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From the Department of Pathology and Laboratory Medicine,
*
University of Pennsylvania, Philadelphia, Pennsylvania; the Department of Pathology,
Oregon Health Sciences University, Portland, Oregon; the Division of Pathology,
City of Hope National Medical Center, Duarte, California; and the Department of Cellular Pathology,
Armed Forces Institute of Pathology, Washington, District of Columbia
| Abstract |
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| Introduction |
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The majority of lymphoid malignancies encountered in the West are of B cell lineage. Consequently, analysis of immunoglobulin (Ig) gene rearrangements is one of the most frequently ordered molecular hematopathology assays. Of the three Ig genes that rearrange (the heavy chain gene, and the kappa and lambda light chain genes), the heavy chain (IgH) gene is the one that is most frequently studied. The major reason for this is physiological: the IgH gene rearranges before the light chain genes and some B cell malignancies, typically precursor lymphoblastic leukemias and lymphomas, have not yet rearranged their light chain genes.4 Indeed, Southern blot analysis (SBA) of the IgH gene was one of the first molecular genetic tools used in the diagnostic scenario.5, 6 However, given the numerous limitations associated with SBA, over the last few years it has been supplanted by PCR analysis of this locus.7
PCR analysis of the IgH gene typically involves the use of a consensus
primer pair, with the upstream primer being homologous to a V segment
and the downstream primer annealing to one of the J
segments.8
Usually, a single J region primer is sufficient
to recognize all six possible J segments, but no single V region primer
recognizes all V segments, since there are many more V segments and
they are more heterogeneous, as compared with J segments. This is the
primary explanation for the lack of a 100% diagnostic sensitivity of
single primer pair IgH PCR assays. In a non-B cell, the V and J
segments are too far apart (
70 kb) to be amplified by
PCR.9
When a B cell rearranges its IgH V, D, and J
segments, the V and J segments become sufficiently close to be PCR
amplifiable. A monoclonal IgH gene rearrangement is primarily
distinguished from polyclonal rearrangements based on the homogeneity
of size of the amplified fragment in the former, versus the
heterogeneity of the differently sized fragments in the latter. This
difference in size is largely dependent on the number of N sequences
added by the intra-nuclear enzyme, terminal deoxynucleotidyl
transferase (TdT), at the time of V-(N)-D-(N)-J rearrangement.
Although immunophenotypic analysis of unfixed material evaluating Ig light chain restriction is the simplest method of determining the monoclonality of mature B cell lymphoproliferations, such studies are frequently unreliable in fixed tissues. Furthermore, fixed tissue is not amenable to SBA. There has also been a movement toward making diagnoses by less invasive procedures on smaller and smaller pieces of material (ie, needle biopsy, fine needle aspirate), which may not always be suitable for comprehensive immunophenotypic analysis or SBA.10, 11 Accordingly, IgH PCR has assumed an increasingly important role in the diagnostic armamentarium. However, there are many factors, both pre-analytic and analytic that affect the result and validity of an IgH PCR assay. These include the specific subtype of B cell lymphoma being evaluated, whether the diagnostic material is fresh/frozen or fixed, as well as numerous variables inherent to the PCR procedure.12, 13
Based on this, the aims of this study were to: gauge the inter-laboratory heterogeneity in the performance of IgH PCR; evaluate the utility and methodology used in laboratories performing IgH PCR analyses; determine the effects of fixation; and identify those variables that may affect the outcome of such analyses, so that certain parameters may be altered to optimize detection rates. To this end, the authors circulated a total of 29 blinded samples from B and T cell lymphomas of DNA already extracted from frozen tissue (n = 16) and paraffin-embedded tissue (n = 13) to 30 clinical diagnostic laboratories. Results were obtained from nineteen laboratories, and provide the basis of this report.
| Materials and Methods |
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Frozen cells and available corresponding paraffin-embedded tissue of archived lymphoma samples originally diagnosed using the Revised European-American Classification of Lymphoid Neoplasms (REAL) classification system15 at the Oregon Health Sciences University Department of Pathology were retrieved for use in this study.
