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Journal of Clinical Microbiology, August 2004, p. 3381-3387, Vol. 42, No. 8
0095-1137/04/$08.00+0 DOI: 10.1128/JCM.42.8.3381-3387.2004
Copyright © 2004, American Society for Microbiology. All Rights Reserved.
Routine Epstein-Barr Virus Diagnostics from the Laboratory Perspective: Still Challenging after 35 Years
Ralf D. Hess*
HiSS Diagnostics GmbH, Freiburg, Germany

INTRODUCTION
In 1968 Epstein-Barr virus (EBV; now human herpesvirus 4) was
found to be the major cause of infectious mononucleosis (IM),
a usually self-limited clinical syndrome (
10). Only about 5%
of adults in Western societies remain EBV uninfected; thus,
antibody prevalence rates reach 95% or higher among elderly
individuals (
29). Although it is believed that routine laboratory
diagnosis of primary EBV infection is straightforward, this
minireview focuses on practice guidelines for a rational approach
to the diagnosis of EBV-associated IM in immunocompetent individuals
on a serological basis.

CLINICAL SYMPTOMS IN IMMUNOCOMPETENT INDIVIDUALS
Clinical symptoms and diagnostic approaches differ according
to the immune status of the patients. In immunocompetent individuals
primary infection with EBV is most often frequently asymptomatic
(
10). IM may present as a mild infectious illness of young children,
but in young adults primary EBV infection can cause a type of
IM known as the Pfeiffer's Drüsenfieber (glandular fever)
or kissing disease (
20). A variety of symptoms, such as upper
respiratory tract infection, otitis media, abdominal complaints,
hepatitis, enlargement of the cervical lymph nodes, tonsillitis
and/or pharyngitis, and moderate to high fever are observed
(
31). In most cases primary EBV infection is accompanied by
increases in liver enzyme levels and lymphocytosis, largely
composed of atypical lymphocytes (mononuclear cells) in the
peripheral blood (
16). The clinical signs of IM are provoked
by the massive immune response involving cytotoxic T lymphocytes
directed against EBV-infected B cells (
29). Mononucleosis may
be caused by a variety of other pathogens, such as cytomegalovirus,
human herpesvirus 6, adenovirus, rubella virus, mumps virus,
human immunodeficiency virus, hepatitis A virus, influenza A
and B viruses, and
Toxoplasma gondii (
11,
20). Patients with
lymphoma and leukemia may present with symptoms like those of
IM (
20,
31). Treatment of EBV-associated mononucleosis is limited
to the management of symptoms (
2). EBV reactivation is not correlated
to any disease so far in immunocompetent individuals, though
it is a common phenomenon in such persons. Formerly, EBV was
suspected to be the major cause of chronic fatigue syndrome
on the basis of a "highly unusual serologic profile" (
29). However,
no authentic link of chronic fatigue syndrome to EBV infection
has been shown (
29) and additional cofactors and potential causes
are being discussed (
36). Therefore, the diagnosis of primary
or acute infection is relevant.

CLINICAL SYMPTOMS IN IMMUNOCOMPROMISED INDIVIDUALS
In immunocompromised individuals EBV is associated with disorders
with high rates of morbidity and mortality. The spectrum ranges
from benign B-cell hyperplasia resembling IM to more classic
malignant lymphomas (
20,
21). Allograft organ transplant recipients,
especially children with pretransplantation EBV seronegativity,
are at particular risk for the development of posttransplantation
lymphoproliferative disease (PTLD) during immunosuppressive
therapy (
19,
20). Anti-CD20 antibody (Rituximab) treatment (
12)
and a wide range of other therapeutic interventions are available
for these disorders (
24). However, the characteristic that these
therapeutic interventions have in common is that they must be
applied very early in the course of disease to be effective;
thus, early diagnosis is a prerequisite.
In immunocompetent individuals EBV infection is controlled by the humoral and cellular immune responses, in cooperation with the interferon system. However, in patients with mononucleosis, cytotoxic T cells dominate over B cells. In contrast, under immunosuppression B cells dominate over T cells (29).

