Elizabeth A.
Phillips‡
a,
Taylor J.
Moehling‡
a,
Karin F. K.
Ejendal
a,
Orlando S.
Hoilett
a,
Kristin M.
Byers
a,
Laud Anthony
Basing
a,
Lauren A.
Jankowski
b,
Jackson B.
Bennett
c,
Li-Kai
Lin
d,
Lia A.
Stanciu
d and
Jacqueline C.
Linnes
*a
aWeldon School of Biomedical Engineering, Purdue University, West Lafayette, IN 47907, USA. E-mail: jlinnes@purdue.edu
bInterdisciplinary Engineering, Purdue University, West Lafayette, IN 47907, USA
cEnvironmental and Ecological Engineering, Purdue University, West Lafayette, IN 47907, USA
dSchool of Materials Engineering, Purdue University, West Lafayette, IN 47907, USA
First published on 20th September 2019
While identifying acute HIV infection is critical to providing prompt treatment to HIV-positive individuals and preventing transmission, existing laboratory-based testing methods are too complex to perform at the point of care. Specifically, molecular techniques can detect HIV RNA within 8–10 days of transmission but require laboratory infrastructure for cold-chain reagent storage and extensive sample preparation performed by trained personnel. Here, we demonstrate our point-of-care microfluidic rapid and autonomous analysis device (microRAAD) that automatically detects HIV RNA from whole blood. Inside microRAAD, we incorporate vitrified amplification reagents, thermally-actuated valves for fluidic control, and a temperature control circuit for low-power heating. Reverse transcription loop-mediated isothermal amplification (RT-LAMP) products are visualized using a lateral flow immunoassay (LFIA), resulting in an assay limit of detection of 100 HIV-1 RNA copies when performed as a standard tube reaction. Even after three weeks of room-temperature reagent storage, microRAAD automatically isolates the virus from whole blood, amplifies HIV-1 RNA, and transports amplification products to the internal LFIA, detecting as few as 3 × 105 HIV-1 viral particles, or 2.3 × 107 virus copies per mL of whole blood, within 90 minutes. This integrated microRAAD is a low-cost and portable platform to enable automated detection of HIV and other pathogens at the point of care.
Point-of-care (POC) nucleic acid-based diagnostic tests could expedite treatment response for vulnerable and newly infected individuals through early detection of the HIV virus. Reverse transcription polymerase chain reaction (RT-PCR) has been performed in microfluidic-based sample-to-answer devices to amplify HIV RNA spiked into saliva samples. However, the complexity of manufacturing a device to perform both sample preparation and cyclical heating often makes it prohibitively expensive for low-resource settings.6 These sensitive detection systems are not cost-effective for early screening and POC testing because they require expensive supporting sample preparation units, cold-chain storage of reagents, off-chip pumps, and trained users.3,7 To address these shortcomings, recent efforts have been focused towards developing integrated sample-to-answer nucleic acid analysis devices that can be used by minimally-trained personnel.8,9 While these integrated nucleic acid analysis devices minimize user steps and costs, to-date we are unaware of any such devices capable of analyzing viral HIV RNA from whole blood samples. There are a few commercial tools for near-patient detection of HIV including Cepheid Xpert Qual Assay, Alere q HIV-1/2 Detect, and Diagnostics for the Real World's Samba II. Although these tests are able to integrate and automate sample preparation, they all require cost-prohibitive (>$17000 for the instrument and >$17 for the cartridge) benchtop instruments that need stable electrical power supply or consumable batteries.10
Recent advances in technologies for point-of-care molecular detection of HIV include several isothermal nucleic acid amplification techniques that could reduce the complexity and therefore cost of a fully integrated testing device.11 One such isothermal amplification method, loop-mediated isothermal amplification (LAMP), provides specific and efficient amplification of target nucleic acids by targeting 8 unique sequences.12 The isothermal heating (most efficiently between 65 and 72 °C)13,14 of LAMP both lyses many pathogens and robustly amplifies DNA even in the presence of complex sample matrices, further reducing sample processing and instrumentation requirements.15–17 To expedite sample preparation steps, such as reverse transcription (RT) of HIV RNA targets to amplifiable DNA, several groups have demonstrated that RT can be performed using the same assay conditions as LAMP.18–21 Gurrala et al. used RT-LAMP to amplify HIV-1 RNA and produce a pH change that can be measured with their device.22 The lack of reagent storage and integrated sample preparation, however, decreases the translatability of this and other RT-LAMP devices.