All of the cases had been evaluated by SBA of high molecular weight (HMW) DNA. A monoclonal rearrangement was documented by the presence of one or two non-germline bands in two or more restriction enzyme digestions. Monoclonal IgH gene rearrangements, using a JH probe, were detected in all B cell cases, and monoclonal T cell receptor ß-chain (TCRß) gene rearrangements, using Jß1 and Jß2 probes, were detected in all of the T cell cases. By contrast, none of the B cell cases harbored monoclonal TCRß gene rearrangements and none of the T cell cases harbored monoclonal IgH gene rearrangements, when analyzed by SBA of HMW DNA.
A summary of the distributed specimens is presented in Table 1
. Extracted DNA from 16 samples was aliquoted and distributed to each
participating laboratory. DNA extraction was performed from frozen
cells as previously described.14
DNA concentration was
determined and dilutions were made with Tris-EDTA to a final
concentration of 0.1 µg/µl. Amounts of 500 µl (50 µg of DNA) or
100 µl (10 µg of DNA) were aliquoted for distribution to the
participating laboratories.
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The distributed samples were accompanied by a technical questionnaire, addressing specifics regarding IgH PCR and SBA test performance. Laboratories were requested to return the completed questionnaire, a summary of results and copies of diagnostic radiographs, and/or gels used for interpreting results.
2 analysis of probability was performed using
two web-based resources. Probability (P) values of
0.05 or less were considered statistically significant.
| Results |
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Technical Questionnaire
Southern Blot Analysis
Most laboratories (13 of 17, 76%) used inorganic methods to
extract DNA from fresh or frozen material, with the remainder using
organic extraction methods. Regarding restriction enzymes, 7 of 16
(44%) used the standard restriction endonucleases BamHI,
EcoRI, and HindIII, while 9 of 16 (56%) often
added BglII and/or XbaI. Of the 16 laboratories
responding, 12 (75%) required two or more enzymes to display
rearranged bands for a positive result, with 4 (25%) interpreting a
non-germline band with a single enzyme as being sufficient to document
a case as being rearranged. Eight laboratories (57%) used isotopic
probes and 6 (43%) used non-isotopic methods to label their probes.
PCR Analysis
Paraffin section extraction methods varied from inorganic in five
(29%), organic in four (24%), to crude lysate in four (24%)
laboratories. No information was provided by four (24%) laboratories.
Eight centers (47%) used a hot start PCR approach while nine (53%)
did not. Eight (47%) of the responding laboratories used a single,
non-nested PCR method, six (35%) a semi-nested approach while one
(6%) used nested primers, with two not providing this information.
Eight laboratories (47%) used only a third framework region (FRIII)
for the V primer, with seven (41%) also using an FRII primer, and one
(6%) adding an FRI primer. One respondent did not report which
upstream primer(s) they used. With regard to which specific FRIII
primer was used, 11 of 17 (65%) centers used a sequence identical or
very similar to the FR3A primer16
while 6 of 17 (35%)
used a primer identical or very similar to that designated FR3, which
has an extra six 5' bases as compared with the FR3A
primer.17, 18
This primer has also been designated
Vcon.19
In general, while one of two FRIII primers was
used, as noted above, four different downstream JH primers were used.
Seven laboratories (41%) used a primer identical or very similar to
JHa,20
while six (35%) used a primer similar to
LJH,16
which has three fewer 5' bases than the JHa primer.
In two laboratories (12%), a primer with an extra five 3' bases was
used which is similar or identical to that designated
CFW121
or JH1245.22
Two laboratories (12%)
used JH primers that appear to have a variant sequence at the 5'
end.8, 17
A DNA sequence corresponding to this anti-sense
primer could not be identified on a BLAST search.
