicates per dilution were tested: the number of cells per well ranged from 2 x 105 to 2.5 x 103 (Fig. 1A). PBMCs were lysed in 96-well plates in a final volume of 10 µl of lysis buffer (10 mM Tris-HCl, pH 8.0, 0.5% lauryl ether, 100-mg/ml proteinase K), incubated for 2 h at 65°C, and then inactivated for 15 min at 95°C in a thermocycler (96-well GeneAmp PCR system 9700; Applied Biosystems).
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Although a quantitative Taqman PCR system was used in the LDA experiments, the LDA calculations were based solely on the qualitative use of the Taqman results (positive or negative for each well).
Quantitative PCR.
A duplex quantitative Taqman PCR system was optimized for HHV-8 orf37 and cellular RNase P. The PCR primers and 6-carboxyfluorescein (FAM)-labeled probe used to quantify orf37 have been described previously (32), but a Black Hole Quencher (BHQ1; Biosearch Technologies, Novato, Calif.) was used instead of 6-carboxytetramethylrhodamine (TAMRA). The forward and reverse primers used for RNase P amplification (kindly provided by Karen McCaustland and Brian Holloway) were 5'-AGATTTGGACCTGCGAGCG-3' and 5'-GAGCGGCTGTCTCCACAAGT-3', respectively; the probe was 5'-TTCTGACCTGAAGGCTCTGCGCG-3', labeled at the 5' end with 6-carboxy-4,5-dichloro-2,7-dimethoxyfluorescein (JOE) and at the 3' end with BHQ. Primers and probes were synthesized by standard phosphoramide chemistry techniques at the Centers for Disease Control and Prevention Biotechnology Core Facility. Amplification was performed in 50-µl reaction mixtures consisting of 2x universal PCR Mastermix (Applied Biosystems) containing Amp Erase uracil N-glycosylase (UNG), primers and probes for both HHV-8 and RNase P, and 10 µl of template DNA. To achieve an efficient duplex reaction, primer/probe concentrations for both targets were reoptimized starting from previously optimized concentrations for single-plex amplification (32). The optimized concentrations for the HHV-8 orf37 primers were 900 nM, 250 nM for the probe, and 100 nM for the RNase P primers and probe. Following activation of the UNG (2 min at 50°C) and then the polymerase (10 min at 95°C), 45 cycles (15 s at 95°C and 1 min at 60°C) were performed with an ABI Prism 7700 Sequence detector system (Applied Biosystems). Ten-fold dilutions of the orf37-pPICZ
A plasmid were used to generate an HHV-8 standard curve (10,000 to 10 copies, in duplicate) or controls for single-copy and 10-copy sensitivity (1 or 10 copies in each of six replicates), by adding the plasmid dilutions to lysis buffer alone or to 2 x 105 uninfected PBMCs prior to cell lysis. The standard curve dilutions, the controls for one-copy sensitivity, and negative controls (lysed uninfected PBMCs alone and water alone) were included in each 96-well PCR plate. For the RNase P standard curve, purified human DNA was used (Roche Molecular Biochemicals, Indianapolis, Ind.) in a background of lysis buffer. For the clinical specimens, the quantity of human DNA in micrograms determined by quantitative PCR based on the standard curve was converted to cell number, assuming 6.6 pg of human DNA per diploid cell. The absence of inhibitors in the processed clinical specimens was assessed by verifying that the RNase P copy number decreased linearly along the dilution series.
To further exclude the presence of PCR inhibition by the crude cell lysates, the highest cell concentration (2 x 105 PBMCs per 10 µl) was tested for each subject using the TaqMan Exogenous Internal Positive Control Reagents kit, which contains a preoptimized internal positive control (IPC). IPC (0.2 fg) was spiked into samples to distinguish true target negatives from PCR inhibition (32). The IPC DNA was detected with limiting concentrations of primers and a VIC-labeled probe. HHV-8 virus load in plasma specimens was assessed with this HHV-8/IPC duplex reaction. Data acquisition and analysis were done with sequence detector software (version 1.7; Applied Biosystems).
