|
|
||||||||
| ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
General Clinical Chemistry |
1 Collaborative Studies Coordinating Center, University of North Carolina at Chapel Hill, Department of Biostatistics, Chapel Hill, NC; 2 University of Texas Health Science Center at Houston, Division of Hematology and Vascular Biology Research Center, Houston, TX; 3 University of Minnesota, School of Public Health, Division of Epidemiology and Community Health, Minneapolis, MN; 4 University of Texas Health Science Center at Houston, Human Genetics Center and Institute for Molecular Medicine, Houston, TX.
aAddress correspondence to these authors at: Diane J. Catellier, Collaborative Studies Coordinating Center, University of North Carolina at Chapel Hill, Department of Biostatistics, 137 E. Franklin St., Suite 400, CB#8030, Chapel Hill, NC 27514-4145. Fax (919) 962-3265; e-mail diane_catellier{at}unc.edu; and Nena Aleksic, University of Texas Health Science Center at Houston, Division of Hematology and Vascular Biology Research Center, 6431 Fannin St., M.S.B.5.240, Houston, TX 77030. Fax (713) 500-6810; e-mail nevenka.matijevic-aleksic{at}uth.tmc.edu.
| Abstract |
|---|
|
|
|---|
Methods: We used whole blood flow cytometry to analyze monocyte and platelet markers in the Atherosclerosis Risk in Communities (ARIC) Carotid MRI study. We estimated laboratory variability using 20 split samples, process variation using replicate blood tubes taken from 112 subjects, and biologic plus process variation using replicate blood samples taken 4–8 weeks apart from 55 people.
Results: For most analytes, the laboratory CV was <10% (mean 3.6%, range 0%–14.5%) and reliability was excellent (75% of analytes had R > 0.90). Reliability coefficients based on repeat-visit data indicated substantial to high repeatability (R > 0.60) for CD14, Toll-like receptor (TLR)-2, CD162, CD61, CD41, CD62P, CD154, and platelet–leukocyte aggregates. In contrast, TLR-4, CD45, myeloperoxidase (MPO), and cyclooxygenase (COX)-2 had slight to moderate repeat visit reliability.
Conclusions: The high repeatability results for selected platelet and monocyte markers indicate that they can be reliably measured in multicenter studies with delayed sample processing, provided that rigorous standardization of sample collection, shipping, and flow cytometry procedures is applied.
| Introduction |
|---|
|
|
|---|
Patients with carotid atherosclerosis were reported to have an increased expression of cyclooxygenase 2 (COX-2)1 simultaneously in peripheral blood mononuclear cells and in the vulnerable plaque regions (5). It was suggested that myeloperoxidase (MPO), a leukocyte enzyme that promotes oxidative damage of host tissues at sites of inflammation, including atherosclerotic lesions, might help in risk stratification for cardiovascular disease (5)(6)(7). Recent studies have demonstrated the presence of the Toll-like receptors (TLRs) in both human plaques and murine models of atherosclerosis (8). Members of the TLR family play a critical role in the inflammatory components of atherosclerosis (9)(10).
Increased platelet activation is central to the pathophysiology of arterial thrombosis (11), and several platelet-derived factors may be involved in the inflammatory interaction between platelets, leukocytes, and endothelial cells (12)(13). Platelet P-selectin interacts with P-selectin glycoprotein ligand 1 (PSGL-1) on leukocytes to form platelet–leukocyte aggregates. It has been suggested that platelet–leukocyte aggregates may be a sensitive marker of platelet activation and a good reflection of ongoing vascular thrombosis and inflammation (14)(15).
Immunophenotyping by flow cytometry has become standard practice for identification of human leukocyte subpopulations (16)(17)(18) and is increasingly used to characterize the phenotypic alterations of platelets (19)(20)(21). Methods for measuring monocyte and platelet markers are relatively easy to apply in a single-center study. A major problem in assessing blood platelet and leukocyte markers in multicenter studies is that activation can occur because of delays in processing. Many clinical laboratories, particularly reference facilities, face this same problem. To prevent activation, careful blood collection, storage/shipment, and processing conditions are important. Studies and recommendations have been published addressing the sources of variation in multicenter studies (22)(23)(24)(25)(26), but they largely relate to flow cytometric lymphocyte immunophenotyping for hematologic malignancies or HIV/AIDS. The major focus of the Atherosclerosis Risk in Communities (ARIC) Carotid MRI study was the reliability of flow cytometric platelet and monocyte measures.
