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ORIGINAL INVESTIGATION Hepatitis B escape mutants in Scottish blood donors Osmany Larralde Brian Dow Lisa Jarvis Fiona Davidson Juraj Petrik Received: 11 September 2012 / Accepted: 1 December 2012 / Published online: 29 December 2012 Ó Springer-Verlag Berlin Heidelberg 2012 Abstract Hepatitis B virus (HBV) remains as the viral infection with the highest risk of transmission by transfusion. This risk is associated with window period donations, occult HBV infection (OBI) and the emergence of escape mutants, which render blood donations false negative for hepatitis B surface antigen (HBsAg) serological testing. A retrospective study was conducted to gain insights into the molecular epi- demiology of HBV escape mutants in Scottish blood donors. The criterion for selection was HBV positivity either by serology or nucleic acid testing (NAT). HBsAg detection was compared across several commercial immunoassays. The full length S gene from plasma samples was PCR amplified, cloned and expressed in HepG2 cells. Eight samples showed HBsAg discordant results, while 5 OBI samples were found. Four escape mutants, containing missense mutations in the S gene, are described here. These mutations impaired HBsAg detection both from HBV infected plasma samples and from recombinant proteins derived from its infected donors. Phy- logenetic analysis showed that most of the mutants were clustered in the genotype D and were closely related to strains from Asia and the Middle East. We report here a proline substitution, outside the major hydrophilic region, that impaired HBsAg detection in vivo and in vitro, warning about the risk for the emergence of vaccine escape mutants with mutations outside the major neutralisation site. Keywords Occult HBV infection HBsAg screening HBsAg mutation Nucleic acid testing Phylogenetic analysis Immunoassay Introduction Despite the continuous improvement of HBsAg serological assays since the 1970s, HBV transmission is still considered the highest risk of viral transmission to blood components recipients in the world. The residual risk of HBV transmission has been reduced from 1.17 to 0.76 per million donations after the implementation of HBV NAT in Scotland since March 2010 [1, 2]. The availability of HBV NAT has revealed cases of OBI, defined by the presence of HBV DNA without detectable HBsAg outside the acute phase window period, and most of the time accompanied by the presence of anti-HBc [3, 4]. Plasma pool NAT has also considerably reduced the residual risk due to window period donations but nil risk is not achievable, especially because NAT still requires higher sensitivity to detect most OBI, which generally have very low viral load. The mechanisms of OBI are not well understood yet and involve host immune and viral factors such as mutated HBsAg and low level expression of HBsAg, as a consequence of complex cis- and trans-acting viral factors [5]. Since the current risk of HBV transfusion transmission seems to be mainly related to OBI and the emergence of escape mutant viruses that render blood donations false negative for HBsAg serological testing, this investigation was aimed to analyse the frequency of these rare events in Scottish blood donors and to use molecular techniques to study the effect and possible origin of these mutations. Materials and methods Donors and sample collection This was a retrospective study looking at a selection of Scottish blood donors that have been found HBV positive O. Larralde (&) B. Dow L. Jarvis F. Davidson J. Petrik Microbiology and Components Group, RDI, Scottish National Blood Transfusion Service/NHS, 21 Ellen’s Glen Road, Edinburgh EH17 7QT, UK e-mail: [email protected] 123 Med Microbiol Immunol (2013) 202:207–214 DOI 10.1007/s00430-012-0283-9

Hepatitis B escape mutants in Scottish blood donors

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ORIGINAL INVESTIGATION

Hepatitis B escape mutants in Scottish blood donors

Osmany Larralde • Brian Dow • Lisa Jarvis •

Fiona Davidson • Juraj Petrik

Received: 11 September 2012 / Accepted: 1 December 2012 / Published online: 29 December 2012

� Springer-Verlag Berlin Heidelberg 2012

Abstract Hepatitis B virus (HBV) remains as the viral

infection with the highest risk of transmission by transfusion.

