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Published online before print February 5, 2009
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Award Lecture |
From the Department of Pathology, University of Utah, and the ARUP Institute for Experimental and Clinical Pathology, Salt Lake City, Utah
Abstract
LightCycler technology combines rapid-cycle polymerase chain reaction with real-time fluorescent monitoring and melting curve analysis. Since its introduction in 1997, it is now used in many areas of molecular pathology, including oncology (solid tumors and hematopathology), inherited disease, and infectious disease. By monitoring product accumulation during rapid amplification, quantitative polymerase chain reaction in a closed-tube system is possible in 15 to 30 minutes. Furthermore, melting curve analysis of probes and/or amplicons provides genotyping and even haplotyping. Novel mutations are identified by unexpected melting temperature or curve shape changes. Melting probe designs include adjacent hybridization probes, single labeled probes, unlabeled probes, and snapback primers. High-resolution melting allows mutation scanning by detecting all heterozygous changes. This review describes the major advances throughout the last 15 years regarding LightCycler technology and its application in clinical laboratories.
From the first report of the LightCycler as a real-time polymerase chain reaction (PCR) instrument1
clinical laboratories quickly realized its potential as a diagnostic tool. Quantitative applications important for infectious disease and oncology applications were followed by genotyping assays that took advantage of accurate temperature control to melt DNA amplicons or probe/amplicon duplexes. The first Food and Drug Administration-cleared molecular genetic assays were developed for this platform, specifically genotyping single base variants in F5 and F2. According to a College of American Pathologists survey,2
30% of clinical laboratories report using the LightCycler for these two assays. This article will review the history of LightCycler technology, focusing on those applications widely incorporated into molecular diagnostics. In addition we will review recent developments that may impact future clinical testing.
Real-time PCR instruments simultaneously amplify and detect, eliminating the need to open tubes containing PCR amplicon and therefore reducing the risk of future contamination. Fluorescent dyes or probes allow continuous monitoring as template DNA is amplified.3 By monitoring fluorescence every cycle, the amount of original target can be calculated. By monitoring fluorescence as the temperature changes, genotyping and heterozygote scanning can be performed by melting analysis, often removing the need for downstream analysis.
The first two platforms developed for real-time PCR were the LightCycler (Roche, Indianapolis, IN) and the ABI 7700 (Applied Biosystems, Foster City, CA). The instruments were as different as the groups that created them. At the time, ABI was the undisputed corporate leader of PCR technology and the 7700 was a large 96-well laser-based instrument focused on throughput. The LightCycler arose out of academic (University of Utah), reference laboratory (Associated Regional and University Pathologists), and small company (Idaho Technology, Salt Lake City, UT) collaboration. The LightCycler was first commercialized by Idaho Technology as a small, 24-sample capillary instrument focused on speed. In 1997, the LightCycler was licensed to Boehringer Mannheim (Indianapolis, IN) and Boehringer Mannheim was purchased by Roche (Indianapolis, IN) that same year. The widely known 32-capillary Roche LightCycler was released in 1998. By analogy to the automotive industry, if the LightCycler was a sports car, the 7700 was a bus. A bus can carry more people than a sports car, but a sports car can get a few people there faster.
The LightCycler was introduced with SYBR Green I as a generic DNA dye and dual hybridization probes (HybProbes) for probe-specific monitoring. The ABI 7700 was introduced with hydrolysis probes (TaqMan). These three chemistries are compared in Figure 1
. Most research applications use SYBR Green I to monitor real-time PCR. As a generic dye for double-stranded DNA, SYBR Green I can detect any target without probes. Fluorescence increases exponentially during PCR producing S-shaped logistic curves similar to bacterial growth.4, 5
Although melting analysis can usually distinguish different PCR products,6
probes with additional sequence specificity may be preferred for clinical applications.
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In 1998, the ABI 7700 and the Roche LightCycler commanded distinct niches. Throughout time, cross fertilization between platforms occurred and many other manufacturers entered the field. ABI adopted SYBR Green I and hydrolysis probes became an option on the LightCycler. Melting curves on the LightCycler became known as dissociation curves on ABI instruments. A 96/384 microtiter format LightCycler appeared and a 1536-well version will appear in 2009. Fast protocols were introduced on plate-based instruments to challenge the rapid-cycle PCR of the capillary LightCyclers. Characteristics of the different LightCycler versions are summarized in Table 1
.
