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1 Inter-laboratory standardization of the sandwich ELISA designed for MATS, 1 a rapid, reproducible method for estimating the strain coverage of investigational vaccines 2 3 Brian D. Plikaytis 1 , Maria Stella 2 , Giuseppe Boccadifuoco 2 , Lisa M. DeTora 2 , Mauro Agnusdei 2 , Laura 4 Santini 2 , Brunella Brunelli 2 , Luca Orlandi 2 , Isabella Simmini, 2 Marzia Giuliani 2 , Morgan Ledroit 3 , Eva 5 Hong 3 , Muhamed-Kheir Taha 3 , Kim Ellie 1 , Gowrisankar Rajam 1 , George M. Carlone 1 , Heike Claus 4 , Ulrich 6 Vogel 4 , Ray Borrow 5 , Jamie Findlow 5 , Stefanie Gilchrist 5 , Paola Stefanelli 6 , Cecilia Fazio 6 , Anna 7 Carannante 6 , Jan Oksnes 7 , Elisabeth Fritzsønn 7 , Anne-Marie Klem 7 , Dominique A. Caugant 7 , Raquel 8 Abad 8 , Julio A. Vázquez 8 , Rino Rappuoli 2 , Mariagrazia Pizza 2 , John J. Donnelly 2 and Duccio Medini 2* 9 10 1 Division of Bacterial Diseases, National Center for Immunization and Respiratory Diseases, Centers for 11 Diseases Control and Prevention, Atlanta, GA 30333 USA 12 2 Novartis Vaccines & Diagnostics, Via Fiorentina 1, Siena, Italy 13 3 Institut Pasteur, Invasive Bacterial Infections unit and National Reference Centre for meningococci, Paris, 14 France 15 4 University of Würzburg, Institute for Hygiene and Microbiology, National reference laboratory for 16 meningococci, Germany 17 5 Health Protection Agency, Manchester Royal Infirmary, Manchester, UK 18 6 Dept. of Infectious Parasitic & Immune-mediated Diseases, Istituto Superiore di Sanità, Rome,Italy 19 7 Norwegian Institute of Public Health, Department of Bacteriology and Immunology, Oslo, Norway 20 8 Institute of Health Carlos III, Madrid, Spain 21 22 * Corresponding author: [email protected] 23 Copyright © 2012, American Society for Microbiology. All Rights Reserved. Clin. Vaccine Immunol. doi:10.1128/CVI.00202-12 CVI Accepts, published online ahead of print on 8 August 2012 on September 3, 2018 by guest http://cvi.asm.org/ Downloaded from

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Inter-laboratory standardization of the sandwich ELISA designed for MATS, 1

a rapid, reproducible method for estimating the strain coverage of investigational vaccines 2

3

Brian D. Plikaytis1, Maria Stella2, Giuseppe Boccadifuoco2, Lisa M. DeTora2, Mauro Agnusdei2, Laura 4

Santini2, Brunella Brunelli2, Luca Orlandi2, Isabella Simmini,2 Marzia Giuliani2, Morgan Ledroit3, Eva 5

Hong3, Muhamed-Kheir Taha3, Kim Ellie1, Gowrisankar Rajam1, George M. Carlone1, Heike Claus4, Ulrich 6

Vogel4, Ray Borrow5, Jamie Findlow5, Stefanie Gilchrist5, Paola Stefanelli6, Cecilia Fazio6, Anna 7

Carannante6, Jan Oksnes7, Elisabeth Fritzsønn7, Anne-Marie Klem7, Dominique A. Caugant7, Raquel 8

Abad8, Julio A. Vázquez8, Rino Rappuoli2, Mariagrazia Pizza2, John J. Donnelly2 and Duccio Medini2* 9

10

1 Division of Bacterial Diseases, National Center for Immunization and Respiratory Diseases, Centers for 11

Diseases Control and Prevention, Atlanta, GA 30333 USA 12

2 Novartis Vaccines & Diagnostics, Via Fiorentina 1, Siena, Italy 13

3 Institut Pasteur, Invasive Bacterial Infections unit and National Reference Centre for meningococci, Paris, 14

France 15

4 University of Würzburg, Institute for Hygiene and Microbiology, National reference laboratory for 16

meningococci, Germany 17

5 Health Protection Agency, Manchester Royal Infirmary, Manchester, UK 18

6 Dept. of Infectious Parasitic & Immune-mediated Diseases, Istituto Superiore di Sanità, Rome,Italy 19

7 Norwegian Institute of Public Health, Department of Bacteriology and Immunology, Oslo, Norway 20

8 Institute of Health Carlos III, Madrid, Spain 21

22

* Corresponding author: [email protected] 23

Copyright © 2012, American Society for Microbiology. All Rights Reserved.Clin. Vaccine Immunol. doi:10.1128/CVI.00202-12 CVI Accepts, published online ahead of print on 8 August 2012

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ABSTRACT 24

The Meningococcal antigen typing system (MATS) sandwich ELISA was designed to measure 25

immunologic cross-reactivity and quantity of antigens in target strains of a pathogen. It was first used to 26

measure the factor H binding protein (fHbp), Neisserial adhesin A (NadA), and Neisserial heparin binding 27

antigen (NHBA) content of serogroup B meningococcal (MenB) isolates relative to a reference strain, or 28