This risk is associated with window period donations, occult

HBV infection (OBI) and the emergence of escape mutants,

which render blood donations false negative for hepatitis B

surface antigen (HBsAg) serological testing. A retrospective

study was conducted to gain insights into the molecular epi-

demiology of HBV escape mutants in Scottish blood donors.

The criterion for selection was HBV positivity either by

serology or nucleic acid testing (NAT). HBsAg detection was

compared across several commercial immunoassays. The full

length S gene from plasma samples was PCR amplified,

cloned and expressed in HepG2 cells. Eight samples showed

HBsAg discordant results, while 5 OBI samples were found.

Four escape mutants, containing missense mutations in the S

gene, are described here. These mutations impaired HBsAg

detection both from HBV infected plasma samples and from

recombinant proteins derived from its infected donors. Phy-

logenetic analysis showed that most of the mutants were

clustered in the genotype D and were closely related to strains

from Asia and the Middle East. We report here a proline

substitution, outside the major hydrophilic region, that

impaired HBsAg detection in vivo and in vitro, warning about

the risk for the emergence of vaccine escape mutants with

mutations outside the major neutralisation site.

Keywords Occult HBV infection � HBsAg screening �HBsAg mutation � Nucleic acid testing � Phylogenetic

analysis � Immunoassay

Introduction

Despite the continuous improvement of HBsAg serological

assays since the 1970s, HBV transmission is still considered

the highest risk of viral transmission to blood components

recipients in the world. The residual risk of HBV transmission

has been reduced from 1.17 to 0.76 per million donations after

the implementation of HBV NAT in Scotland since March

2010 [1, 2]. The availability of HBV NAT has revealed cases

of OBI, defined by the presence of HBV DNA without

detectable HBsAg outside the acute phase window period, and

most of the time accompanied by the presence of anti-HBc [3,

4]. Plasma pool NAT has also considerably reduced the

residual risk due to window period donations but nil risk is not

achievable, especially because NAT still requires higher

sensitivity to detect most OBI, which generally have very low

viral load. The mechanisms of OBI are not well understood yet

and involve host immune and viral factors such as mutated

HBsAg and low level expression of HBsAg, as a consequence

of complex cis- and trans-acting viral factors [5].

Since the current risk of HBV transfusion transmission

seems to be mainly related to OBI and the emergence of

escape mutant viruses that render blood donations false

negative for HBsAg serological testing, this investigation

was aimed to analyse the frequency of these rare events in

Scottish blood donors and to use molecular techniques to

study the effect and possible origin of these mutations.

Materials and methods

Donors and sample collection

This was a retrospective study looking at a selection of

Scottish blood donors that have been found HBV positive

O. Larralde (&) � B. Dow � L. Jarvis � F. Davidson � J. Petrik

Microbiology and Components Group, RDI, Scottish National

Blood Transfusion Service/NHS, 21 Ellen’s Glen Road,

Edinburgh EH17 7QT, UK

e-mail: [email protected]

123

Med Microbiol Immunol (2013) 202:207–214

DOI 10.1007/s00430-012-0283-9

either by serology or PCR (n = 649). Samples from 1970

to 1988 were taken only from donors of west of Scotland,

whereas samples from 1989 to 2011 included other areas of

Scotland. All blood donors were voluntary and non-remu-

nerated. Six hundred and forty-nine HBV positive samples

were selected from 7,925,259 donations. Anonymised

double-coded data were used in the study protocol in order

to protect confidentiality of personal information. Plasma

samples stored at -20 �C were retrieved from archives and

analysed for several HBV markers.

