key: cord-333220-tcvs4beg authors: Lee, Szu-Yuan; Huang, Jhen-Gang; Chuang, Tsung-Liang; Sheu, Jin-Chuan; Chuang, Yi-Kuang; Holl, Mark; Meldrum, Deirdre R.; Lee, Chun-Nan; Lin, Chii-Wann title: Compact optical diagnostic device for isothermal nucleic acids amplification date: 2008-08-12 journal: Sens Actuators B Chem DOI: 10.1016/j.snb.2008.03.008 sha: doc_id: 333220 cord_uid: tcvs4beg We recently reported the successful use of the loop-mediated isothermal amplification (LAMP) reaction for hepatitis B virus (HBV) DNA amplification and its optimal primer design method. In this study, we report the development of an integrated isothermal device for both amplification and detection of targeted HBV DNA. It has two major components, a disposable polymethyl methacrylate (PMMA) micro-reactor and a temperature-regulated optical detection unit (base apparatus) for real-time monitoring of the turbidity changes due to the precipitation of DNA amplification by-product, magnesium pyrophosphate. We have established a correlation curve (R(2) = 0.99) between the concentration of pyrophosphate ions and the level of turbidity by using a simulated chemical reaction to evaluate the characteristics of our device. For the applications of rapid pathogens detection, we also have established a standard curve (R(2) = 0.96) by using LAMP reaction with a standard template in our device. Moreover, we also have successfully used the device on seven clinical serum specimens where HBV DNA levels have been confirmed by real-time PCR. The result indicates that different amounts of HBV DNA can be successfully detected by using this device within 1 h. Around the world, the hepatitis B virus is one of the most common viral pathogens, having infected more than 370 million people [1] . At present, serologic diagnosis of HBV infections is based on the viral antigens and antibodies. However, the REVEAL-HBV (risk evaluation of viral load elevation and associated liver disease/cancer-hepatitis B virus) study indicates that the serum level of HBV DNA ( 10,000 copies/ml) is a strong risk predica-tor of hepatocellular carcinoma or cirrhosis [2, 3] . It would thus be clinically valuable to have a molecular diagnostic method for screening and monitoring the progress of hepatitis. However, the long reaction time of traditional PCR amplification and the high cost of thermalcycler are still major issues for such a screening application. Therefore, it is important to develop a rapid and accurate diagnostic device for field applications as soon as possible [4] . Even though many nucleic acid amplification methods are currently available, a low cost, yet rapid method would be extremely useful, especially in developing countries. There are several PCR-based amplification methods [5] , such as nucleic acid sequence-based amplification [6] and self-sustained sequence replication, for nucleic acid amplification. However, these methods require a precise instrument to provide the efficient thermal cycles and to shorten the total amplification time for a test run. In general, it takes up to 2.5 h for a PCR test with the present state of art equipment. Alternatively, isothermal amplification methods, e.g., strand displacement amplification [7] , branched DNA amplification, invader, rolling circle amplification [8] and loop-mediated amplification method (LAMP) [9] , have been proposed for amplifying the targeted nucleic acid sequence under a single working temperature condition with special designs for the buffer system and primers to prevent non-specific amplification. It would thus allow for the development of a low-cost device for rapid pathogen detection. Loop-mediated isothermal amplification (LAMP), originally developed by Notomi et al. [9] , utilizes a designed set of six primers, termed inner and outer primers, to recognize specific gene sequences, and a polymerase with strand displacement activity to generate large amounts of amplified product (>10 9 copies) within 1 h [10] . Moreover, it has been shown that the well-known PCR inhibitors in the blood (e.g., heme) have little impact on the LAMP reactions [11] . It is believed that the Bacillus stearothermophilus (Bst) DNA polymerase used in the LAMP reactions is more resistant to these inhibitors. Therefore, the LAMP reaction has been successfully applied for fast genetic screening tests in many acute infectious diseases, including Mycobacterium tuberculosis [12] , severe acute respiratory syndrome virus [13] , human influenza viruses [14, 15] , avian influenza viruses [16] and herpes viruses [17, 18] , with special primer design and buffer adjustment. Among these, the LAMP method has