Statistical analysis. For the cell dilution and cell lysate dilution methods, frequencies of infected cells and frequency of HHV-8 genomes were calculated from the percentage of negative wells at each tested dilution according to Poisson statistics. These calculations were done with the QUALITY program (Mullins Molecular Retrovirology Laboratory; http://ubik.microbiol.washington.edu/cbg/jquality.htm), which is based on a minimum chi-square method (27). Chi-square and P values were used to test goodness of fit.
| RESULTS |
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0.99). The slopes of the standard curves indicated that after optimization, PCR amplification efficiency was over 85% for RNase P and over 90% for HHV-8. The presence of a crude lysate corresponding to 2 x 105 PBMCs from an HHV-8 PCR-negative blood donor had negligible effects on amplification efficiency (data not shown). Moreover, low concentrations of IPC were positive for all specimens tested, further ruling out PCR inhibition. The sensitivity of the technique was tested by using dilutions of a control plasmid containing the HHV-8 orf37 target; it was possible to amplify approximately one copy of HHV-8 DNA, in a background of lysis buffer or a cell lysate corresponding to 2 x 105 PBMCs from an HHV-8 PCR-negative blood donor, from about 50% of the replicates (range, 17 to 83%); this is in agreement with the percentage of positive reactions predicted from the Poisson distribution (63%). Cell copy numbers determined by quantitative PCR for the RNase P gene were verified by counting cells with a hemacytometer (within a twofold range); copy numbers obtained from dilution series decreased in an appropriately linear manner. Negative controls (including no-template controls and PBMCs from HHV-8-negative blood donors) were never positive. Consistently negative wells in subject PBMC dilutions below the endpoints acted as further negative controls. LDA validation. The LDA was validated using the HHV-8-infected BCBL-1 cell line, either uninduced or tetradecanoyl phorbol acetate (TPA) induced. In the example shown in Table 1, BCBL-1 cells were washed twice and then diluted with PBMCs from an HHV-8 PCR-negative blood donor to create a controlled representation of the frequency of HHV-8-infected cells observed in KS subjects in preliminary experiments (approximately 10 or 20 BCBL-1 cells per million PBMCs); this mixture was then processed through the LDA procedures as described above. The estimated frequencies of infected cells were close to the intended input numbers; the mean viral genome loads per infected cell were 100 copies for uninduced cells and 307 copies for induced cells. P values determined by the QUALITY program were always greater than 0.05, indicating a reasonable fit of the model to the data. With 1% of uninduced cells being in the lytic state and 10% being lytic after TPA induction (as measured experimentally by indirect immunofluorescence with a rabbit antibody to HHV-8 gB, a lytic antigen), these loads correspond to approximately 80 genomes per latently infected cell and approximately 2,400 per lytically infected cell (Table 1). The value for latently infected cells is similar to previous determinations on uninduced BCBL-1 cells by quantitative PCR (70 copies) (16, 32) and is somewhat higher than observed by fluorescent in situ hybridization or Southern blot reconstruction (25 to 30 copies) (21, 32). Taking into account differences in passage lineages, that the percentage of cells induced to the lytic state at the time of harvest may differ from experiment to experiment, and the extreme dilution of infected cells into uninfected cells in our representations of in vivo infected cell frequencies (10 and 20 infected cells per million uninfected cells), the results demonstrate that the LDA methods used here are likely to give reasonable results when applied to in vivo materials.
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Subject characteristics. Of the 13 subjects, 5 had active KS lesions, 4 previously had KS lesions, and 4 never had KS but were considered at high risk because they were infected with both HIV and HHV-8. Characteristics of these subjects are summarized in Tables 2 and 3. Subjects 7 and 8 were seen at two visits 3 and 2 months apart, respectively. All subjects were on highly active antiretroviral therapy (HAART) except for subject 8. Most subjects with KS lesions were on doxorubicin therapy, but none of them was being treated with agents that have significant in vitro activity against HHV-8. KS subjects had lower median CD4 percentages and higher median HHV-8 ORF K8.1 antibody endpoint titers (14 versus 22 and 3,200 versus 400, respectively), but too few subjects were analyzed to reliably assess whether the medians were statistically different.
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The cell dilution LDA was performed on samples from the seven PCR-positive subjects (six KS subjects and one subject at high KS risk) (Table 3). Infected cell frequencies ranged from 0.84 to 29 per million PBMCs (median, 4.7), and genome frequencies ranged from 12 to 1,090 (median, 278) per million PBMCs (Fig. 2). Virus loads ranged from 2.7 to 331 copies per infected PBMC (median, 134 copies). For subject 12, sufficient PBMCs were available to perform the LDA on B cells and non-B PBMCs obtained by immunomagnetic sorting with an antibody to CD19. HHV-8 DNA was almost exclusively detected in B cells, at a level (2.5 genomes per infected cell) consistent with a low-copy-number latent infection (data not shown). The highest HHV-8 virus load per positive cell was seen in a subject (patient 8) with progressing cutaneous KS (specimen 8a), who later developed oropharynx involvement (specimen 8b). This subject was not on HAART therapy and had falling CD4 counts, which could have contributed to these results.