Here we report a fully-integrated sample-to-answer platform (Fig. 1) that leverages paper membranes' wicking abilities and size discriminating pores to a) isolate HIV viral particles from human blood cells, b) amplify RNA from the viral particles using pre-dried RT-LAMP reagents that target the highly conserved gag gene of HIV-1, and c) automatically transport RT-LAMP amplicons to an integrated LFIA for simple, visual interpretation of results within 90 minutes of sample application. This microfluidic rapid and autonomous analysis device (microRAAD) demonstrates the potential for simple and low-cost HIV detection at the point of care.
Template used in the experiments below included purified genomic RNA from HIV-1 (ATCC, Manassas, VA), non-infectious HIV-1 virus diluted in AccuSpan plasma (AccuSpan Linearity Panel, SeraCare Life Sciences, Milford, MA), purified genomic RNA from dengue virus (DENV) type 1 (BEI resources, Manassas, VA), and purified RNA from chikungunya virus (CHIKV) S-27 (BEI resources, Manassas, VA). SphI and PstI restriction enzymes (NEB, Ipswich, MA) and phosphate buffered saline (PBS) (Thermo Fisher Scientific, Waltham, MA) are additional reagents used.
For limit of detection (LOD) experiments, RNA or virus template was prepared by performing 10-fold serial dilutions in either DEPC water (RNA) or AccuSpan plasma (virus). For analysis of RT-LAMP in biological sample matrices, increasing amounts of human whole blood was added into the master mix. Real-time fluorescence data of EvaGreen intercalating dye and ROX reference dye was monitored to confirm the amplification progress. RT-LAMP amplicons were characterized via LFIA and confirmed via gel electrophoresis using a 2% agarose gel run at 100 V for 60 minutes, stained with ethidium bromide, and imaged using an ultraviolet light gel imaging system (c400, Azure Biosystems, Dublin, CA).
The reagents for the stability studies were packaged after deposition and initial drying and stored in opaque Mylar bags with silica gel desiccant (Uline, Pleasant Prairie, WI) at room temperature for 3 weeks. The dried RT-LAMP reagents were rehydrated with buffer (Table S3†) and virus (positive samples) or DEPC water (negative controls) in tubes or in the polyether sulfone (PES) amplification zone within the integrated device.
One hundred fifty (150) μL of either the 0.11 μm or 7.32 μm particles was pipetted into the spin column containing the membrane of interest. The tubes were then centrifuged for 60 seconds at 0.5 rcf and the fluorescence of the eluent was measured and compared to the calibration curve intensities. Fluorescence of unfiltered particles was measured and used as the baseline to calculate the proportion of particles that passed through the membrane.
MF1 and 0.22 μm PES membranes were then used to show size-based capture in a lateral flow format. The 0.22 μm PES (2.5 cm × 1 cm) was overlapped with the MF1 membrane (1 cm × 1 cm) to form the amplification and filtering segments of the integrated device (Fig. S10†). First, a 100 μL solution containing approximately 7 × 105 of 0.11 μm particles, 230 of 7.32 μm particles, and deionized water were mixed to form the particle mixture. Higher concentrations of the 7.32 μm particles oversaturated the fluorescence measurements. Thirty (30) μL of the particle solution was pipetted onto the assembled MF1/PES membrane, followed by a 30 μL PBS wash. The particles in the membranes were immediately imaged at 40× magnification with an inverted Axio Observer Z1 Fluorescent microscope and ZenPro software (Carl Zeiss Microscopy, Thornwood, NY) using a rhodamine dye filter cube for the 7.32 μm particles and an Alexa Fluor 488 dye filter cube for the 0.11 μm particles.
