C180 Thompson figure

G protein-coupled receptors, accessory proteins and signalling

Molecular diagnostics is increasingly embracing pharmacogenomics. Here we discuss the role of G protein-coupled receptors and their accessory proteins in disease, drawing on our experience addressing the role of the calcium-sensing receptor polymorphisms/variation in familial hypocalciuric hypercalcemia and autosomal dominant hypocalcemia in order to highlight the role that pharmacogenomics may play in personalized treatment.

by Dr M. D. Thompson, Dr D. E. C. Cole and Dr G. N. Hendy

Introduction
The identification and characterization of gene families encoding G protein-coupled receptors (GPCRs) and the proteins necessary for the processes of ligand binding, GPCR activation, inactivation and receptor trafficking facilitates the study of drug response in the context of human genetic disease. Thompson et al. reviewed these topics in Volume 1175 of Methods in Molecular Biology in 2014 [1–3].

With the advance of genomic technologies, there has been a substantial increase in the inventory of naturally occurring rare and common GPCR variants [2, 3]. In addition to functional GPCR variants, genetic variation has been found in a variety of G protein subunits and accessory proteins that normally modify or organize heterotrimeric G protein coupling. These include variants of the regulator of G protein signalling (RGS) protein associated with hypertension; variants of the activator of G protein signalling (AGS) proteins associated with various phenotypes (such as the type III AGS8 variant to hypoxia); variants in of the G protein-coupled receptor kinase (GRK) proteins, such as GRK4, associated with disorders such as hypertension [1]. Variation in GPCR, G protein and accessory protein structure and function provides the basis for examining the pharmacogenomics of GPCRs and the genetics of related monogenic disorders [1–3].

GPCR variants and variant G protein subunits associated with human disease
Diseases caused by the genetic disruption of GPCR functions may be selectively targeted by drugs that rescue altered receptors. The identification of variants in these receptors provides genetic reagents useful in drug screens. Examples of drugs developed as a result of targeting GPCRs mutated in disease include: the calcimimetics and calcilytics, drugs targeting melanocortin receptors in obesity and interventions that alter gonadotropin-releasing hormone receptor (GNRHR) loss from the cell surface in idiopathic hypogonadotropic hypogonadism [2, 3].

Inactive, overactive and constitutively active receptors
Genetic variations in GPCR genes disrupt GPCR function in a variety of human genetic diseases. In vitro studies and animal models have been used to identify the molecular pathologies underlying these GPCR mutations. Inactive, overactive, or constitutively active receptors have been identified. These receptor variants alter ligand binding, G protein coupling, receptor desensitization, or receptor recycling. Variant GPCRs disrupted in disease include rhodopsin, thyrotropin, parathyroid hormone (PTH), melanocortin, follicle-stimulating hormone (FSH), luteinizing hormone, GNRHR, adrenocorticotropic hormone, vasopressin, endothelin-β, purinergic, and the G protein associated with asthma [GPRA or neuropeptide S receptor 1 (NPSR1)] [2]. Data on the role of activating and inactivating calcium-sensing receptor (CASR) mutations provide examples that will be discussed in detail with respect to familial hypocalciuric hypercalcemia (FHH) and autosomal dominant hypocalcemia (ADH) [4].

Calcium-sensing receptor mutations and hypercalcemia/hypocalcemia
The CASR functions as an extracellular calcium sensor for the parathyroid gland and the kidney. The CASR itself is a plasma membrane GPCR that is abundantly expressed in the PTH secreting cells of the parathyroid gland and the cells lining the renal tubule lumen [2, 4]. The activity and/or expression levels of the CASR dictate the calcium set-point at which PTH is secreted from the parathyroid gland [2]. CASR gene variants may influence many physiological processes by contributing to individual differences in calcium metabolism [2].

Inherited abnormalities of the CASR gene give rise to a variety of disorders of mineral ion homeostasis [5]. Heterozygous loss-of-function mutations cause familial (benign) hypocalciuric hypercalcemia (FHH) in which the lifelong mild hypercalcemia is generally asymptomatic. Homozygous inactivating mutations give rise to neonatal severe hyperparathyroidism (NSHPT) with extreme hypercalcemia and marked skeletal changes [5–7]. Heterozygous activating mutations of the CASR cause ADH that may be asymptomatic or present with seizures in the neonatal period or childhood or later in life [2].

Familial hypocalciuric hypercalcemia and neonatal severe hyperparathyroidism

The syndrome known as familial hypocalciuric hypercalcemia (FHH), or familial benign hypercalcemia, results in mild primary hyperparathyroidism and relatively normal serum concentrations of PTH [8]. A key feature of FHH is the unusually high renal tubular reabsorption of calcium and magnesium in the face of hypercalcemia. However, some FHH families have affected members in which calcium excretion is increased and this may reflect the particular CASR mutation involved [2].

NSHPT involves multiglandular parathyroid hyperplasia. Children under the age of 6 months develop severe, symptomatic hypercalcemia with bony changes of hyperparathyroidism. Delay in treatment can lead to a devastating neurodevelopmental disorder. Some forms of neonatal hyperparathyroidism, involving either a de novo or paternal inheritance of a mutated CASR allele, present with milder symptoms [2].

Upwards of 200 unique inactivating, FHH/NSHPT type mutations in the CASR have been identified [2], as shown in Figure 1 (http://www.casrdb.mcgill.ca/). Although FHH is inherited in an autosomal dominant manner with almost 100% penetrance and variable expressivity, the population prevalence is not well defined. The FHH trait was initially mapped to chromosome 3q21, the locus of the CASR gene: two-thirds of FHH cases are due to mutations in the CASR gene and the disorder is FHH type 1 [2].

In some kindreds, however, the FHH trait maps to either chromosome 19p13.3 (FHH type 2) or 19q13.3 (FHH type 3). FHH2 is due to heterozygous loss-of-function mutations in GNA11, the gene encoding the alpha subunit of G11 that couples the activated CASR to intracellular signalling pathways [9]. FHH3 is due to inactivating mutations in the AP2S1 gene that encodes the sigma subunit of adaptor protein complex 2 critical for clathrin-mediated endocytosis of a variety of cell surface proteins including GPCRs such as the CASR [2].

Hypocalcemia, hypoparathyroidism, and hypocalcemic hypercalciuria
Gain-of-function mutations in the CASR gene have been identified in several families previously diagnosed with ADH, autosomal dominant hypoparathyroidism, and hypocalcemic hypercalciuria [2]. In the parathyroid gland, the activated CASR suppresses PTH secretion and in the kidney, it induces hypercalciuria [4]. De novo mutations are common [2]. Mosaicism for de novo mutation in an otherwise healthy parent has been described and this has important implications for counselling parents about the risk of recurrence [2].

In a subset of ADH families, CASR gain-of-function mutations have been associated with the onset of tonic–clonic seizures. In ADH, brain calcifications – sometimes accompanied by seizures – suggest that activating mutations may alter calcium homeostasis in the brain. The abnormal set-point of calcium regulation complicates treatment with calcitriol and dietary calcium supplementation because the CASR expressed in the kidney may override other regulators of calcium excretion. The constitutively activated CASR mutant induces hypercalciuria, which may exacerbate the hypocalcemia [2, 10].

More than 100 activating mutations (virtually all missense) have been identified and appear almost equally divided between the amino-terminal third of the extracellular domain (ECD) and the transmembrane domain shown in Figure 1 (http://www.casrdb.mcgill.ca/).

GPCR pharmacogenomics
Pharmacogenetics investigates the influence of genetic variants on physiological phenotypes related to drug response and disease, while pharmacogenomics takes a genome-wide approach to advancing this knowledge. Both play an important role in identifying responders and non-responders to medication, avoiding adverse drug reactions, and optimizing drug dose for the individual.

The CASR provides an example of GPCR variability in the population. While CASR variants contribute to monogenic disorders such as FHH and ADH, common CASR polymorphisms also account for some of the population variation in calcium response that is a risk factor for a variety of disease susceptibilities. CASR single nucleotide polymorphisms (SNPs) have been associated with a number of complex phenotypes. For example, the Ala986Ser variant may contribute to bone mineral density, primary hyperparathyroidism, and Paget disease [11].
The cluster of missense polymorphisms located in the cytoplasmic tail of the receptor is associated with inter-individual population differences in Ca2+ metabolism [12]. Different haplotypes are associated with primary hyperparathyroidism and the frequency of kidney stones. More recent genome-wide association studies in ~33,000 individuals of European and Indian Asian ancestry confirmed that the blood calcium concentration associated most significantly with SNPs in the CASR gene [13].

CASR variants are known to alter the sensitivity of the CASR and result in altered extracellular calcium-concentration set points in tissues. Web sites such as http://www.casrdb.mcgill.ca/ document a number of SNPs scattered across the more than 100 kb region of genomic DNA that encompasses the CASR gene. Common missense SNPs (Ala986Ser and Arg990Gly) are clustered in the DNA region encoding the cytoplasmic tail of CASR. The most common of these, the Ala986Ser variant, is predictive of the unbound, extracellular calcium levels [11]. The Ala986Ser variant is thus a mild inactivating variant that may predispose to hypercalcemia without being fully predictive of hypocalciuria. By contrast, the Arg990Gly variant (activating) results in the increased calcium excretion that characterizes idiopathic hypercalciuria and is predictive of nephrolithiasis [2].

Conclusion
GPCRs are the primary target of therapeutic drugs and have been the focus of these studies. These variants include SNPs and insertion/deletions that have potential to alter GPCR expression of function. In vivo and in vitro studies have determined functional roles for many GPCR variants, but genetic association studies that define the physiological impact of the majority of these common variants are still limited. Despite the breadth of pharmacogenetic data available, GPCR variants have not been included in drug labelling and are only occasionally considered in optimizing clinical use of GPCR targeted agents. As the extent of GPCR pharmacogenomic data increases, the opportunity for routine assessment of GPCR variants to predict disease risk, drug response and potential adverse drug effects will no doubt become more commonplace.

