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Clinical Chemistry 43: 1764-1770, 1997;
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(Clinical Chemistry. 1997;43:1764-1770.)
© 1997 American Association for Clinical Chemistry, Inc.


Oak Ridge Conference

Detection of hepatitis B surface antigen in whole blood by coupled particle light scattering (CopalisTM)

Michael J. Beneckya, Diane R. Post, Susan M. Schmitt and Manish S. Kochar

Sienna Biotech, Inc., 9115 Guilford Rd., Suite 180, Columbia, MD 21046.
a Author for correspondence. Fax 301-497-8796;


Abstract

Coupled particlelight scattering (CopalisTM) is a homogeneous immunoassay technology that permits simultaneous determination of multiple analytes in serum, plasma, or whole blood. Copalis differentiates monomeric latex microparticles from latex aggregates and cells on the basis of their unique light scatter properties. Copalis readily discriminates small (~0.1 µm) differences in latex microparticle size. Therefore, multiple simultaneous assays are configured by the use of mixtures of different-size latex microparticles. The Copalis research immunoassay for hepatitis B surface antigen (HBsAg) is configured in a sandwich format where the extent of light scatter histogram broadening due to HBsAg-mediated binding of colloidal gold to latex provides the basis for antigen quantification. Simultaneous Copalis forward- and wide-angle light scatter measurements allow discrimination of latex microparticles from the cell components of whole blood. Consequently, direct detection of HBsAg in unprocessed whole-blood samples by Copalis is feasible.

Coupled particle light scattering (CopalisTM) is a novel homogeneous immunoassay technology that permits rapid, sensitive, and simultaneous determination of multiple analytes in serum, plasma, or whole blood (1). Copalis differentiates monomeric latex microspheres from latex aggregates and cells on the basis of their unique light scatter properties as they pass individually through a finely focused beam of light produced by a semiconductor laser (Fig. 1 ). Small differences in latex microsphere size (~0.1 µm) are readily discriminated by the high-resolution Copalis light scatter signal. Consequently, multiple simultaneous assays can be configured by the use of different-size latex particles in the same reaction mixture.



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Figure 1. Diagram illustrating Copalis measurement principles.

The measurement module consists of a semiconductor laser light source, a fluidics system that aligns the microparticles in single file as they pass through the laser beam, and a photodiode to collect low (forward)-angle light scatter. The research prototype instrument utilized in this study contains an additional detector that collects wide-angle scattered light.

Copalis assays can be configured in two distinct but complementary homogeneous test formats (2). Latex microsphere self-agglutination mediated by an immunochemical reaction provides the basis for the Copalis latex assay format (3). The extent of latex aggregate formation is correlated with sample analyte concentration during a Copalis latex assay. Light scatter histogram broadening caused by analyte-directed binding of colloidal metallic particles to latex microspheres provides the basis for the second Copalis assay format (4). In this type of assay, the magnitude of histogram broadening is used to quantify sample analyte concentration.

We provide here a brief overview of the Copalis technology and an illustration of its capabilities in the sensitive detection of hepatitis B surface antigen (HBsAg) in serum, plasma, or whole blood.1 The Copalis research immunoassay for HBsAg is configured in a sandwich format where antigen mediates binding of colloidal gold particles to latex microspheres. Formation of the colloidal gold:HBsAg:latex microsphere sandwich causes a change in the latex microparticle light scatter contour plot constructed from simultaneous Copalis forward-angle and wide-angle light scatter measurements. The ability of colloidal gold to modulate the light scatter signature of the latex assay microparticle provides the basis for the Copalis HBsAg immunoassay. Since the Copalis two-channel light scatter measurement allows for the discrimination of the latex assay particles from the red and white cell components of whole blood, we demonstrate here the feasibility of direct Copalis detection of HBsAg in unprocessed whole-blood samples.