HBV NAT

Viral DNA was extracted from 200 ll of plasma sample

using the High Pure Viral Nucleic Acid Kit (Roche Diag-

nostics, Germany) according to the manufacturer’s

instructions. For the estimation of HBV load, a 10 ll ali-

quot of extracted HBV DNA was amplified using a nested

PCR with secondary amplification and detection by real-

time PCR using the Roche Light Cycler V3.5. BVDV is

used as an internal control; primers and probes are

described elsewhere [6]. Reaction conditions were as fol-

lows: reverse transcription (required to amplify the internal

control) at 48 �C for 45 min, immediately followed by a

single cycle of 94 �C for 2 min then 30 rounds of ampli-

fication consisting of three stages: 30 s at 94 �C, 21 s at

55 �C and 1.5 min at 72 �C. This is followed by a final

cycle of 7 min at 72 �C. Nested amplification and detection

was performed on the Light Cycler using the following

conditions, an initial denaturation for 2 min at 95 �C fol-

lowed by 35 cycles, each consisting of 2 s at 94 �C, 20 s at

55 �C and 35 s at 72 �C. After this, the samples are cooled

to 40 �C. Primers (S1, S5, S3 and S6) and probes (F4 and

P4) were designed to amplify a 157-base pair fragment of

the surface gene (Table 1). The analytical sensitivity of this

in house HBV NAT assay is 20 IU/ml (95 % level of

detection) and 4.5 IU/ml (50 % level of detection). All

samples from 2010 were routinely screened in pools of 24

for HBV DNA, HCV RNA and HIV RNA using Cobas

TaqScreen multiplex nucleic acid test, which has an ana-

lytical sensitivity of 1.9 IU/ml (95 % level of detection)

[7]. Positive samples were confirmed by the SNBTS in

house HBV NAT assay, and an estimate of the HBV DNA

load was made by comparison with samples of known virus

titre. This is a semi-quantitative assay based on crossover

values of sample versus two positive controls of 125 and

5 IU/ml.

HBV serological markers

Plasma samples were tested for HBsAg using the following

commercial assays: BIOELISA HBsAg 3.0 (Biokit, SA,

Spain), Monolisa HBsAg ultra (BIO-RAD, France),

MUREX HBsAg (Abbott Murex Biotech, Ltd, UK) and

PRISM HBsAg (Abbott Diagnostics, USA). Other sero-

logical markers of HBV infection investigated were

HBeAg, anti-HBe, anti-HBc and IgM anti-HBc (Abbott

Diagnostics, USA).

HBsAg cloning and expression

HBsAg gene was amplified by nested PCR using a high

fidelity PFU DNA polymerase system (Promega, USA).

All PCRs were done in 50 ll reaction with 19 PFU PCR

buffer with MgSO4, 0.2 mM dNTPs, 1 lM each primer,

1.25 U of PFU polymerase and 1 ll template DNA. First

round conditions consisted of initial denaturation for 2 min

at 95 �C followed by 35 cycles, each consisting of 1 min at

95 �C, 30 s at 57.7 �C (Ta) and 1 min at 72 �C. Second

round conditions were similar to first round, except Ta was

61.1 �C. The final extension was 5 min at 72 �C for both

rounds. Outer primers (O27 and O28) and inner primers

(O12 and O13) were designed to incorporate BclI and SacI

sites at each end of the amplified product for cloning

HBsAg gene into BamHI/SacI of the mammalian expres-

sion vector pTriex-5 (Table 1). Positive colonies were

identified by PCR and by KpnI/SacI digestion. Positive

clones were sequenced in both directions using TriExUp

and TriExDown primers (EMD/Merck Novagen, USA).

This cloning strategy allows expression of the whole length

HBsAg gene (681 nt) in frame with an N-terminal Strep-

tag II and a C-terminal His-tag.

Constructs were purified using EndoFree Plasmid Maxi

Kit (QIAGEN, Germany) and DNA quantified by Nano-

Drop spectrophotometer (Thermo Scientific) and gel elec-

trophoresis. Equal amounts of maxiprep plasmid DNA

were transiently transfected into a human hepatocarcinoma

cell line (HepG2), purchased from ATCC-LGC Standards.