been shown to have great promise for the amplification of HBV DNA. In addition, the DNA yield of the LAMP reaction (10 g/25 l) is much higher than that of the traditional PCR (0.2 g/25 l) [19] . Recently, we have successfully demonstrated that the level of turbidity, which is due to the by-product (magnesium pyrophosphate) of DNA polymerization, has a high correlation to the amounts of amplified DNA. Then, we decided to work with a total of 25 l of LAMP reaction volume because of the practical limitations of turbidity detection. In addition to the use of the LAMP protocol, we have adapted a simulated chemical reaction to mimic the by-product production without using expensive polymerase and primers [20] . It can serve as an internal quality check for the system validation. Therefore, it is our intention to design and implement a compact integrated device with a disposable chip and simple quantitative optical read-out for low-cost applications. In this study, the goal is to develop an integrated isothermal device for real-time detection of HBV viral DNA via the LAMP amplification method. It has two major components, a disposable PMMA micro-reactor and a temperature-regulated optical detection unit (base apparatus) for real-time monitoring of the turbidity changes due to precipitation of DNA amplification by-product, magnesium pyrophosphate. We decided to work with a total of 25 l of LAMP reaction volume after adding 2 l of DNA sample because of the practical limitations of turbidity detection. The performance of this integrated isothermal device has been tested by using within and between runs. For the applications of rapid pathogens detection, we have successfully used the device on seven clinical serum specimens and confirmed HBV DNA levels with real-time PCR. The results of using this device indicate that different amounts of HBV DNA can be successfully detected within 1 h with a threshold level of 10,000 copies/ml, which is the recommendatory quantity of REVEAL-HBV study. This integrated isothermal device can be advantageous in a wide spectrum of field applications, including pathogen detection and gene testing. The design methodology of primers used has been discussed in our previous study [21] . In brief, the target DNA sequences and the partial HBV polymerase gene sequences are collected from a public data base and then aligned to find highly conserved fragments. Then, the primer design can be executed by using the available software, Gene Runner (Hastings Software, Inc., Hudson, NY, USA), to check design parameters. The melting temperature (T m ) of each primer is calculated by the nearest-neighbor T m theory. Finally, the designed primers are synthesized by the contract services (Quality Systems, Inc., Taipei City, Taiwan, ROC) followed by having its concentration optimized with a reaction buffer in the amplified test. The partial HBV polymerase gene was directly cloned into pGEM-T Easy vector (PROMEGA, Madison, WI, USA) as standard template DNA. The LAMP assay was performed in a total of 25 l of the mixtures, which contain 20 pmol each of IB-FIP (5 -TGGAATTAGAGGACAAACGGGTGCTGCTATGCCTCATCTT-3 ) and IB-BIP (5 -GCTCAAGGAACCTCTATGTTTCGATGATGGGATGGGAATACA-3 ), 5 pmol each of IB-F3 (5 -GGCGTTTTATCATCTTCCT-3 ) and IB-B3 (5 -AGGTTACTTGCGAAAGCC-3 ), 10 pmol each of IB-loopF (5 -TACCTTGATAGTCCAGAAGAACC-3 ) and IB-loopB (5 -CTACGGACGGAAACTGCAC-3 ), 0.4 mM dNTPs, 1 M betaine, 20 mM Tris-HCl (pH 8.8), 10 mM KCl, 10 mM (NH4) 2 SO 4 , 6 mM MgSO 4 , 0.1% Triton X-100, 5 units of the Bst DNA polymerase large fragment (NEW ENGLAND BioLabs, Ipswich, MA, USA), and 2 l of DNA standard template-a partial HBV polymerase gene cloned into a pGEM-T easy vector or purified DNA. We utilized a set of six primers to recognize specific HBV gene sequences. This mixture was incubated in a Mastercycler ® gradient PCR machine (Eppendorf, Hamburg, Germany) or our miniaturized device at 65 • C for 1 h. The white precipitate of reaction by-product can be observed by naked eye. Aliquots of 2.5 l of LAMP products were electrophoresed in 2% agarose gels (1× TBE) and then stained with SYBR Green I dye for verification by fluorescent imager (GelDoc-It Imaging System, UVP, Upland, CA, USA). In addition, the sequences of LAMP product were confirmed by the ABI 3100-avant DNA sequencer (Applied Biosystems, Foster city, CA, USA). Our integrated isothermal device has two major components, a disposable polymethyl methacrylate (PMMA) micro-reactor and a temperature-regulated optical detection unit (base apparatus) for real-time monitoring of the turbidity changes due to the precipitation of DNA amplification by-product, magnesium