References
1. Thompson MD, Cole DE, Jose PA, et al. G protein-coupled receptor accessory proteins and signaling: pharmacogenomic insights. Methods Mol Biol. 2014; 1175: 121-52.
2. Thompson MD, Hendy GN, Percy ME, et al. G protein-coupled receptor mutations and human genetic disease. Methods Mol Biol. 2014; 1175: 153-87.
3. Thompson MD, Cole DE, Capra V, et al. Pharmacogenetics of the G protein-coupled receptors. Methods Mol Biol. 2014; 1175: 189-242.
4. Zhang C, Zhuo Y, Moniz HA, et al. Direct determination of multiple ligand interactions with the extracellular domain of the calcium sensing receptor. J Biol Chem. 2014 Oct 10. pii: jbc.M114.604652.
5. Thim SB, Birkebaek NH, et al. Activating calcium-sensing receptor gene variants in children: a case study of infant hypocalcaemia and literature review. Acta Paediatr. 2014 Jul 10. doi: 10.1111/apa.12743.
6. Toka HR, Pollak MR.The role of the calcium-sensing receptor in disorders of abnormal calcium handling and cardiovascular disease. Curr Opin Nephrol Hypertens. 2014; 23: 494-501.
7. Grzegorzewska AE, Ostromecki G. Gene polymorphism of the vitamin D receptor, vitamin D-binding protein and calcium-sensing receptor in respect of calcium-phosphate disturbances in chronic dialysis patients. Przegl Lek. 2013; 70: 735-8.
8. Jakobsen NF, Rolighed L, Nissen PH, et al. Muscle function and quality of life are not impaired in familial hypocalciuric hypercalcemia: a cross- sectional study on physiological effects of inactivating variants in the calcium-sensing receptor gene (CASR). Eur J Endocrinol. 2013; 169: 349-57.
9. Nesbit MA, Hannan FM, Howles SA, et al. Mutations affecting G-protein subunit α11 in hypercalcemia and hypocalcemia. N Engl J Med. 2013; 368: 2476-86.
10. Ranieri M, Tamma G, Di Mise A, et al. Excessive signal transduction of gain-of-function variants of the calcium-sensing receptor (CaSR) are associated with increased ER to cytosol calcium gradient. PLoS One. 2013; 8: e79113.
11. Han G, Wang O, Nie M, et al. Clinical phenotypes of Chinese primary hyperparathyroidism patients are associated with the calcium-sensing receptor gene R990G polymorphism. Eur J Endocrinol. 2013; 169: 629-38.
12. Scillitani A, Guarnieri V, Battista C, et al. Primary hyperparathyroidism and the presence of kidney stones are associated with different haplotypes of the calcium-sensing receptor. J Clin Endocrinol Metab. 2007; 92: 277-83.
13. Kapur K1, Johnson T, Beckmann ND, et al. Genome-wide meta-analysis for serum calcium identifies significantly associated SNPs near the calcium-sensing receptor (CASR) gene. PLoS Genet. 2010; 6: e1001035.

The authors
Miles D. Thompson1* PhD; David E. C. Cole2 MD, PhD; Geoffrey N. Hendy3 PhD

1Department of Pharmacology and Toxicology, Medical Sciences Building, University of Toronto, Toronto, ON, Canada. M5S 1A8.
2Departments of Laboratory Medicine and Pathobiology, Medicine and Genetics, University of Toronto, ON, Canada. M4N 3M5.
3Departments of Medicine, Physiology, and Human Genetics, McGill University, and Calcium Research Laboratory and Hormones and Cancer Unit, Royal Victoria Hospital, Montreal, QC, Canada. H3A 1A1.

*Corresponding author
E-mail: miles.thompson@utoronto.ca

Frances1 e3eb1d

Myocardial infarction outcomes: redressing sex

In spite of major medical advances in diagnosis and treatment, cardiovascular disease (CVD) is still the leading cause of mortality in the Western world accounting for 51 percent of female and 42 percent of male deaths. Around half of these deaths are due to coronary heart disease, and it has been recognized for more than two decades that the outcome for women with acute coronary disease (ACD) is worse than it is for men. Quite apart from the fact that surveys show older women are less aware of their risk of myocardial infarction (MI) than men, women presenting with MI are less likely to be appropriately diagnosed.
Various explanations have been given for this disparity. Clinical symptoms of ACD in women may not be the ‘typical’ sudden severe chest pain; physicians have even attributed female symptoms of more diffuse pain, dyspnea and fatigue to falling levels of estrogen and progesterone. And although sex differences in electrocardiography (ECG) were first reported around 90 years ago, with recent studies emphasizing that normal values of the adult ECG should be both age- and sex-specific, the use of sex-specific diagnostic criteria is still not routine in many hospitals. In addition clinical research into ACD was biased towards men in the past, resulting in predictive values for analytes that are not necessarily appropriate for women; results of diagnostic tests should of course take sex-related differences into consideration. Given that the diagnosis of MI relies on a combination of clinical examination, suggestive ECG abnormalities and a rise and fall of key cardiac biomarkers, it is not surprising that myocardial infarction in women is still under-diagnosed.
However, the results of a recently published study in the BMJ should be a step towards more effective diagnosis. The troponin I level of 1126 consecutive patients presenting at a regional cardiac centre with suspected MI, 46% of whom were women, was measured using a high sensitivity assay and sex-specific diagnostic thresholds (men 34 ng/L, women 16 ng/L) in place of the current recommended threshold of 50 ng/L for both sexes. There was a significant increase in the number of women diagnosed with MI (from 11% to 22%) but the increase in men (19% to 21%) was not significant. Although studies continue to show that even when diagnosed women are less likely to undergo percutaneous coronary interventions or bypass surgery, receive prompt thrombolytic therapy or even be prescribed statins on discharge from hospital, more accurate diagnosis should go a long way towards redressing sex inequalities.

p6 01

LC-MS/MS-based H-type determination of Escherichia coli

A comparative analysis of serotyping and mass spectrometry (MS) methods for the determination of the flagellar type (H type) of clinically isolated Escherichia coli has been performed. In this analysis, it was shown that determination of the correct H type of a clinical E. coli strain was better achieved by MS than serotyping. Whole genome sequencing was used for the validation of this analysis.

by M. Chan, Dr H. Chui, D. Hernandez, Dr G. Wang and Dr K. Cheng

Background
During outbreaks of disease caused by pathogenic Escherichia coli, it is important to be able to identify the precise E. coli strain involved in order to track and prevent the spread of infection. Typically, the identification of E. coli strains has been based on the serotype of the cell surface antigens such as the lipopolysaccharide O antigen and the flagellar H antigen. Even though serotyping is viewed as the ‘gold standard’ for O- and H-type determination, this technique does have its downfalls. These conventional serotyping methods are based on antisera, which makes procedures costly and laborious to perform because of the variable quality of antibody preparations and the number of antibody agglutination reactions needed to assign a final classification [1, 2, 3]. Also, when bacterial cells do not generate lipopolysaccharide on the surface, the cultured colonies become ‘rough strains’. This makes both O- and H-antigen identification by antibody-based agglutination problematic despite the cellular motility and presence of the flagella H-antigen structure [1, 3, 4]. In addition, flagellar serotyping needs the induction of motility, which can take up to two weeks, and so does not result in the fast identification required in an E. coli outbreak situation [5].

A promising technique for E. coli H-type identification is the use of a liquid chromatography-tandem mass spectrometry (LC-MS/MS) method, termed ‘MS-H’. In our own analytical assays, we harvest, enrich and digest the flagella proteins. LC-MS/MS uses liquid chromatography to separate flagellar fragments after trypsin digestion, and mass spectrometry to analyse and determine the protein sequences of these fragments. The MS results are then analysed against a curated database of H antigen variants to determine the H type. Compared with serotyping, MS-H has a high throughput, requires less labour, needs less time to perform, and provides sequence-level information.

Comparative H typing of E. coli with serotyping and MS-H
Using reference strains of all the different forms of E. coli flagella, it was shown that all 53 different types of H antigen can be determined through MS-H. Table 1 details the comparisons between H serotyping and MS-H [1]. It is important to note that both methods can reach 100% sensitivity and specificity for H-type determination. However, MS-H also provides sequence-level identification of the H type. This is important because this provides more reliable results, while antisera serotyping only provides a visual conformation, making there more of a chance for subjective and inaccurate determination of the H type.

Flagella motility induction is commonly used in serotyping. This increases the time-length of the procedure and requires more hands-on involvement [5]. In comparison, MS-H uses motility induction much less frequently, which makes MS-H identification of E. coli H type quicker and less labour-intensive.

Clinically isolated strains of E. coli that had already had their H types determined by serotyping were supplied from three provinces within Canada. A preliminary H-type analysis of the same E. coli isolates was performed by MS-H [5]. The workflow that was completed to analyse the H type of these strains is detailed in Figure 1.

Things to note within the workflow are that vortexing the suspended culture in Step 2 was to shear the flagella away from the E. coli. Also in Step 2, the flagella were trapped onto a filter membrane. This serves as an isolation step to separate the flagella from the supernatant as well as an enrichment process to concentrate the flagella. We then compared the flagellar sequence obtained by MS to a curated database formed from NCBI flagella protein sequence entries. A curated database was necessary because a public database can be problematic because of size, specificity and inconsistent annotation of the data for the specific flagellar protein entries. The curated database focuses on the flagellar proteins with fit-for-purpose annotations, thus allowing differentiation between the 53 different H types better than the public database [6].