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Rapid-cycle PCR actually predates the LightCycler. It is defined as 30 cycles completed in 10 to 30 minutes.12
Ten-minute PCR was first demonstrated in capillaries with their high surface area to volume ratio, reaction volumes of 5 to 20 µl, and air thermal cycling.13
With accurate temperature control, annealing and denaturation times of 0 second (temperature spikes) increase specificity and yield.14
Rapid PCR has been recently reviewed.15
For many, it was the appearance of the LightCycler that popularized rapid cycling methods. A rapid-cycle PCR protocol (40 cycles in 15 to 20 minutes) on the capillary LightCycler is shown in Figure 2
. When combined with fluorescence acquisition each cycle, real-time detection and quantification is enabled. With the addition of melting analysis, product and probe melting curves provide scanning and genotyping capabilities.
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Genotyping
The first LightCycler genotyping assay described was for the factor V Leiden mutation.7
In this assay, a primer near to the mutation was labeled with a fluorophore (Cy5) attached three bases internal to its 3'end. A probe covering the region of the Leiden mutation was labeled with fluorescein on the end nearest the Cy5-labeled primer. At temperatures that allow probe hybridization, the two fluorophores are brought into close proximity and fluorescence resonance energy transfer occurs, generating long wavelength fluorescence. At low temperature, the probe hybridizes to both alleles. By slowly increasing the temperature, the probe first denatures from the mismatched allele, then at higher temperatures denatures from the perfectly matched allele, producing the characteristic melting curves for homozygous mutations, heterozygotes, and homozygous wild types. The negative derivative of the melting curves allows easy visualization (Figure 3)
. In general, the probe can be complementary to either the normal allele or variant allele.
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Identifying Novel Variants
Probe Tms are determined by GC content, nearest neighbor effects, and the number, position, and base change of mismatches. Many of the variant possibilities covered by a probe will have unique Tms. Novel variants with unexpected melting temperatures differing from the targeted mutation began to be identified. For example, the 20209C>T variant, found in African-Americans was identified by the factor II (prothrombin) assay21
and may have clinical significance in thrombophilia.22
Similarly, the A20218G mutation was identified.23
Because different samples vary slightly in absolute Tm, relying on the Tm difference between normal and variant alleles (
Tm) is preferable for identifying new variants.24, 25
An unexpected F5 1689G>A heterozygote was initially interpreted as a F5 Leiden heterozygote by absolute Tm, but was later correctly identified by
Tm.26
F5 Leiden heterozygotes usually have a
Tm of 8.4 ± 0.2°C. In the sample with the unexpected 1689G>A variant, two bases away from the Leiden mutation, the
Tm was 7.6°C. The
Tm difference of 0.8°C was much higher than usual, leading to correct identification by sequencing. This F5 variant and others identified by hybridization probes are likely deficiency alleles rather than activated protein C (APC) resistance alleles.27
Additional variants have been identified in the same way, including a relatively common HFE variant (c.189T>C) resulting in a silent H63H variant. Although this is a silent base change, it may interfere with correct genotyping by other methods.25
The reporter probe covering the variant of interest can be designed to be a perfect match to the normal allele or to the variant. In the scenario in which the probe is matched to the normal allele, a new variant results in a single mismatch that is different in base identity, position, and/or nearest neighbor stability. In the scenario in which the probe is matched to the expected variant, a novel variant results in two mismatches—one with the normal base and one with the novel base. The two mismatches will further destabilize the probe, reducing the Tm. By using the probe matched to the variant of interest, potential false-positives are minimized.