“relative potency” (RP). With the PorA genotype, RPs were then used to assess strain coverage by 4CMenB, 29

a multicomponent MenB vaccine. In preliminary studies, MATS accurately predicted killing in the serum 30

bactericidal assay using human complement (hSBA), an accepted correlate of protection for meningococcal 31

vaccines. 32

A study across seven laboratories assessed the reproducibility of RPs for fHbp, NadA, and NHBA and 33

established qualification parameters for new laboratories. RPs were determined in replicate for 17 MenB 34

reference strains at laboratories A-G. The reproducibility of RPs among laboratories and against consensus 35

values across laboratories were evaluated using a mixed-model analysis of variance (ANOVA). Inter-36

laboratory agreement was very good; Pearson correlation coefficients, coefficients of accuracy and 37

concordance correlation coefficients exceeded 99%. Summary measures of reproducibility, expressed as 38

between-laboratory coefficients of variation, were 7.85% (fHbp), 16.51% (NadA), and 12.60% (NHBA). 39

Overall within-laboratory measures of variation adjusted for strain, and laboratory, were 19.8% (fHbp), 40

28.8% (NHBA) and 38.3% (NadA). The MATS ELISA was successfully transferred to six laboratories, and 41

a further laboratory was successfully qualified. 42

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INTRODUCTION 43

Serogroup B Neisseria meningitidis (MenB) is a worldwide public health threat that accounts for 44

90% of infant meningococcal disease cases in many European countries (7, 26, 13, 23). Unlike serogroups 45

A, C, W-135 and Y, for which broad-coverage polysaccharide protein conjugate vaccines are available, 46

MenB has presented unique challenges to vaccine development because its polysaccharide capsule mimics 47

the human neural cell adhesion molecule (N-CAM) (10). Therefore, various sub-capsular targets have been 48

investigated since the 1980’s (10, 5, 15, 1, 25). 49

To date, three licensed vaccines against invasive serogroup B meningococcal disease based on wild 50

type outer membrane vesicles (OMVs) have successfully contained clonal outbreaks in Cuba, Norway, New 51

Zealand, parts of Latin America, and Normandy, France (26, 23, 5, 15). However, these OMV vaccines do 52

not provide protection against strains carrying PorA serosubtypes that differ from that in the vaccine (26, 23, 53

5, 15, 1, 25, 9, 20, 21, 27). To provide protection against genetically diverse MenB strains, several 54

investigational vaccines, including formulations with multiple OMVs, recombinant OMVs, multiple PorA 55

and FetA components, or antigens discovered through genome mining, have been developed (26, 23, 10, 5, 56

15, 1, 25, 9, 20, 21, 27). Of the several investigational formulations that have entered the clinic, two 57

vaccines that contain factor H binding protein (fHbp), a novel protein antigen, have entered late-stage 58

clinical trials (26, 1, 25). Additional investigational MenB vaccines assessed in the clinic include bi- and 59

hexavalent PorA outer membrane vesicle (OMV) vaccines (26, 23, 9, 20, 21, 27). However, only a single 60

vaccine, 4CMenB, has completed phase 3 clinical trials and is under consideration for licensure, while a 61

bivalent fHbp vaccine has entered late-stage clinical trials (1, 25). 4CMenB has four primary antigenic 62

components: OMV from the New Zealand outbreak strain NZ 98/254, fHbp, Neisserial adhesin A (NadA), 63

and Neisseria-heparin binding antigen (NHBA) (23, 1, 25, 11, 2). 64

Genotyping based on sequence variation of housekeeping genes (multilocus sequence typing; 65

MLST) or surface expressed proteins such as PorA and FetA shows high genetic diversity among 66

meningococcal populations (19, 16). These patterns of variation do not account for additional surface 67

proteins such as the three recombinant antigens included in 4CMenB (2), because of the high rates of 68

recombination affecting the meningococcal chromosome (8, 4). Moreover, MLST and antigen genotyping 69

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do not account for expression levels or cross reactivity to various antigen variants present on pathogenic 70

strains (19, 6, 3). To determine the potential impact of 4CMenB on endemic MenB bacteria in different 71

countries or regions, a new method was needed to account for fHbp, NadA, and NHBA diversity and 72

expression, which varies among strains. MATS was developed as a rapid, reliable system that combines 73

conventional genotyping for PorA with a specialized sandwich ELISA that determines phenotypic 74

expression and cross-reactivity, or relative potency (RP), of fHbp, NadA, and NHBA on individual strains 75

(6). 76

MenB vaccine development requires the use of immunogenic surface proteins, which can vary in 77

sequence, and expression from strain to strain, which can affect their ability to be targeted by bactericidal 78

antibodies (23, 10, 15, 6, 3). This dynamic profile complicates the task of health authorities and 79

recommending agencies, which must assess whether circulating MenB strains are susceptible to killing by a 80

vaccine-induced immune response (26, 13, 23, 5, 15, 6). Conducting hSBA, the accepted immunogenicity 81

end point in clinical trials of meningococcal vaccines, against large strain panels to assess vaccine effects 82

poses serious logistical and ethical challenges. To mitigate the need to perform hSBA on large panels of 83

isolates the MATS method established a minimum level of RP, named the positive bactericidal threshold 84