pyrophosphate. The disposable micro-reactor is constructed from two PMMA parts to create a reaction chamber of 5-mm optical path length by using UV-light curing adhesives (ultrawide GN150, Everwide Chemical Company, Yunlin County, Taiwan, ROC). For the LAMP reaction, the reaction chamber is filled with 25 l reagent manually via micropipette and then is sealed with gluey aluminum foil. The base apparatus consists of an optical detection unit, a thin-film heater, a temperature controller, and a power supply. The optical detection unit (FS-V21G, KEYENCE Corporation, Osaka, Japan) employs a light emitting diode (LED) light source at 533 nm and a phototransistor detector with an extension of collimated optical fibers for the collection of forward scattering light. The temperature controller has a 60 W power supply and two 2 in. × 2 in. thin-film Kapton TM heaters (Minco, Minneapolis, MN, USA), which is controlled by a proportional-integral-derivative (PID) controller (ANLY Electronics, Taipei County, Taiwan, ROC) with one thermal coupler feedback. After the insertion of assembled micro-reactor chips into the base apparatus, we can initiate the HBV LAMP reaction at 65 • C through out the whole experimental time course. At the same time, the scattering light intensity is measured by the optical detection unit. In general, turbidity refers to the scattering of light by particles and has to be measured and calculated indirectly from Eq. (1) [22] assuming no absorption in the path length: where I 0 is the intensity of incident light and I 1 is the intensity of transmitted light. During the DNA polymerization process, white precipitation of magnesium pyrophosphate will be produced in the presence of magnesium ions and pyrophosphate ions as shown in the following equations: Instead of using dNTP and DNA polymerases to initiate the precipitation, we have adapted a simulated reaction, as shown in Eq. (4), to mimic the production of magnesium pyrophosphate which is used for evaluating the performance of our device: This reaction is performed in a total of 1 ml solution containing the following reagents, 1× Thermolpol buffer (20 mM Tris-HCl (pH 8.8), 10 mM KCl, 10 mM (NH4) 2 SO 4 , 2 mM MgSO 4 , 0.1% Triton X-100), 2 mM MgSO 4 , gradient concentrations of K 4 P 2 O 7 or K 3 PO 4 from 1.2 to 0.2 mM and double-distilled water. The mixture is incubated in the disposable micro-reactor at 65 • C for 1 h to measure the end-point turbidity by our system. In addition, this experimental result was confirmed by a UV-visible spectrometer (VARAIN, Palo Alto, CA, USA) at 533 nm. It also can be used to establish the correlation curve between the concentration of pyrophosphate ions and the level of turbidity. A series of seven serum specimens were obtained from patients at National Taiwan University Hospital (NTUH). The serum HBV viral DNA was extracted by using the QIAamp Viral DNA Mini Kit (QIAGEN, Valencia, CA, USA). Briefly, 800 l of viral particles lysis buffer (AVL buffer) was mixed with 200 l of serum. The AVL buffer will lyse viral particles under highly denaturing conditions to inactivate DNases and to provide optimum binding buffering conditions. The mixture was incubated at room temperature for 10 min and then mixed with 800 l of ethanol. Then, 630 l of the mixture was transferred to the QIAamp spin column and was centrifuged at 6000 × g for 1 min. Five-hundred microliters of washing buffer 1 (AW1 buffer) was added to the spin column and centrifuged at 6000 × g for 1 min. Then, 500 l of washing buffer 2 (AW2 buffer) was added to the spin column and centrifuged at 20,000 × g for 1 min. The DNA was eluted from the column by adding 40 l of RNase-and DNase-free water. After centrifuging at 6000 × g for 1 min, the supernatant contained the DNA and was ready for use. In addition, the HBV DNA viral load was determined by real-time PCR which used the reagent of QUANTIPLEX TM HBV DNA Assay (Chiron Corporation, Emeryville, CA, USA) and the detection system of ABI Prism 7000 Sequence Detection System (Applied Biosystems, Foster city, CA, USA). The HBV viral load of these seven samples ranged from an undetectable level to more than 5 × 10 7 copies/ml for the testing of our device. Following the principle of LAMP reaction, the amplified products elongated to a length of several kbp and when generated they showed complex cauliflower-like structures [9] . We demonstrated that the positive sample reveals many bands of different sizes after agarose gel electrophoresis (Fig. 1A) . With an increase of LAMP The structure of the disposable micro-reactor. The disposable micro-reactor has a reaction chamber and 