Reducing Complexity
The design of melting assays can be simplified by using single rather than dual hybridization probes (Figure 3B)
. The fluorophore on the probe is quenched by nearby guanine nucleotides in the target28
or in the probe.29
As the hybridization state changes, so does the extent of quenching and the fluorescence intensity is modified. A single-labeled probe assay (SimpleProbe, Roche Applied Science) is available that detects the three variants recommended by the Food and Drug Administration for warfarin sensitivity susceptibility (Idaho Technology). In this design, the two variants, *2 and *3 of the CYP2C9 gene and a promoter variant in the VKORC1 gene are amplified separately (nonmultiplexed) but under the same reaction conditions. The simplicity and speed of this assay makes it feasible for point of care testing.30, 31
Single hybridization probes can be used on any LightCycler, although the fluorescence to background ratio is less than with dual hybridization probes.
To eliminate labeled probes altogether, an unlabeled probe can be used if a saturating DNA binding dye is included and the probe is blocked at its 3'-end (Figure 3C)
.32
As the probe denatures, the fluorescence decreases. Unlabeled probe designs have been implemented in the clinical laboratory for F5 and F2 assays.33, 34
Unlabeled probe genotyping has also been reported for RET,35
HSV typing,36
and common variants of CFTR,34
ACVRL1 and ENG.37
Although unlabeled probes can be used on capillary LightCyclers, genotypes are better resolved on high-resolution melting instruments such as the LightScanner (Idaho Technology) and the LightCycler 480. The LightScanner requires separate amplification on a conventional block cycler, but includes software with exponential background subtraction specifically for unlabeled probes.38
A new variant of unlabeled probes attaches the probe as a 5'-tail to one of the primers.39
Such snapback primers form intramolecular hairpins (similar to the more complicated Scorpion primers) and allow genotyping by melting. With snapback primers, only two unlabeled oligonucleotides are necessary and 3'-blocking is not required (Figure 3D)
. The hairpins are stabilized so that small regions can be probed. The hairpin Tm is linearly related to the stem length (6 to 28 bp) and inversely related to the log of the loop size (17 to 135 bases). F5 Leiden and several CFTR variants have been genotyped with snapback primers. Snapback primer genotyping provides the specificity of a probe with only two primers that are free of special covalent labels. Single hybridization probes, unlabeled probes, and snapback primers require asymmetric PCR (usually 5:1 to 10:1) to accumulate strands complementary to the probe and reduce the competition with full-length PCR product. Optimization may require adjustment of the primer ratios and increasing the number of cycles to 40 to 50.
Known benign variants may be located very close to mutations of interest, complicating the selection of probes for melting analysis. Such variants can be masked by designing probes that include a mismatched base, a universal base, or a deletion at the site of the variation to be ignored. As a result, all benign alleles have the same probe stability and only mutations of interest are reflected in the melting curve, greatly simplifying analysis.40 Deletions are generally preferred because a mismatched base may not be equally stable with all masked alleles and universal bases (such as 5-nitroindole) carry an additional cost.
Genotyping by melting analysis becomes even simpler if probes are eliminated altogether. Allele-specific PCR can provide biallelic genotyping by product melting analysis with SYBR Green I using three primers, at least one of which includes a Tm-shifting tail.41 Perhaps the ultimate in simplification is to use only two unmodified PCR primers for genotyping by high-resolution melting with the saturating dye LCGreen, a double-stranded DNA binding dye that detects heteroduplexes.42 With small PCR products, homozygous variants are distinguished by Tm and heterozygotes are identified by melting curve shape. The method has been applied to many common clinical single-base variants43 and compared against dual-hybridization probes44 and unlabeled probes.45 However, many small insertions/deletions and some single base changes can be difficult to distinguish from wild type when homozygous. For example, bp neutral single base changes with nearest neighbor symmetry are predicted to have identical Tms. Even these can sometimes be resolved with internal temperature controls.46 Another comprehensive solution is quantitative heteroduplex analysis, in which a known genotype is mixed with unknown samples before PCR.47 The accuracy of genotyping by PCR product melting is directly related to instrument precision.48 Capillary LightCyclers are not recommended for high-resolution melting.49 For clinical applications, the added sequence specificity of a probe may be preferred. However, for basic and clinical research, the simplicity of genotyping by PCR product melting is a strong incentive and the method is finding greater acceptance. Perhaps the clinical requirement for probes will decrease in the future, especially as high-resolution instruments become more widely available.
