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Clinical Chemistry 48: 391-393, 2002;
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(Clinical Chemistry. 2002;48:391-393.)
© 2002 American Association for Clinical Chemistry, Inc.


Letters

Standardization: Comparability and Traceability of Laboratory Results

Rudolf M. Lequin1a

1 Diagnostics Consultancy, PO Box 4963, 5604 CD Eindhoven, The Netherlands

aFax 31-40-290-8621 E-mail r.m.lequin{at}wxs.nl


To the Editor:

The opinion article by Stenman, entitled "Immunoassay Standardization: Is It Possible, Who Is Responsible, Who Is Capable?" (1), is one of many appearing at present on this subject (2)(3). The requirements set by the EC Directive on in vitro diagnostic (IVD) medical devices (4) appear to be a driving force behind this increase in published comments on standardization. In particular, the requirement of the traceability clause in the Directive calls for attention: it is the subject of a European Standard mandated by the EC and developed by the Comité Européen de Normalisation (CEN) in collaboration with the International Standardization Organization (ISO) (5).

The implementation of the EN/ISO Standard is addressed indirectly by Stenman (1), and it concerns us all: the IVD industry, the medical laboratory, and the patients. The final aim is to achieve trueness and, where this is not yet possible, to improve comparability of results obtained for patient samples by medical laboratories within a region, a country, and eventually worldwide.

For a more precise understanding of the term "standardization", in particular in relation to immunoprocedure results, a few points from the Standard are given here for the reader’s attention.

The first point is that two classes of analytes in laboratory medicine [see the introduction of the Standard (5)] are to be distinguished, i.e., those analytes whose measurement results are traceable to SI units (for convenience called class A analytes) and those whose measurement results are not traceable to SI units but to arbitrary units, e.g., mass units or WHO International Units (for convenience called class B analytes). The latter class includes all (glyco)proteins, which usually are measured by means of immunoprocedures.

It is obvious that standardization of the measurements of the class A analytes may still pose some problems, but in principle, it should and could be readily done. However, class B analytes pose far greater problems. The class B analytes are, for the most part, highly complex and heterogeneous mixtures in the biological fluids in which they are measured. In the (immunoprocedure) measurement, the "analyte" (analyte mixture; many protein and/or glyco forms) in the reference material and in the biological fluids are definitely nonidentical, which consequently invalidates the basic rule of immunoprocedures: to compare "like with like".

For the past 30 years, the flaw of nonvalidity has been taken for granted, with claims that we should remain practical. One of the results is an ever-increasing flow of publications on discrepancies between results obtained in national, regional, or worldwide external quality assessment schemes.

The second point is that one of the crucial remarks in the EN/ISO Standard (6) is that, when establishing traceability, "insufficient definition of the analyte in the human samples" is regarded as one of the major pitfalls. This holds true for class B analytes, which means that before developing an immunoprocedure, one has to establish "what do we want to measure?" and "is it clinically relevant?". The following motto thus emerges: "define the analyte in the biological fluid that has the best clinical relevance".

There is an encouraging example of this approach: the IFCC working group on standardization of measurement of hemoglobin A1C. They started off with the identification of glycohemoglobin forms in blood of diabetic patients; thus, they defined their analyte first and then proceeded with development of a reference material and a reference measurement procedure (7). Future work by IFCC along this approach includes identification of "thyroid-stimulating hormone" forms in the blood of patients suffering from thyroid disease.

The opinion article by Stenman (1) does not explicitly deal with these two points. Because the issue of traceability will be discussed further during the coming years, I believe it to be essential that the two points above are clearly addressed and explicitly mentioned.

On the question posed by Stenman (1), "who is responsible", the EN/ISO Standard gives an appropriate answer: in the upper tier of Figs. 1–5 of the Standard it is mentioned that responsibility lies with international and worldwide organizations, such as the professional scientific organization IFCC, the international metrology organization Bureau International des Poids et Mesures (BIPM), and the professional medical organization WHO, together with the IVD industry and others. The idea is that a truly global working party consisting of the stakeholders should address these problems.

It will be counterproductive when organizations, even when they claim to cover a worldwide audience, e.g., in the fields of endocrinology or oncobiology, embark by themselves on standardization of analytes in their field of interest in their own manner without taking into account requirements demanded in the EN/ISO Standard (5). A global agreement is especially important for the IVD industry because the establishment of national or regional reference materials and/or reference measurement procedures should be avoided at all costs (8). The IVD market is a transnational one. Truly global consensus is the way forward.