HepG2 cells were grown in Advanced D-MEM with

GlutaMAX (Life Technologies Invitrogen, USA) and 5 %

inactivated foetal calf serum. The number of passages from

the master culture (passage 74) was minimised using a seed

lot system. Briefly, HepG2 cells were seeded at a density of

1 9 106 cells in 60 mm cell culture dishes (FALCON) and

transfected 24 h later with 5 lg of each construct and 15 ll

of GeneJuice transfection reagent (EMD/Merck Novagen,

USA). The transfection mixture was replaced by growth

medium 6 h after. Cells were incubated for 3 days at 37 �C

(5 % CO2) and the culture medium collected for analysis of

secreted HBsAg.

Sequence analysis

HBV genotype was assessed by entering DNA sequences

in the Genotyper tool of the HepSEQ-Hepatitis B resource

[8]. HBsAg serological subtype prediction was based on

208 Med Microbiol Immunol (2013) 202:207–214

123

specific amino acid (aa) positions [9]. All data processing

was performed using GENEIOUS PRO software [10]. Two

hundred and forty-three HBsAg nucleotide sequences were

selected from NCBI and aligned to obtain consensus

sequences of each HBV genotype. Analysis of HBsAg

mutations was conducted by alignment with the consensus

sequence of its genotype. The nucleotide sequence of

escape mutants was blasted in GenBank, and the closest

related strains were used for construction of a dendrogram.

Results

Eight of 649 HBV positive samples showed discordant

results in four commercial HBsAg serological tests, while 5

samples were HBsAg negative and HBV DNA positive

(Table 2). Donors 2, 8, 10, 12 and 13 fulfil the criteria for

OBI since in addition to being HBsAg negative in all

assays, they had a very low viral load (\5 IU/mL) and

were anti-HBc positive [4]. In contrast, the HBV DNA load

of the HBsAg discordant samples was generally above

125 IU/mL, except donors 9 and 11.

Most of the OBI donors were also anti-HBe positive,

which correlates with their low viral titre and suggests a

low degree of infectivity. Unfortunately, we could not

sequence the HBsAg gene from donors 12 and 13, which

were also positive by Cobas TaqScreen multiplex nucleic

acid test. Donor 12 was the only donor co-infected with

HIV. Donor 13 had co-circulating anti-HBs antibody

(42 IU/mL), further suggesting OBI [4].

‘‘Isolated HBsAg positivity’’ serological profile [11] was

found in index samples 3, 4, 6 and 7, which were negative

for all HBV serological markers, except HBsAg that

showed discordant results (Table 2). The HBsAg positivity

of index samples 3, 6 and 7 was confirmed by neutralisa-

tion tests.

In order to find escape mutants, the full length HBsAg

gene from index plasma samples was sequenced and

cloned in a mammalian expression vector (pTriex-5) that

allowed expression of full length HBsAg recombinant

protein in HepG2 cells (Table 3). As expected, cells

transfected with transfection reagent only (mock transfec-

ted) or transfected with pTriex-5 empty vector were neg-

ative in all assays. As a positive control, HepG2 cells were

transfected with a plasmid containing HBsAg gene, derived

from a deferred blood donor infected with HBV genotype

D wild type (its sequence coincides with the consensus

sequence of genotype D). The plasma and the recombinant

protein derived from this positive control donor had high

signal/cut-off (s/co) values in all HBsAg tests. In accor-

dance with this, recombinant protein from donor 6 (geno-

type A wild type) was also recognised by HBsAg tests.