On comparison of the H types identified by serotyping and MS-H, the majority of the results agreed with one another. However, there were some discrepancies between the two methods. In these cases, whole genome sequencing and polymerase chain reaction (PCR) detection was used to identify the correct H type [5] and these results predominantly agreed with those obtained by MS-H.
Even though PCR as a form of detection for the flagella gene is popular, the accuracy for determining all forms of flagella types through PCR is low and the use a many different primers had to be implemented, making it not ideal for the detection of an unknown H type [5]. Whereas whole genome sequencing may be more expensive then PCR detection, it was much more accurate at determining the correct H-type allele than PCR detection. Thus moving into the confirmational assays for the comparative analysis of MS-H determination and H serotyping, whole genome sequencing was only used to resolve disputed results between the two methods as it is not exclusively representative of a host’s flagella phenotype. On the other hand serotyping and MS-H is representative of the bacteria’s H type. Whole genome sequencing isn’t ideal for identifying clinical strains of E. coli for it is laborious and a long process compared to MS-H which is faster and contains less labour-intensive.

MS-H in clinical laboratories
Having shown that MS-H determined E. coli H type with high accuracy and in a short time frame, the application of H typing through MS-H could become very useful for the identification of unknown E. coli strains in a clinical laboratory. This is especially useful in the identification of an E. coli strain during a disease outbreak [7]. Faster identification of the pathogenic strain of E. coli would in turn also help combat the pathogenic E. coli more quickly.

Without the use of antibodies for agglutination and procedures for motility induction that are required in serotyping, MS-H is much less laborious in comparison. This would greatly benefit the professionals in the medical microbiology and public health laboratories who perform H typing.

Advantages and disadvantages of MS-H
It is significant that MS-H better determined the H type compared to conventional serotyping. As MS-H is faster, less laborious, provides sequence-level identification and has a higher throughput than serotyping, MS-H can be very useful in rapid and accurate identification of E. coli flagellar antigens. This may be a little over-idealistic as LC-MS/MS machines are very expensive and serotyping has been around for a very long time. It might be difficult currently for clinical laboratories to afford a LC-MS/MS machine or to change their workflow to incorporate MS-H as their method of H determination. However, mass spectrometer platforms are becoming more common in clinical laboratories. The uses of matrix-assisted laser desorption/ionization (MALDI) mass spectrometers have shown varying successes in microbiological identification. Also the use of MS isn’t just limited to H typing. MS could extend to the determination of the lipopolysaccharides (O antigen) of E. coli, toxins, and other relevant molecules within the spectrum of the mass spectrometer. This would not only determine the surface antigens of pathogenic E. coli, it would also give a broader profile of a pathogenic E. coli.

Conclusion and future directions
MS has potential to determine the H antigen type of E. coli better than serotyping, as shown in a comparative study between MS-H and serotyping through the use of a mass LC-MS/MS platform. MS-H provides sequence level identification of the flagellum type, whereas serotyping only provides visual agglutination assays for positive results and is therefore more prone to errors such as false positives and misidentification. Also, without the need for antisera, MS-H is less laborious, requires less time, and has a high throughput.
With the completion of the preliminary assay results of the comparative study between MS-H and serotyping in the determination of the flagella type, we are currently working on a country-wide thorough validation of the platform.

References
1. Cheng K, Drebot M, McCrea J, Peterson L, Lee D, McCorrister S, Nickel R, Gerbasi A, Sloan A, Janella D, Van Domselaar G, Beniac D, Booth T, Chui L, Tabor H, Westmacott G, Gilmour M, Wang G. MS-H: A novel proteomic approach to isolate and type the E. Coli H antigen using membrane filtration and liquid chromatography-tandem mass spectrometry (LC-MS/MS). PLoS One 2013; 8(2): 1–12.
2. Tenover FC, Arbeit RD, Goering RV. How to select and interpret molecular strain typing methods for epidemiological studies of bacterial infections: A review for healthcare epidemiologists. Molecular Typing Working Group of the Society for Healthcare Epidemiology of America. Infect Control Hosp Epidemiol. 1997; 18(6): 426–439.
3. Machado J, Grimont F, Grimont PA. Identification of Escherichia coli flagellar types by restriction of the amplified fliC gene. Res Microbiol 2000; 151(7): 535–546.
4. Edwards PR, Ewing WH. Edwards and Ewing’s Identification of Enterobacteriaceae, p536. Elsevier 1986. ISBN 978-0444009817.
5. Cheng K, Sloan A, Peterson L, McCorrister S, Robinson A, Walker M, Drew T, McCrea J, Chui L, Wylie J, Bekal S, Reimer A, Westmacott G, Drebot M, Nadon C. Knox D, Wang G. Comparative study of traditional flagellum serotyping and liquid chromatography-tandem mass spectrometry-based flagellum typing with clinical Escherichia coli isolates. J Clin Microbiol. 2014; 52(6): 2275-2278.
6. Cheng K, Sloan A, McCorrister S, Babiuk S, Bowden TR, Wang G, Knox D. Fit-for-purpose curated database application in mass spectrometry-based targeted protein identification and validation. BMC Res Notes 2014; 7: 444.
7. Cheng K, Sloan A, McCorrister S, Peterson L, Chui H, Drebot M, Nadon Celine, Knox D, Wang G. Quality evaluation of LC-MS/MS-based E. coli H antigen typing (MS-H) through label-free quantitative data analysis in a clinical sample setup. Proteomics Clin Appl. 2014; 8: 963–970.

The authors
Michael Chan*1,2, Huixia Chui1,3 MD, Drexler Hernandez1,2, Gehua Wang*1 MD and Keding Cheng*1,4 MD
1National Microbiology Laboratory, Public Health Agency of Canada, Winnipeg, MB, Canada
2University of Manitoba, Winipeg, MB, Canada
3Centre of Disease Control and Prevention, Henan Province, PR China
4Department of Human Anatomy and Cell Sciences, Faculty of Medicine, University of Manitoba, Winnipeg, MB, Canada

*Corresponding authors
E-mail: M. Chan, umchanm@myumanitoba.ca; G. Wang, gehua.wang@phac-aspc.gc.ca; K. Cheng, keding.cheng@phac-aspc.gc.ca.

Capture 2015 03 03 10.40

Using HCV core antigen testing to improve diagnosis of acute infection

Many people become infected with hepatitis C virus (HCV) every year and these infections often have no symptoms. A significant number of patients will go on to develop chronic liver disease and potentially hepatocellular carcinoma. Early detection of HCV infection is of great importance, but remains challenging. This article describes the advantages and limitations of methods of HCV diagnosis.

by Dr O. Blach, Dr D. Lawrence, Dr F. Cresswell and Prof. M. Fisher

Hepatitis C virus infection
It is estimated that 3% of the world’s population has hepatitis C virus (HCV), with a further 3–4 million people becoming newly infected every year [1]. Early detection of HCV infection is of great importance, as prompt diagnosis enables contact tracing, partner notification, health promotion advice to reduce the risk of onward transmission and disease progression, and the opportunity for early treatment, which may offer the best opportunity for cure [2].

However, diagnosing acute hepatitis C remains challenging. Most patients with acute infections are asymptomatic, and even when symptoms are present, they are often non-specific, not severe, and may not present in the same way as those with other hepatitis viruses (such as A, B and E). Approximately 10–20% of patients clear the virus spontaneously during acute infection; the remainder progress to chronic infection which, if unrecognized, will progress in a significant proportion to chronic liver disease, cirrhosis, end-stage liver disease and hepatocellular carcinoma [2]. Although newer directly acting antiviral drugs (DAAs) against HCV will transform management, for many individuals pegylated interferon and ribavirin may remain standard of care for some time until these can be afforded. Therefore early diagnosis for many will offer the best opportunity for cure at the present time.

Established diagnostic tests
The diagnosis of acute hepatitis C is usually made after detection of abnormal liver function tests or on routine screening in specific populations, such as those with HIV infection, on hemodialysis for end-stage renal failure, or accessing services for injecting drug users. Traditionally, seroconversion from anti-HCV antibody (anti-HCV) negative to positive, a process which takes places around 12 weeks after infection, is detected by enzyme-linked immunosorbent assays (ELISA, EIA) or chemiluminescence immunoassay (CIA) [3].

However, although the presence of anti-HCV indicates infection with HCV at some point, it does not determine whether it is acute, chronic or resolved. Furthermore, anti-HCV may not be detectable during this aforementioned 12-week ‘window period’, or if the patient is immunocompromised and therefore has an impaired ability to produce antibodies [4], with delayed seroconversion up to 18 months being reported [5].

Detection of viremia in the setting of a negative anti-HCV (during the seronegative ‘window period’), and therefore verification of active HCV infection has historically been done using nucleic acid amplification test (NAAT) for HCV RNA by quantitative reverse transcription polymerase chain reaction (qRT-PCR), which can detect HCV RNA in serum 1–3 weeks after infection [6–8]. Although the ‘gold standard’ for diagnosing acute HCV infection, HCV qRT-PCR has several shortcomings: it is costly, labour-intensive, time-consuming and requires advanced technical skills, separate facilities (separate platform) and equipment [9], which make it particularly impractical in a resource-poor setting. As a consequence, HCV core antigen (Ag) quantification as a surrogate marker of HCV replication has been suggested as an alternative assay for initial testing of acute hepatitis [10].

HCV core antigen
HCV core Ag is part of the HCV capsid formed by core protein polymerization, and as such, is one of the best ‘conserved’ products of viral genome [11]. Using HCV core Ag, acute infection with HCV can be detected in the serum earlier than with the current anti-HCV screening assays [12], and only 1–2 days later than with HCV RNA NAAT tests [13].