(PBT) that predicts whether a given MenB isolate would be susceptible to killing in hSBA by antibodies 85

induced by 4CMenB (7, 6). 86

MATS was developed as a reliable and reproducible means to identify individual MenB strains 87

likely to be covered by 4CMenB (6). Obtaining a large body of current data on strain coverage will be 88

required to support national vaccine recommendations. Moreover, decentralizing such typing could 89

accelerate these efforts and provide a surveillance method to detect potential emergence of vaccine 90

resistance over time. Given that many countries might need this information, Novartis elected to transfer the 91

MATS ELISA to several national meningococcal reference laboratories. To ensure that results would remain 92

consistent and reproducible wherever they were obtained and to determine criteria for validating additional 93

laboratories, we performed the current inter-laboratory standardization study using a defined set of test 94

strains. Seven laboratories (A-G) followed a standardized procedure for MATS ELISAs and generated RPs 95

for fHbp, NadA and NHBA that were subject to analysis based on a comprehensive statistical plan. 96

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97

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MATERIAL AND METHODS 99

Bacterial strains used. MenB strains (Table S1) were obtained under Materials Transfer Agreements from 100

the Norwegian Institute of Public Health, Oslo, Norway; the Health Protection Agency, Manchester, UK; 101

and the Centers for Disease Control and Prevention, Atlanta, USA. These strains were selected to provide 102

examples of a range of MATS ELISA values and not as representative of any particular country, region, or 103

RP distribution. 104

MATS ELISA. To measure RP for fHbp, NHBA and NadA, ELISAs were performed as described 105

previously (23). Precoated microtiter plates, antibody reagents, substrate buffer, washing buffer and a 106

written set of instructions were provided in kit form by Novartis Vaccines & Diagnostics. Briefly, bacteria 107

were cultured overnight on chocolate agar (Biomérieux) and then suspended in Mueller-Hinton broth 108

(Difco) to a defined optical density, OD600=0.4. Empigen BB (Sigma) was added, then the bacterial 109

suspensions were incubated for 1 hour as described below for inactivation by the lysis buffer. Serial 110

dilutions of the bacterial lysate were then transferred to microtiter plates previously coated with rabbit 111

polyclonal antibodies specific for fHbp, NHBA or NadA. The plates were incubated, washed, and an 112

antigen-specific secondary antibody, also prepared in rabbits and labeled with biotin, was used to detect the 113

bound antigens. The plates were developed with streptavidin – HRP and ortho-phenylene diamine substrate 114

(Sigma), the reactions were stopped with H2SO4, and the plates were read at 492 nm. Results were analyzed 115

with StatLIA (Brendan Technologies, Carlsbad, CA USA), by calculating the RP of the test strain bacterial 116

lysate compared with that of a reference strain that was treated identically and assayed in each microtiter 117

plate (H44/76 for fHbp, NGH38 for NHBA and 5/99 for NadA). 118

In each laboratory, at least 12 assays considered acceptable, based on visual evaluation of the 119

dilution curves, were used to constitute a reference dataset used by StatLIA to determine mean-variance 120

regressions and typical variability of the standard curve. On this basis, a weighted five-parameter logistic 121

regression was performed for the ODs of the test and of the reference samples of each assay, and RP was 122

determined by parallelism analysis of the regressions for the test and the reference strain (18, 14). For all 123

laboratories, acceptance criteria previously defined and based on StatLIA p-values (6) were used to 124

determine acceptability of each microtiter plate and individual test strain. The following laboratories 125

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participated in the study: the Division of Bacterial Diseases, Centers for Disease Control and Prevention, 126

Atlanta, Georgia (USA), Novartis Vaccines & Diagnostics (Siena, Italy), the National Reference Centre for 127

meningococci, IBI unit, Institut Pasteur, Paris (France), the Reference Laboratory for Meningococci, 128

Institute of Health Carlos III, Madrid (Spain), the National reference laboratory for meningococci, 129

University of Würzburg, Institute for Hygiene and Microbiology (Germany), the Manchester Laboratory of 130

the Health Protection Agency (UK), the Department of Infectious Diseases, Istituto Superiore di Sanità, 131

Rome (Italy), and the Department of Bacteriology and Immunology, Norwegian Institute of Public Health, 132

Oslo (Norway). Laboratories participating to the standardization study were randomly designated A-G. A 133

laboratory that performed the qualification study was designated H. 134

Study design. Seven laboratories (A-G) performed multiple MATS ELISA tests for fHbp, NHBA and 135

NadA on 17 shared strains (Table S1 and Table 1). 136

We previously (6) defined provisional lower limits of quantitation (LLOQs) for fHbp, NadA, and 137

NHBA based on data from one laboratory. In the present study, ANOVA models employing data from 138

laboratories A-G were used to redefine those limits as 0.009, 0.04, and 0.0009 for fHbp, NHBA, and NadA, 139

respectively. RP values less than these were excluded from the present analysis. 140

During the current study, antigen extraction at 37°C (room temperature) permitted survival of small 141

numbers of bacteria at some laboratories, which could potentially pose a safety risk for laboratory workers. 142

Retesting revealed that antigen extraction at 45°C for 1 hour resulted in complete inactivation of bacterial 143

suspensions for all laboratories. Therefore, the temperature for bacterial lysate preparation was changed to 144