To test the possibility that increased levels of monocyte activation and increased leukocyte–platelet interactions may increase the risk of atherosclerosis, one needs the ability to accurately rank individuals on these characteristics. Analytes with large variability involving blood collection, processing, and analysis and within-person variability are unlikely to show significant associations with risk factors or disease outcomes. In addition, biased regression coefficients may result from modeling the association between analytes with high variability (27).
The aim of this study was to quantify the sources of variation in flow cytometry measurements of platelet and monocytes (variation in the drawing or processing of blood, in the quality of the blood sample after shipment to the central laboratory, in reagents, between technicians performing the measurements, and over time within an individual). In this study, we refer to sources of variability that involve blood collection, processing, and analysis as "method variability," the magnitude of which has important implications for detecting association with disease. We collected replicate blood samples during the course of the ARIC Carotid MRI study to assess the magnitude of variation in flow cytometry measurements and enable correction of measurement error during data analysis.
| Materials and Methods |
|---|
|
|
|---|
The study population consisted of 2066 men and women recruited from the ARIC study under a stratified sampling plan designed to enrich for the presence of visible plaque while allowing for population-based parameter estimates. The study was approved by the institutional review boards of the 4 participating centers.
blood sampling for flow cytometry
All technicians performing venipuncture were centrally trained using a common protocol, followed by a period of supervised practice and certification (29). Samples for flow cytometry were collected in Cyto-Chex® BCT Vacutainer Tubes (Streck) and mixed with anticoagulant by inverting gently 8 times. Cyto-Chex tubes, blood collection tubes for immunotyping by flow cytometry, contain a combination of EDTA and a cell membrane stabilizer for blood cells (30)(31). The samples were shipped on the day of blood draw in insulated styrofoam containers with temperature-stabilizing packages (approximate specimen temperature 10–15 °C) by overnight courier to the flow cytometry laboratory (ARIC Carotid MRI Study. Manual 2: Field Center Procedures: Biospecimen Collection and Processing, p. 55, http://www.cscc.unc.edu/carmri). Before initiation of the ARIC Carotid MRI study, we carried out multiple protocol-development studies and documented the stability of the flow cytometry measurements when the samples were shipped and received within 24 h. Immediately on receipt, samples were prepared for analysis according to the procedures described below.
monoclonal antibodies
We used 11 monoclonal antibodies to label monocyte and platelet markers: phycoerythrin-cyanin 5.1–conjugated CD14 (CD14-PC5), CD45-PC5, fluorescein isothiocyanate–conjugated CD41 (CD41-FITC), CD61- FITC, phycoerythrin-conjugated CD62 (CD62P-PE, or P-selectin), CD154-PE (CD40 ligand, or CD40L), MPO-FITC (all Beckman Coulter), CD162-PE (PSGL-1; BD Biosciences), TLR-2-FITC, TLR-4-PE (both Ebioscience), and COX-2-FITC (Cayman Chemical).
three-color staining for monocyte/leukocyte surface markers
We prepared samples using the PrepPlusTM 2 Workstation (Beckman Coulter). Briefly, for the CD14/CD41/TLR-4 protocol, we placed 100 µL whole blood, 10 µL CD14-PC5, 20 µL CD41-FITC, and 20 µL TLR-4-PE into a 12-by-75-mm tube (Falcon; Fisher Scientific) and incubated them for 20 min in the dark at room temperature. We then placed the tube into a Coulter TQ-PrepTM Workstation for addition of lysing, stabilizing, and fixing reagents (ImmunoPrepTM; Beckman Coulter), according to the manufacturers instructions. The lysed sample tube was kept in the dark and analyzed within 1 h. For the CD14/TLR-2/CD162 protocol, we mixed 100 µL blood with 10 µL CD14-PC5, 20 µL TLR-2-FITC, and 20 µL CD162-PE and processed them in the same manner. We used a tube containing the unstained patient sample and an isotype control tube to evaluate autofluorescent vs nonspecific binding properties of antibodies. Two thousand monocyte events, defined as cells with respective side scatter (SSC) and CD14-PC5 staining characteristics, were acquired in the list mode file from each sample, and corresponding levels of TLR-2, TLR-4, and PSGL-1 were obtained from the CD14+ cell gate (Fig. 1
). Results were expressed as percentage of positive events gated and median fluorescence intensity (MFI).