Since the development of the first HCV core Ag tests around 2000, newer assays, which are up to 25 times more sensitive, have become available and are licensed in several countries. A recent meta-analysis of 25 studies conducted by Gu et al. [14] compared the diagnostic accuracy of HCV core Ag (index reference) with HCV RNA (‘gold standard’) and showed good pooled sensitivity of 0.84 (95% CI, 0.83–0.85), with excellent pooled specificity of 0.98 (95% CI, 0.97–0.98) for HCV core Ag assays. HCV core Ag can therefore be used as a marker of viraemia [7] with the lower limit of detection corresponding to HCV RNA load of 700–1100 IU/mL [15]. Positive and negative predictive values reported in the literature for HCV core Ag assays are also high, with one study reporting PPV of 100% and NPV of 97% [16]. However, re-testing samples with low positive Ag values (<35fM) has been recommended after one study by Shepherd et al. [17] reported 37% false positive rates with such results. Another study by Cresswell et al. [7] recorded two false-indeterminate results, one of which was false positive on re-testing.

Furthermore, HCV core Ag levels closely track those of HCV RNA with multiple studies identifying a strong non-linear correlation between the two, thus potentially also allowing clinical monitoring of a patient’s therapy, independently of HCV genotype [15]. This is mainly the case in samples with HCV RNA levels above 20 000 IU/ml, thereby limiting their use in practice [18].

Given its slightly lower sensitivity compared with HCV RNA PCR, the utility of HCV core Ag testing in a diagnostic algorithm for acute hepatitis C is dependent on the practicalities of testing in a given population setting and the potential cost savings [19]. One appealing advantage of HCV core Ag assays lies in the potential for reflex HCV core Ag testing in anti-HCV positive samples using the same testing platform and the same sample [20], thus providing physicians with clinically meaningful results of both anti-HCV and HCV core Ag within an hour.

HCV core Ag could also prove to be more stable than HCV RNA in situations where testing cannot be done on a fresh sample or where a sample needs to be transported to another laboratory [21]. As such, HCV antigen detection could be a viable next step following a positive anti-HCV test, and additional HCV RNA testing would only be necessary with negative or low positive HCV core Ag values.

Furthermore, besides a faster processing time compared to traditional molecular tests, HCV core Ag assays are cheaper [22] and thereby especially attractive in low-resource settings or where PCR may be unavailable [9]. Cresswell et al. estimated potential cost savings of $18 275 in equipment and $6964 in manpower per year in an HIV cohort of 2200 people, had HCV core Ag been used in place of HCV RNA PCR [7].

Special populations
The usefulness of HCV core Ag as a screening investigation in the immunocompromised cohort has attracted considerable attention recently, given their impaired antibody production and the well-recognized delay in HCV antibody seroconversion [5]. High sensitivities (100%) and specificities (97.9 and 97.7%) were reported by Cresswell et al. [7] and Carney et al. [23] in diagnosing acute hepatitis C in HIV-infected individuals by HCV core Ag. Another study of dialysis patients by Moini et al. found only one HCV RNA positive patient to be HCV core Ag negative (note a low HCV viral load of <100 IU/mL) [24]. Finally, in the context of blood transfusion or organ transplantation, the modern HCV RNA assays remain the most sensitive and preferred option [25], but in a resource-limited blood bank setting, testing with HCV core Ag might be superior to no testing for HCV viremia at all. Further research is needed to determine the role of HCV core Ag testing in monitoring of both the untreated patients and those undergoing therapy, as well as in predicting the histological chances and disease progression. Looking to the future
In conclusion, given the inadequacies of HCV antibody testing in acute infection and the time and financial constraints of HCV RNA PCR, HCV core Ag detection offers a new, cheaper and effective way of testing for acute hepatitis C, and is a promising confirmatory test for anti-HCV positive patients. Given the emerging evidence on the constantly improving HCV core Ag assays, we believe that national guidelines should now begin to consider HCV core Ag testing as an integral part of the HCV screening algorithm for acute HCV infection, as illustrated in Figure 1.

References
1. World Health Organization. Secretariat. Viral hepatitis. Sixty-Third World Health Assembly A63/15. Provisional agenda item 11.12. 25 March 2010. World Health Organization, 2010.
2. Webster DP, Klenerman P, Collier J, Jeffery KJ. Development of novel treatments for hepatitis C. Lancet Infect Dis. 2009; 9(2): 108–117.
3. Pondé RA. Enzyme-linked immunosorbent/chemiluminescence assays, recombinant immunoblot assays and nucleic acid tests in the diagnosis of HCV infection. Eur J Clin Microbiol Infect Dis. 2013; 32(8): 985–988.
4. Chamot E, Hirschel B, Wintsch J, et al. Loss of antibodies against hepatitis C virus in HIV-seropositive intravenous drug users. AIDS 1990; 4(12): 1275–1277.
5. Thomson EC, Nastouli E, Main J, et al. Delayed anti-HCV antibody response in HIV-positive men acutely infected with HCV. AIDS 2009; 23: 89–93.
6. Cox AL, Netski DM, Mosbruger T, et al. Prospective evaluation of community-acquired acute-phase hepatitis C virus infection. Clin Inf Dis. 2005; 40: 951–958.
7. Cresswell F, Fisher M, Hughes D, et al. Hepatitis C core antigen testing: a reliable, quick, and potentially cost-effective alternative to hepatitis c polymerase chain reaction in diagnosing acute hepatitis C virus infection. Clin Inf Dis. 2015; 60(2): 263–266.
8. Umar M, Khan A, Abbas Z, et al. World Gastroenterology Organisation global guidelines: diagnosis, management and prevention of hepatitis C April 2013. J Clin Gastroenterol. 2014; 48(3): 204–217.
9. Chakravarti A, Chauhan MS, Dogra G, et al. Hepatitis C virus core antigen assay: can we think beyond convention in resource limited settings? Braz J Infect Dis. 2013; 17(3): 369–374.
10. Hadziyannis E, Minopetrou M, Georgiou A, et al. Is HCV core antigen a reliable marker of viral load? An evaluation of HCV core antigen automated immunoassay. Ann Gastroenterol. 2013; 26(2): 146–149.
11. Caruntu F, Benea L. Acute Hepatitis C Virus Infection: Diagnosis, Pathogenesis, Treatment. J Gastrointestin Liver Dis. 2006; 15(3): 249–256.
12. Dawson G. The potential role of HCV core antigen testing in diagnosing HCV infection. Antivir Ther. 2012; 17: 1431–1435.
13. Heathcote J, et al. World Gastroenterology Organisation Practice Guidelines: Management of acute viral hepatitis. (December 2003). http://www.worldgastroenterology.org/assets/downloads/en/pdf/guidelines/02_acute_hepatitis.pdf visited on 22nd Jan 2015.
14. Gu S, Liu J, Zhang H, et al. Core antigen tests for hepatitis C virus: a meta-analysis. Mol Biol Rep. 2012; 39: 8197–8208.
15. Medici MC, Furlini G, Rodella A, et al. Hepatitis C virus core antigen: analytical performances, correlation with viraemia and potential applications of a quantitative, automated immunoassay. J Clin Virol. 2011; 51: 264–269.
16. Li Cavoli G, Zagarrigo C, Schillaci O, et al. Hepatitis C Virus core antigen test in monitoring of dialysis patients. Hepat Res Treat. 2012; 2012: 832021.
17. Shepherd S, Aitken C, Walkowicz M, et al. HCV antigen testing in a busy diagnostic laboratory. Clinical Microbiology and Infection 2012; 18: 676–77.
18. Pawlotski JM. Use and interpretation of virological tests for hepatitis C. Hepatology 2002; 36(5,S1): S65–S73.
19. Tillmann H. Hepatitis C virus core antigen testing: role in diagnosis, disease monitoring and treatment. World J Gastroenterol. 2014; 20(22): 6701–6706.
20. Ottiger C, Gygli N, Huber AR. Detection limit of architect hepatitis C core antigen assay in correlation with HCV RNA, and renewed confirmation algorithm for reactive anti-HCV samples. J Clin Virol. 2013; 58: 535–540.
21. Miedouge M, Saune K, Kamar N, et al. Analytical evaluation of HCV core antigen and interest for HCV screening in haemodialysis patients. J Clin Virol. 2010; 48: 18–21.
22. Tedder RS, Tuke P, Wallis N, et al. Therapy-induced clearance of HCV core antigen from plasma predicts an end of treatment viral response. J Viral Hepat. 2013; 20: 65–71.
23. Carney R, Maranao D, Sudra R, et al. A hepatitis C virus core antigen assay is a cost-effective, sensitive and specific test in the detection of acute hepatitis C in HIV infected subjects. HIV Med. 2014; 15(S3): 8.
24. Moini M, Ziyaeyan M, Aghaei S, et al. Hepatitis C virus (HCV) infection rate among seronegative hemodialysis patients screened by two methods; HCV core antigen and polymerase chain reaction. Hepat Mon. 2013; 13: e9147.
25. Waldenström J, Konar J, Ekermo B, et al. Neonatal transfusion-transmitted hepatitis C virus infection following a pre-seroconversion window-phase donation in Sweden. Scand J Infect Dis. 2013; 45: 796–99.

The authors
Ola Blach*1 MBChB, BSc; David Lawrence1 MBChB, MSc; Fiona Cresswell1 MD, MBBS; and Martin Fisher1,2 FRCP, MBBS, BSc
1Lawson Unit, Department of HIV and Sexual Health, Royal Sussex County Hospital, Brighton, UK
2Brighton and Sussex Medical School, Brighton, UK

*Corresponding author
E-mail: ola.blach@doctors.org.uk

C190 Parisi image

HCV infection: recent advances of an alternative screening approach

Over the last few years, hepatitis C virus (HCV) infection has emerged as one of the most significant causes of chronic liver disease worldwide, with estimated prevalence ranging from 2.2 to 3.0%. Since January 2011, the Infectious Diseases Department of San Raffaele Scientific Institute in Milan carried out a prevention programme called ‘EASY test project’, to diagnose the HCV infection. In these four years a total of 35,000 subjects have been approached to inform them about HCV infection and other sexually transmitted diseases. Of the total eligible volunteers, 6500 (18,6% of contacted subjects) performed HCV tests on saliva and completed the interview in the alternative ‘street lab’. We believe that increasing awareness of these alternative tests among individuals at risk and providers may be an appropriate strategy to increase the number of people who know their serological status and who could be linked to care and engaged in care!

by M.R. Parisi, Dr L. Soldini, Dr G. Vidoni, Dr K. Schlusnus, Dr F. Dorigatti, and Prof. A. Lazzarin

Background
Over the last few years, hepatitis C virus (HCV) infection has emerged as one of the most significant causes of chronic liver disease worldwide, with estimated prevalence ranging from 2.2 to 3.0% (1).