Molecular Haplotyping by Melting
Genotyping usually identifies individual variants. However, the combination of variants on the same or opposite chromosomes may need to be determined. In research, the population frequencies of the mutations occurring together are often used to determine the haplotype. For clinical testing, family members may be tested to assign the chromosome phase based on Mendelian inheritance. If family members are unavailable or difficult to collect, molecular haplotyping can be used. If the loci are close together, one hybridization probe across both loci may allow haplotyping by melting. For example, two biallelic single base changes will often result in four probe Tms correlating with each possible haplotype. If the loci are too far apart to be covered with one probe, noncontinuously binding probes can be used.50
For example, one hybridization reporter probe was used to cover two loci of the adrenergic β2 receptor with the intervening sequence looped out (
50 bp). Melting curve analysis distinguished all four possible combinations, establishing the haplotype. Criteria for the design of noncontinuous probes have been published.51
Mutation Scanning by Melting
High-resolution melting of PCR products can be used as a mutation scanning technique to identify any heterozygous variant between the PCR primers. It is the only closed-tube scanning method available and appears competitive with dHPLC and other options in terms of price, sensitivity, and specificity. Once a variant is found, sequencing the specific exon(s) typically identifies the variant. Common variants can usually be identified by the shape of the melting curve52
or with unlabeled probes.37
Most homozygous variants are also identified, although small homozygous deletions/insertions may be missed unless the samples are mixed with a wild type to create an artificial heterozygote. The first high-resolution melting instrument (HR-1, Idaho Technology) analyzed samples that were amplified in LightCycler capillary tubes. The LightCycler 480 integrates amplification and high-resolution melting in a plate format.
High-resolution melting has been used clinically to detect somatic changes in select exons of oncogenes such as EGFR,53
KRAS,54
PDGFRA,55
KIT,56
BRAF,57
and TP53.58
In tumors with mixed populations of tumor and normal cells, the sensitivity of scanning (<10%) is superior to sequencing (
20%).59
In genetics, the method has been applied to BRCA1/2,60, 61
cystic fibrosis,52, 62
hereditary hemorrhagic telangiectasia,37
hemophilia,63, 64
and Charcot-Marie-Tooth disease,65
and several others. In sum, 19 genetic studies using DNA extracted from human blood59
had an overall sensitivity for heterozygote detection of 99.3% (n = 839) and a specificity of 98.8% (n = 2659). The overall sensitivity and specificity of 18 clinical oncology studies59
using tumor DNA (mostly from formalin fixed, paraffin-embedded tissue) is somewhat lower at 96.9% (n = 428) and 97.1% (n = 3080), respectively. Clinical laboratories are beginning to use scanning by high-resolution melting. The method holds promise for reducing the costs and complexity of analyzing complete genes.
Simultaneous PCR product-scanning and probe-melting analysis is possible from the same melting curve.34, 66 At low temperature, specific genotyping is obtained by melting unlabeled probes or the hairpin of snapback primers, whereas at high temperature the full PCR product is scanned for variants. Such a combined analysis, in combination with masking common polymorphisms, can be used to efficiently identify mutations in multiple endocrine neoplasia type II.35
Quantification
Quantification by real-time PCR is extraordinarily sensitive with a broad dynamic range. It is an ideal tool for DNA quantification. RNA can also be quantified if it is first converted to DNA with a reverse transcriptase. Real-time quantification has found broad use in research and diagnostics. The principles behind real-time PCR have been recently reviewed5 and guidelines for experimental design and reporting established.10 Real-time quantification is used in oncology, infectious disease, and genetics.