45°C. Five laboratories assayed strains at both temperatures to determine possible effects on RP values. Lab 145

G used 45°C and Lab F used 37°C only (Table 1) 146

Construction of a core of reference MATS strains. RPs below the LLOQ were excluded from all 147

analyses. For fHbp and NadA, all replicate RPs for several strains were below the LLOQ, leaving core sets 148

of 10 (fHbp), 17 (NHBA), and 8 (NadA) strains (See Figure 1A, B, and C, respectively). 149

Statistical Analysis. RPs were log10 transformed prior to analysis. For the 17 test strains, consensus RP 150

values were estimated across the laboratories A-G, using an analysis of variance (ANOVA) mixed-effects 151

model. Consensus RPs were then used to quantify accuracy, reproducibility, repeatability, precision and bias 152

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within and among the laboratories. Accuracy, defined as the closeness of a laboratory-assayed value to the 153

consensus value, was measured using Lin’s coefficient of accuracy (Ca) (25). Precision, a measure of how 154

far a set of observations deviate from a fitted straight line, was quantified using Pearson’s correlation 155

coefficient (r). Lin’s Concordance Correlation Coefficient (rc), a combination of Ca and r, was employed to 156

form a single statistic describing accuracy and precision. Repeatability, a measure of intra-laboratory 157

variation (for replicate assays), and reproducibility, a measure of inter-laboratory variation (an estimate of 158

the overall error) of the assay, were expressed as coefficients of variation (CV). Bias is a measure of 159

directional error (consistent offset) of the laboratory titer compared to the consensus RP (26). 160

Linear mixed-effects ANOVA models were used to estimate consensus values for each strain and 161

antigen as well as assay repeatability and reproducibility. All models were fit independently by antigen and 162

included strain and laboratory as random effects. Since each strain was assayed in replicate, a single 163

predicted RP was estimated using the ANOVA models to represent the replicate values for analysis and 164

comparison of laboratories in the figures and tables. Prediction intervals used to develop acceptance criteria 165

for future laboratories were also derived from these ANOVA models. 166

The estimated values from the ANOVA models were used to assess and evaluate the ability of 167

laboratories A-G to reproduce RPs and to test the consistency of the RPs with consensus values. Laboratory 168

bias was quantified by comparing observed laboratory values to consensus values. For each individual 169

antigen, the mean bias was expected to be zero. 170

Development of qualification criteria for new laboratories. Anticipating the need for additional 171

laboratories to use the MATS ELISA, the present data were used to suggest qualification criteria. A protocol 172

was then set up to ensure that new laboratories produced results within tolerance limits defined by the 173

variability measured in the present study. This approach also would ensure that new laboratories developed 174

adequate proficiency to qualify to use the MATS ELISA. A laboratory that meets these specifications will 175

be considered qualified to assay new strains, and the resulting RPs would be considered consistent with 176

those measured by laboratories A-G in this study. 177

178

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RESULTS 179

MATS strains span a wide assay range. Figure 1 displays the distribution of RPs for each strain and 180

antigen. Each box represents all replicate assay data for each strain and antigen combined over all 181

laboratories. 182

MATS RPs were robust to temperature change during lysate preparation. ANOVA models were 183

constructed adjusting for laboratory (A-G), antigen, and lysate preparation temperature, from the replicate 184

RPs submitted for analysis. For the five laboratories that assayed the strains at both temperatures, predicted 185

RPs were derived for each laboratory, strain, antigen, and temperature combination yielding 75 pairs of 186

measurements which were plotted in Figure 2. In this scatterplot, the line of identity represents perfect 187

agreement (intercept=0; slope=1). Agreement was generally excellent, with data clustered tightly over the 188

line of identity. Lin’s coefficient of accuracy (Ca) was 0.999 (95% CI, 0.997, 1.00). Precision was high; the 189

Pearson correlation coefficient was 0.993 (95% CI, 0.988, 0.995) and the combined concordance correlation 190

coefficient (rc) was 0.992 (95% CI, 0.987, 0.995). Due to this high level of agreement, we combined results 191

at 37°C and 45°C for all remaining analyses. 192

Inter-laboratory correlations of MATS RPs were close to identity. ANOVA models were used to 193

estimate single RPs for each strain by laboratory and antigen. Scatter plots comparing these predicted RPs 194

between laboratories A-G and combined over the three antigens are in Figure 3. Most lab-to-lab 195

comparisons yielded clusters of points centered over the line of identity (which represents perfect 196

agreement), indicating good agreement between laboratories A-G. Table 2 presents a comparison of RPs 197

between laboratories A-G for accuracy (Ca), precision (Pearson’s r) and concordance correlation coefficient 198

(rc), combined over the three antigens. Accuracy, precision, and concordance were all high and exceeded 199

0.99. RPs for Lab A were slightly higher than those of the laboratories B-G, as indicated by the small 200

upward shift in the point clusters in Figure 3; however, no significant impact on the quality of the inter-201

laboratory correlations, whose 95% lower confidence bounds (LCB) remained ≥ 0.984, was detected (Table 202

2). 203

MATS repeatability supports within-laboratory discriminatory power for RPs. ANOVA models were 204

used to estimate consensus RPs for each antigen and strain. Box plots displaying the distribution of fold 205