In our country, the proportion of subjects infected with HCV is approximately 2% of the general population with a gradient that increases from the north to the south and the islands and with age (60% of patients with hepatitis C are over 65 years old). It is estimated that about 1 million people in Italy are ill with hepatitis C (2).
As acute HCV infection is usually asymptomatic, early diagnosis is rare. Those people who are developing chronic infection, even though undiagnosed, may suffer serious liver damage. In fact, a significant proportion of HCV infected subjects will ultimately progress to liver cirrhosis and/or hepatocellular carcinoma, making chronic HCV infection a major health problem (3, 4).

Despite the excellent accuracy of the tests currently available for the detection of anti-HCV antibodies (anti-HCV), the delay in reporting the results, the need for specialized equipment for processing the samples and interpreting the results, as well as the need to transfer individuals to sample collection and processing centres, limit their use as screening tools. Serologic points-of-care tests (POCTs) have several advantages, namely that they require little specialized apparatus, can be brought to the individuals who are to be tested and allow diagnosis in as little as a few minutes in different clinical settings (5). These advantages might be translated into increased testing opportunity and, ultimately, identification of more patients who could benefit from antiviral treatment (6). Over the last few years, several tests for rapid detection of anti-HCV have been developed and are currently in use in various countries; however, only recently, the first POCT was approved by the U.S. Food and Drug Administration (7). The investigation of the diagnostic accuracy of POCTs and rapid tests for the detection of anti-HCV is a highly relevant topic. As well as the great importance of the issue in terms of public health, there is a lack of studies evaluating the performance of several of the currently used tests.

EASY test project
Since January 2011, the Infectious Diseases Department of San Raffaele Scientific Institute in Milan carried out a Prevention Program called “EASY test project”, using the new oral test (rapid and non-invasive) the OraQuick® HCV Rapid Antibody Test (OraSure technologies, Inc.) to diagnose the HCV infection. The test is a single-use, immunoassay for the qualitative detection of antibodies to hepatitis C virus (anti-HCV) in oral fluid, fingerstick whole blood, venipuncture whole blood and plasma specimens. The HCV rapid test received the FDA approval for use with oral fluid on 28 June 2010.

The clinical sensitivity and specificity of the OraQuick HCV test using oral fluid were 97.8% (95% confidence interval [CI]) and 100% (95% CI, 98.4-100%), respectively (8). 

The main objective of the project is to evaluate the acceptability of an alternative, free and anonymous HCV test offer, available in different settings (in Points of Care, STDs Prevention clinics and General Practitioner surgeries) (9, 10). Furthermore, contacting the ‘hard-to-reach’ people with this anonymous and free test offer could reduce or stop this public health problem, by making an easy link to healthcare.

Subjects who underwent the test were asked to complete an anonymous questionnaire, through which it has been possible to collect a series of data on risk behaviours of the population tested. The questionnaire was devised with the intention of collecting demographic and risk behaviour data, as well as previous HCV/HIV testing experience, information about sex, drug use, educational level, nationality, general behaviours, use of HIV/HCV prevention services, previous surgical practices, invasive diagnostic practices, dental cares, tattoos or sexually transmitted diseases. Post-test counselling has been provided to all HCV reactive and non-reactive subjects, by the Infectious Diseases Department physicians involved in the study. The test was been carried out by a biologist or a practitioner, following the manufacturer’s procedures.

If the HCV oral test provided a preliminary positive result, a venipuncture was performed immediately for standard test confirmation, supported by the post-test counselling.

The results were received in two working days. At this point, the HCV-positive patient was contacted directly by the infectious diseases specialist for the visit and the diagnostic procedures to define the liver disease status and eventually to start the treatment, according to the guidelines for when HCV viral load and genotype are identified.
In these four years a total of 35,000 subjects have been approached to inform them about HCV infection and other sexually transmitted diseases. Of the total eligible volunteers, 6500 (18.6%) performed HCV tests on saliva and completed the interview in the alternative ‘street lab’. From the questionnaires we know that this initiative has been much appreciated.

Discussion
In recent years, advances in detection technology made available a range of POCTs for different infectious diseases. It is now possible to screen and diagnose those conditions at primary healthcare settings, using minimally invasive tests. In the present study, a new POCT for HCV infection has been performed on oral fluid. The use of oral fluid is an attractive alternative based on the fact that collection of plasma or serum samples requires equipment and training, and is more time consuming.

The FDA-approved OraQuick HCV Rapid Antibody Test (OraSure Technologies) is one of the most studied rapid tests for the diagnosis of HCV infection.

The development of rapid alternative tests for the diagnosis of HCV infection is to facilitate access to testing to reduce the individual risk of disease progression and social costs.

Despite the excellent sensitivity and specificity of third-generation enzyme immunoassays (EIAs), the turnaround time for reporting test results is at least one day, thereby making it difficult to deliver the results to tested individuals at first visit. Rapid tests are formatted such that they do not require complicated instrumentation or testing by skilled technical staff. They potentially generate results within an hour and therefore may be used for point-of-care testing.  Rapid tests are obviously more expensive than conventional immunoassays and are not designed for testing large batches of specimens. However, in no-clinical settings and laboratories that conduct low-volume testing, adoption of rapid oral testing can be cost-effective. CDC guidelines formulated for confirming screening anti-HCV results remain to be refined to accommodate rapid anti-HCV testing. It is important to emphasize that OraQuick HCV test has not been approved for general screening. A positive result of a rapid anti-HCV positive test is indicative of the presence of anti-HCV and, again, does not indicate active infection (11).

We successfully conducted this rapid HCV testing and counselling programme with the goal of spreading the use of saliva test anonymously and free of charge. We aim to facilitate access to testing in alternative settings, in order to understand if the ‘hard-to access’ population would access salivary rapid testing versus the conventional settings.

Increasing awareness of these alternative tests among individuals at risk and providers may be an appropriate strategy to increase the number of people who know their serological status and who could be linked to care and engaged in care!

The recent introduction of rapid oral HCV antibody test could completely change the HCV diagnosis approach by facilitating the possibility of testing millions of people worldwide (in particular in the developing countries).

For these reasons, we hope the oral-fluid based rapid HCV tests could become the ‘gold standard’ to facilitate the HCV screening access and become the standard of care and the basis for the national HCV testing algorithm in many countries with spread HCV epidemic, also in the dental care surgeries.

References

1. Lavanchy D. The global burden of hepatitis C. Liver Int. 2009; 29: 74–81.
2. Istituto Superiore di Sanita (ISS). Available at: www.iss.it.
3. Hoofnagle JH. Hepatitis C: the clinical spectrum of disease. Hepatology 1997; 26: 15S–20S.
4. Hutin Y, Kitler M, Dore G, Perz J, Armstrong G, Dusheiko G, et al. Global burden of disease (GBD) for hepatitis C. J Clin Pharmacol. 2004; 44: 20–29.
5. Ferreira-Gonzales A, Shiffman ML. Use of diagnostic testing for managing hepatitis C virus infection. Semin Liver Dis. 2004; 24: 9–18.
6. Tucker JD, Bien CH, Peeling RW. Point-of-care testing for sexually transmitted infections: recent advances and implications for disease control. Curr Opin Infect Dis. 2013; 26: 73–79.
7. Food and Drug Administration. Available at: http://www.accessdata.fda.gov/scripts/cdrh/cfdocs/cfClia/detail
8. OraQuick HCV Rapid Antibody Test. Available from:
http://www.fda.gov/MedicalDevices/productsandMedicalProcedures/DeviceApprovalsandClearances/Recently-approved-Devices
9. Parisi MR, Soldini L, Di Perri G, Tiberi S, Lazzarin A, et al. Offer of rapid testing and alternative biological samples as practical tools to implement HIV screening programs. New Microbiol. 2009; 32(4): 391–396.
10. Parisi MR, Soldini L, Vidoni GM, Clemente F, Mabellini C, Belloni T, Nozza S, Brignolo L, Negri S, Rusconi S, Schlusnus K, Dorigatti F, Lazzarin A. Cross-sectional study of community serostatus to highlight undiagnosed HIV infections with oral fluid HIV-1/2 rapid test in non-conventional settings. New Microbiol. 2013; 36(2): 121–132.
11. Center for Disease Control and Prevention. Recommendations for prevention and control of hepatitis C virus (HCV) infection and HCV-related chronic disease. Available from: http://www.cdc.gov/hepatitis/hcv/Management.htm.

The authors
Maria Rita Parisi*1 MSc, Laura Soldini2 MD, Gianmarino Vidoni3 MD, Karin Schlusnus4 PhD, Fernanda Dorigatti2 MD, Adriano Lazzarin1 MD
1Division of Immunology, Transplantation and Infectious Diseases, Vita-Salute University, San Raffaele Scientific Institute, Milan, Italy
2Laboraf Diagnostic and Research OSR S.p.A., San Raffaele Scientific Institute, Milan, Italy
3Prevention Department, Reference Centre for HIV and STDs, Local Public Health Unit, Milan, Italy
4ANLAIDS Lombardia Onlus, Milan, Italy

*Corresponding author
E-mail: parisi.mariarita@hsr.it

C189 Longitude prize An Antibiotics Nation v5 01

The Longitude Prize 2014

The Longitude Prize was originally offered by the British Government to anyone who could come up with a simple method for determining a ship’s longitude when at sea. John Harrison received funding from the Board of Longitude for his work on chronometers, and his name is still the one associated with having solved this problem.