5-mm optical pathway. The reaction chamber is 5 mm-long, 2 mm-wide and 5 mm in height. (B) The structure of the base apparatus. The base apparatus is made with PMMA to create a detection pathway and sliding track. It has two slices of flexible heaters on the top and on the bottom sides. The light source fibers and the optical sensor are lined on the detection pathway and put close (about 10 mm) to each other. The reaction box is 60 mm-long, 50 mm-wide and 14 mm high. The detection pathway is 60 mm-long, 10 mm-wide, 5 mm-height and the sliding track is 35 mm-long, 6 mm-wide, 5 mm-height. (C) Picture of the disposable micro-reactor. This micro-reactor is just a home-made product. The disposable micro-reactor is constructed from two components of PMMA and glass slide cover. It has a reaction chamber and a 5-mm optical pathway without heaters or sensors. (D) Picture of the base apparatus. For the LAMP reaction, the reaction chamber is filled with 25-l reagent and then sealed by gluey aluminum foil. The disposable micro-reactor component can be inserted into the base apparatus and the HBV LAMP reaction can be started under isothermal condition. This system can provide appropriate reaction conditions for HBV LAMP DNA amplification. products, a large amount of by-product, magnesium pyrophosphate (Mg 2 P 2 O 7 ), is produced and precipitated in the reaction mixture. The white precipitate of LAMP reaction by-product can be observed by naked eye (Fig. 1B) . Other than the optimization of primers for the LAMP reaction, the reaction volume is a critical issue in the design of such a miniaturized device for amplification and detection. We decided to work with a total of 25 l of LAMP reaction volume because of the practical limitations of turbidity detection. The prototype of our integrated isothermal device has two components: a disposable micro-reactor ( Fig. 2A) and a temperature-regulated optical detection unit (base apparatus) (Fig. 2B) . For the LAMP reaction, the disposable PMMA micro-reactor is filled with 25 l reagent (Fig. 2C ) and then sealed with gluey aluminum foil. It can be inserted into the base apparatus and the HBV LAMP reaction can be started under isothermal conditions. Simultaneously, we can detect the turbidity of the LAMP by-product in the base apparatus (Fig. 2D ). To evaluate the performance of the base apparatus for DNA amplification and detection, we have adapted a simulated chemical reaction to produce magnesium pyrophosphate. The simulated reaction utilizes potassium pyrophosphate and magnesium sulfate to synthesize magnesium pyrophosphate, as established in our previous study [20] . White precipitates can be observed when the concentration of pyrophosphate ions exceeds 0.4 mM. Fig. 3A shows the results of a 1 h end point turbidity measurement by using a spectrometer (R 2 = 0.9955) or our own system (R 2 = 0.9989) at 65 • C. Fig. 3B shows the reproducibility results of within run for turbidity detection in our device. It shows that the coefficient of variation (CV%) within run is very low (<6%). However, our system shows larger fluctuations between runs than does the spectrometer. This might be due to minor uncertainties in our fabricated devices, which will be able to control within acceptable limits with mass production of disposable chip. With a total of 25 l of reagents and sample DNA in sealed reaction chamber, we can start the reaction under isothermal condition (65 • C) and monitor the intensity of scattering light by the optical unit. The real-time data on turbidity, decreases during the first 2 min, and then increases until reaching a plateau at 60 min. Fig. 4A shows the superimposed plots of turbidity data from different initial concentrations of DNA template. All of these samples show obvious changes in 30 min. From these results, it would be reasonable to take turbidity value of 30 min as a critical point for determining the end point of nucleic acid amplification. A linear relationship with a good correlation coefficient (R 2 = 0.9605) between measured values of turbidity and the initial concentration of DNA template is shown in Fig. 4B . The HBV LAMP reaction is also performed in the thermalcycler at 65 • C and then the amplified products are analyzed by electrophoretic analysis to confirm the consistency of the experi- mental results between our new system and the traditional system (Fig. 5) . In our previous study, we demonstrated that our HBV LAMP reaction has great specificity and sensitivity (50 copies/25 l) [20] . To confirm the results of the LAMP reaction for HBV DNA template amplification and detection in the integrated isothermal device, seven