Materials and Methods

instrumentation
The basic measurement device is an optical flow particle analyzer using low forward-angle light scatter as the measurement principle and a 635-nm low-power (5 mW) semiconductor diode laser as the light source (2). To obtain maximum resolution of the light scatter signal, sheath flow is used to create a concentric stream that constricts the sample stream to a narrow cross-section (Fig. 1Up ). The collimated output of the laser is focused at the center of the flow cell in the highest intensity and most uniform region of the focused beam. As each particle type passes through the beam, it generates a unique light scatter signature that is simultaneously detected by a photodiode positioned to collect only low forward-angle scattered light and a photomultiplier tube positioned to collect wide-angle light scatter (Fig. 1Up ).

reagents
Latex microspheres.
Sulfate latex microspheres were obtained from Interfacial Dynamics Corp. The microspheres meet specifications of <2% variation in diameter in the 1.0–1.5 µm range and <4% diameter variation in the >1.5 µm size range. Passive adsorption is the latex coating method of choice (5). This method involves dialyzing the protein to be bound into a low ionic strength buffer that is 1–2 pH units above the isoelectric point of the protein. The latex microspheres are prewashed extensively in the coating buffer and brought to a final concentration of 5 g/L latex solids. Antibody or antigen (20 to 150 mg/L latex) is added and incubated overnight at 4 °C with continuous mixing. The coated beads are postcoated with 10 g/L bovine serum albumin (BSA) and can be stored for several months at 4 °C until subsequent use in the Copalis reagent drying process.

Gold colloid preparation.
Colloidal gold ({lambda}max = 560 nm) is prepared by the chemical reduction of hydrogen tetrachloroaurate(III), HAuCl4 (6). Gold particle size analysis by electron microscopy reveals the mean particle size to be 84 ± 15 nm. To bind proteins, the pH of the colloidal gold suspension is typically adjusted to one pH unit above the isoelectric point of the protein to be bound (7). Soluble protein is added at room temperature at a range of concentrations to optimize the specific activity of the preparation. After 30 min, the preparation is stabilized to salt flocculation by postcoating (7) and can be stored for up to several months at 4 °C until subsequent use in the reagent drying process.

Copalis dry reagent preparation.
Rapid air drying is used to convert the three components of the Copalis research HBsAg reagent, which include an internal reference particle (1.4 µm), a HBsAg antibody-coated latex assay particle (1.9 µm), and colloidal gold particles (~0.08 µm) coated with a second HBsAg antibody to a dry reagent format. A similar rapid air drying procedure is used to convert the microparticle reagent components of the simultaneous Copalis latex test for Toxoplasma gondii, rubella, and cytomegalovirus total antibodies to a dry reagent format.

assay procedures
Multiplex Copalis test for
T. gondii, rubella, and cytomegalovirus total antibodies. This latex assay is configured to react at relatively high concentrations of latex microparticles (1012/L) in a 0.1 mol/L glycine pH 9 buffer containing a chaotropic salt and 10 g/L BSA. In the automated test procedure, the dried latex microparticle reagent is reconstituted in reaction buffer, serum (10% of total reaction volume) is added to the rehydrated reagent, and after 10 min of mechanical agitation at room temperature the reaction mix is subjected to Copalis analysis. Data is collected for ~40 000 particles at a data acquisition rate near 3 kHz. Quantification of the consumption of monomeric assay particles relative to the number of invariant reference particles is used to analyze the extent of reaction.

Copalis HBsAg reagent.
This gold assay is carried out at relatively low concentrations of latex microspheres (109/L) in the presence of a large excess (1012/L) of colloidal gold particles in a 0.05 mol/L glycine pH 9 buffer containing 0.6 mol/L potassium chloride and 6 g/L BSA. In the automated HBsAg test procedure, the prototype Copalis analyzer reconstitutes the dried HBsAg microparticle reagent and transfers an aliquot (5% of total assay volume) of whole blood, serum, or plasma to the reconstituted reagent. After a 30-min static incubation at 37 °C, the instrument completes the Copalis analysis of the reaction mix (~10 000 total events) within 30 s. The Copalis HBsAg assay response parameter quantifies the proportion of latex assay particles that move out of an analysis window because of antigen-mediated binding of colloidal gold. The boundaries of this window were originally set to encompass the light scatter contour of a reference HBsAg-negative serum sample. The Copalis response index is obtained by calculating the ratio of test sample assay response to that of the HBsAg-negative serum reference sample and multiplying by 100.