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differences between the individual laboratory-reported and consensus RPs by antigen are shown by antigen 206

in Figure 4A. The total span of the box-plot including the vertical lines above and below the inter-quartile 207

range is a direct indicator of within-laboratory variability (repeatability, see Table S2 for variances and 208

coefficients of variation). For example, boxes centered about the gray dotted line (which represents the 209

consensus value) with vertical lines extending between ½ and 2 indicate an experimental distribution of RPs 210

within a ± 2-fold difference from the consensus value. The experimental ranges of the assay from LLOQ to 211

the maximum observed RP were 200- 50- and 2000-fold for fHbp, NHBA and NadA, respectively The 212

largest within-laboratory variability (or worst repeatability) for NHBA was observed in Lab F, which had a 213

±2.3 fold difference between the two ends of the vertical lines of the box. The 50-fold experimental range 214

for NHBA can be subdivided in approximately 11 non-overlapping 4.6-fold ranges from LLOQ to the 215

maximum RP observed, which represent the minimum discriminatory power of a standardized laboratory for 216

NHBA-RPs. For fHbp and NadA, which each had a wider experimental range, a better within-lab 217

discriminatory power can be calculated in the same way. A quantitative measure of within-laboratory CV’s 218

by antigen and adjusted for strain is in Figure 4B. For laboratories A-G, fHbp displayed the lowest degree of 219

within-laboratory variance, NHBA and intermediate level and NadA the highest degree of variance, 220

although Lab F reported a slightly higher CV for NHBA than for NadA. 221

MATS RPs are not affected by a systematic bias. Within-laboratory bias per antigen was also estimated 222

from the ANOVA models, as illustrated in Figure 4A by the distance of the mean (*) from the gray dotted 223

line at 1, for each laboratory (A-G) and antigen (FHbp, NadA, and NHBA). The mean bias varied across 224

antigens and laboratories and did not display any systematic patterns or associations between bias and 225

variability. For example, Lab A had substantial positive bias and high variability for NadA, positive bias and 226

lower variability for NHBA, and virtually no bias and low variability for fHbp. Conversely Lab F had 227

negative bias and high variability for NadA, no bias and high variability for NHBA, and positive bias and 228

low variability for fHbp. 229

Between-laboratory variation had only a minor impact on MATS RPs. In Figure 4A the relative 230

positioning of the boxes about the gray dotted line for a given antigen across laboratories A-G gives a visual 231

indication of the between-laboratory variability. Table S2 lists the between-laboratory CVs for each antigen. 232

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Table S2 also tabulates the within-laboratory CV for each lab and antigen. Finally, Table S2 lists the overall 233

within-laboratory CV for each antigen adjusted for laboratory and strain. Within-strain CV is plotted 234

opposite predicted relative potencies in Figure 4C This plot provides the opportunity to observe if there is a 235

relationship between variability and the magnitude of the RP. In general, samples with the lowest RP values 236

exhibited the greatest degree of within-strain variability. 237

Between-laboratory CVs for each antigen were 7.85% (fHbp), 12.60% (NHBA) and 16.51% (NadA). 238

Overall within-laboratory CVs estimated from ANOVA models adjusted for strain and laboratory, were 239

19.8%, 28.8% and 38.3% for fHbp, NHBA and NadA, respectively. The between-laboratory CVs were 240

lower than the within-laboratory CVs for each of the three antigens. This indicates that intrinsic biological 241

variables such as bacterial growth contributed more to the overall variability of the assay than did 242

differences between the laboratories. 243

Interlab-derived 95% confidence intervals (CI95%) for the PBT provided robust vaccine strain 244

coverage predictions. As previously described, any strain with an RP above the PBT for any antigen is 245

predicted to be covered by 4CMenB (23). To assess 95% confidence bounds of strain coverage, a sufficient 246

number of replicate assays for each strain could be performed to estimate a 95% confidence interval (CI95% ) 247

for the RP of each strain to be compared with the PBT; however, this strategy is not feasible with large 248

panels of strains. Alternatively, a CI95% for the PBT could be used to assess coverage with 95% confidence 249

for single RPs from individual strains. Using data from the current study, we derived an empirical estimate 250

of the CI95% around the PBT as: 251 % 10^ log 1.96 · (1) 252

As the PBT is strain-independent, in Eq. 1 we used the overall within-laboratory variances for fHbp, 253

NadA, and NHBA adjusted for strain and laboratory as estimated by our ANOVA models described above 254

(Table S2). The individual PBT CI95% ranges obtained for fHbp (0.014 - 0.031, point estimate = 0.021), 255

NadA (0.004 - 0.019, point estimate = 0.009) and NHBA (0.169 - 0.511, point estimate = 0.294) are shown 256

in Figure 1. 257

We propose using the PBT CI95% to define empirical limits to predict strain coverage by 4CMenB. 258

Comparing individual RPs from tested strains to the PBT CI95% bounds will account for boundaries around 259

σ 2

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the estimate of strain coverage, defined in terms of both within- and between-laboratory variances. If the 260

number of strains used to generate the estimate is significantly smaller than the population of strains for 261

which vaccine strain coverage is being estimated, then additional corrections may be needed. 262