clinical serum specimens were obtained from patients with chronic hepatitis B at National Taiwan University Hospital. All of the serum specimens have been quantified by realtime PCR analysis as well. Table 1 shows the quantitative results of turbidity measurements when using the integrated isothermal device in the LAMP reagents containing the different amounts of DNA template from the clinical specimens. Following the results of the REVEAL-HBV study [2] , the serum level of HBV DNA ( 10,000 copies/ml) is a strong risk predicator of hepatocellular carcinoma or cirrhosis. Our quantitative results are good indicators for distinguishing the reported HBV DNA threshold level in serum in 1 h. In our previous study [20] , we have demonstrated that the HBV LAMP reaction can amplify specific DNA sequences in less than 1 h with high specificity and sensitivity (50 copies/25 l). Unlike traditional PCR results, LAMP products consist of several inverted-repeat structures. After agarose gel electrophoresis, the positive LAMP reaction reveals many bands of different sizes. The sequences of LAMP products were confirmed by ABI 3100-avant DNA sequencer. Moreover, in a comparison of the LAMP reaction with PCR, the most significant advantage of the LAMP reaction is its ability to amplify specific DNA sequences under isothermal conditions (65 • C) without thermo-cycling. It thus has great potential for the development of an integrated isothermal device with disposable micro-reactor for low-cost applications. Following the principle of LAMP reaction, both its yield of DNA and magnesium pyrophosphate precipitate are greater than PCR reaction [19] . In our system, an oven-like space has been designed and implemented to provide appropriate temperature conditions. An optical detection unit with a green LED light source is used to detect the LAMP reaction by turbidity derived from the mag-nesium pyrophosphate formation. In general, turbidity refers to the scattering of light by particles. Usually, turbidity is not measured directly, but it is estimated from the optical density (OD). It is assumed that the intensity of the input light is constant and that the samples have no absorbing constituents (DNA absorption peak: 260 nm) and that there are no changes in other loss mechanisms for the transmission of light, such as surface coatings, alignment, etc. Then the changes in detected light intensity can be ascribed to changes in total scattering. Thus, we interpret changes in detected light intensity as having resulted from changes in turbidity. After the integrated isothermal device is constructed, the performance of the base apparatus should be confirmed. First, we check the efficiency of the heating and optical detection unit. We have adapted a simulated chemical reaction to mimic the by-product (magnesium pyrophosphate) production without using expensive polymerase and primers. Then, the results of the turbidity measurement from using a spectrometer are compared with the base apparatus. The reaction curves also have a similar trend between turbidity and initial amounts of potassium pyrophosphate. It shows that our system can provide appropriate reaction conditions for DNA amplification and detection. Second, we demonstrate that the results of within runs exhibit greater reproducibility of turbidity detection through the use of this base apparatus. This shows that our system has good stability. However, the results of between runs from our system show greater fluctuations than the results from the spectrometer, because of the disposable micro-reactor being a home-made product. In the future, we can use plastic molding for mass production to improve the quality and consistency of the micro-reactor and develop multi-channel micro-reactor type to achieve large-scale quantification test. The stability of light source and the precision of light-alignment are also important for the improvement of overall system performance. After the performance of micro-reactor system is confirmed, HBV LAMP reactions can be transplanted into this system. The reaction curves decrease rapidly and achieve the lowest level of turbidity in 2 min. Then, the reaction curves increase quickly and achieve the highest level of turbidity in 8 min. We think that this phenomenon is related to the principle of Brownian motion [23] . When the reaction mixture is initially raised from room temperature to 65 • C, some microscopic clusters or particles may dissolve, causing an increase in the intensity of transmitted light. In 30 min, the turbidity of HBV LAMP reaction obviously changes. The standard curve shows that the numeric of the turbidity