To demonstrate nucleic acid amplification of viral particles after separation from blood cells in the lateral flow format, MF1 and 0.22 μm PES membranes were overlapped as in the particle lateral flow. Next, 1.2 μL of 2.5 × 105 virus copies per μL HIV-1 was mixed with 12 μL of human whole blood and deposited onto the MF1 membrane of the MF1/PES assembly, followed by a 61.8 μL wash of rehydrating mixture (final concentration of 4 × 106 virus copies per mL of reaction volume) (Table S3†). After 1 minute of capillary flow, the PES was removed from the assembly and added into a PCR tube with 23 μL of the enzyme and primer mixtures. The samples and a positive amplification control (reaction without blood or membrane) were amplified for 60 minutes at 65 °C. Amplification was confirmed by placing the PES membranes and control into wells of an agarose gel and performing gel electrophoresis. The remaining solution in the PCR tube that had not saturated the PES membrane was added to a LFIA followed by 40 μL of wash buffer.
The microcontroller was programmed to implement a proportional integral differential (PID) algorithm for maintaining temperature of the amplification zones within the user-specified set points (65 °C for the amplification and 80 °C for each wax valve). PID algorithms are popular closed-loop feedback mechanisms due to their simplicity and effectiveness, making them the de facto choice for portable, low computing power electronic devices.24,25 The microcontroller sampled the temperature of each zone (sampling at 16.2 Hz for the amplification zone and 13.5 Hz for the valves) using the non-contact IR sensors and compared the measured temperature to the user-specified set point in order to determine the error value, e(t) (the difference between the measured value and the set point as depicted in eqn (1)). The device then computes the proportional, integral, and derivative terms of the PID algorithm. The proportional term represents the difference between the set point and the measured value, multiplied by the proportional gain, Kp = 0.05. The integral term is the cumulative error and is computed by summing the integral of the current error with the previous errors, multiplied by the integral gain, Ki = 0.0001. The derivative term represents the change in the error since the last measurement, multiplied by the derivative gain, Kd = 0.1.
(1) |
The microcontroller then adjusts the current delivered to the resistive heating elements accordingly. The algorithm is designed to achieve accurate temperature regulation within 0.7 °C of the set point, while minimizing overshoot (1 °C). A serial Arduino interface was enabled between the circuit and a computer allowing real-time monitoring of experimental parameters, including temperature of each zone, time elapsed, and power consumption. We verified the temperature with both an infrared camera (FLIR Systems, Wilsonville, OR) and K-type thermocouple measurement of the top and bottom surfaces of the μPAD using a portable temperature data logger (RDXL4SD, OMEGA Engineering, Norwalk, CT).
In the final implementation, the temperature control circuit was powered through a USB port using a USB on-the-go (USB OTG) enabled cellphone (Samsung Galaxy J3 Luna, Android Version 7.0), which removed the need for the computer, increased portability, and ensured fully automated control of the integrated device without the need for user intervention.
Seventy-five (75) μL of prepared RT-LAMP master mix or rehydrating mixture (Table S3†) containing HIV-1 virus (at a final concentration of 4 × 106 virus copies per mL of reaction volume) were loaded into the sample inlet of the μPAD and sealed with a 1 × 1 cm square of self-seal prior to assembling the μPAD into the plastic housing with the temperature control circuit. This method was used to minimize contamination between experiments, however, we also verified that the sample can be added to the sample inlet once the μPAD is assembled in the plastic housing, which is how we anticipate the device would be used at the point of care.
The assembled microRAAD was then loaded with wash buffer and subjected to localized heating of the amplification zone and valves. When testing whole blood samples spiked with HIV-1 virus, 1.2 μL of 2.5 × 105 virus copies per μL HIV-1 was mixed with 12 μL of human whole blood and loaded into the sample inlet, followed by a 61.8 μL addition of rehydrating mixture (final concentration of 4 × 106 virus copies per mL of reaction volume). The loaded μPAD was then adhered to the acrylic lid with double-sided adhesive at the wash inlet. Resistive heating elements were adhered to the backside of the μPAD, aligned with the two valves and amplification zone, and faced such that the silver traces would contact the pogo pins of the temperature control circuit inside the plastic housing. Two plastic brackets were slid over the acrylic lid and plastic housing to ensure proper contact within microRAAD. Finally, 130 μL of green food coloring solution (for visualization of flow) were added to the wash inlet and sealed. Heating was initiated via the serial interface between the computer and the temperature control circuit: 1) 65 °C for the middle resistive heating element (amplification) for 60 minutes and 2) 80 °C for the outer resistive heating elements (valves) for 2 minutes. After 30 minutes of development (1.5 hours after initiating the heating), the LFIA was imaged using a desktop scanner for analysis (Epson, Suwa, Japan).