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| DISCUSSION |
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HHV-8 genome and infected-cell frequencies in PBMCs. When measured as net HHV-8 genome copy numbers per bulk quantity of PBMCs, the frequency of HHV-8 genomes in KS subjects with a positive PCR result ranged from 12 to 1,090 copies per 106 PBMCs (median of 244), in agreement with other studies that used quantitative PCR (3, 4, 26). In EBV-infected individuals with PTLD, these virus genome loads would be considered low (29). Even though EBV-infected lymphoblasts proliferate in lymph nodes and circulating memory B cells are only latently infected, PTLD patients have EBV genome frequencies of 5,000 to 50,000 copies per 106 PBMCs at the time of diagnosis (19, 28). Furthermore, the frequency of infected cells in PCR-positive KS subjects (0.84 to 29 per million PBMCs) is low enough to overlap with the higher end of the range of frequencies of EBV latently infected cells in healthy carriers (0.1 to 24 per million PBMCs) (37), again emphasizing the biological differences between the two human gammaherpesviruses. Explanations for this relatively low frequency of infected cells in blood of persons with KS may be that although HHV-8 is a lymphotropic virus, infected lymphocytes may be localized mainly in lymphoid tissues rather than circulating in peripheral blood, or other tissues might harbor the virus. Relevant to this hypothesis, the closely related murine gammaherpesvirus 68 (murid herpesvirus 4) can establish a latent infection in the spleen, with infected-cell frequencies among splenocytes that vary depending on the stage of infection (35).
Consistent with studies in which detection of HHV-8 DNA in PBMCs correlated with the appearance of KS (1, 13, 26, 36), among PCR-positive subjects, the range of infected-cell frequencies for KS subjects was higher than that in subjects at high KS risk (0.84 to 29 per million PBMCs versus 0.34 to 3.3 per million PBMCs), although the number of subjects included in our study was too small to claim this as a definitive result. Likewise, the frequency of detecting HHV-8 DNA in PBMCs was higher in subjects with active or prior KS lesions than in subjects at high KS risk (6 of 9 versus 1 of 4 under our standard LDA conditions). In both of the subjects in whom KS progressed to the oropharynx between consecutive visits, HHV-8 genome copy numbers in their blood increased. In one subject, this was associated with an increased number of virus genomes per positive cell, and in the other, it was associated with an increase in the frequency of infected cells in PBMCs. Interestingly, KS spindle-like cells can be detected in the PBMC fraction of peripheral blood of HIV-positive patients with or at risk for KS, a possible explanation for the multifocal nature of this disease (7). However, the third subject with progressing KS had fewer than 1 HHV-8 genome per 6 million PBMCs, consistent with prior observations that KS lesions are not always associated with high virus levels in PBMCs (4, 5, 16). In sum, while there is an association in our data and in data from others, peripheral blood virus load is much less tightly linked to pathogenesis for HHV-8 and KS than for EBV and PTLD.
Prevalence of HHV-8 in PBMCs. Rates for detecting HHV-8 DNA by PCR in PBMCs from AIDS-KS patients in America and Europe in the HAART era range from 30 to 70% (3-5, 9, 10, 18). Our results make it clear that HHV-8 DNA detection rates in PBMCs are dependent on the number of cells used for DNA extraction.
Subjects with KS or at risk for KS who had the lowest detected frequencies of infected cells harbored one HHV-8-infected cell per 8 or 20 µg of DNA (obtained from approximately 0.8 or 2 ml of blood, respectively); according to the Poisson distribution, even larger volumes would need to be sampled to achieve reliable detection. In patients with higher numbers of genomes per infected cell, the detection of one HHV-8 genome would require less human DNA per PCR, as long as the initial number of cells processed for DNA extraction was sufficient to contain at least one infected cell. To obtain reliable detection in patients with low loads per infected cell (e.g., patient 9 with three copies per infected cell), a large number of cells would need to be processed and a large quantity of this material would need to be assayed by PCR.