are highly correlated to the initial amounts of HBV template DNA (R 2 = 0.9605). After 30 min, gravity causes the numeric of turbidity to continually decrease because of the magnesium pyrophosphate precipitation. Therefore, the numeric of turbidity in 30 min could be a critical point for judging the performance of the HBV LAMP reaction. In addition, the HBV LAMP reaction is also performed in the thermalcycler. The amplified products can be analyzed by electrophoresis to confirm the consistency of the LAMP reaction between our device and thermalcycler. In Fig. 5 , we show that the electrophoretic result of the HBV LAMP reaction is performed in the thermalcycler (lane 1) or in our device (lane 2). It seems that there are many small fragments (<200 bp) of HBV LAMP reaction as shown in lane 2. We presume that this phenomenon is related to the slow heat transfer in our device, which causes Bst DNA polymerase cannot elongate the LAMP product under stable condition, initially. The REVEAL-HBV study indicates that serum level of HBV DNA ( 10,000 copies/ml) is a strong risk predicator of hepatocellular carcinoma or cirrhosis [2] . Seven serum specimens with chronic hepatitis B were collected from National Taiwan University Hos-pital. These clinical specimens had triplicate tests by HBV LAMP reaction with this integrated isothermal device. The HBV viral load of these seven samples ranged from an undetectable level to more than 5 × 10 7 copies/ml for the testing of our device. The frequency of positive results in triplicate test represents by fractional number. In addition, our HBV LAMP reaction has good sensitivity (50 copies/25 l). Even though the quantitative results from our device are higher than the data from real-time PCR, these results (Table 1 ) are valid to effectively distinguish the HBV DNA threshold level in the serum samples according to current protocol. Thus, using the integrated isothermal device provides great assistance for early diagnosing and monitoring the progress of chronic hepatitis B. However, there are several inhibitors from the blood samples that might potentially interfere with the amplification processes require further elucidations. In this study, the serum HBV viral DNA was extracted by using the QIAamp Viral DNA Mini Kit. The purified DNA is free of protein, nucleases, and other contaminants and inhibitors. In 2006, a study demonstrated that the LAMP assay does not require purified DNA for efficient DNA amplification [11] . These PCR inhibitors have little impact on the LAMP reactions even though there are inhibitors (e.g., heme) in blood could severely affect the amplification of DNA in PCR assays. As DNA polymerase have different susceptibilities to PCR inhibitors, they suspect that the Bacillus stearothermophilus (Bst) DNA polymerase used in the LAMP reactions is more resistant. In the future, the influence of various inhibitors, e.g., elevated levels of triglycerides, bilirubin, hemoglobin, and non-specific human DNA, will be addressed when we directly detect DNA from serum or heat-treated blood by LAMP. It would also be necessary for us to show that systemic lupus erythematosus (SLE) and rheumatoid arthritis have no impact on the method during large-scale clinical experiment. We will also try to improve the sensitivity and further reduce the reaction volume to 6 l by using surface mode of optical detection [24] [25] [26] . In conclusion, we have successfully demonstrated the feasibility of the LAMP reaction for HBV DNA amplification and detection within 1 h in this novel integrated isothermal device. Using the LAMP reaction in the disposable micro-reactor component described here can amplify HBV DNA with high specificity and efficiency under isothermal conditions. The base apparatus component can also provide appropriate reaction conditions as well as a steady optical detection system for detecting turbidity derived from magnesium pyrophosphate formation without fluorescence labeling. Thus, using this integrated isothermal device greatly assists early diagnosing and monitoring the progress of chronic hepatitis B. It can improve the prognosis of patients and enormously save medical expenses. In the future, we hope to provide a multichannel, portable, label-free, real-time monitoring medical device for rapid identification and quantification of pathogenic organisms and point-of-care applications. Epidemiology and natural history of hepatitis B, Semin. 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The authors thank the National Science Council for its assistance in facilitating international cooperation with the University of Washington, Seattle, USA.