Whole-blood sample handling.
EDTA- or acid citrate dextrose-anticoagulated whole-blood samples were analyzed within 36 h after the blood draw. Whole-blood samples were centrifuged at 1000g for 10 min to prepare linked plasma samples.


Results

The Copalis reagent for the simultaneous detection of T. gondii, rubella, and cytomegalovirus total antibodies in serum contains four different sizes of latex microspheres that span the 1–2 µm diameter range (Fig. 2 ). These particles include an internal reference particle (1.1 µm) and the three monomeric latex assay particles that have been coated with antigens for T. gondii (1.4 µm), rubella (1.7 µm), and cytomegalovirus (1.9 µm), respectively. This reagent, which is available for commercial use, illustrates a multiplex Copalis latex assay where serum antibodies mediate formation of dimeric and multimeric aggregates of the antigen-coated latex microspheres. We have found that the most accurate and precise measure of sample antibody presence is the consumption of the respective monomeric assay particles relative to the reference particle (Fig. 2 , lower trace). The reference particle verifies proper optical alignment and detects the rare clinical incidence (~0.25%) of nonspecific microparticle agglutination.



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Figure 2. Multiplex Copalis test with the latex assay format that illustrates the simultaneous detection of total antibodies against T. gondii, rubella, and cytomegalovirus in human serum.

Upper trace, negative serum for all three serological markers; lower trace, positive serum for all three serological markers.

The Copalis research immunoassay for HBsAg is configured in a sandwich format where antigen mediates binding of colloidal gold to latex microspheres (Fig. 3 ). Components of the Copalis HBsAg reagent include an internal reference particle (1.4 µm), a HBsAg antibody-coated latex assay particle (1.9 µm), and colloidal gold particles (~0.08 µm) that have been coated with a second HBsAg antibody. The present assay is an automated procedure where the Copalis analyzer rehydrates the dried reagent; transfers an aliquot of serum, plasma, or whole blood to the reconstituted reagent; and after a 30-min incubation performs the Copalis measurement on the reaction mix.



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Figure 3. Diagram depicting the Copalis gold immunoassay sandwich format.

Utilization of the commercially available single-channel Copalis One Immunoassay System showed that HBsAg-mediated binding of colloidal gold causes broadening of the Copalis forward-angle light scatter histogram associated with the HBsAg antibody-coated latex microparticle (Fig. 4 ). Electron microscopy confirmed specific antigen-mediated binding of colloidal gold particles to the assay particle in samples displaying analyte-broadened histograms (Fig. 5 ).



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Figure 4. HBsAg-mediated broadening of the Copalis forward-angle light scatter histogram associated with the HBsAg assay microparticle.



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Figure 5. Representative electron microscopy data obtained for samples displaying analyte-broadened Copalis histograms that illustrate specific binding of colloidal gold particles to the latex assay particle.

Subsequent HBsAg work involved a two-channel research prototype instrument capable of performing simultaneous forward-angle and wide-angle (side scatter) Copalis light scatter measurements (Fig. 6 ). The advantages of using simultaneous forward and side light scatter data collection in the Copalis HBsAg assay system include enhanced assay sensitivity and the ability to perform direct HBsAg measurements in unprocessed whole-blood samples. Simultaneous comparison of the HBsAg dose-dependent broadening characteristics of the Copalis forward and side scatter signals showed that side scatter displays greater sensitivity at low HBsAg concentrations (Fig. 7 ). The enhanced spectral resolution (i.e., 106 vs 4000 channels) provided by the addition of side scatter channel facilitates the spatial discrimination of latex microspheres in the 1–2 µm diameter range from other sample particulate matter such as blood cells (Fig. 8 ) or lipemia concentrations up to 20 g/L (data not shown). Consequently, interference from the cell components of whole blood (Fig. 8 ) can be gated out electronically during Copalis two-channel data acquisition.