PCR products were analyzed on polyacrylamide gels in nine laboratories (53%), by capillary electrophoresis in four (24%), on agarose gels in three (18%), and on MetaPhor gels (BioWhittaker Molecular Applications, Rockland, ME) in one laboratory (6%). Visualization of the PCR product in gels was most often performed by ethidium bromide (81%), followed by Sybr Green (Molecular Probes, Eugene OR) in 13%, and silver staining in 6% of laboratories. Positive controls included patient samples (59%) and cell lines (35%), including Raji, SUDHL5, IM9, and SUPB15, with Raji used most often. The type of control was not reported for one laboratory (6%). Regarding sensitivity controls, diluted DNA was used by 59%, diluted cells by 21%, and none by 20% of respondents. The range of sensitivities predicted by the laboratories was 0.001% to 10% for both frozen and paraffin samples, with a median of 1% for the former and 1% to 5% for the latter. Laboratories predicted that their IgH PCR methodology could detect 57% to 94% of IgH gene rearrangements detectable by SBA, with a mean of 77%.
Sample Exchange Results
Southern Blot Analysis
None of the 14 laboratories that performed SBA did so on every
specimen, presumably due to a lack of sufficient amount of DNA for all
tests in the sample exchange. However, all of the cases of B cell
lymphoma tested (75 of 75, out of a possible total of 98 = 14
laboratories x 7 DNA specimens) were positive by SBA. Similarly,
all of the cases of T cell lymphoma tested (67 of 67, out of a possible
total of 98) were negative by SBA. Since all of the laboratories scored
perfectly in the SBAs performed, it is clearly not possible to evaluate
any of the differences in methodology, as gleaned from the technical
questionnaire.
PCR Analysis: B Cell Lymphomas
Nineteen laboratories reported results for IgH PCR in the 15
samples of B cell lymphoma. Only 5 of these 19 laboratories reported
results on all 15 specimens. Positive IgH PCR results were obtained in
147 of 232 assays (out of a possible total of 285 = 19
laboratories x 15 B cell samples), for an overall rate of
detection of 63.4%, as detailed in Table 2
. There was a significant decrease in the ability to detect a monoclonal
IgH gene rearrangement in the follicular lymphomas (55.2%) as compared
with the other lymphomas (83.6%), P < 0.0001.
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PCR Analysis: Effects of Fixation
There was a significant decrease in the ability to detect IgH gene
rearrangements in B cell lymphomas which were FFPE as compared with the
DNA specimens (P = 0.012) (Table 3)
. This ranged from 44.4% in the worst-performing to 100% in the
best-performing laboratory, with a mean of 61.3% (57 of 93) for
extracted DNA samples, while for FFPE samples this ranged from 11.1%
in the worst-performing to 66.7% in the best-performing laboratory,
with a mean of 41.8% (22 of 55). Twenty-three percent of samples
overall (96 of 418), were not tested, presumably due to the lack of
amplification of an internal control gene. This lack of testing was
significantly higher for the paraffin-embedded samples (Table 3)
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The three extraction methods used for paraffin embedded tissue had no
statistically discernible effect on the ability to detect a monoclonal
IgH gene rearrangement in the B cell lymphomas (Table 4)
. However, organic extraction was associated with more false positives
(14%) than the other two methods (P = 0.04). No
significant differences in false negativity or positivity rates were
observed when hot start was compared with standard PCR
(P = 0.4 and 0.26, respectively, data not
shown). Similarly, there was no impact on outcome (both sensitivity and
specificity) when a single primer pair was compared with a semi-nested
or nested approach (P = 0.12 and 0.84,
respectively, data not shown).
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| Discussion |
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Southern blot analysis (SBA) remains the gold standard, and proved itself to be the most sensitive and specific diagnostic test for identifying IgH gene rearrangements in the current study. One hundred percent of B cell lymphomas evaluated were positive by SBA, and 100% of T cell lymphomas were negative by SBA. These results were obtained despite the fact that 25% of responding laboratories indicated that a non-germline band with only a single restriction enzyme was sufficient to document a case as being truly rearranged. This latter practice is contrary to the National Committee for Clinical Laboratory Standards (NCCLS) recommendations.23 Nevertheless, when sufficient fresh or frozen tissue is available, SBA cannot be superceded as a robust and stringent test for the diagnostic detection of monoclonal IgH gene rearrangements. However, even when such tissue is available, it is not always logistically feasible to perform SBA, given all of the features that identify PCR as a more practical test for most diagnostic laboratories (including faster turn-around time, lower cost, and absence of reliance on radioactive materials).