In 2014, the British Prime Minister, David Cameron, launched a new version of the prize, which is being developed and run by Nesta, the UK’s innovation foundation. Six potential themes were announced, including:

  • Flight How can we fly without damaging the environment?
  • Food How can we ensure everyone has enough to eat?
  • Antibiotics How can we prevent the rise of resistance to antibiotics?
  • Paralysis How can we restore movement to those with paralysis?
  • Water How can we ensure everyone has access to safe and clean water?
  • Dementia How can we help people with dementia live independently for longer?

The category chosen (by public vote) to receive the modern prize was that of antibiotic resistance.

The discovery, development and use of antibiotics has been one of the great successes of modern medicine. However, the rise of antibiotic resistance (already warned of by Sir Alexander Fleming in his Nobel Prize winner’s lecture in 1945) threatens to render existing antibiotics useless and no new class of drugs has been discovered since the 1980s. Quotes can easily be found from organizations such as the World Health Organization (WHO), the US Centers for Disease Control and Prevention (CDC) and many senior scientists ranging from the ‘grim future’ to the ‘apocalypse’ of returning to life without antibiotics.

In order to fight antimicrobial resistance, the inappropriate use of antibiotics has to be prevented. To target this, the challenge set by the Longitude Prize committee is to create a ‘cheap, accurate, rapid and easy-to-use point of care test kit’ that will indicate if antibiotics are necessary, and if so which to prescribe. The kit should deliver results within 30 minutes and devices with built-in data recording and transmission capacities will be favoured.

There are of course technical hurdles, such as selecting the right targets for detection, how to detect them (what sample preparation has to happen?) and how to achieve the desired performance (of size/portability, speed, low cost per test, data transmission). However, POC devices do already exist and are in use. Notably, a mobile phone linked test for blindness (the portable eye examination kit or Peek) that allows eye tests to be carried out anywhere on earth. This is particularly advantageous in resource-poor settings. For example in Nigeria, even though less than 50% of the population has access to clean drinking water, 80% of people have mobile phones.
Collaboration between the different fields of medicine, microbiology, biochemistry, engineering and physics will be needed to address these technical issues. This is another aspect where the modern Longitude Prize is echoing the original – the solution can come from anywhere, not necessarily the expected sources. Again, examples of this have been seen in other areas recently. Jack Andraka, born in 1997 has been dubbed the ‘teen prodigy of pancreatic cancer’ for his development of promising early detection test for pancreatic cancer. In 2012, Brittany Wenger, at the age of 17, won the Google Sciences Fair grand prize for a breast cancer diagnosis app. One thing though is certain – innovation will be needed.

For more information see the Longitude Prize 2014 website: https://longitudeprize.org/

p20 1 01

External Quality Assessment (EQA) for trace element measurements in clinical laboratories

External Quality Assessment (EQA) is the cornerstone of quality assurance and method validation in clinical testing labs in the UK, ensuring that the results of patient investigations are reliable and comparable wherever they are produced. In this article we focus specifically on EQA for laboratories performing trace element measurements, although many of the points are applicable to the wider pathology areas.

by S.-J. Bainbridge and Dr C. F. Harrington

Introduction
External Quality Assessment (EQA), also termed proficiency testing (PT), involves the regular distribution of test materials to participating laboratories so that they may evaluate their analytical performance against a peer-group, detect any accuracy or other problems that may develop with the assay and so improve the results that they produce. The key elements that differentiate EQA from PT include: education and support; identification of method poor performance; and method evaluation [1].

Historically clinical science was one of the first disciplines to realize the usefulness of EQA and take steps to implement schemes that would be of use in the hospital laboratory. The first proficiency survey of UK clinical pathology laboratories was reported in 1953 and revealed a wide spectrum of results for the common tests [2]. Further surveys in the 1950s and 60s confirmed the need for regular PT. In 1969, the National Quality Control Scheme was initiated by the Wolfson Research Laboratories, Birmingham and involved the distribution of specimens every 14 days [2]. This is now known as the UK National External Quality Assessment Scheme (UKNEQAS) and is responsible for about 30 different schemes.

In 2013, the importance of EQA in the NHS pathology services was emphasized by Dr Ian Barnes in a Department of Health review into quality assurance [3]. The review assessed current NHS quality assurance frameworks and governance mechanisms for pathology services. It gathered a diverse range of evidence: examining expectations of pathology services; identifying areas for improvement; and recommending a system-wide way forward. It recommended strengthening and standardizing the current quality assurance structures that are in place, which are based on the Royal College of Pathologists (RCPath) Joint Working Group for Quality Assessment (JWGQA), which co-ordinates and oversees the standards and performance of EQA schemes for all schemes regardless of provider.

EQA for trace elements
The Trace Elements External Quality Assessment Scheme (TEQAS), which is part of UKNEQAS but based in Guildford, UK, was established in 1979 with distribution of specimens on a monthly schedule to UK hospital laboratories measuring copper and zinc in serum. During the next five years the scheme developed with inclusion of other participants and the introduction of additional analytes and specimen types. Following an international conference on Aluminium and Renal Disease in 1986, a two year arrangement was established with the EU Commission to fund participation in the serum aluminium programme for European laboratories involved with the monitoring of patients with chronic renal failure. An outcome of this work was the realization that analytical standards of performance for this measurement were very poor. In collaboration with the UK Department of Health it was proposed that the scheme should be linked to UKNEQAS in order to provide a mechanism for referral of poor performers to the Clinical Chemistry Advisory Panel. This link was formally established by the Advisory Committee on Analytical Laboratory Standards in 1988. The aims of TEQAS are consistent with the intentions of UK NEQAS, to:

  • Provide professionally-led and scientifically-based schemes with a primarily educational objective.
  • Provide regular distributions of specimens.
  • Provide rapid feedback of performance.
  • Support participants where problems occur.
  • Stimulate the overall improvement in performance among all participating laboratories.

The main TEQAS scheme provides EQA for: Al, Cr, Co, Cu, Se and Zn in serum; As, Cd, Cr, Co, Pb, Mg, Mn, Hg, Se, Tl and Zn in whole blood; and As, Cd, Cr, Co, Cu, Fe, Pb, Mn, Hg, Ni, Tl and Zn in urine. This operates on a monthly cycle, with the results from the measurement of two specimens being returned on-line on the last day of each month. The report is then available five days later to download. Two smaller schemes providing Al in dialysis fluid and Cu and Fe in solid matrices are also available, but have a more limited number of participants.

The main steps in the EQA process

For a better appreciation of the overall EQA scheme it is useful to divide it into a number of process-based areas as shown in Figure 1. The activities that comprise these areas are also shown. Some of these areas come under particular focus as part of ISO 17043:

Design
Appropriate design of the PT scheme ensures that participants will have paid for a service that provides high quality comparable test items that are representative of patient samples they would normally expect to analyse. These test items will have undergone thorough assessment procedures in accordance with acceptable statistics to ensure a homogenous and stable test item.

Materials
The participants can be assured that the materials used in the production of the PT samples have been ethically and legally obtained and that the competence of the suppliers have been evaluated and verified to ensure their products or services do not affect the quality of the PT scheme.

Evaluation

ISO 17043:2010 ensures the evaluation of the participants performance is conducted fairly and consistently guaranteeing they receive an accurate evaluation calculated from the use of robust statistical methods.

Knowledge and Experience
In addition to all this ISO 17043:2010 ensures that the operations of the PT scheme are carried out by personnel that have the training, skills and competence necessary to professionally carry out their assigned tasks. Participants can feel secure in knowing that they have access to the specialist knowledge and expertise in the field of trace element testing to be able to discuss any concerns they may have.

Establishment of performance criteria
Measurements of performance are based on deviations of results from target values, which are used to calculate a Z-score. As EQA has developed, various organizations have produced documents that summarize best practice. Those from authoritative international bodies include:

  • ISO 17043 (Conformity assessment – General requirements for PT).
  • ISO 13528 (Statistical methods for use in PT by interlaboratory comparisons).
  • IUPAC (The international harmonized protocol for the PT of analytical chemistry laboratories) [4].

All these documents recommend that assessment of performance should be based upon calculation of a Z-score (or a derivative which takes uncertainty into consideration).
The Z-score is calculated as:
x-X/ SDPT
where     x = laboratory result,
             X = target value, and
             SDPT = standard deviation for PT (also represented as σ)

The ‘standard deviation for PT’ is set by the scheme organizer but should ideally be a value that will allow the score to demonstrate whether or not the performance is fit for the purpose for which the assay is being used. It is recommended that this value be set so that a Z-score of up to ±2 indicates acceptable performance and a score of more than ±3 indicates unsatisfactory performance.
In the TEQAS scheme, we have used quality specifications based on biological variation for the ‘standard deviation for PT’ and the determination of these quality specifications has been published [5]. For assays where there is insufficient data to prepare specifications in this way we have produced values that are related to performance within the scheme during recent years.
The quality specifications and their corresponding SDPT for some illustrative elements are shown in Table 1. These are presented as either a percentage of the target value or a fixed value depending on the concentration of the target value, and the one used is whichever is the greater. This allows for the increase in imprecision at low concentrations and conforms to a ‘funnel’ shape.