Oncology
Cancer correlates with many genetic and epigenetic changes. These changes can be monitored by real-time PCR and include translocations, inversions, duplications, deletions, and small sequence variants including methylation. For example, BCR-ABL1 quantification monitors minimal residual disease and therapy of chronic myelogenous leukemia. Both dual-hybridization probes67
and hydrolysis probes68
have been used for BCR-ABL1 quantification on the LightCycler. In either case, real-time PCR is used to quantify RNA transcripts of the fusion gene BCR-ABL1, a somatic alteration in chronic myelogenous leukemia. Quantification of a reference transcript (such as the G6PDH gene) is usually included to normalize BCR-ABL1 results between samples for relative quantification. Results can be compared to previous results if serial samples are tested by the same laboratory. Melting analysis of either the PCR product or the probe may be used to confirm detection of the correct product. The reported sensitivity for commercial assays is 1 x 10–5 K562 cells (a BCR-ABL1-positive cell line) diluted in BCR-ABL1-negative cells and does not vary significantly with probe design or instrument used.69
Other targets for monitoring minimal residual disease in hematological malignancies include chromosomal rearrangements such as t(14:18) and inv(16), fusion transcripts such as PML-RAR
and RUNX1-ETO, expression of WT1, and mutations in NPM1, FLT3, and JAK2. In solid tumors, detection of mutations in c-KIT, EGFR, and BRAF has therapeutic and prognostic significance. In breast cancer, expression arrays have established prognostic groups that can be identified by quantifying a reduced set of transcripts from paraffin-embedded tissue by real-time PCR.70
Quantitative real-time PCR remains a key technique for identifying circulating nucleic acid tumor markers and detecting fetal DNA in maternal serum.
DNA methylation as an epigenetic modification is important in tumor biology and can be assessed by several real-time methods. For example, bisulfite treatment and PCR convert unmethylated C:G pairs to A:T pairs so that the amplicon melting temperature is directly related to the degree of methylation of the target. Methylation analysis by melting was introduced on the LightCycler with SYBR Green I71 and can be used to diagnose imprinting disorders, such as the Angelman and Prader-Willi syndromes.72
Microbiology
Real-time PCR has revolutionized microbiology testing. Extensive development at the Mayo Clinic by Dr. Franklin Cockerill and others73, 74
is well documented in previous reviews. Particularly for organisms that are difficult or slow to culture, real-time PCR is a leap forward in time to result and sensitivity over pre-existing assays. For example, monitoring the cytopathic effect of viruses in shell vial cultures is expensive, time consuming, and requires considerable expertise. Real-time assays for herpes simplex virus, varicella-zoster virus, cytomegalovirus, Epstein-Barr virus, enterovirus, polyomavirus, parvovirus, respiratory viruses, poxviruses, and others are more sensitive than their culture counterparts and can be performed in <1 hour in a capillary LightCycler. Quantification has proven clinical utility for cytomegalovirus, Epstein-Barr virus, BK virus, hepatitis B and C, and human immunodeficiency virus. Real-time analysis can identify mycobacteria in hours instead of the weeks required for culture. For example, dual-hybridization probes have been used to detect 33 species of mycobacteria using the 16S rRNA gene.75
LightCycler technology has been applied to many bacteria, fungi, and parasites. Targeting a single pathogen of clinical importance can immediately guide therapy. For example, appropriate antibiotic therapy can follow identification of group A streptococcus in the throat or group B streptococcus from vaginal swabs. Another example is detection of methicillin-resistant Staphylococcus aureus from the nasopharyx that may warrant isolation procedures on admission to the hospital. Melting analysis is often used to differentiate between species or subspecies, for example, Bordetella pertussis and parapertussis.76 LightCycler technology is also used for rapid detection of bioterrorism agents, pathogens in food (Salmonella, Listeria, Edcherichia coli O157), food spoilage, and genetically modified organism quantification. Fungal agents that have been successfully targeted include Aspergillus, Candida, and Pneumocystis. Parasitic targets include Plasmodia, Leishmania, Toxoplasma, and protozoan pathogens in stool.