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Figure 6. Representative Copalis data obtained by making simultaneous forward scatter and side scatter measurements on a serum sample negative for HBsAg.



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Figure 7. Comparison of the HBsAg dose-dependent broadening characteristics of the forward scatter and side scatter components of the Copalis signal.

Low-positive, mid-positive, and high-positive samples were prepared by making 1:1000, 1:5000, and 1:20 000 dilutions of a HBsAg-positive serum sample with HBsAg-negative serum. The individual single-parameter histogram data shown here is derived from two-parameter Copalis data through selective analysis of latex assay particles contained in the analysis gate shown in Fig. 6Up . The gated two-parameter data is then projected on the forward scatter and side scatter axes to obtain the resulting forward (A) and side (B) light scatter histograms.



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Figure 8. Whole-blood Copalis HBsAg measurements: (A) whole-blood HBsAg negative, electronic gating off; (B) whole blood HBsAg negative, electronic gating on; (C) whole blood HBsAg positive, electronic gating on.

To assess the clinical utility of the Copalis HBsAg assay, we tested 255 HBsAg-negative sera and 100 confirmed HBsAg-positive sera obtained from Gulf Coast Regional Blood Center in Houston, TX (Fig. 9 ). The screening method used at Gulf Coast was the Ortho Antibody to HBsAg ELISA Test System 2. Samples repeatedly reactive by the screening method were subjected to further confirmatory testing at Gulf Coast by the Abbott Auszyme EIA. The current Copalis HBsAg research assay clearly distinguishes the negative serum population from the population of HBsAg-confirmed positive sera (Fig. 9 ). The current estimate of the sensitivity of the Copalis HBsAg research reagent is 0.8 µg/L and 0.6 µg/L for the ad and ay forms of HBsAg, respectively. We anticipate that we will able to match the sensitivity claims (0.20–0.40 µg/L) of other commercially available HBsAg tests through standard immunochemical approaches for immunoassay performance enhancement. In addition, no significant hook effect was observed during examination of samples with very high (~200 000 µg/L) antigen concentrations (data not shown).



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Figure 9. Summary of Copalis HBsAg testing on serum samples showing discrimination between populations of HBsAg-negative sera and confirmed HBsAg-positive sera.

Reproducibility panel testing consisting of 13 runs of four replicates each for negative, low-positive, mid-positive, and high-positive samples indicated that the Copalis HBsAg reagent system was stable and precise over the duration of the 14-day stability study (Table 1 ).


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Table 1. Copalis HBsAg prototype system reproducibility.

To assess the feasibility of whole-blood Copalis HBsAg testing, we conducted a preclinical investigation at Providence Laboratory Associates in Rockville, MD, on a patient population at high risk for hepatitis B infection. Parallel tests of whole blood and linked plasma on 62 patients showed excellent agreement between whole-blood and plasma results for 61 of 62 of the sample pairs (Fig. 10 ). This clearly demonstrates feasibility of Copalis HBsAg testing in unprocessed whole-blood samples. The single whole-blood/linked plasma pair discordant result observed during initial testing resolved (i.e., the plasma for patient 55 retested negative) upon repeat testing. Variation of hematocrit from 18% to 58% had no effect on the ability of the Copalis HBsAg assay to discriminate a negative whole-blood sample from low- and mid-concentration positive whole-blood samples (Fig. 11 ).



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Figure 10. Correlation between Copalis HBsAg whole-blood and plasma testing in patients at high risk for hepatitis B infection.

•, whole blood; {circ}, linked plasma.



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Figure 11. Effect of hematocrit variation on the ability of the Copalis HBsAg reagent to discriminate HBsAg-negative whole blood from low- and mid-concentration HBsAg-positive whole-blood samples.