Next, we conducted the RT-LAMP assay with whole HIV-1 virus to ensure sufficient viral lysis at the 65 °C assay temperature. Viral lysis is necessary to release the RNA for amplification. Since the osmotic pressure gradient would prematurely lyse the virus, amplification of virus diluted in water was not tested during characterization studies, as was done with the RNA. Instead, we performed RT-LAMP of HIV-1 virus spiked into reactions containing 16% plasma at concentrations of 101–106 virus copies per reaction (n = 3). We used AccuSpan plasma, because the virus stock was supplied in this solution. LFIA analysis showed a statistically significant difference between the test band intensity of 104, 105, and 106 virus copies per reaction compared to the negative control (0) (p-value < 0.05 and p-value < 0.001, respectively) (Fig. 2B) and the agarose gel supported this conclusion. Therefore, the limit of detection of the assay with HIV-1 virus in 16% plasma is 104 virus copies per reaction. While this LOD is 100× higher than purified RNA in water, when RNA is spiked into 16% plasma, we observed no amplification (data not shown). We suspect that the RNA within viral particles is partially protected from inhibitory factors in plasma until the factors are deactivated and the virus is thermally lysed, but further investigation is necessary to delineate the cause of the loss in sensitivity. Still, this is the first demonstration to our knowledge of an HIV RT-LAMP assay without separate RNA extraction and purification, vastly simplifying the sample preparation required for detection of viruses in complex matrices.
We then evaluated the robustness of the RT-LAMP assay in the more complex matrix of human whole blood. HIV-1 virus spiked into RT-LAMP reactions at a concentration of 105 virus copies per reaction with increasing percentages of whole blood (0–30%) was detectable via gel electrophoresis in up to 15% whole blood whereas LFIA detected HIV-1 in up to 20% whole blood (Fig. S8†). In agreement with our observations, other groups have also noticed that LFIA visualization can be more sensitive than gel electrophoresis.31 In the integrated microRAAD device, a blood separation membrane, MF1, captures the red and white blood cells, allowing the virus to flow into the amplification zone. Therefore, while whole blood is not intended to be present in the amplification zone, our results indicate an assay tolerance up to 20% in case of poor MF1 capture efficiency or blood cell hemolysis.
(2) |
Since the diffusion occurs in a porous membrane, we then calculated pore diffusivity, Dm, using eqn (3).
Dm = DK(α/r)ωr(α/r) | (3) |
Confident that these assays could work in principle, we experimentally evaluated the robustness of the assay using 21 day dried RT-LAMP reagents. We reconstituted the dried RT-LAMP reagents with rehydrating mixture and HIV-1 at a concentration of 105 virus copies per reaction in water. Positive and negative control reactions using freshly prepared reagents were heated simultaneously. After the 60 minute amplification, samples and controls were analyzed via LFIA (n = 6, Fig. 3A). The LFIA test band intensity of positive samples using 21 day dried reagents was not statistically significantly different than that of the test band of the freshly prepared positive controls, indicating that the drying process did not damage enzyme or primer activity. As expected, LFIA results of positive samples were statistically differentiable from the negative samples for both the dried and fresh reagent groups (p-value < 0.001) (Fig. 3A).
To compare the amplification efficiency of dried and freshly prepared reagents, the LOD of HIV-1 in 16% plasma was determined using 21 day dried RT-LAMP reagents (n = 3). There was a statistically significant difference between the test band intensity of the 105 and 106 virus copies per reaction compared to the negative control (0) (p-value < 0.05 and p-value < 0.01, respectively) (Fig. 3B). While not significant, 104 and 103 copies of virus did amplify in some cases; two of three repeats for 104 and one of three repeats for 103 virus copies per reaction. There is a slight loss in sensitivity when using the dried reagents (LOD of 105versus 104 virus copies per reaction), however, the LOD can likely be improved with further assay optimization such as RT and polymerase enzyme selection and primer design. Another study reported a loss of reaction efficiency using lyophilized HIV RT-LAMP reagents stored at ambient temperature for several hours when compared to freshly prepared controls.21 However, Hayashida and colleagues established that vitrified, not lyophilized, LAMP reagents designed for DNA targets have the same sensitivity as freshly prepared reagents after seven months of storage at room temperature.23 These findings in combination with our preliminary evaluation of limited HIV RT-LAMP reagents stored for five months, shown in Fig. S9,† give us reason to believe that we can increase the storage time of the HIV RT-LAMP reagents at room temperature far beyond 21 days.