One possible limitation of the PBT CI95% bounds is that among replicate RPs from a single strain 263

some could be both above and below these bounds, which would indicate that the strain is simultaneously 264

covered and not covered and thereby invalidate the model. To confirm that the PBT CI95% bounds provide a 265

robust measurement for strain coverage, we examined the empirical distribution of experimental RPs at or 266

above LLOQ for all laboratories and strains tested, as shown in Figure 1. No strain had replicate RPs both 267

above the 95% upper confidence bound (UCB) and below the 95% LCB, either within or across 268

laboratories, indicating that the empirical PBT CI95% is robust and capable of accounting for within-lab and 269

between-lab variation. 270

Qualification guidelines for new laboratories. Based on our results, we propose the following criteria be 271

used to qualify a laboratory to perform the MATS ELISA to assess 4CMenB. 272

(i) Use the 12 quality-control strains defined in Table S3, spanning the range of RPs for fHbp (8/12 strains), 273

NHBA (12/12 strains) and NadA (6/12 strains). 274

(ii) Collect a minimum of 12 assays (microtiter plates) per antigen that have been deemed reasonable by 275

visual evaluation of the reference dilution curves, then build a reference dataset and analyze the assays in 276

StatLIA. 277

(iii) Retest test strains that fail StatLIA acceptance criteria (6) to collect a minimum of 5 acceptable results 278

above the LLOQ per strain, per antigen for those with positive results. 279

(iv) For fHbp, NadA, and NHBA, ensure that all strains display a geometric mean of RPs within the range 280

reported in Table S3, and a CV equal to or lower than the maximum CV reported in Table S3. For 281

failures, identify and solve the source of the problem, and repeat the test. A deviation in one of these 282

criteria by a small amount for a single strain per antigen is acceptable. 283

(v) For fHbp, NadA, and NHBA, ensure that at least 95% of RPs are within the 95% prediction intervals 284

reported in Table S3 and also that at most one RP per strain falls outside the 95% prediction intervals. For 285

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any failures, identify and solve the source of the problem, then repeat testing for the failed strains starting 286

with those having the largest deviation from predicted values, until both criteria are met. 287

These proposed laboratory qualification criteria were tested using Lab H. Figure S1 shows the distribution 288

of geometric means, CVs and assay values, relative to the range of geometric means, of CVs and to the 95% 289

prediction intervals listed in Table S3. The RPs produced in Lab H were consistent with those produced in 290

the standardized laboratories, and qualify Lab H to perform the MATS ELISA and therefore to use the 291

MATS method to assess strain coverage by 4CMenB. As additional laboratories provide data, refinements 292

may be made to the proposed qualification criteria. 293

294

DISCUSSION 295

Statistical methodologies used in this investigation have been applied previously in similar studies. 296

In characterizing a new human pneumococcal standard reference serum, Goldblatt, et al. (12) performed a 297

study bridging the new reference sera (007sp) with the one in current use (89SF). Five laboratories 298

performed the WHO reference pneumococcal ELISAs on a panel of 12 WHO calibration sera for 13 299

pneumococcal serotypes. Kapasi, et al. (22) enrolled four laboratories to perform a comparative study of 300

four different sources of pertussis toxin (PT) in an IgG anti-PT ELISA. Rose, et al. (17) examined the level 301

of agreement among six laboratories measuring antibody-mediated killing of Streptococcus pneumoniae 302

(pneumococcus) by phagocytes using each laboratory’s own optimized opsonophagocytic assay (OPA) on a 303

panel of 16 WHO calibration reference sera for 13 pneumococcal serotypes. In (12) and (22) concordance 304

correlation results were very good as lab-to-lab rc exceeded 0.96 and 0.97 respectively among all labs. In 305

(17), due to the lack of assay standardization and the inherent variability of OPA, concordance was 306

somewhat reduced: lab-to-lab rc ranged from 0.67-0.99 for all six laboratories with five of the six labs 307

exhibiting an rc > 0.80. 308

Lab-to-lab rc measured during the present interlaboratory standardization of the MATS ELISA 309

exceeded 0.99 for all labs, indicating an excellent agreement within and across all participating laboratories 310

for all three antigens, equal or higher than that observed in the similar studies mentioned above. 311

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Of note, in this study MenB strains with unknown RPs were used for all antigens, and the ANOVA 312

mixed model provided a mechanism to estimate consensus values that served as assigned values for each 313

strain for the duration of this study. The choice to use a consensus value rather than establishing a definitive 314

RP in the laboratory where MATS was initially developed reflects the desire to develop a real-world assay 315

whose standardization and qualification criteria are co-owned by the laboratories that perform it. 316

Mixed-model analysis of variance allowed us to partition the total variance to measure 317

reproducibility and repeatability. Within laboratory variation was 2 to 2.5 times higher than between-318

laboratory variation for each antigen, indicating a very good level of assay standardization across 319

laboratories but also a significant level of intrinsic variability in the assay. Within-strain CVs measured for 320

each antigen show that variability is slightly increased for low RPs and that CVs varied significantly from 321

strain to strain, but also that – for each antigen – the less variable strain had a CV higher than the between-322

laboratory CV. Taken together these results suggest that, even though strain-specific characteristics and the 323

biochemistry of the assay at low concentrations may have an impact on MATS variability, a major source of 324

assay variation is intrinsic to the experimental procedure, and may be associated with the quantification of 325

the bacterial suspension that is processed in the assay, due to the biological variability of bacterial growth. 326