EBV LIFE CYCLE
Knowledge of the EBV life cycle is important to better understand
clinical symptoms and EBV diagnostics. The 186-kb double-stranded
DNA EBV genome codes for a number of structural and nonstructural
genes. The port of entry for EBV is also the port of exit, i.e.,
the oropharynx. After entry, EBV replicates in epithelial cells
and B cells in the oropharynx and spreads through the body via
infected B cells, while latent genes that either drive B cells
to EBV lytic cycle entry or acquire the status of latency are
differentially expressed (
5,
24). Like other herpesviruses,
EBV follows a productive lytic infection and establishes latent
infection in the host (
29). The latent infection is established
by self-replicating extrachromosomal nucleic acid, the episomes
(
25). Three different latencies are now known and are referred
to as latencies I, II, and III, due to the differential expressions
of certain subsets of EBV-specific genes (for a review, see
reference
29). Under circumstances such as B-cell homing by
an antigen-driven trigger and other so far unknown triggers,
EBV sporadically reactivates from latency (
5,
24). The virus
is intermittently shed from saliva; thus, the main route of
transmission is directly from person to person; however, transmission
via blood products, transplantation, and sexual transmission
were shown (
7,
31). Interestingly, Walling et al. (
34) found
that healthy individuals may be infected with multiple different
EBV genotypes, in which the sequences of the open reading frames
encoding EBV nuclear antigens (EBNAs) differ among the different
genotypes (
20). Taken together, the prevention of virus spread
seems impossible.
EBV transforms B cells in vivo (in the body) and in vitro (in cell culture), thus immortalizing B cells (29). In vitro permanently growing EBV-transformed B cells provided the prerequisite for the first EBV-specific assay, the immunofluorescence assay (18).

DIAGNOSTIC STRATEGY
The spectrum of antibody assays comprises unspecific tests,
such as the long-known test for the detection of heterophile
antibodies, as well as EBV-specific assays that use different
methods with different substrates, different antigens, and different
interpretation criteria, in addition to molecular and immunohistochemical
methods, which are summarized in Table
1. The diagnostic strategies
differ between immunocompromised and immunocompetent individuals
due to the distinct therapeutic interventions required. Because
the time of intervention is a critical factor in immunocompromised
patients, a diagnostic method must meet the following criteria:
early detection of EBV replication and a high positive predictive
value for the respective disease, thus enabling preemptive therapy.
In addition, monitoring of therapy should be possible. Thus,
direct detection methods mainly meet this profile (
15). In contrast,
in immunocompetent individuals the key issue of EBV diagnostics
is the detection or exclusion of a primary, a past, or no EBV
infection (
14). Therefore, serology provides rational criteria
for interpretation of the results (Table
2), although EBV serology
presents a high degree of variability (
3,
4). However, serological
assays are preferred. Although the EBV genome encodes a number
of different structural and nonstructural genes, those of most
importance for serodiagnosis are the genes encoding the viral
capsid antigens (VCAs), the early antigens (EAs), and the EBNAs
EBNA-1 and EBNA-2 (two of the six EBNAs, now denoted EBNA-1,
-2, -3A, -3B, -3C, and -LP) (
24,
33). Only three serological
parameters are essential for the detection of EBV-specific antibodies
in immunocompetent individuals on a qualitative basis, i.e.,
VCA immunoglobulin G (IgG), VCA IgM, and EBNA-1 IgG (
14). Serology
builds upon detection of EBV-specific antibodies, which is preferably
done with a single acute-phase serum sample, and allows stage-specific
diagnosis (Table
2). Specific tests with VCAs and EBNA-1 are
used for the detection of IgG and IgM antibodies, respectively
(
14). VCAs cause lifelong persistent IgG titers, while antibodies
of the IgM type are produced only transiently but are not necessarily
produced in all patients with primary infections (Table
3) (
20,
30). Early in the course of clinical presentation, VCA IgM antibodies
may not necessarily be present before VCA IgG presentation,
and antibodies of both classes may appear simultaneously (
3,
4).
View this table:
[in this window]
[in a new window]
|
TABLE 3. Estimated antibody prevalence rates early after clinical presentation in a single acute-phase serum sample from immunocompetent individuals with primary EBV infectionsa
|
EBNA-1 IgG antibodies, in contrast, are produced late in the
course of infection, while EBNA-2 IgG antibodies appear earlier
and may be present in up to 30% of individuals at the time of
onset of the disease (
4,
20). EBNA-1 IgG antibodies basically
persist lifelong. However, not all individuals produce EBNA-1
IgG antibodies, although most individuals do, and EBNA-1 IgG
antibodies may secondarily be lost under circumstances such
as immunosuppression and thus do not persist lifelong (
3,
4).