Particle size | Membrane | Fluorescence (RFU) | Capture efficiency |
---|---|---|---|
0.11 μm | None | 4007.6 ± 165.0 | 0% |
MF1 | 2810.9 ± 193.0 | 30.0% | |
0.22 μm PES | 1986.8 ± 103.2 | 47.6% | |
7.32 μm | None | 275.1 ± 12.2 | 0% |
MF1 | 2.3 ± 1.3 | 98.6% | |
0.22 μm PES | 0.9 ± 0.2 | 81.9% |
After quantifying the particle separation in columns, we verified successful particle capture in a lateral format by imaging fluorescent particles applied to an MF1/PES membrane assembly, depicted in Fig. S10.† Fig. S11† demonstrates that some of the 0.11 μm particles were trapped in the MF1 membrane, but the majority were dispersed throughout the PES membrane (n = 3), aligning with the vertical flow experiment results and indicating that the virus can be separated from the blood cells and localized to the PES amplification zone.
After the characterization with particles, we confirmed that blood cells would be trapped in the MF1 membrane while the virus would flow into the PES membrane for subsequent amplification. We spiked HIV-1 virus into human whole blood and added the mixture onto the MF1 membrane which overlapped with the PES membrane and chased the sample with rehydrating mixture. After removing the PES from the MF1/PES assembly and amplifying the trapped virus in the PES membrane, the amplicons were analyzed via LFIA. As depicted in Fig. S12,† the test band intensity is strong, implying that the virus is indeed dispersed throughout the PES (n = 3) yet accessible for amplification. Interestingly, when HIV-1 virus diluted in blood was pre-mixed with the rehydrating buffer prior to adding the combined solution to the assembly, amplification was inconsistent and sometimes completely inhibited because more red blood cells seemingly migrated to the PES (Fig. S12†). Our successful membrane amplification results are consistent with previous findings that have also shown that LAMP and other isothermal amplification methods can be performed within the PES membrane.36 MF1 membranes inhibited the amplification assay and products extracted from the MF1 were not visible in either the agarose gel or LFIA (data not shown).
During heating, we observed that the amplification zone reached 65 °C within seconds of initiation and remained at 65 ± 2 °C throughout the 60 minute heating period which is adequate for efficient amplification. In separate experiments, we determined that even low concentrations of template can amplify at temperatures between 62 °C and 71 °C (Fig. S14†). The temperature control circuit automatically terminated the amplification zone heating and initiated simultaneous heating of the wax valves. A 1.25 mm width valve was experimentally verified to sufficiently constrain the wash buffer from the amplification zone; thinner valves leaked wash buffer, diluting the amplicons and potentially decreasing assay sensitivity. We have previously reported that only 41 °C is required to open wax-ink valves prepared in chromatography paper,26 however, here we subjected the valves to 80 °C to accelerate their opening. Upon initiation of valve heating, the green wash buffer flowed past valve 1 to the MF1 and the heated sample flowed past valve 2 into the LFIA portion of the μPAD. Within 5–10 minutes of the valves opening, test and control bands were consistently observed on the LFIAs and quantification, in Fig. S13,† revealed strong test band intensities. We found that both a laptop and a cellphone with USB OTG provided sufficient current to power the temperature control circuit for the duration of the assay and yielded comparable results (Fig. 1B).
To verify the amplification functionality of microRAAD, we initiated the automated detection using 21 day dried RT-LAMP reagents and rehydrating buffer containing HIV-1 virus osmotically lysed in water. Samples containing as few as 3 × 105 virus copies per reaction resulted in unequivocally positive test bands and samples containing no template (0) yielded negative test results (p-value < 0.05) (Fig. 5B). The test band intensity at a concentration of 3 × 105 virus copies per reaction using the dried reagents in microRAAD was comparable to the test band intensity of the same concentration in a tube reaction with the dried reagents (Fig. 5B and 3A).