Recombinant proteins derived from index samples of

donors 1 and 7 contained aa substitutions in the HBsAg;

however, these mutations did not seem to affect its anti-

genicity (Table 3). Follow-up samples from donors 1, 6

and 7 seroconverted to IgM anti-HBc, total anti-HBc and

anti-HBe, confirming that the index samples were taken

during acute infection. We also found evidence of sero-

conversion to anti-HBc and anti-HBs in a subsequent

sample of donor 4, proving that the ‘‘isolated HBsAg

positivity’’ serological profile of index samples 4, 6 and 7

was not due to sample contamination. There were no fol-

low-up samples available from donor 3 to discard sample

contamination; however, the rigorous algorithms in place

for sample collection and testing make contamination of

this sample very unlikely. Interestingly, recombinant pro-

teins from chronic infected donors 2, 9 and 11, also con-

tained aa substitutions without apparent effect on

recombinant HBsAg detection by commercial assays.

Four escape mutants were found in this study, defined as

mutations in the HBsAg gene that impaired HBsAg

detection in at least one commercial assay using HBV

infected plasma samples (in vivo) and confirmed with

recombinant proteins derived from its infected donors

(in vitro). Positions of aa substitutions of these escape

mutants are represented by shadow circles with arrows in

Fig. 1. Donor 4 contains T118V/P127T/A128V triple

mutation in the major hydrophilic region and I28M/S34L

double aa substitution in the downstream cytosolic loop

Table 1 Primers and probes for

HBsAg gene detection and

cloning

Oligonucleotide Sequence (50 ? 30)

S1 outer primer CATCAGGAYTCCTAGGACCCCT

S5 outer primer GAGGCATAGCAGCAGGATGMAGAGG

S3 inner primer CGTGTTACAGGCGGKGTKTTTCTTGT

S6 inner primer ATGATAAAACGCCGCAGACACATC

F4 probe AATTCGCAGTCCCMAAYCTCCA—FL

P4 probe LC705—TCACTCACCAACYTSYTGTCCT—PH

O27 outer primer CCTGCTGGTGGCTCCAGTTC

O28 outer primer AGTTGGCGAGAAAGTGAAAGCCTG

O12 inner primer CTAGTGATCACATGGAGAACATCACATCAGG

O13 inner primer CTAGGAGCTCGAATGTATACCCAAAGACAAA

Med Microbiol Immunol (2013) 202:207–214 209

123

that impaired in vitro detection in all assays. However,

HBsAg in plasma from donor 4 was poorly detected by

Murex (notice its s/co is closed to border line, Table 2).

Donor 5 had a single Valine substitution in position 106

that affects HBsAg detection by BIOELISA, BIORAD and

PRISM but is detected by MUREX. Donor 8 and 10 con-

tain aa substitutions not detected by the commercial

HBsAg tests both in vitro and in vivo (Tables 2, 3).