Therefore, the presence of EBNA-1 IgG antibodies and not EBNA-2
IgG antibodies definitely excludes a primary infection. Although
some investigators use the anti-EBNA-1 antibody versus anti-EBNA-2
antibody ratio for the serodiagnosis of EBV reactivation (
37),
that type of analysis may be restricted to specialized laboratories,
because no tests for the detection of anti-EBNA-2 antibodies
are commercially available. EAs are usually expressed during
the early phase of lytic replication. Anti-EA antibodies of
the IgG and IgA types are detectable in a number of individuals
early after primary infection and individuals with past infections
(
4,
38). Table
3 illustrates the estimated rates of seroprevalence
of diagnostically relevant analytes (
4,
6,
11,
20,
21,
30,
35;
unpublished observations) in single acute-phase serum samples
from individuals with primary EBV infections. These prevalence
rates may vary to some extent, depending on the respective methods
used for their determination or even if the same method (e.g.,
VCA IgM enzyme-linked immunosorbent assays [ELISAs] from different
manufacturers) is used (
35). VCA IgG and VCA IgM antibodies
in the absence of EBNA-1 IgG antibodies are typically found
in patients with primary infections. In contrast, past infections
are typically characterized by the presence of VCA IgG and EBNA-1
IgG antibodies in the absence of VCA IgM antibodies. However,
serology is complicated by the fact that some individuals do
not produce VCA IgM antibodies during primary infection and
the fact that some individuals lack EBNA-1 IgG antibodies (either
the individuals are EBNA-1 nonresponders or the individuals
may have lost the anti-EBNA-1 antibodies under circumstances
such as immunosuppression) even some months and sometimes years
after the primary infection (
3,
4). Moreover, in rare cases
VCA IgM antibodies persist longer even during the period when
EBNA-1 IgG antibodies are already produced (
4,
21). Therefore,
a patient with a primary infection may exhibit the same serological
profile as a patient with a past infection, and vice versa.
In these cases further diagnostic approaches are required, as
discussed below. Other parameters such as the presence of EA
IgG antibodies are dispensable for the key concern in the diagnosis
of EBV infection, since the correlation of EA IgG antibodies
with primary infections is very low and antibodies are also
found in blood donors (
4,
14,
20,
38). Transient immunosuppression
of immunocompetent individuals may lead to EBV reactivation,
whose detection requires molecular diagnostic methods such as
PCR (
15). Until now in many countries worldwide, reimbursement
codes have mostly favored the use of quantitative EA serology
for the diagnosis of EBV reactivation. EA antibodies are also
detectable in clinically healthy individuals, however (
20).
Therefore, EA-specific serological parameters do not confirm
any stage-specific diagnosis.

THE SPECTRUM OF SEROLOGICAL METHODS
Heterophile testing.
Thirty years ago, Paul and Bunnell (
26) were the first to identify
that heterophilic antibodies of the IgM type are associated
with IM. These antibodies are cross-species reactive and are
not EBV specific. They typically result from polyclonal stimulation
but are not exclusively found in patients with mononucleosis.
They may coincide transiently with the time course for EBV-specific
IgM antibodies (
16). Heterophile antibodies can also be detected
in patients with diseases other than IM, and the test results
can remain positive for up to 6 to 12 months (
33). Commercially
available agglutination test kits for the detection of heterophile
antibodies use goat, horse, or bull red blood cells after preabsorption
with guinea pig kidney extracts and are effective with acute-phase
serum for 85 to 90% of adolescent or adult patients but are
only 50% effective for children ages 2 to 5 years (
20,
21).
Thus, fairly high rates of false-negative results may be expected,
while false-positive results were found in 2 to 3% of patients
with autoimmune diseases (
20). Today, EBV-specific serology
is preferred for the diagnosis of an EBV infection, but in the
absence of heterophile antibodies (
20,
33).
EBV-specific serological methods.