The LightCycler SeptiFast test is CE-IVD marked and identifies the 25 most common pathogens known to cause sepsis, including 10 Gram-negative bacteria, 9 Gram-positive bacteria, and 6 fungal agents. Without prior incubation or culture, whole blood (1.5 ml) is lysed, extracted, and amplified on a LightCycler 2.0 instrument in 100-µl capillaries. Results are available in less than 6 hours. A multicopy target (the internal transcribed spacer between the ribosomal 16S and 23S of bacteria or the 18S and 5.8S of fungi) is amplified for increased sensitivity. The different targets are distinguished using multiple sets of dual hybridization probes by a combination of both color and Tm. In initial studies, comparison against culture looks promising.77
Genetics
Detecting copy number variants, eg, deletions and duplications of chromosomal regions, genes, or partial genes are increasingly important in genetics. Whole genome scans by comparative genomic hybridization or single base variant arrays have recently become available, and multiplexed ligation product amplification can selectively target many exons in a gene. The 1:2 ratios for deletions and the 3:2 ratios of duplications are challenging to detect by any method. When evidence for a deletion or duplication is suspected, a second method to confirm the result is wise. For example, comparative genomic hybridization arrays that detect large chromosomal rearrangements are often confirmed by fluorescent in situ hybridization probes. However, readily available probes may be inadequate for small deletions or duplications. In these instances, quantitative real-time PCR can be used for confirmation.78
Advantages are rapid primer design and optimization with low costs to confirm any region of the genome within acceptable clinical turn-around times. Real-time quantification, properly performed, can reliably detect copy number variants.79
Relative quantification can also be performed by melting curve analysis. For example, HER2/neu (ERBB2) gene dosage can be quantified by competitive PCR.80 Competitive transcripts with a single base change from the target gene were designed for ERBB2 as well as for β-globin as a control. Melting analysis differentiated between the competitor and the target transcripts and derivative melting curves were used to determine relative peak areas or peak heights. Compared to real-time analysis the methods were similar in their accuracy and precision.81 As another example, melting curve analysis of natural single base variants along chromosome 21 can be exploited for trisomy 21 determination.82 Allelic ratios of 0.5 or 2.0 indicate trisomy, compared to the normal 1:1 ratio.
In summary, LightCycler technology has enabled routine clinical testing in many areas of molecular diagnostics, including inherited diseases, infectious diseases, and oncology. The LightCycler introduced real-time display, rapid cycling, SYBR Green I, hybridization probes, and melting analysis to real-time PCR. Based on rapid-cycle PCR, capillary LightCyclers can complete PCR in 15 to 30 minutes, providing rapid turn around in critical clinical settings.83, 84, 85, 86 In situations in which high throughput is more important than turn around time, the LC480 allows amplification on 96- or 384-well plates. In addition to monitoring fluorescence once each cycle, fluorescence can be monitored continuously as the temperature changes so that hybridization is assessed. Both PCR product hybridization with SYBR Green I and probe hybridization for genotyping can be monitored. As melting technology became better, high-resolution melting analysis was introduced as the latest method for product analysis. Labeled probes were no longer necessary for genotyping and entire PCR products could be scanned for single base changes. By combining amplification and analysis in an open platform, the LightCycler enabled in-house laboratory development at a critical time in the evolution of molecular diagnostics.
Acknowledgments
We thank Jackie McCowen-Rose, B.S., for her editing assistance; and Gudrun Reed, M.S., for the figures.
Footnotes
Address reprint requests to Elaine Lyon, Ph.D., Medical Directors, ARUP Laboratories, 500 Chipeta Way, Salt Lake City, UT. E-mail: lyone{at}aruplab.com
Light Cycler technology was developed under federal, state, and industrial grants, including the following NIH STTR awards: GM051647, GM058983, GM072419, GM073396 and GM082116.
The AMP Award for Excellence in Molecular Diagnostics is given by the Association for Molecular Pathology to recognize lifetime, pioneering, and special achievements related to molecular diagnostics and molecular medicine. Carl T. Wittwer, recipient of the 2008 AMP Award for Excellence in Molecular Diagnostics, delivered a lecture entitled "Rapid Cycle PCR, Real Time Analysis, and Hi-Res Melting" on October 31, 2008 at the annual meeting of the Association for Molecular Pathology in Grapevine, TX.
Aspects of rapid-cycle PCR, LightCycler technology, and melting analysis were developed at the University of Utah, licensed to Idaho Technology, and sublicensed to Roche Applied Science. C.T.W. has an equity interest in Idaho Technology.
Accepted for publication January 14, 2009.
References
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