To investigate the possible origin of these HBsAg

escape mutants, a phylogenetic tree was constructed on the

S gene region (Fig. 2). Most of the escape mutants are

clustered in the genotype D, except donor 5, which belongs

to genotype B. HBsAg gene from donor 5 is closely related

to subtype adw2 strains from East Asia, having 99 %

identity with strain JN980207 from China. Strains from

donors 8 and 10 have a similar backbone and are closely

Table 2 HBV markers in index plasma samples

Donor DNA loada (IU/ml) HBsAg HBeAg Anti-HBe Anti-HBc IgM anti-HBc

BIOELISA BIORAD MUREX PRISM

1 [125 0.48 Neg 0.97 Neg 1.37 Pos 1.36 Pos Pos Neg Neg ND

2 \5 0.36 Neg 0.25 Neg ND ND Neg Pos Pos Neg

3 [125 0.76 Neg 8.63 Pos 7.87 Pos ND Neg Neg Neg ND

4 [125 0.82 Neg ND 1.04 Pos Neg Neg Neg Neg Neg

5 [125 0.55 Neg 0.28 Neg 10.21 Pos ND Neg ND Neg ND

6 [125 0.60 Neg 3.98 Pos 2.62 Pos 3.74 Pos Neg Neg Neg Neg

7 [125 0.45 Neg 1.57 Pos 2.28 Pos 1.65 Pos Neg Neg Neg Neg

8 \5 0.61 Neg 0.75 Neg 0.82 Neg ND Neg Pos Pos Neg

9 \5 0.54 Neg 0.59 Neg 2.61 Pos ND Neg Pos Pos Neg

10 \5 0.37 Neg 0.30 Neg 0.77 Neg 0.58 Neg ND ND Pos ND

11 \5 0.90 Neg 1.44 Pos 7.91 Pos 3.38 Pos Neg Pos Pos Neg

12 \5 0.85 Neg ND 0.46 Neg Neg ND Pos Pos ND

13 \5 0.44 Neg ND 0.55 Neg Neg Neg Pos Pos Neg

Signal/cutoff (s/co) values are indicated on the left of the HBsAg result; positive result (s/co [1 for all HBsAg assays)

ND not determineda Semi-quantitative results based on cross over values of sample versus two positive controls of 125 and 5 IU/ml. Samples with DNA load\5

are low positive

Table 3 Detection of HBsAg recombinant proteins derived from the full length HBsAg gene of blood donors

Donor Genotype Mutation HBsAg recombinant protein

BIOELISA BIORAD MUREX PRISM

1 D P70A 2.10 Pos 13.35 Pos 20.35 Pos 8.6 Pos

2 D S58F/P127A 2.80 Pos 5.41 Pos 12.09 Pos 4.93 Pos

3 D G18R 1.92 Pos 9.43 Pos 18.04 Pos 7.30 Pos

4 D I28M/S34L/T118V/P127T/A128V 0.58 Neg 0.06 Neg 0.92 Neg 0.77 Neg

5 B V106A 0.90 Neg 0.11 Neg 1.87 Pos 0.98 Neg

6 A Wild type 3.51 Pos ND ND 8.82 Pos

7 A T114A/F170L 2.39 Pos 2.98 Pos 6.17 Pos 2.48 Pos

8 D F20S/C124Y 0.27 Neg 0.00 Neg 0.64 Neg 0.66 Neg

9 D F93S 1.97 Pos 11.43 Pos 20.00 Pos 7.16 Pos

10 D P29S 0.43 Neg 0.13 Neg 0.74 Neg 0.67 Neg

11 D T23A/I152V 1.66 Pos 9.49 Pos 19.00 Pos 6.27 Pos

Mock transfected NA NA 0.21 Neg 0.25 Neg 0.73 Neg 0.58 Neg

Empty vector NA NA 0.24 Neg 0.13 Neg 0.62 Neg 0.65 Neg

Positive control D Wild type 3.43 Pos 8.44 Pos 16.29 Pos 5.21 Pos

Signal/cut-off (s/co) values are indicated on the left of the HBsAg result; Positive result (s/co [1 for all HBsAg assays)

ND not determined, NA not applicable

210 Med Microbiol Immunol (2013) 202:207–214

123

related to subtype ayw2 Middle East strains. Donor 4

shares the T118V/P127T/A128V triple mutation with

Japanese and Indian strains of the subtype ayw3 but has

some minor differences in the backbone. Donor 4 backbone

is also closely related to FN295546 strain, isolated in

England.

Discussion

HBsAg is an integral membrane protein, glycosylated at

asparagine 146 (Fig. 1). Current models predict that it is

anchored in the endoplasmic reticulum (ER) through four

transmembrane domains [12, 13]. It also comprises two

cytosolic loops (aa 24–80 and aa 194–201) and the major

hydrophilic region (MHR; aa 99–160), exposed on the

virion surface [14]. In particular, the immunodominant

‘‘A’’ determinant (aa 124–147) is the site towards which

the neutralising antibodies are directed and the target of the

reagents used in many HBsAg diagnostic assays [15, 16].

The conformation of the MHR is stabilised by conserved

cysteine disulphide bonds [17].