Unfortunately, EBV-specific diagnostic tests are not standardized. The EBV-specific assays differ in the substrates or antigens and the technologies that they use. Even the interpretation of the results differs greatly among the various manufacturers of the commercially available tests (as discussed below). So far, three methods serve as the method of first choice in routine EBV diagnostics: the IFA, which is still the "gold standard" method; different enzyme immunoassay (EIA) techniques, including solid-phase ELISAs and related methods, such as luminescence-based detection of anti-EBV antibodies with antigen-coated beads; and Western blot analysis. While IFA or EIA is often used for screening, Western blot analysis is mainly performed for confirmation. Today, a number of manufacturers provide commercially available EBV-specific IFAs and EIAs, such as tests that use VCA for the detection of IgG and IgM antibodies, EBNA-1 for the detection of IgG antibodies, and EA for the detection of IgG and IgA antibodies.
IFA.
IFA is generally performed with human EBV-transformed B-cell lines derived from Burkitt's lymphoma patients, such as the P3HR-1 cell line (ATCC HTB-62, derived from subclone Jiyoye [ATCC CCL-87]) or the Raji cell line (ATCC CCL-86), which served as the first substrates for IFA (3, 18, 20, 28). While P3HR-1 cells express EBNA-1, approximately 5 to 20% of the cells additionally express VCA in the nucleus. The EBV-specific protein pattern of the Raji cell line is restricted to EBNAs, especially EBNA-1 and EBNA-2 expression in the nucleus. The Raji cell line does not produce VCA. Iododesoxyuridine treatment of Raji cells induces EA expression to a small extent. In order to test for non-EBV-specific cellular cross-reactivity, a third cell line, BJAB (ATCC HB-136), an EBV-negative continuously growing human lymphoblastoid cell line, can be used as an option. An amplified method, that is, the anticomplement immunofluorescence procedure, is required to detect anti-EBNA-1 antibodies by IFA. By this procedure EBV-specific antibodies bind to P3HR-1 cells and complement-fixing antibodies against EBNA-1 are stained by adding complement and, subsequently, anticomplement fluorescein conjugate. Thus, the complement-fixing reactions of antibodies are based on the detection of the EBV-specific immunoglobulin class and subclass antibodies (the IgM subclass and some IgG subclasses) to EBNA-1. As an alternative, stably EBNA-1-transfected cell lines can be used as substrates for regular indirect immunofluorescence techniques (14). Lennette (20) describes helpful details on the IFA technique.
EIA.
VCA antigens are serologically defined antigens, because traditionally, the first EBV-specific assays are IFAs. Therefore, most EIAs manufactured are referenced against IFAs. As a consequence, for the detection of antibodies to VCA, various antigens are commonly used with EIA for binding to the solid phase. Either native purified or recombinant proteins, fusion proteins, or synthetic peptides that represent either the full-length VCA-encoded gene or only fragments of the VCA-encoded gene are used (14, 33). The same holds true for EBNA-1. However, while most manufacturers today use recombinant full-length EBNA-1 proteins, only one manufacturer uses synthetic peptides and one manufacturer uses the full-length EBNA-1 protein sequence devoid of the amino-terminal glycine-alanine stretch without the glycine-alanine copolymer (14, 33). Using the amino-terminal glycine-alanine stretch of the EBNA-1 protein, Linde et al. (22) were able to detect antibodies as early as 7 days after primary infection, while traditional IFA may show EBNA-1 IgG antibodies 4 to 6 weeks after clinical presentation (20, 21). Manufacturers of the EBNA-1 EIAs try to adjust the cutoff according to the IFA cutoff (and, thus, modulate sensitivity), since the IFA has always been used as the reference method. The EBNA-1 EIA principally could be manufactured to be more sensitive than IFA (in terms of the earlier detection of anti-EBNA-1 antibodies), while the sensitivities of the VCA EIAs (for IgG and IgM) may either reach or exceed those of IFAs. Only one manufacturer uses a controlled mixture of EBV-specific antigens simultaneously (i.e., EA, VCA, and EBNA) in an EIA to screen for either IgG or IgM antibodies to EBV proteins. This assay may be useful for determination of the general seroprevalence of EBV (and, e.g., detection of EBV-specific antibodies in cerebrospinal fluid), but the valuable use of the assay for stage-specific diagnosis is lost (8, 22). In addition, this assay proved to detect primary infections with an acceptable sensitivity when sera with immunological interference were used, such as sera from patients with rheumatoid disorders or cytomegalovirus cross-reactive sera, but its specificity is problematic (B. Gärtner, unpublished results).