An interesting and unanticipated finding in this study was that a small number of bacteria survived 327

Empigen lysis at room temperature in some collaborating laboratories. Exposure to live meningococci is an 328

unacceptable health risk to laboratory workers; therefore, the lysate preparation temperature was adjusted to 329

ensure the safety of MATS operators. This effect is probably strain-dependent and indicates that safety 330

precautions need to be evaluated for larger panels of meningococcal strains. Subsequent analysis showed 331

that changing the lysate preparation temperature to 45°C had no significant effect on RPs and supported 332

combining data from all assays in this study. 333

One important goal of the current study was to provide additional national laboratories with an 334

opportunity to obtain the MATS ELISA without additional inter-laboratory studies. Therefore, a set of 335

qualification criteria were established to permit a laboratory to test its proficiency in MATS relative to the 336

laboratories (A-G) standardized in the present study. A volunteer national laboratory (H) followed the 337

qualification procedure and obtained MATS ELISA results that were highly consistent with those in the 7 338

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standardized laboratories. As additional laboratories provide assay data, the qualification criteria presented 339

here may be refined. 340

Strain coverage is a critical component in estimating the potential clinical effects of vaccines against 341

MenB, a pathogen characterized by dynamic mutability and strain epidemiology as well as a propensity 342

among its more virulent encapsulated strains to cause prolonged epidemic disease. Due to this diversity, the 343

amount of serum required for testing using the existing correlate of protection, the hSBA, is prohibitively 344

high, particularly in trials of infants. In previous studies (6) a minimum MATS RP, the PBT, was established 345

to indicate that a given MenB strain was susceptible to killing in the SBA by antibodies induced by 346

4CMenB. In the present study a heuristic method based on inter-laboratory variation was developed to 347

derive “95% Coverage Intervals” for PBTs of the three antigens. Results of this study demonstrate that 348

MATS RPs produced in each standardized or qualified laboratory can be compared to the PBTs defined in 349

one of the participating laboratories to obtain estimates of vaccine strain coverage that are consistent among 350

them, within the 95% intervals defined. 351

The PBTs used to define vaccine strain coverage were derived by comparing MATS to pooled hSBA 352

titers on a panel of 57 MenB strains. The use of a broader strain panel and comparison with hSBA data from 353

individual subjects, may further support the use of MATS to assess MenB strain coverage independent of 354

clinical sera. This might allow clinical trials to predict vaccine efficacy using a limited number of strains. In 355

addition, the extremely good agreement observed in this study among different laboratories suggests that the 356

technology adopted in the MATS ELISA could be successfully employed to perform similar testing with 357

different antigens or pathogens, providing a general platform for bacterial antigen phenotyping. 358

A possible area for future investigation with MATS is as a means of post-implementation 359

surveillance of the genetic profiles of fHbp, NadA, and NHBA on circulating meningococcal strains, 360

allowing reference laboratories to monitor the antigenic profile of pathogenic isolates in real time (24). In 361

addition, MATS might be used to assess the actual nature of potential vaccine failures, which has added 362

importance for outer membrane protein vaccines against MenB, given that not all circulating strains will 363

necessarily be covered. Post implementation surveillance data based on a standardized assay could allow an 364

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indirect comparison of immunization policies across countries and regions, providing a precious basis for 365

rapid adaptation of public health policies based on world-wide quantitative data. 366

In summary, the results reported indicate that MATS is a standardized, reproducible antigen typing 367

system that robustly predicts 4CMenB strain coverage in different geographical regions. These results 368

suggest that MATS may have utility in epidemiologic surveillance of meningococci and could be adapted to 369

assess other pathogens. 370

371

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457

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ACKNOWLEDGMENTS 458

We thank the Active Bacterial Core Surveillance (ABCs) Team and the Emerging Infection Programs (EIP) 459

Network, E. Richard Moxon, Diana Martin and Geoff Hogg for providing N. meningitidis strains used in the 460

present study, Stefania Bambini, Sara Comandi and Maurizio Comanducci for their molecular typing, Fabio 461

Rigat for useful discussions. 462

463

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TABLE LEGENDS 464

Table 1. Laboratories A-G participating in the inter-laboratory study and the number of strains assayed at 465

two temperatures for bacterial lysate preparation. The number of strains with assayed values above LLOQ 466

that define the core of reference MATS isolates appear in parenthesis. 467

Table 2. Relative potency (RP) comparison between laboratories for accuracy (Ca), precision (Pearson’s r) 468

and concordance correlation coefficient (rc) combined over antigens for Labs A-G. Predicted RPs were 469

obtained for Labs A-G by sample within an antigen for each series of replicate values using random-effects 470

ANOVA models. N represents the number of strains in common over the three antigens with a maximum of 471

35 (10-fHbp + 17-NHBA + 8-NadA). 472

473

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Table 1. 474

475

Laboratory fHbp NHBA NadA

37⁰C* 45⁰C* 37⁰C* 45⁰C* 37⁰C* 45⁰C*

A 10 (10) 2 (2) 17 (17) 6 (6) 8 (8) 3 (3)