|
two-color monocyte/leukocyte surface and intracellular staining
We processed blood samples in parallel for the CD14/COX-2 and CD45/MPO protocols. Briefly, 50 µL blood and 10 µL of either CD14-PC5 or CD45-PC5 antibody were mixed and incubated for 20 min in the dark at room temperature. The sample was then fixed with 100 µL Reagent 1 (IntraPrepTM; Beckman Coulter) for 15 min, washed twice with fetal bovine serum (FBS) (5 min, 300g), permeabilized, and lysed with 100 µL Reagent 2 (IntraPrep; Beckman Coulter) for 5 min at room temperature. Either 20 µL MPO-FITC or 8 µL COX-2-FITC antibody was added, and samples were incubated for 45 min in the dark at room temperature, washed twice with PBS, and resuspended in 500 µL FBS containing 0.5% formaldehyde. Samples were analyzed within 30 min of preparation. Monocytes were identified by CD14+ and CD45+ staining, and lymphocytes and granulocytes by CD45+ staining and light-scatter characteristics. Intracellular MPO and COX-2 were detected by positive staining with anti-MPO and anti–COX-2 antibodies gated on CD14+ and CD45+ monocytes and CD45+ granulocytes, respectively. Two thousand monocyte events were acquired in the list mode file from each sample. Results were expressed as percentage of positive events and MFI for COX-2 and MFI for CD14, CD45, and MPO.
two-color sample staining for platelet markers
To prepare samples, we pipetted 2.5 µL well-mixed blood, 47.5 µL filtered FBS, and 10 µL CD61-FITC and 10 µL CD62P-PE or 10 µL CD41-FITC and 10 µL CD154-PE. Samples were mixed gently and kept in the dark at room temperature for 15 min, then diluted with 1.5 mL FBS. Flow cytometric analysis was performed immediately. Ten thousand platelet events were acquired in the list mode file from each sample. Platelets were identified and distinguished from nonplatelet events (red blood cells and leukocytes) by their characteristic forward light scatter (FS) vs SSC characteristics (log FS; log SSC) and their fluorescence from FL1 (CD61 and CD41), in the log-log dot plot of FS vs CD61 or CD41. Results for CD61 and CD41 were expressed as MFI. Results for CD62P and CD154 were expressed as percentage of positive events and MFI gated on CD61+ platelets and CD41+ platelets, respectively (Fig. 2A
and B).
|
heterotypic platelet–leukocyte aggregates
Monocytes were identified by a specific CD14-PC5 staining, and platelet–monocyte aggregates (PMAs) were defined as CD14+ monocytes that are also CD41+. Results were expressed as percentages of positive cells and MFI. Lymphocytes and granulocytes were identified by their characteristic FS and SSC characteristics, and their aggregates with platelets (PLAs, PGAs) defined by their positivity for CD41 (Fig. 3A
and B). Results were expressed as percentages of positive cells and MFI.
|
flow cytometry
Flow cytometric analysis was performed on an EpicsTM XLTM (Beckman Coulter). A range of strict internal quality assurance procedures were applied. The flow cytometer was calibrated and verified daily with Flow CheckTM and Flow SetTM fluorospheres (Beckman Coulter). A stabilized whole blood sample (Immuno-TrolTM cells) was used weekly to verify 2- and 3-color compensation settings; it also served as a positive procedure and reagent control for leukocyte markers to confirm the stability of MFI measurements over time. Antibodies with the same lot number and with the longest expiration dates were used to minimize between-batch variability. On rare occasions when lots were changed, Immuno-TrolTM cells and at least 10 participants blood samples were used to test new reagents and compare with the previous lot. Sample data were obtained and analyzed using EXPO32TM ADC software (Applied Cytometry Systems).
Data for the proportion of cells expressing the antigen of interest and the relative level of antigen expression assessed by median fluorescence intensity were extracted from the acquired flow cytometry list mode data files and transferred into Microsoft Excel files.