Western blot analysis.
Different Western blot techniques have been established as methods that can be used to confirm the results of screening tests (32). Examples of these include classical lysate blots assays (with EBV-transformed cells) and line blot assays with recombinant antigens, such as p72 (EBNA-1), p18 (VCA), p23 (VCA), p54 (EA), and p138 (EA). VCA antigen p18 is considered a marker that substitutes for the lack of EBNA-1 IgG, since p18 IgG is mostly produced late in the course of infection (4). The various recombinantly expressed EBV-specific antigens proved to be superior to lysate blots since potential anticellular material-reactive antibodies (often present in patients with mononucleosis) do not influence the result (4, 13). However, Western blot techniques are not standardized in terms of the buffer conditions (such as ionic strength, which is critical for the elimination of potential autoantibody cross-reactions), the lysates from cell lines, and the combination of recombinant antigens used. Western blot analysis provides the advantage of detecting EBV-specific antibodies to multiple EBV-specific antigens simultaneously, and this makes the results of stage-specific diagnostic assays comfortable to interpret and justifies the use of this technology as a confirmation method.
Avidity testing.
As an additional method, the avidity testing of VCA IgG may differentiate between primary infection and past infection in anti-EBNA-1-negative cases and may also resolve those cases in which VCA IgM persists long term (1, 4, 17, 32, 39). During the course of infection only antibodies with high avidities are selected; thus, maturation of IgG in vivo can be "measured" in vitro by determination of avidity. B cells switch from the IgM to the IgG isotype in vivo. The first IgG antibodies produced are of low avidity. Over time, IgG antibodies mature through somatic hypermutation in the IgG DNA-encoded region and B-cell clones end up producing IgG antibodies of relative higher avidities or binding strengths (compared to early those of IgG antibodies). The kinetics of the IgG maturation process may vary from individual to individual, although the maturation process may be complete within a few weeks after primary EBV infection (1, 39). Measurements are obtained by EIA with a VCA-specific substrate, IFA, or Western blot techniques (1, 4, 32). The serum samples are split into two, and tests are performed in parallel with titrated samples. While the test with one aliquot of serum is performed as usual, the other aliquot is treated with different concentrations of urea after the first incubation step. Urea dissociates antibodies from antigens, which is reflected by the loss of titer. The ratio between urea-treated and non-urea-treated samples is used to define the avidity index. VCA IgG avidity determination may be of help in the diagnosis primary EBV infections, especially for VCA IgM-negative cases and cases with long-term persisting VCA IgM, and, additionally, supports the occurrence of past infections in the absence of EBNA-1 IgG, if the avidity index is high. Avidity testing of specific IgG was shown to be helpful for the serodiagnosis of a number of infectious diseases caused by other pathogens (39).
Which method should be used?
Some investigators found EIA to be more sensitive than IFA, particularly the anticomplement immunofluorescence technique (22); others found the EIA technology to be as sensitive as IFA or even more sensitive than EIA (23, 27). Already in the mid-1980s the results of assays performed with the first generations of EIAs correlated nicely with those of IFA with purified VCA and EBNA proteins as antigens (9). EIA performance characteristics strongly depend on the nature of the antigens and the preparation and the selection of antigens used (14). As a consequence, the differences in performance characteristics observed between IFA and EIA (i.e., relative sensitivity, relative specificity, and predictive values) are due to the use of various different forms and different selections of antigens with the EIA and to the different IFA substrates used (i.e., different prototype-derived EBV-transformed cell lines [e.g., Raji cells instead of P3HR-1 cells] for detection of anti-EBNA-1 antibodies), the different fixation techniques used, and different interpretations of assay results. Basically, EIA is more sensitive than IFA, but IFA is more specific than EIA, because nonspecific reactions, such as anticellular reactivity, are detected unambiguously (14). IFA is laborious and requires highly skilled and experienced personnel to read the fluorescence images, in contrast to EIA, which is easy to perform.