Scheme accreditation
Accreditation is fast becoming a preferred mechanism for delivering confidence in UK Healthcare and with the application of BS EN ISO 15189:2012 into Medical Laboratories and its requirement for the laboratories to seek confirmation for confidence in their results, the need for EQA schemes in the relevant fields of medical laboratories is ever increasing. Participation in a suitable scheme can be an effective way of demonstrating the laboratories’ technical competence. ISO 15189:2012 requires laboratories to evaluate their PT providers and a recognized acceptable basis of their evaluation recommended by the UK Accreditation Service (UKAS) is the participation in PT schemes with those providers that have been accredited to ISO/IEC 17043:2010. This International Standard specifies criteria and the general requirements for the competence of the PT providers and their responsibility for all tasks in the development and operation of the PT scheme. Some of the main differences introduced with ISO 17043 are summarized in Table 2.
 
Assessment of conformance
When conducting an assessment of a PT scheme for conformance to ISO 17043:2010, the assessors will take a holistic approach looking at the management system as a whole. The assessment will include areas such as scheme organization, scheme management, evaluation processes, technical competence and impartiality and integrity. Each separate area of the PT scheme are all interlinked and therefore when accreditation is granted by the accreditation body (UKAS in the UK) it will not be given on a single fact but the overall competence of the PT provider. Accreditation to ISO 17043:2010 can be a hard and thorough task for PT providers to undertake but once accreditation is granted it provides the necessary assurance of a competent and professional scheme which can provide an open and honest service whilst maintaining confidentiality for all those participants enrolled in the scheme.

Summary
The 2013 Barnes review into quality assurance in the NHS pathology services reinforced the importance of quality assurance and this article has discussed the implications of recently introduced ISO standards for clinical pathology departments (ISO 15189:2012) as well as for EQA scheme providers (ISO 17043:2010). This strengthens and standardizes the systems used in clinical testing laboratories and ensures high quality and comparable results for patient tests.

References
1. James D, Ames D, Lopez B, Still R, Simpson W, Twomey. External quality assessment: best practice. J Clin Pathol. 2014; doi: 10.1136/jclinpath-2013-20621.
2. Bullock DG. External quality assessment schemes for clinical chemistry in the United Kingdom. Ann Ist Super Sanita 1995; 31: 61–69.
3. Barnes I. Pathology Quality Assurance Review 2014. www.england.nhs.uk/wp-content/uploads/2014/01/path-qa-review.pdf
4. Thompson M, Ellison SLR, Wood R. The International Harmonized Protocol for the proficiency testing of analytical chemistry laboratories (IUPAC Technical Report). Pure Appl Chem. 2006; 78: 145–196.
5. Arnaud J, Weber J-P, Weykamp CW, Parsons PJ, Angerer J, Mairiaux E, Mazarrasa O, Valkonen S, Meditto A, Patriarca M, Taylor A. Quality specifications for the determination of copper, zinc, and selenium in human serum or plasma: evaluation of an approach based on biological and analytical variation. Clin Chem. 2008; 54(11): 1892-1899.
6. Summary of ISO 15189 additional requirements. CPA UK Ltd, 2012. http://www.ukas.com/Library/Services/CPA/Summary%20of%20Idifferences%20betwen%20ISO%2015189%20&%20CPA.pdf

The authors

Sarah-Jane Bainbridge and Chris F. Harrington* PhD
TEQAS, Trace Element Centre, Surrey Research Park, Guildford GU2 7YD, UK

*Corresponding author
E-mail: Chris.harrington1@nhs.net

C175 Molecular diagnostics Tosh thematic

Molecular diagnostics – US industry seeks more regulation

Molecular diagnostics is seen as the gateway to an era of personalized medicine.  It detects DNA and RNA-level abnormalities that provoke and fuel most diseases. As a result, it offers precise diagnosis, determines the susceptibility of a patient to a specific disease and assesses his or her response to therapy. Moelcular diagnostics can also establish a patient’s prognosis over time far more scientifically than what is often no more than a physician’s informed guess.

Tailored therapy, patient convenience
The track record of molecular diagnostics is, on first sight, impressive.
For instance, FoundationOne, a molecular diagnostic test from Foundation Medicine, scans a patient’s tumour sample for changes in 238 genes that drive cancers, helping oncologists to “choose drugs targeted to the genetic profile of a patient’s tumour cells.”
Another example is Cologuard, from Exact Sciences, which screens stool samples for colorectal cancer. Apart from greater accuracy, the technique is far less invasive than colonoscopy. According to The Mayo Clinic, this will enable more people to get tested earlier and ‘revolutionize’ the fight against colorectal cancer.
Convenience in access is also central to tests from TrovaGene, which utilizes urine samples. Priority targets for the company include malignant melanoma, whose rate of spread makes early detection invaluable, but is also an especially difficult cancer to diagnose via traditional means.

Genomic Health: single-product trailblazer
A poster child of the molecular diagnostic revolution is Genomic Health. The company was founded 15 years ago to close the gap between genomic research and real-life benefits for cancer patients.
Based on the success of a single product, Oncotype Dx, the company has reached a market value of about $1 billion. Oncotype Dx predicts relapse rates of women with breast cancer and assesses benefits from different types of chemotherapy. Its scope has also been extended to prostate and colon cancer.

Targeting broad spectrum of diseases
New molecular diagnostic products, however, go beyond cancer to other challenging conditions. Rheumatoid arthritis is the focus for Crescendo Bioscience, which has developed a test for 12 different proteins in a blood sample of patients. Its metrics are the first to measure molecular activity of the disease and permits a quicker decision to screen for antibodies. The test, moreover, can determine the effectiveness of a cheap, generic steroid such as dexamethasone on a particular patient, as it can about the ineffectiveness of biotech drugs – whose costs range from $1,000 to $3,000 a month.

In some cases, research breakthroughs have allowed firms to offer tests for a variety of diseases out of the same platform. The tests from TrovaGene, for example, are based on proprietary cell-free nucleic acid (cf-NA) techniques – and can be used for cancer as well as infectious disease, organ transplantation and prenatal genetic testing.

Regulation holds key to building confidence
In spite of its strong case, the proponents of molecular diagnostics lament that current use is far below potential. Such arguments have reached fever pitch, especially in the US.
The reason seems ironical. The industry has been calling for more government regulation. An Op-Ed piece in ‘The Boston Globe’ in 2011 explains why. Due to the absence of clear approval policies, it notes, both payers and physicians lacked confidence about the reliability and accuracy of molecular diagnostics. The authors of the Op-Ed, Mara Aspinall, then CEO of an IP-rich molecular diagnostics company On-Q-ity, and Brook Byers of venture capital powerhouse Kleiner, Perkins, Caufield & Byers, were especially scathing about the decision by the Food and Drug Administration (FDA) “to regulate diagnostic tests as ‘medical devices’,” and proposed that molecular diagnostics requires both “new expertise and a new regulatory focus.”
These kind of concerns seemed prescient. Within two years, Aspinall’s On-Q-ity had folded. Following its demise, an industry analyst observed that molecular diagnostics faced similar concerns as therapeutics, but was confronted “by larger reimbursement and regulatory uncertainties.”

CLIA certification and reimbursement
Many molecular diagnostic tests on the US market have not been endorsed by the FDA, or been classified as eligible for Medicare. Indeed, tests approved by the FDA largely concern infectious diseases and companion diagnostics.
Most vendors have their products certified under the less stringent Clinical Laboratory Improvement Amendments (CLIA) standard. Some have succeeded in obtaining Medicare reimbursement, with only CLIA certification. However, this has been lengthy. For example, Crescendo’s rheumatoid arthritis test discussed previously was sold for three years, before being approved by Medicare.
Others have fared worse, in spite of successful products on the market. Foundation Medicine’s tumour test (see above) is neither FDA-approved, nor reimbursed by Medicare. As a result, the company has to negotiate with payers to get paid every time a patient is tested with its product.

Multiple, complex challenges
There are several layers in the underlying problem.
The first is the regulation of diagnostic tests as medical devices. As explained by ‘Expert Review of Molecular Diagnostics’, current regulatory systems were written to regulate a broader array of products, and “molecular diagnostics are now being fitted into that existing framework.” Though there will be overlaps, it is  “appropriate to treat molecular diagnostics – properly defined – in a different manner to a group consisting of all other IVDs.” This is clearly not yet the case. A certification program at the University of California, San Diego, for example, notes: “Molecular diagnostics, or in vitro diagnostics …”.
A second regulatory challenge is that molecular diagnostics encompasses both test assays as well as instruments and equipment. The latter are more clearly akin to devices, assays far less so. However, a problem arises when instruments used in assay development are specifically referenced for approvals. A Draft Guidance from the FDA in April 2013 acknowledges such a limitation.
The third factor is the linkage between genomics research on biomarkers, which yields masses of data, but does not provide clinically useful information for real-world molecular diagnostics. This can only be achieved in a gray area between a research laboratory and a clinical laboratory.

Research use only versus diagnostics
The FDA regulates (in vitro) diagnostic kits explicitly designed for diagnostic use. In sharp contrast, research use only (RUO) products are unregulated. Their definition in FDA regulations covers labelling only and is sketchy, specifying that they should be “in the laboratory research phase of development and not represented as an effective in vitro diagnostic product.”
Biomarker assays are usually labelled RUO since their clinical use is unknown, until after their diagnostic effectiveness has been evaluated in a clinical laboratory. Some maintain this status indefinitely, staying outside FDA jurisdiction.
The regulatory problem arises once a clinical laboratory evaluation of a biomarker begins to move on its own course.

From in vitro to molecular diagnostics: difference in detail
As explained by Jeffrey Gibbs of the law firm Hyman, Phelps & McNamara, the roots of the RUO challenge date to the 1990s, when many RUO products began to be used by laboratories for clinical applications. At this time, companies labelled their in vitro assays and instruments as RUO but then promoted them for diagnostic use – in some cases, making specific claims too. 
In 1997, the FDA sought to curb this practice with a regulation on analyte specific reagents (ASR), targeting the basic chemical components used in diagnostic assays. However, it became clear some years later that the ASR regulation was being used to camouflage sales of more complex products. In 2007, the FDA issued a guidance document on ASRs, prohibiting the combination of more than one active component.
This, as Mr. Gibbs states, was acceptable for in vitro diagnostics. It was clearly not so for molecular diagnostics, where, for example, a primer and probe pair need to be offered together. To cope with this, a number of companies relabelled their ASRs as (unregulated) RUOs.