B 13 (10) 3 (2) 17 (17) 6 (6) 8 (8) 3 (3)

C 17 (10) 12 (10) 17 (17) 17 (17) 10 (9) 7 (7)

D 16 (10) 1 (1) 17 (17) 6 (6) 8 (8) 2 (2)

E 10 (10) 2 (2) 17 (17) 6 (6) 8 (8) 2 (2)

F 17 (10) 0 (0) 16 (16) 0 (0) 8 (8) 0 (0)

G 0 (0) 15 (11) 0 (0) 17 (17) 0 (0) 13 (11)

476

*Lysate preparation temperature 477

478

479

480

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Table 2. 481

482

Statistic Lab B Lab C Lab D Lab E Lab F Lab G

Lab A

N 35 35 35 35 34 35

Accuracy (Ca) 0.995 0.997 0.996 0.996 0.999 0.999

Precision (r) 0.997 0.999 0.995 0.998 0.997 0.997

CCC (rc) 0.992 0.996 0.991 0.995 0.996 0.995

(95% CI) (0.986, 0.996) (0.993, 0.998) (0.984, 0.995) (0.99, 0.997) (0.992, 0.998) (0.991, 0.998)

Lab B

N

35 35 35 34 35

Accuracy (Ca) 0.999 1 1 0.998 0.999

Precision (r) 0.998 1 1 0.998 1

CCC (rc) 0.998 1 1 0.996 0.999

(95% CI) (0.996, 0.999) (0.999, 1) (1, 1) (0.993, 0.998) (0.998, 0.999)

Lab C

N

35 35 34 35

Accuracy (Ca) 0.999 1 0.999 0.999

Precision (r) 0.997 0.999 0.999 0.998

CCC (rc)

0.996 0.999 0.999 0.997

(95% CI) (0.993, 0.998) (0.997, 0.999) (0.998, 0.999) (0.995, 0.999)

Lab D

N

35 34 35

Accuracy (Ca) 1 0.998 0.999

Precision (r) 0.999 0.998 1

CCC (rc)

0.999 0.996 0.999

(95% CI) (0.998, 1) (0.993, 0.998) (0.999, 1)

Lab E

N

34 35

Accuracy (Ca) 0.999 0.999

Precision (r) 0.998 1

CCC (rc)

0.997 0.999

(95% CI) (0.995, 0.998) (0.999, 1)

Lab F

N

34

Accuracy (Ca) 0.999

Precision (r) 0.999

CCC (rc)

0.998

(95% CI) (0.996, 0.999)

483

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FIGURE LEGENDS 484

485 Figure 1. Reference MATS Strains and Robustness of Positive Bactericidal Thresholds (PBTs). For fHbp 486

(A), NHBA (B) and NadA (C). Boxplots show the median and interquartile range of RPs collected during 487

the present study, combined over labs A-G. Vertical lines extend to the most extreme observation that is 488

<1.5×the interquartile distance (75th – 25th percentiles). Each box represents all replicate assay data for each 489

strain and antigen combined over all laboratories. Dashed and solid horizontal lines indicate PBT and 95% 490

CIs for derived according to Eq. 1. 491

Figure 2. Comparison of relative potencies (RP) at two temperatures for bacterial lysate preparation. For the 492

five laboratories (A-E) that assayed the strains at both temperatures, predicted RPs were derived for each 493

laboratory, strain, antigen, and temperature combination (N = 75 pairs). The line of identity represents 494

perfect agreement (intercept=0; slope=1). 495

Figure 3. Scatter plots of pair-wise comparisons of relative potency(RP) values derived from ANOVA 496

models adjusting for laboratory (A-G), antigen, and lysate preparation temperature, from the replicate RPs 497

submitted for analysis. Data are combined over antigens and plotted on a log10 scale. Predicted RPs were 498

derived from ANOVA random-effects models. The number of strains in common between any two 499

laboratories is listed in Table 2. The solid line indicates perfect agreement (intercept = 0, slope = 1). 500

Figure 4. A) Box plots by antigen and laboratory (A-G) for the fold difference between the consensus and 501

observed relative potencies (RPs). Consensus RPs were estimated for each strain and antigen using a 502

random-effects ANOVA model. The box is defined by the 25th and 75th percentiles of the distribution; the 503

horizontal line in the box represents the median (50th percentile) and the star (*) signifies the mean. Vertical 504

lines extend to the most extreme observation that is <1.5×the interquartile distance (75th – 25th percentiles). 505

Diamonds and small boxes (◊,☐) correspond to moderate and severe outlying assay values, respectively. 506

Each box represents the distribution of all replicate data for all strains within a laboratory and antigen. B) 507

Plots of within-laboratory CV by antigen derived using random-effects ANOVA models. C) Plots of within-508

strain CV by antigen using random-effects ANOVA models. For fHbp, NadA, and NHBA, strains are 509

plotted on the x-axis using consensus RPs derived from ANOVA models. 510

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A B C

M01-240149

M01390

NZ98/254

M01390

NZ98/254

M01-240149

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Mean log

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esults a

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Mean log10 results at 37°C

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Lab A

Lab B Lab FLab ELab DLab C Lab G

Lab B

Lab F

Lab E

Lab D

Lab C

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