Escape mutant isolated from OBI donor 8 contains two

aa substitutions: F20S on the transmembrane region and

C124Y on the ‘‘A’’ determinant. The lack of HBsAg

detection may be due to the elimination of disulphide

bonds caused by the substitution of cysteine by tyrosine.

This is supported by in vitro experiments showing that

HBsAg detection in the C121A/C124A double mutant was

disturbed by the elimination of disulphide bonds [17]. Our

results also confirmed a very recent study showing that

HBsAg with C124Y mutation, isolated from OBI donors,

impaired HBsAg detection in seven commercial assays

[18].

Diagnostic failure of aa substitutions in threonine 118

and proline 127 has been previously suggested [19–22].

Clinical effects of these mutations are not clear in the lit-

erature, since they were generally detected with other aa

substitutions and no attempt was made to show in vitro

effect of these mutations on HBsAg antigenicity. Here, we

show in vivo and in vitro effect of these mutations on

HBsAg antigenicity. However, in order to assess individual

aa contributions, further molecular studies are needed.

The P29S and V106A single mutations, located in the

downstream cytosolic loop and MHR respectively, have

not been previously described to impair HBsAg detection

in vivo. They are both located in highly conserved regions

within the S gene product: residues 25–43 and 69–109 [23].

A similar proline substitution (P29A) has been studied

using an in vitro infection assay, showing that it prevented

the assembly of HBV virions. P29A significantly reduced

HBsAg secretion measured by ELISA kit from Diasorin

[14]. The same group has shown that hepatitis D virus

mutants containing V106A mutation had a decreased

in vitro infectivity but its antigenicity was not affected

when it was measured using HBsAg kits from BIORAD

and Diasorin [24]. This seems to be in contradiction with

our measurements from BIORAD. However, we detected

V106A recombinant protein by MUREX and the s/co

values of PRISM were closed to border line. Discrepancies

could be attributed to the use of different in vitro experi-

mental systems. Therefore, we speculate that the V106A

escape mutant phenotype might be due to a decrease in the

amount of secreted HBsAg, similar to G145R, the most

Fig. 1 Schematic

representation of HBsAg

folding. Transmembrane

domains are depicted as boxes.

The consensus amino acid

sequence of genotype D is

shown in circles (MHR,

exposed on the virion surface,

and a portion of downstream

transmembrane domain and

cytosolic loop I). CHO

represents a facultative N-linked

glycosylation site at N146.

Cysteine disulphide bonds are

depicted by a discontinuousline. Amino acid substitutions

contributing to HBsAg

detection’s failure are shown by

shadow circles with arrowspointing towards a square

Med Microbiol Immunol (2013) 202:207–214 211

123

common escape mutant on vaccinated individuals [16, 25,

26].

Most of the work on escape mutants has been focused in

identifying mutations in the virion exposed MHR [16, 18,

22, 27]. Only a few papers describe mutations outside the

‘‘A’’ determinant that affect HBsAg antigenicity and/or

secretion [28–30]. We have identified a P29S mutation,

outside the MHR, that impaired HBsAg detection in vivo

and in vitro. Since the neutralising antibodies raised by

current HBV vaccines target the ‘‘A’’ determinant region,

there is still a risk for the emergence of drug associated

vaccine escape mutants with mutations outside the major

neutralisation site. In theory, this new vaccine escape

mutants could infect both naive and hepatitis B immunized

individuals [31].

Discrepancy of HBsAg results in some of the plasma

donor samples may be explained by differences in sensi-

tivity of HBsAg commercial tests. All the kits used in this

study have a high analytical sensitivity (\0.12 IU/ml).

However, PRISM is the commercial assay with the highest

analytical sensitivity, followed by MUREX, BIORAD and

BIOELISA. The last one also seems to have a reduced

sensitivity to genotypes C/adr and D/ayw3 [32]. The lower

sensitivity of BIOELISA may explain its seronegative

results with all the discordant samples (Table 2). With

regard to escape mutant detection, MUREX was the only

kit that detected V106A mutation (Table 3). In addition,

we have not considered here other trans-acting factors like

HBV regulatory elements, polymerase and HBcAg muta-

tions that could decrease HBV replication and HBsAg

expression in vivo [33].