study design
Three substudies were designed to evaluate sources of variation in flow cytometry measurements. In the first (substudy 1), to estimate laboratory variability, blood samples from 20 subjects were selected by the laboratory for replicate testing on the same day. Each sample was split into 2 aliquots, and measures obtained from independent flow cytometry analyses were compared. Measurement variation estimated from these data cannot be attributed to variation in blood drawing, local processing, shipment procedures, laboratory handling and analysis, or within-subject variation over time. In the within-visit reliability substudy (substudy 2), each field center drew duplicate blood tubes using a single venipuncture from a subset of participants. The duplicate samples were sent to the flow cytometry laboratory under a blinded quality control (QC) ID that was indistinguishable from other IDs. After the laboratory had analyzed the paired samples (112 pairs), the results were compared to estimate the method variability (i.e., variability in blood processing, shipping, and laboratory handling and analysis). In the between-visit reliability substudy (substudy 3), each field center was asked to recruit 15 volunteers to repeat the entire clinic visit within 4–8 weeks of their original visit. Volunteers generally reflected the age, sex, and racial composition of the overall study. Again, duplicate samples were submitted to the flow cytometry laboratory under a blinded QC ID. Results from the paired samples (n = 55) were compared to estimate the method variability as well as within-person variability over time.
statistical analysis
By treating the pair as a random effect in a linear mixed-effects model, we were able to partition the total variance (
2TOT) into a between-pair (or between-person,
2BP) and within-pair component of variance. The within-pair variance derived from the first split-sample substudy 1 corresponds to the laboratory variability. The within-pair component of variance derived from the within-visit reliability substudy 2, in which duplicate samples were obtained from participants on the same day, corresponds to an estimate of variation due to blood collection, processing, and laboratory analysis (
2e). In contrast, the within-pair component of variance derived from the between-visit reliability substudy 3, in which duplicate samples were obtained from participants at 2 separate visits, corresponds to an estimate of the within-person (biologic) variation over time plus method variation (
2WP +
2e).
The proportion of the total variance attributable to between-person variability, or reliability coefficient (R =
2BP/
2TOT), can be interpreted as the correlation between paired measurements. Benchmarks for characterizing the adequacy of reliability were as follows (32): slight reliability, 0–0.2; fair reliability, 0.21–0.4; moderate reliability, 0.41–0.6; substantial reliability, 0.61–0.8; almost perfect reliability, 0.81–1.0. Based on our sample sizes of 112 and 55 for the 2 substudies, the 95% CI assuming a moderate reliability of 0.60 will have lower limits of 0.48 and 0.44, respectively.
The CV was derived as the square-root of the within-pair component of variance divided by the mean of the paired observations multiplied by 100. CV values >10% were considered cause for concern.
| Results |
|---|
|
|
|---|
The demographic characteristics of participants who contributed to the within-visit and between-visit reliability substudies 1, 2, and 3 and to the overall ARIC Carotid MRI study are listed in Table 1
. The demographic composition of the within-visit reliability substudy was similar to that of the ARIC Carotid MRI study participants: mean age was 71.7 years; 48% were male; and 24% were African American. The volunteers in the between-visit reliability substudy did not differ in age from the main study sample but included a higher percentage of African American and men than the study sample (58% vs 48% male; 31% vs 25% African American, respectively).
|
Table 2
gives summary QC duplicate sample results from the within-visit reliability substudy 2. In general, the percentage of positive events gated was highly reliable (R > 0.80) unless the mean percentage gated was very near 0% or 100%, as was the case for COX-2 (98%), which was intermediate in reliability (R = 0.69). All platelet markers had high reliability, with CD61 having the highest R value (R > 0.99). Ten percent was set as a goal for the upper limit of processing CV. This goal was met for all but the percentage gated for CD62P and CD154, with estimated CVs of 20% and 26%, respectively. Analysis of the 3 types of cell aggregates showed low CV (<7%) and high reliability (R > 0.90).
|
The indices of repeatability for the QC replicates estimated from the between-visit reliability substudy 3 are given in Table 3
. The reliability coefficients derived from these repeat-visit QC samples were 25% lower on average than those derived from the within-visit QC samples. The reliability coefficients were substantially to highly repeatable (R > 0.60) for CD14, TLR-2, CD162, CD61, CD62P, CD41, CD154, and all cell aggregates. In contrast, measurement of TLR-4, COX-2, CD45, and MPO had slight to moderate reliability. The greatest decline in reliability from the within-visit reliability to between-visit reliability substudy was for TLR-4, COX-2, CD45, and MPO. The mean difference in CVs derived from the repeat-visit QC samples and those derived from the within-visit QC samples was approximately 5%, with a mean CV for the within- and between-visit reliability substudies of 6.7% and 11.6%, respectively. As in the within-visit reliability substudy, CVs were <10%, with the exception of the percentage of positive events for CD62P and CD154 and cell aggregates.
|
| Discussion |
|---|
|
|
|---|
Results from substudy 2 of within-visit variability showed that both the percentage of positive events and MFI were highly repeatable (R > 0.80) for monocyte and platelet markers and for the heterotypic cell aggregates, when measured from replicate samples drawn from a single venipuncture. The indices of repeatability from the between-visit reliability substudy 3, i.e., from the replicate samples drawn from 2 venipunctures taken 4–8 weeks apart, were 25% lower on average than those derived from the within-visit QC replicates. The R values were substantially to highly repeatable (R > 0.60) for all cell aggregates, platelet markers, and monocyte CD14, TLR-2, and CD162. In contrast, measurements of monocyte TLR-4, COX-2, and MPO had moderate reliability.