Finally, we performed the detection in the integrated microRAAD using 21 day dried amplification reagents and HIV-1 virus in whole blood. As expected and seen in Fig. 5A, the red blood cells remained in the MF1 directly below the sample inlet while the remaining plasma and buffer solution with virus migrated to the PES for amplification. Following amplification, we visually observed positive test bands on the LFIAs within 5–10 minutes after valves opened. There was a statistically significant difference between the test band intensity of the 3 × 105 virus copies per reaction compared to the negative control (0) (p-value < 0.01) (Fig. 5A and C). Notably, the sensitivity using microRAAD for HIV-1 viral detection in blood using dried reagents is comparable to the sensitivity of standard tube reactions with similar conditions (Fig. 5C and 3B). Given that the PES membrane absorbs about 20 μL, which is a comparable volume to tube reactions, we expect that diffusion limitations were minimal, further confirmed by our calculations of diffusivity within the PES membrane. Previous groups have similarly reported only 5 to 10-fold reductions in sensitivity when translating manual assays into automated sample-to-answer devices.8,37,38 Liu et al. designed a device to detect viral RNA from oral fluid samples in real time down to 12.5 virus copies per reaction, however, viral lysis is required before sample addition and is followed by four more manual steps prior to initiation of the RT-LAMP assay.39 Damhorst et al. developed a microfluidic chip for blood cell lysis and modified a smartphone for real-time detection of HIV-1 virus with an LOD of 1.7 × 104 virus copies per reaction.21 However, the user is required to transfer the lysed blood and freshly prepared RT-LAMP reagents to the reaction chamber for amplification.21 Even though this platform is 10-fold more sensitive than microRAAD, we believe that the full automation of microRAAD, which reduces sample handling and exposure to bloodborne pathogens, makes it an advantageous system for rapid HIV testing at the POC.
Our initial studies of this integrated sample-to-answer device demonstrate its potential to provide simple, affordable, and rapid detection of HIV from blood samples at the point of care. The consumable components of microRAAD (membranes, LFIA, adhesive, reagents) cost only $2.23 per assay (Table S4†) while the reusable components (temperature control circuit and housing) are $70.08 and expected to decrease with increased production (Table S5†). The price of components is comparable to other rapid HIV tests developed for resource-limited settings and will decrease as we scale-up the manufacturing of the device.40 While low component cost does not guarantee a low price point for consumers, it remains a critical feature of research and development that we considered.41 Even though microRAAD has many advantages over comparable diagnostic tools, there remain some limitations. The sensitivity of this integrated prototype is 3 × 105 virus copies per reaction, or 2.3 × 107 virus copies per mL of whole blood, which falls at the high end of the clinical range, 107 virus copies per mL at peak infection at day 17.42 This reduced sensitivity may be due to microRAAD's performance of thermal lysis within the device that bypasses nucleic acid purification and concentration steps. However, the automation of virus analysis significantly streamlines testing and potentially reduces user error. We expect that additional improvements in primer design, RT and polymerase enzyme selection, and the addition of virus concentration from larger volumes of sample could further improve the device's sensitivity and enhance clinical utility. Specifically, the incorporation of a smaller pore-sized membrane could enable size-based capture of virus and isolation from inhibiting blood components. Additionally, including an internal amplification control into microRAAD could differentiate negative from invalid results.37 Incorporating these improvements along with extended device storage and usability studies will enable clinically relevant detection and early diagnosis of HIV at the POC.
MicroRAAD has the potential to serve as a platform for detection of other pathogens. By modifying the LAMP primers to target a new gene of interest and adjusting sample preparation depending on the pathogen target and sample matrix, this platform could be used for other viruses (e.g. DENV, CHIKV) and even bacteria (e.g. Escherichia coli, Vibrio cholerae, or Bordetella pertussis) and parasitic (e.g. Plasmodium falciparum) pathogens. This rapid, integrated, and automated device lends itself to use in low-resource areas where clinics and laboratories are scarce and gold-standard testing can take up to one week.43 Moreover, microRAAD requires only $2.23 worth of consumable components, making it an affordable detection tool. MicroRAAD combines robust and selective molecular techniques with elegant capillary fluidics and resilient heating controls into a single, portable platform for rapid pathogen detection at the POC.
Footnotes |
† Electronic supplementary information (ESI) available. See DOI: 10.1039/c9lc00506d |
‡ Indicates equal contribution of this work. |
This journal is © The Royal Society of Chemistry 2019 |