In a draft guidance in 2011, the FDA proposed sanctioning companies for selling RUO diagnostic products to clinical labs. Of special concerned were ‘high-risk’ laboratory-developed tests (LDTs) impacting on major treatment decisions – attention to which strengthened in 2011 after the prestigious Duke University used faulty genomic markers to select therapy for cancer patients.

FDA steps in, but industry remains uncertain
The end of 2013 saw a series of major moves by the FDA, which will have a bearing on the shape of the molecular diagnostics industry in the years to come.
One was to shut down health-related genetic tests by direct-to-consumer firms, including market leader 23andMe, which has been selling kits and test results for carrier status, health risks, and drug response.
Another was to provide the first-ever FDA clearance of a next-generation sequencing (NGS) instrument and universal reagents, opening the way for tests to be cleared on their own merits. This may encourage a move by companies of their RUO products into the FDA process.
The FDA also issued a Final Guidance on how companies could market RUO and investigational use only (IUO) diagnostic tests and instruments, which several clinical laboratories had been using for LDTs.

In its Guidance, the FDA backed off from its plans two years before to sanction RUO product sales to clinical laboratories. However, it opens the way for enforcement – and another kind of uncertainty for molecular diagnostic companies, for some time to come.
The Guidance notes that if a manufacturer “were to assist in the validation or verification of the performance of a test for clinical diagnostic use that uses its RUO or IUO labelled IVD, that assistance would be considered to be evidence of a non-research or non-investigational intended use.”
The wording of the Final Guidance leaves considerable room for interpreting the marketing and sales behaviour of both vendors and clinical laboratories. These are likely to be taken up for enforcement actions by the FDA on a case-by-case basis.
As another recent commentary by law firm Hyman, Phelps & McNamara observes, the FDA “says it will take enforcement action based on the totality of the circumstances.  What that actually means remains to be seen.  As with most things with FDA, we will simply have to wait and see.”

C372 EHR Tosh thematic

Electronic health records and the lab

Two opposing agendas confront clinical labs in terms of electronic health records (EHRs): privacy/security on the one side, and interoperability, on the other. The former involves an inward push for isolation, while the latter tends to pull technology in the other direction.
There also is a major financial challenge. While healthcare providers have been given a host of incentives to adopt EHRs (especially in the US), labs have been pretty much left out on their own.

EHRs and lab systems populate different worlds
Clearly, lab-compatible EHR systems which meet both (privacy and interoperability) criteria promise the quickest returns. EHR developers have however shown little enthusiasm, until recently, to incorporate clinical lab requirements as a sufficient driver, while laboratory system vendors have tended to ignore EHRs or postpone taking them into account until EHR development has matured sufficiently. 

US EHR adoption drives lab applications
In the US, this limbo is being shaken up by healthcare providers, who are compelling vendors to take account of their need for EHR-friendly clinical lab systems.
At end 2012, the US Centers for Disease Control and Prevention (CDC) released a survey which found 72 percent of office-based physicians using EHR systems, up from 48 percent in 2009 and 18 percent in 2001. 
The reason for the dramatic increase in EHR adoption lies in the Meaningful Use requirements of the 2009 Health Information Technology for Economic and Clinical Health Act, also known as the HITECH Act. The Act provides billions of dollars in incentive payments through the Medicare and Medicaid programmes to increase physician adoption of EHR systems.

Clinical labs are now being lifted by the rising tide of EHR adoption. According to the US Office of the National Coordinator for Health Information Technology (ONC), the “availability of structured lab results within the EHR contributes to office efficiencies while also assisting providers in the ability to make real time decisions about the patient’s care.”
The ONC explicitly specifies the threshold for EHR-friendly clinical lab practices in Stage 1 – of over 40 percent of all lab test results ordered by a provider and incorporated in certified EHR technology as structured data.
Stage 2 Meaningful Use requirements, finalised in August 2012, increase the clinical lab results threshold to 50 percent. The ONC has subsequently announced plans to assess health information exchange (HIE) in clinical laboratories.

Labs left to own resources
While healthcare providers have the financial incentives of the HITECH Act, clinical labs have been left to their own resources to set up interfaces from their laboratory information systems (LIS) to providers.
Compounding this has been inconsistencies in the way different EHR systems generate lab test orders.
However, the alternative has been stark – to be left out of referrals from tests.

EHR systems remain heterogeneous
The US EHR landscape is however hardly uniform. As of September 2013, there were 3,652 non-enterprise certified ambulatory EHR software systems, almost half of which were classified as “complete” to qualify for Meaningful Use Stage 1 or Stage 2.
In spite of efforts to set standards for semantic interoperability of healthcare data, standards so far are only syntactic (based on HL7 and XML). 
The alternative, to develop a common US-wide EHR system, has been accepted as being technically insurmountable – due to hurdles in specifying, developing, testing and deploying standardized tools, common architectures and vocabularies, within secure, real-time and scalable networks, and doing all this within the fast-changing world of information and communications technologies.
For proponents of a decentralized approach to EHR technology, in the US in particular, the sharp increase in offtake of EHR systems has shown that it has delivered – as far as healthcare IT objectives are concerned.

EHR faces teething problems
Still, teething troubles for EHRs also clearly remain.
In early September 2013, one of the leading EHR systems, from EPIC, crashed across seven major healthcare facilities of Sutter Health, a nearly 100 year-old healthcare provider in California. Some suspect the role of a routine upgrade a few days earlier in the EHR system, which was launched by Sutter at a cost of $1.2 billion in 2004, but has so far reached only a halfway mark.

EHR challenges for labs remain to be resolved
Such issues with the evolution of maturity of EHRs pose especially major problems for labs, who (as mentioned) have to develop and fund interfaces between their LISs and the EHRs of their client physicians but are also forced to cope with the lack of uniform EHR standards.

Some vendors have nevertheless sought to fill the gap.
A leading example is HDD Access, a joint initiative by the US Department of Defense, the Department of Veterans Affairs and 3M Health Information Systems to create a public use version of 3M’s Healthcare Data Dictionary (HDD). HDD Access consists of a relational database and Application Programming Interface (API) runtime services to which other applications can interface. The terminology is organized as a controlled medical vocabulary – a comprehensive set of clinical and other concepts used in healthcare.
HDD Access offers specific benefits for integrating LIS and EHR platforms. Independent of source system, it can track local fields and translate them into laboratory concepts. Nevertheless, HDD Access warns that it is “not a standard terminology and is not a replacement for standard terminologies.

In effect, in the US, clinical labs are likely to continue to face a host of technical challenges with respect to EHRs in the years to come.

EHR Big Bang fizzles in Europe

Unlike the US, Europe made a massive effort in 2004 to devise common semantic standards for EHR interoperability as part of its Single eHealth Area. The EU’s EHR objectives sought to integrate all patient information – from primary to tertiary settings, and include emergency and in-patient care. Also on the radar were ambitious plans to connect pharmacies as well as the web of disparate billing/reimbursement procedures, and do so across Europe.
In mid–2008, the EU Commission set 2015 as the target year for EHR interoperability, to ensure that key EHR datasets could cross European borders, and do so in conformity with medical rules and other relevant legal frameworks.

In January 2011, however, these ambitions were put on the backburner, after an official report criticized the effort as being both impractical and ‘grandiose’. The report found that a pan-EU EHR system would neither be technically feasible, cost-effective or even medically justified, and instead urged more emphasis on decentralized efforts – in other words, just like the US.
Technical challenges aside, massive differences in physician and medical cultures across Europe played a major role in derailing efforts toward a common EHR. Or, as EuroRec, an umbrella organization tasked with pan-EU EHR implementation, states: it was “widely recognized that social and organizational aspects are as likely to ruin an implementation process as technical factors are.”

European focus shifts to national efforts
The EHR focus in Europe has now totally shifted to national efforts. A new eHealth Governance Initiative (eHGI) encourages cooperation “between Member States” and “between national authorities and standardization bodies”, and seeks to “enable the recommendation of standards and (harmonized) profiles based on selected use cases.” On the technical side, compared to the Big Bang efforts of the Single eHealth Area, it also aims to “link and harmonize coding systems” and “facilitate access to existing standards and medical vocabularies.”
The second area for Europe’s EHR focus is a minimalistic intra-EU/regional approach embodied in a project called epSOS, which dates back to 2008, but was (temporarily) eclipsed by the ambitions of the Single eHealth Area. epSOS, which went live in April 2012, has the modest goal of connecting 20 EU nations (and 3 non-EU members) to a secure database, and sharing only Patient Summaries and ePrescription records via IHE X* profiles. Its target consists of Europeans holidaying overseas.

Today, EHR adoption varies considerably in Europe. The Nordic countries have been using the technology for over a decade and are fairly advanced as a result in EHR implementation.
However, adoption in France, Germany, Spain and the UK is ‘on course’ with the US.

Shift from Single eHealth Area encourages new EHR-directed lab applications
The shift away from forcing through a Single eHealth Area has also opened the way for innovative working approaches aimed at clinical labs. One good example of this is Valle de los Pedroches Hospital at Cordoba, Spain, which has  designed and implemented a unified lab test request module for the Andalusian regional EHR.
In spite of some outstanding issues (such as rigidity in error solving, and the need to adapt to a new nomenclature), implementation of the laboratory module in the EHR improved the analytical process, with better patient safety and less programming or container errors and shorter response times. Clinical professionals gave a rating of 7.8 out of 10, positively highlighting the speed at which results are delivered and their integration in the EHR.
Such efforts are likely to grow with time.

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