Discussion

Copalis technology provides numerous advantages for the clinical laboratory over existing methodology. These include (a) a simple automated homogeneous test format; (b) the ability to make direct measurements in unprocessed whole-blood samples; and (c) the ability to perform simultaneous assays on multiple analytes, providing the opportunity to group assays related by a clinical diagnosis.

In the Copalis automated HBsAg test procedure, the analyzer reconstitutes the stable dried microparticle reagents just before use, transfers an aliquot of patient sample to the reconstituted reagent, and after a 30-min incubation period performs the Copalis measurement on the reaction mix. This is in contrast to common HBsAg ELISA microtiter plate procedures, which take from 2 h to overnight to complete. The HBsAg reagent system stability and reproduciblity results reported here are very competitive with ELISA and other automated EIA systems.

The enhanced spectral resolution provided by the addition of side scatter channel facilitates the spatial discrimination of latex assay microparticles in the 1–2 µm diameter range from the red and white cell components of whole blood. Consequently, we were able to demonstrate here that Copalis detection of HBsAg in whole blood is feasible. The ability to make direct measurements in unprocessed whole-blood samples should have future applicability to analytes requiring stat capability (e.g., cardiac marker testing) or very small analysis volumes (e.g., neonatal sample testing).

Small differences in latex microsphere size (~0.1 µm) are readily discriminated by the high-resolution Copalis light scatter signal. Consequently, multiple simultaneous assays can be configured by the use of different-size latex particles in the same reaction mixture. Analytes in future multiplex Copalis tests will be configured in groups related to a single diagnosis. For example, Copalis tests for acute or chronic hepatitis B could be configured by grouping the present HBsAg assay with an IgM antibody test to hepatitis B core antigen (anti-HBc IgM) or hepatitis B e antigen (HBeAg) and total antibody to hepatitis B core antigen (anti-HBc total) tests, respectively.


Acknowledgments

We thank Martha Martin, Jill Burkoff, Nancy Hooper, Benjamin Imus, Kimberli Wanionek, and Providence Laboratory Associates (Anita Mattero and D. Michael Kouns) for expert technical assistance, James DiOrio (Baxter Healthcare Corp., Round Lake, IL) for performing the electron microscopy work, and Sridhar Ganapathy and Reinaldo Gonzales for numerous helpful discussions.


Footnotes

1 Nonstandard abbreviations: HBsAg, hepatitis B virus surface antigen; BSA, bovine serum albumin; and HBc, hepatitis B virus core (antigen).


References

  1. Bodner AJ, Britz JA. Copalis technology. Chan DW eds. Immunoassay automation: an updated guide to systems 1996:253-275 Academic Press San Diego. .
  2. Kochar MS, Benecky MJ, Ganapathy S. CopalisTM technology: immunoassay diagnostics using latex microparticles and colloidal gold. In: Cohn GE, Soper SA, Chen CHW, eds. Proc. SPIE Ultrasensitive Biochemical Diagnostics 1996;2680:167–85..
  3. Hansen WP. Simultaneous multiple assays. US Patent 5,286,452, Feb 15 1994;.
  4. Hansen WP, Cennerazzo M. Light scatter-based immunoassay without particle self-aggregation. US Patent 5:589,401, Dec. 31, 1996..
  5. Griffin C, Sutor J, Shull B. Microparticle reagent optimization. Indianapolis: Seradyn, Inc., 1994:131pp..
  6. Handley DA. Methods for synthesis of colloidal gold. In: Hayat MA, ed. Colloidal gold: principles, methods and applications, Vol. 1. San Diego: Academic Press, 1989:13–30..
  7. Geoghegan WD, Ackerman GA. Adsorption of horseradish peroxidase, ovomucoid and and anti-immunoglobulin to colloidal gold for the indirect detection of concanavalin A, wheat germ agglutinin and goat anti-human immunoglobulin G on cell surfaces at the electron microscopic level: a new method, theory and application. J Histochem Cytochem 1977;25:1187-1200. [Abstract]



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