References

  1. Stenman U-H. Immunoassay standardization: is it possible, who is responsible, who is capable? [Opinion]. Clin Chem 2001;47:815-820.[Free Full Text]
  2. Müller MM. Implementation of reference systems in laboratory medicine. Clin Chem 2000;46:1907-1909.[Free Full Text]
  3. European Diagnostic Manufacturers Association. General aspects of medical and metrological traceability in laboratory medicine. EDMA position paper, March 2001. http://www.edma-ivd.be (help/laboratory testing/industry position papers), accessed November 2001..
  4. Directive 98/79/EC of the European Parliament and the Council on in vitro diagnostic (IVD) medical devices. October 27, 1998 (Published in the Official Journal of the European Communities, December 7, 1998)..
  5. In vitro diagnostic medical devices—measurement of quantities in samples of biological origin—metrological traceability of values assigned to calibrators and control materials. prEN ISO 17511:2000 (latest draft December 2000)..
  6. In vitro diagnostic medical devices—measurement of quantities in samples of biological origin—metrological traceability of values assigned to calibrators and control materials. prEN ISO 17511:2000, clause 4.3.1.a..
  7. Hoelzel W, Miedema K. Development of a reference system for the international standardization of HbA1c/glycohemoglobin determinations. IFCC News 1996;9:62-67.
  8. In vitro diagnostic medical devices—measurement of quantities in samples of biological origin—metrological traceability of values assigned to calibrators and control materials. prEN ISO 17511:2000, clause 4.2.6., note 2..

Dr. Stenman responds:

Ulf-Håkan Stenman

Department of Clinical Chemistry, Helsinki University Central Hospital, Biomedicum, PB 700, FIN-00029 HUS, Finland

aFax 31-40-290-8621 E-mail r.m.lequin{at}wxs.nl


To the Editor:

The intent of my recent opinion article (1) in Clinical Chemistry was to stimulate discussion on the problems of immunoassay standardization. I am therefore grateful for the letter by Rudolf Lequin, which addresses some aspects that I did not deal with, or on which he is of a different opinion.

The EC Directive on in vitro diagnostic medical devices (IVD Directive) is an important document, but it was not the reason that I wrote the opinion article, the thoughts for which have emerged during several years (2). The IVD Directive requires diagnostic companies to use reference measurement procedures for calibration of their assays. However, it does not require any change from current practice unless reference methods are available.

The division of analytes into two classes is a crude oversimplification of the real world. As I tried to point out, it is possible to define the molar concentrations of many protein and peptide antigens, including glycoproteins, in a satisfactory way (1). Even if proteins are heterogeneous, it is in many cases possible to define both the standard and the analyte in the sample sufficiently well to calibrate immunoassays on the basis of substance (molar) concentrations. One of the aims of the Working Group on human chorionic gonadotropin (hCG) has been to test this approach, which if successful could be used as a model for other protein immunoassays. This has not yet been demonstrated, but it should not be considered impossible until tested.

The problem of "insufficient definition of the analyte in the human sample" is certainly important, and hemoglobin (Hb) A1c is an example of how this can be solved. However, the concentrations of HbA1c in blood are more than 1 million-fold higher than those of most of the analytes that we need to standardize. Therefore, the same approach is not easily applied to other immunoassays. In spite of this, we know enough about which forms of hCG and related molecules in plasma are clinically relevant to establish satisfactory standardization. Assays for another complex analyte, prostate-specific antigen (PSA), can now be acceptably standardized (3), although PSA exists in plasma both free and complexed to various protease inhibitors (4). It is obvious that many other analytes still pose problems, some of which may seem insurmountable. However, that should not keep us from establishing reference methods for less complex "class B" analytes.

The question of responsibility described by Rudolf Lequin reveals the problem. Too many organizations are formally responsible, but none of them has the capacity to alone handle the task, and only a few of them have actually attempted to do it. I have suggested that one organization should take the main responsibility (1), and I still think that this is necessary.

The warning against initiatives by regional or specialized groups may seem justified, and I certainly agree that standardization is an international issue (1)(2). I have been involved in projects organized by the International Society for Oncodevelopmental Biology and Medicine, which apparently is what Lequin considers a "specialized group", aimed at mapping the epitopes of PSA and hCG. Well-characterized antibodies and standards are necessary for establishment of reference methods, but much work remains for the international organizations mentioned by Lequin before such methods can be established. I think that we need more projects of this kind rather than more restrictions.


References

  1. Stenman UH. Immunoassay standardization: is it possible, who is responsible, who is capable? [Opinion]. Clin Chem 2001;47:815-820.
  2. Stenman U-H. Immunoassay standardisation. Price C Newman D eds. Principles and practice of immunoassay 1997:245-268 Macmillan London. .
  3. Stamey TA, Chen Z, Prestigiacomo AF. Reference material for PSA: the IFCC standardization study. International Federation of Clinical Chemistry. Clin Biochem 1998;31:475-481.[ISI][Medline] [Order article via Infotrieve]
  4. Stenman UH, Leinonen J, Alfthan H, Rannikko S, Tuhkanen K, Alfthan O. A complex between prostate-specific antigen and {alpha}1-antichymotrypsin is the major form of prostate-specific antigen in serum of patients with prostatic cancer: assay of the complex improves clinical sensitivity for cancer. Cancer Res 1991;51:222-226.[Abstract/Free Full Text]



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