Despite the fact that one of the advantages of PCR over SBA is the ability to perform the analysis on small pieces of FFPE tissue, the degree to which fixation negatively impacts the validity of the assay is perhaps under appreciated. Indeed, this was evident at two levels in our study. First, when comparing the 11 paired specimens, there was a significant diminution in the diagnostic sensitivity of the assay with IgH PCR being positive in 41.8% of FFPE tissue as compared with 61.3% of paired extracted DNA, P = 0.012. Second, PCR was much less likely to be performed on FFPE tissue (43.1%) versus DNA already extracted from fresh or frozen tissue (2.8%), P < 0.0001. This difference was presumably due to the absence of amplifiable DNA in the former. However, this was not formally addressed in the survey or technical questionnaire, in that we did not specifically ask whether an internal control for DNA integrity/amplifiability was performed.
Evaluating monoclonal IgH gene rearrangements by PCR has numerous limitations, the most relevant of which is the well recognized false negativity rate. Numerous mechanisms account for this, the most relevant being the use of consensus V primers that do not recognize all possible V segments. An additional mechanism is the deletion of 3' bases in the V segments at the time of V-D-J recombination.24 The participants surveyed in this study were well aware of the overall false negativity rate of IgH PCR, with a predicted mean of approximately 23% of IgH PCR assays missing an IgH monoclone. The results of the sample exchange, however, indicate that these laboratories fall somewhat short of this prediction of 23%, with an even greater documented false negativity rate of 37.5% overall. In fact, as noted in the paired specimen analysis, greater than 58% of FFPE B cell lymphoma tissues were IgH PCR negative. These data thus suggest that a number of clinical diagnostic laboratories have neither necessarily formally validated the performance of their IgH PCR assay, nor fully appreciated the significantly high false negativity rate in studies performed on FFPE tissues.
The significant diminution in IgH PCR positivity in FFPE tissues noted in this inter-laboratory analysis is in contrast to what has been published by others. Indeed, in one series, there was only an 8% false negativity rate in FFPE tissues.25 Furthermore, three additional studies did not find decreased diagnostic sensitivity when comparing fixed with fresh tissues.22, 26, 27 While it is now well recognized that the use of B5 and Bouins fixatives impact negatively on the ability to perform PCR,28, 29, 30 it is not the explanation for the discrepancy in this study, since all specimens were formalin-fixed. Individual laboratories may be reporting higher success rates based on their ability to control fixation at their particular institution. However, this is likely to remain an issue for laboratories that perform reference and consultation work.
A valid explanation for this higher than expected false negativity rate in our study is likely the disproportionate representation of follicular lymphomas, which accounted for 11 of the 15 B cell lymphoma specimens that were circulated. Follicular lymphomas are well recognized to be associated with a lower yield of positive IgH PCR assays,18, 21, 22, 31 and this was confirmed by us. Even with the relatively low numbers of B cell lymphomas other than those of follicle center cell origin in this study (n = 4), there was a significant difference in the ability to detect a monoclonal IgH gene rearrangement by PCR. A positive result was detected in only 55.2% of follicular lymphomas, as compared with 83.6% for the other lymphomas (P < 0.0001). This low yield parallels that reported by others, when using a similar simple single PCR reaction with consensus FRIII and JH primers.13, 20, 32
A number of factors probably account for the higher false negativity rate in follicular lymphomas. Somatic hypermutation of the IgH gene, a consequence of the neoplastic cell having traversed the germinal center, is likely the major explanation for the higher rate.33 Additionally, the inability to detect a B cell monoclone by PCR may be compounded by the presence of increased numbers of diluting polyclonal B cells, whose IgH genes would compete for the primers.27 Another putative explanation is that follicular lymphomas are somewhat different from most other common B cell lymphomas in that one of the IgH loci potentially amenable to IgH PCR is rendered inaccessible, as a consequence of the presence of a t(14;18) translocation, in a significant majority of these lymphomas.