The strains comprising genotype B originated mainly

from China, Japan and Southeast Asia. [9]. Most strains

specifying ayw3 subtype are found in subgenotypes D2 and

D3. Indian strains specifying ayw3 belong to subgenotype

D2 and usually contain T118V mutation [23]. P127T

mutation is an additional aa substitution that determines

ayw3 and adw3 serotypes [9]. This mutation is commonly

found in subgenotype D3, where it seems to be derived

independently in a drug addict population [23]. A recent

study has shown that Indian strains specifying ayw3 sero-

type, specifically subgenotype D3, are associated with OBI

[34]. On the other hand, we report here two donors with

OBI that belong to genotype D serotype ayw2. Strains

Fig. 2 Dendrogram based on

243 S gene sequences obtained

from GenBank, displaying a

selection of the HBV strains

with the highest homology to

sequences from escape mutants

(donors 4, 5, 8 and 10).

Accession number, country of

origin, genotype and serotype

are given at the nodes

212 Med Microbiol Immunol (2013) 202:207–214

123

specifying ayw2 subtype are found mostly in subgenotypes

D1 and D4. Moreover, the strains from Middle East mainly

belong to subgenotype D1 [9, 23].

The high homology of these escape mutants with worldwide

HBV strains corresponds with current estimates that 58 % of

HBV infected population living in Scotland are of non-British

origin (30 % from East Asia, 10 % from South Asia and 18 %

from other countries) (Wallace L.A., Sexual Health and Blood

Borne Virus Conference, Glasgow, June 2012).

OBI is a main risk factor for transfusion-transmitted

infection that requires further research. Difficulties with

virological characterisation of some HBV infected donors

are mostly related to limited availability to look-back and

follow-up samples, limited volume of archive samples,

very low viral load and lack of clinical data.

The SNBTS currently have a strategy of double testing

based on both NAT and serology. The first line routine

screening tests are commercial tests of the highest sensi-

tivity in the market: HBsAg PRISM (0.021 IU/ml) and

Cobas TaqScreen multiplex nucleic acid test (1.9 IU/ml).

Despite the implementation of HBV NAT, the emergence

of escape mutants is still a risk factor to blood safety since

NAT still requires higher sensitivity to detect most OBI,

which generally has very low viral load. Also mutations

may occur in the primer binding regions, rendering escape

mutants undetected by both NAT and serology. NAT

sensitivity could be improved by individual donation

screening [5] but is not cost effective. In our current blood

testing algorithm, we confirm individual donations after

initial screening by an independent HBV NAT test and a

series of serological tests. No confirmed HBV transfusion-

transmitted infection has been reported since 2005. To

maintain this high standard of blood safety, we need to be

in a position of predicting and monitoring the emergence of

new escape mutants.

The low prevalence of escape mutants found (0.05 per

100,000 donations) reflects the low rate of hepatitis B

infection among Scottish blood donors but it could be

masked by undetected OBI cases that may have occurred

prior to HBV NAT introduction. Nevertheless, the epide-

miological situation is changing since there is a notorious

increase in the incidence of hepatitis B infection in Scot-

land in recent years [35, 36]. Whether this is due to

immigration from countries with high HBV prevalence

and/or the lack of universal HBV vaccination is still a

matter of debate. Indeed, it seems clear that immigration

from high prevalence countries and the use of new antiviral

drugs may contribute to the emergence of new escape

mutants and more cases of OBI.

Acknowledgments We are very thankful to Helen Munro and Tony

Jordan for providing serology results, Jacqui Doran for HBV NAT

and all SNBTS teams involved in sample collection and storage.

Conflict of interest The authors declare that they have no conflict

of interest.

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