While Germany and other European countries previously had technique-dependent reimbursement codes (i.e., IFA versus EIA), nowadays in many countries reimbursement is based on the analyte, irrespective of the method used, except Western blot analysis, which is still mostly favored as a confirmation method. Changes in the basis of reimbursement codes from technique to analyte may reflect the progress made by various EBV EIA manufacturers to reach the gold standard performance characteristics of the IFA. Additionally, avidity testing for EBV-specific IgGs mostly is not reimbursed, in contrast to, e.g., T. gondii IgG avidity testing. There is no doubt that the reimbursement codes of the respective countries will drive the use of different EBV-specific tests and that cuts in reimbursements will promote automation and technologies that allow high-throughput analysis, such as the EIA techniques. Since EBV-specific assays are not standardized, one is left with participating in national or international proficiency programs (e.g., the College of American Pathologists). As an alternative or as an additional quality control instrument, one may use serologically highly precharacterized and commercially available EBV reference panels (the anti-EBV mixed titer performance panel [Boston Biomedica Inc., West Bridgewater, Mass.] is the single commercial product available worldwide) for in-house validation of the assays (14). These 25 EBV panel members in the commercial EBV reference panel are characterized by use of a "profile analysis," which is based on serological findings by different techniques (EIA, IFA, and latex and hemagglutination assays) from, overall, seven different manufacturers.
In immunosuppressed individuals serological assays are discouraged for many reasons, such as dysfunctions in the production and maintenance of antibodies. Therapeutic immunoglobulin preparation, the dynamics of the disease, and antibody production affect the interpretation of assay results. Even the quantitative EBV serology patterns in patients with PTLD were shown to be highly variable and therefore of limited use in determination of the diagnosis or prognosis of PTLD (15). To date, only the detection of viral load by PCR is an established marker for immunosuppressed patients (19). It has been shown that determination of the EBV viral load is a good tool for the identification of patients at risk for developing EBV-related disorders (19). However, due to the pathogenesis of EBV-related disorders, some patients replicate EBV even at high titers without progressing to disease, and in contrast to other patients, may suffer diseases not related to EBV at all (e.g., EBV-negative PTLD). Therefore, neither does a high viral load indicate an EBV-related disorder nor does an EBV-negative PCR result exclude it in some cases. At present it is still a matter of debate which material should be used for viral load testing: either cell-free samples (plasma, serum) or leukocytes. Again, reimbursement codes favor anti-EA antibody detection instead of PCR for the diagnosis of EBV reactivation. Members of the German Society of Virology and members of the German Association for the Control of Virus Diseases recently (March 2004) came together to revise the guidelines on EBV diagnostics and now recommend the use of VCA for IgG and IgM detection and the use of EBNA-1 for IgG detection in routine EBV diagnostics, while determination of EBV reactivation should be done by molecular biology-based methods (B. Gärtner, D. Huzly, and R. Braun, personal communication).
Interpretation.
Interpretation of serological findings should allow EBV infection stage-specific diagnoses (Table 2). Thus, diagnoses should correlate with clinical equivalence. In immunocompetent individuals only three diagnoses are relevant: primary or acute infection as a cause of mononucleosis, a past infection that excludes mononucleosis, and the absence of EBV-specific antibodies, which indicates EBV susceptibility (14).