Such mechanisms notwithstanding, there is a clear need to employ alternative strategies to document monoclonality in follicular lymphomas, especially to identify a tumor-specific fingerprint that is prognostically important to use to measure minimal residual disease. The inclusion of primers to detect the t(14;18) translocation is a logical addition, and the diagnostic yield is improved with this.20 The use of FRII primers has also been shown to reduce the false negativity rate both generally, as well as specifically in follicular lymphoma.32 Indeed, our study confirmed the value of adding an FRII primer to the use of FRIII alone, increasing the diagnostic sensitivity from 57.3% to 73.6% (P = 0.021).
The addition of FRII primers has been shown to be advantageous across the spectrum of lymphomas.13, 34 Some have suggested that the inclusion of FRIII does not increase the detection of IgH PCR positive cases,31 and that FRII and FRI primers alone may suffice. However, as the analysis progresses from FRIII, to FRII and FRI, the size of the amplicon increases as well. While the amplification of FRIII and FRII, with product sizes of approximately 70 to 130 bp and 220 to 280 bp, respectively, is usually feasible for FFPE tissues, this may not be the case with FRI primers, where the amplicon is typically 300 to 320 bp in size. Some laboratories, however, have successfully amplified the latter from FFPE tissue.35 Additional strategies that have been proposed to reduce the frequency of false negatives include the use of semi-nested PCR,36 the use of radiolabeled nucleotides, single stranded conformational polymorphism (SSCP), heteroduplex analysis, blotting and probing the PCR products, as well as evaluating immunoglobulin light chains by PCR.37 In the current analysis, we did not observe an increased sensitivity, nor an increase in false positives, in laboratories performing semi-nested PCR. However, we would strongly caution against the use of semi-nesting, given the significant hazard of contamination. Furthermore, some of the other approaches are likely too labor intensive and/or have not yet been formally evaluated for routine diagnostic utility.
Although many others have shown the added value of including FRII
primers, this study is the first to show the advantages and
disadvantages of specific V (FRIII) and J primers. With regard to FRIII
primers, the use of FR3A as compared with FR3 was associated with an
increase in the diagnostic sensitivity from 54.7% to 69.7%
(P = 0.03). However, it is notable that one
laboratory (Figure 1)
had an 89% detection rate with the FR3 primer,
clearly highlighting that more variables than primer sequence affect
the final outcome. Others have also noted the superiority of FR3A over
FR3;18
however, that study only demonstrated this in the
context of a semi-nested reaction, not as a single primer. Clearly too,
laboratories need to be particularly careful to check the sequence of
their primers. The two laboratories that used a "variant" JH primer
have significantly dismal (but not completely negative, likely due to
the variance being at the 5', rather than 3', end of the primer)
detection rates of 20% and 40%, respectively. The use of the JHa
primer was shown to have the lowest false positivity rate, as compared
with the LJH and CFW1 primers. This is in contrast to what has been
alluded to previously, namely that the longer J1245 primer (identical
to CFW1) has a higher specificity.38
Another study noted
that the use of this primer is associated with a lower
sensitivity,22
although we were not able to confirm this
finding either. While the current survey demonstrated a higher IgH
false positivity rate for FFPE cases extracted by organic methods, the
tandem T cell receptor survey showed more T cell receptor-
false
positives with inorganic extraction methods.14
The
explanation for this difference is unclear.