Results from the between-visit reliability substudy 3 show that sources of variation and repeatability vary among the markers selected for the ARIC Carotid MRI study. Within-individual variability can be in part explained by its natural biologic variation, but also to some extent by shipping conditions, storage, and reagent variation. Our results show that among monocyte markers, CD14, CD162, and TLR-2 had the highest R values. In view of the crucial role of monocytes in atherosclerosis and PSGL-1 in hemostasis and inflammation, the high reliability of these markers warrants their measurement in multicenter population studies. On the other hand, COX-2, TLR-4, and MPO had the greatest within-individual variability. Several factors may have contributed to this outcome. Both COX-2 and MPO are intracellular enzymes, and their detection requires multiple steps of cell processing, permeabilization, multiple washing, and centrifugation. It was expected that these methodological steps would contribute to increased variability. Flow cytometric detection of intracellular MPO was shown to be reliable using the same permeabilization protocol (33). The higher variability of monocyte COX-2 is possibly the reflection of the high inducibility of this enzyme (34). It is interesting that TLR-4 had a moderate R value, whereas both CD14 and TLR2 were highly repeatable. Both TLR receptors function to signal a ligand-binding event across a membrane, activating NF-
B; TLR4 acts in conjunction with CD14, and it has been reported that there is cross-talk between TLR4 and TLR2. It is possible that the greater variability of TLR4 may be in part because it appears to function both at the membrane and intracellularly, whereas TLR2 functions at the cell membrane only (34).
Among the 4 selected platelet markers, CD61 had the highest R value (0.94). Platelet P-selectin had good repeatability, whereas platelet CD40L had moderate R and high variance. Both P-selectin and CD40L are released during platelet activation and cleaved from the membrane. CD62P measurement appears to be more reliable than CD40L. The higher variance of CD40L is likely because platelets do not contain significant amounts of CD40L. Importantly, the rigorous standardization used for sample collection and shipping in our study was crucial for generating reliable platelet measures.
In this study, the measurement of surface and intracellular antigen expression was assessed by MFI. To minimize the influence of instrument settings and antibody staining variability on MFI measurement, we applied strict QC approaches during the course of the study, which resulted in high reliability of the relative staining intensities of analyzed markers. In terms of quantitative flow cytometry, the higher level of standardization should include the use of fluorescent bead calibration standards for antigen quantification (35)(36)(37)(38)(39).
In conclusion, high repeatability results for a selected platelet and monocyte markers in the present study indicate that they can be reliably measured in multicenter studies with delayed sample processing, when rigorous standardization of sample collection, shipping, and flow cytometry procedures is applied. In view of the multiple roles of circulating platelets and leukocytes and heterotypic cell aggregates in thrombosis and inflammation, their high reliability supports ARICs analysis of the relationship between blood cells and cell aggregates and atherosclerosis. It is reasonable to expect that their measurement will contribute to an improved understanding of atherosclerotic disease.
| Acknowledgments |
|---|
Financial Disclosures: None declared.
Acknowledgement: The authors thank the staff and participants of the ARIC study for their important contributions.
| Footnotes |
|---|
| References |
|---|
|
|
|---|
The following articles in journals at HighWire Press have cited this article:
![]() |
K. A. Volcik, D. Catellier, A. R. Folsom, N. Matijevic, B. Wasserman, and E. Boerwinkle SELP and SELPLG Genetic Variation Is Associated with Cell Surface Measures of SELP and SELPLG: The Atherosclerosis Risk in Communities Carotid MRI Study Clin. Chem., June 1, 2009; 55(6): 1076 - 1082. [Abstract] [Full Text] [PDF] |
||||
| ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| HOME | HELP | FEEDBACK | SUBSCRIPTIONS | ARCHIVE | SEARCH | TABLE OF CONTENTS |