Thus, the likelihood of detecting the HHV-8 genome is dependent on the number of cells lysed initially, the virus copy number per infected cell, and the total amount of DNA sampled by PCR. In some reports with low rates of HHV-8 DNA detection in PBMCs from AIDS-KS, small amounts of DNA (0.2 to 3.3 µg, representing 3 x 104 to 5 x 105 PBMCs) were used per PCR, and multiple specimens were not analyzed to increase the amount of DNA being sampled (3-5, 9, 10, 13, 18, 26). In one carefully described example, DNA was extracted from 3 million PBMCs, of which 2 µg was used per PCR; the detection rate was 50% among 16 AIDS-KS patients (9). Prior to this work, we would have considered that to be both a large cell sample and a large amount of DNA to test by PCR. Unfortunately, according to our results, there would have been too few PBMCs in the bulk lysate and too few replicates to obtain a positive PCR result in some of our PCR-positive subjects. The number of cells originally lysed for DNA extraction, a critical variable needed to compare rates of detection reported from different studies, is seldom described (including in our own studies) (10). Here, we started from a lysate of 4.2 x106 PBMCs and tested up to 7.4 µg per patient for those who were PCR positive. Even when these large amounts of DNA were used (or even larger quantities in the retests of subjects 1 and 2), three of nine KS subjects in our study were negative by PCR. Subject 4 went from negative to positive when the number of replicates was increased from 12 to 22, raising the possibility that other subjects with negative results would test positive if an even larger number of cells were sampled. Thus, HHV-8 PCR results obtained with more conventional sampling methods (single, small-volume specimens) are likely to have underestimated the prevalence of the virus in PBMCs.
Evidence for both lytic and latent infection in PBMCs. The measured mean virus loads per infected cell should not be interpreted as a homogeneous distribution of genomes in infected cells. Our results make it clear that there is almost certainly a sharp polarization between the copy number per latently infected cell and per lytically infected cell. The ratio between numbers of cells in these states is likely to vary over time. For example, induction of lytic HHV-8 replication in BCBL-1 cells (all of which harbor the virus) resulted in only a threefold increase in the mean net virus load (from 100 to 307 HHV-8 genomes per infected cell), even though lytically infected cells harbor on the order of 2,400 viral genomes per cell. Thus, even low elevations of the mean virus load, such as the threefold elevation seen in our BCBL-1 experiments, can represent substantial active virus replication in a small subset of cells. Among our study subjects, we saw up to 70-fold differences in mean virus loads per positive cell and hypothesize that (i) levels seen in some individuals of fewer than 10 genomic copies per infected cell represent tightly regulated latent infections and (ii) the highest mean virus loads (the data do not support defining a clear threshold) are likely to indicate appreciable lytic virus replication in PBMCs. The meaning of the intermediate values cannot be discerned at present. Interestingly, three of the eight subjects with PCR-positive PBMCs (and none of the subjects with PCR-negative PBMCs) were simultaneously PCR positive in their plasma, further supporting the idea that active virus replication was taking place, in agreement with other studies (12, 25). We cannot exclude the possibility that free virions in plasma may arise from noncirculating infected cells such as epithelial cells or vessel endothelial cells. However, all patients with detectable virus in plasma had positive PBMCs as well; free virions were not detected in any of the subjects with PCR-negative PBMCs.
The final point is that the lowest viral copy numbers per infected cell we observed (approximately three and six genomes per infected cell in patients 9 and 7) are substantially less than the copy number in latently infected BCBL-1 cells. This suggests that viral genome copy number is regulated differently in nontransformed cells during in vivo latency than in PEL cells. Thus, in analogy with EBV, HHV-8 may employ more than one latency program. Because of their low infected-cell frequencies, this will be particularly difficult to study in healthy, immunocompetent individuals. It is easy to forget that such individuals represent the predominant HHV-8-infected host phenotype.
In conclusion, our results suggest the following. (i) While laborious, the PCR-LDA method described here has clear value in monitoring HHV-8 activity and will be of use in studies of KS progression in a larger patient group. (ii) Standard methods for sampling PBMCs lead to underreporting of HHV-8 presence in circulating leukocytes. (iii) HHV-8 can persist in circulating latently infected B cells and is likely to undergo lytic replication in PBMCs; this may contribute to KS pathogenesis by delivering circulating infectious virus into tissues. (iv) In vivo HHV-8 latency may be regulated differently from latency in transformed cells. (v) Complementary approaches, such as further analysis of latent and lytic transcripts in PBMCs (25) and quantitative assessments of whether virus genomes are linear or circular (12), as well as assessment of the ratio of latent to lytically infected cells over time, will ultimately be needed to more fully understand the biology of HHV-8 in circulating leukocytes.
| ACKNOWLEDGMENTS |
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We thank Karen McCaustland and Brian Holloway for developing and optimizing the RNase P single-plex reaction and their assistance with optimization of the duplex TaqMan PCR, Eng-Chun Mar for providing the orf37-pPICZ
A plasmid, Kay Radford and Tim Bailiff for performing HHV-8 serology and measuring HIV virus loads, Lee Lam for performing CD4 counts, David O. Willer from Sam Speck's laboratory for sharing their limiting dilution assay method, and Clifford J. Gunthel and the Grady Infectious Diseases Clinic staff for their cooperation and support with specimen collection.
| FOOTNOTES |
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Present address: Hillman Cancer Center, University of Pittsburgh, Pittsburgh, PA 15213. ![]()
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