The issue of finding monoclonal IgH rearrangements in unequivocal, bona fide T cell lymphomas warrants clarification. While such "cross-lineage" rearrangements are well documented,39 given the absence of finding IgH monoclones by SBA, we interpret this to reflect an analytic sensitivity issue. Whether this is a biological phenomenon, due to the presence of low numbers of autoreactive tumor-specific B cells, or a technical phenomenon, is unclear. With regard to the latter, it is now well established that low numbers of B cells (as may be the case in T cell lymphomas) may be associated with "pseudoclonality."40, 41, 42 As noted in this study, some primers, both V and J, may be associated with a higher false positivity rate. On a simpler but nevertheless pertinent practical level, the finding of such rearrangements highlights the need to interpret molecular studies in the appropriate histopathological and immunophenotypic context, and not misdiagnose lineage on PCR data alone.
Based on the heterogeneity of methodologies and outcomes uncovered by
this study, there is a clear need to develop some universal standards.
The development of standardized technology would be important not only
for the diagnosis per se, but also to identify a robust and
reliable fingerprint of the B cell clone, to be used to track disease
after therapy. The diagnostic utility should not be understated,
however, since it is crucial to obtain reproducible and consistent
results between testing centers. This study, and others, has identified
variables impacting outcome. Other such multi-center studies have been
undertaken. For example, in an evaluation of the PCR analysis of
t(14;18) translocation, widely disparate results were
observed.43
However, this study evaluated artificial,
spiked samples whereas the current study evaluated bona fide
clinical specimens. By contrast, a German-Austrian-Swiss multi-center
assessment of IgH and T cell receptor-
performance found no
significant differences in results when different individual
techniques were compared.44
There have also been other
reports of inter-laboratory surveys evaluating molecular
hematopathology assays.45, 46
However, these reports,
assessing BCR-ABL and PML-RAR
respectively by RT-PCR, were
quite different from the current study, in that they evaluated
"artificial" samples (various concentrations of plasmids, and
dilutions of cell line DNA or cells, measuring analytic, not
diagnostic, sensitivity) rather than "real" clinical specimens. We
should aim to emulate the efforts of the BIOMED-1 Concerted Action,
which has made significant strides in standardizing the performance of
RT-PCR assays of translocations seen in acute leukemia.47
In summary, this multi-center study generated a large amount of data regarding the performance of IgH PCR. Given the multitude of variables, it is rather difficult to draw definitive conclusions and make rigid recommendations. However, a number of key observations were made: there is remarkable inter-laboratory heterogeneity with regard to diagnostic sensitivity, ranging from over 90% to as low as 20%, when evaluating the same specimens; many laboratories appear to be overestimating the diagnostic sensitivity of their IgH PCR assay; there is a significant, and under appreciated, drop-off (from 61.3% to 41.8%) in detection in FFPE as compared with fresh/frozen tissues; fixation has a dramatic impact on the inability to perform the test, presumably due to absence of amplifiable DNA. For FFPE tissue, this inability to perform the test was evident for 43.1% of specimens, versus only 2.8% for DNA already extracted from fresh or frozen tissue.
Recommendations and strategies that would improve the detection of monoclonal IgH rearrangements include: verification that primer sequences are correct; the addition of FRII to the FRIII upstream primer (increasing detection from 57.3% to 73.6%); the use of the FR3A rather than the FR3 FRIII primer (increasing detection from 54.7% to 69.7%); avoidance of placing the whole specimen in fixative, if there is adequate sample; comparison of fresh/frozen tissue with FFPE success rates within ones own laboratory; and development of methods to increase the yield of amplifiable DNA from FFPE tissue.
These findings should prompt diagnostic molecular pathology laboratories to reevaluate their claims of sensitivity, as well as methodologies. Importantly, we need to formally recommend strategies to reduce the unacceptably high false negative rate of this crucial diagnostic assay, through the introduction of standardized methodologies.
| Acknowledgments |
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| Footnotes |
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The planning of this study originated in the Hematopathology Subdivision of AMP. The results were preliminarily discussed at the Annual Meeting of the Association of Molecular Pathology in St. Louis, MO in November, 1999.
Accepted for publication January 17, 2002.
| References |
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chain gene rearrangements in the diagnosis of lymphoproliferative disorders: results of a study of 525 cases. Mod Pathol 2000, 13:1269-1279[Medline]
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