In the normal clinical routine, about 70% of the serum samples originate from patients with past EBV infection (since the seroprevalence rate is as high as 95 to 100% among elderly individuals). In the case of positive results for VCA IgG and EBNA-1 IgG and in the absence of VCA IgM, a past infection is confirmed. If the results for VCA IgG, VCA IgM, and EBNA-1 IgG are negative, the patient is considered EBV susceptible. If tests for VCA IgM and VCA IgG are positive and those for EBNA-1 IgG are negative, a patient can be considered to have a primary or acute infection. In cases of positive results for VCA IgG and negative results for VCA IgM and, simultaneously, negative results for EBNA-1 IgG or if the results of tests for all three analytes (VCA IgG and IgM and EBNA-1 IgG) are positive simultaneously, only further diagnostic approaches such as avidity testing (by IFA, EIA, or Western blotting), Western blotting, or PCR may resolve the diagnosis (Table 2). Interpretations of serological findings from manufacturers of commercially available EIAs for EBV diagnostics differ greatly with respect to (i) "isolated" VCA IgG results and (ii) the simultaneous presence of VCA IgG, VCA IgM, and EBNA-1 IgG. For isolated VCA IgG results, most manufacturers interpret "primary" or "acute infection" or "primary infection, convalescence." For the simultaneous presence of all three analytes, the diagnosis of "recent infections," "primary infections, transient phase, or convalescence," or "past infections, persisting IgM" can be found. These diagnoses are not necessarily correlated with IM, and they do not meet the state-of-the-art interpretation criteria (Table 2). In addition, the serological constellation of possible diagnoses when all three analytes are present is not appreciated, because it is difficult to interpret. Gärtner at al. (14) suggested that all three analytes can be found in patients with primary EBV infections when VCA IgM persists while EBNA-1 IgG is already produced or during EBV reactivation, when VCA IgM levels are increased and EBNA-1 IgG is not yet lost. However, these cases need further testing, such as avidity testing of VCA IgG, Western blot analysis, or PCR or even low-cost heterophile testing and assays for detection of atypical lymphocytes. In addition, IFA manufacturers that use Raji cell lines for EBNA determination should be aware of the fact that Raji cells produce EBNA-1 and EBNA-2, which cannot be discriminated by the IFA. EBNA-2 antibodies of the IgG type (in contrast to EBNA-1 antibodies) are usually seen early during infection. Other IFA manufacturers use EBV-transformed cell lines and base their interpretation on the findings of assays for the presence of either IgG or IgM antibodies against nonspecified EBV proteins. None of these assays is helpful for stage-specific diagnosis. The stepwise detection of anti-EBV antibodies requires reliable assays for the diagnosis of an EBV infection, preferably with a single serum specimen.

SUMMARY
To specifically diagnose EBV-associated IM in immunocompetent
individuals by use of a single acute-phase serum sample, tests
for the three analytes VCA IgG, VCA IgM, and EBNA-1 IgG are
sufficient. Only a few samples with indeterminate results require
further diagnostic approaches, such as avidity testing of VCA
IgG, Western blotting, or PCR. Heterophile antibody determination
and the detection of atypical lymphocytes may support the laboratory
diagnosis. The preparation of antigens, the selection of antigens
and substrates, the different techniques used, and even the
interpretation of the results vary remarkably among different
EIA and IFA manufacturers. Comparisons of the relative performance
characteristics of the commercially available tests should carefully
consider in detail the antigens and the substrates used. IFA
may still be considered the gold standard for the serodiagnosis
of primary EBV infections, although EIA technologies nowadays
provide sensitive and specific alternatives. In immunosuppressed
individuals, EBV viral load determination by PCR is the method
of choice. However, the use of viral load is limited by the
role of EBV in the pathogenesis of related disorders.
Standardization of serological assays and assays for EBV viral load detection must be the major goal in the future. Last, but not least, the intended use, as given in the package inserts of the respective commercially available EBV-specific tests, indicates that the test used only supports the diagnosis, which is still found on the basis of clinical symptoms in combination with anamnestic aspects.

ACKNOWLEDGMENTS
I thank Barbara Gärtner, Homburg, Germany, Reference Center
for EBV, for helpful discussions and substantial suggestions
in preparation of the manuscript. I gratefully acknowledge the
contributions and critical discussions of the members of the
staffs of the various diagnostic laboratories that I visited,
from Cape Town (South Africa) to Bergen (Norway) and Amsterdam
(The Netherlands) to Vienna (Austria), who were actually the
driving forces for setting up this minireview on routine EBV
diagnostics. I thank Georg Bauer, Freiburg, Germany, who introduced
me to and coached me through the world of EBV diagnostics.
I assure that this minireview is meant to reflect the problems that laboratories face in setting up or interpreting EBV diagnostics, and I declare that there is no conflict of interest, although HiSS Diagnostics manufactures EBV-specific ELISAs. I apologize for not being able to consider additional valued contributions of many investigators from all parts of the world on the field of EBV serology.

FOOTNOTES
* Mailing address: HiSS Diagnostics GmbH, Colombistr. 27, 79098 Freiburg, Germany. Phone: 49-761-3894921. Fax: 49-761-202 00 66. E-mail:
rdhess{at}novitec.org.


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Journal of Clinical Microbiology, August 2004, p. 3381-3387, Vol. 42, No. 8
0095-1137/04/$08.00+0 DOI: 10.1128/JCM.42.8.3381-3387.2004
Copyright © 2004, American Society for Microbiology. All Rights Reserved.
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