Report of RV Laboratory technical working group meeting, 11-12 Nov 2013 Meeting Report of the laboratory Technical Working Group of the WHO Rotavirus Surveillance Network Bangkok, 11-12 November 2013 EXECUTIVE SUMMARY Background Following recommendations made at the Global Surveillance Meeting, Geneva 2011, WHO established a laboratory technical working group (TWG) to assist with technical guidance needed to strengthen laboratory capacities within the Global Rotavirus Network, improve the quality of diagnostic and genotyping data, standardize lab methods/training modules and improve the Quality Assurance (QA)/Quality Control (QC) systems. Members of the TWG include WHO Global and Regional Laboratory coordinators and selected technical experts in the field of rotavirus surveillance from the WHO Rotavirus Surveillance Network. The previous in-person meeting was held in Bangkok in September 2012, which reviewed progress, discussed issues with data quality, approaches to genotyping and to decreasing the proportion of untypable samples and to improving the quality assurance program. In 2013, the group met via conference call in June and was informed of the ongoing strategic review being conducted for both rotavirus and the invasive bacterial diseases networks in all WHO regions with a planned presentation to SAGE in November 2013 and to plan standardization of activities across all regions. Minutes from the meeting were circulated and a face-to-face meeting was planned. This meeting was held November 11-12, 2013 in Bangkok. Meeting objectives Update on Strategic Review Global and regional updates Standardization of strain selection for genotyping Finalisation of guidelines on external quality control for confirmatory testing Participation in a Bill and Melinda Gates Foundation program for additional pathogens detection. Background documents in participant file Draft documents for Guidelines for sending RV samples from Regional Reference Labs (RRLs) to the Global Reference Lab (GRL) for confirmatory testing Guidelines for Rotavirus strain characterization for the WHO Rotavirus Surveillance Network Report of RV Laboratory technical working group meeting, 11-12 Nov 2013 Laboratory variables for standard reporting of genotype data Meeting structure 1. Update on the Strategic Review The rotavirus and invasive bacterial disease sentinel hospital surveillance networks transitioned to WHO in 2008 and completed 5 years of activities in 2013. In the context of competing health priorities and scarce human and financial resources, the need to evaluate performance and identify strengths and weaknesses to develop a strategic approach for future work was recognized. The strategic review was launched in February 2013, in partnership with the informal Technical Advisory Group (iTAG) for New and Under-utilized Vaccine Initiative with monthly calls between the WHO HQ, regional offices and the iTAG, was discussed in detail at a meeting in Geneva in September 2013 and presented to SAGE in November 2013. The primary assessment was whether the original 2008 objectives were met. These were as described below: Pre-vaccine introduction period Document presence of disease, describe disease epidemiology, provide data for estimating disease burden Establish system to measure impact after vaccine introduction Identify circulating serotypes & measure serotype distribution Post-vaccine introduction period Assess disease trends over time Monitor vaccination program impact Monitor changes in circulating strains/serotypes Platform for effectiveness and safety evaluation Overall, the rotavirus network met the 2008 objectives for presence of disease, contributed to estimation of disease burden and monitoring disease trends over time and assessment of genotype distribution. In some regions, the surveillance networks were used as platforms to monitor impact and safety. Countries valued and were using the surveillance platform and data. Countries in regions that have introduced vaccine have been able to use the surveillance network for special studies to demonstrate impact. However, there were some lack of cohesiveness in the separate regional networks, limited ability to use data for real time monitoring, lack of case level data in standard format and difficulty linking laboratory results with the clinical and epidemiologic data on the same patient. Key recommendations from the strategic review included: • Report surveillance data, including genotype data, twice yearly (where possible) • Report case-based data to WHO HQ, and link genotype data to cases • As feasible, build additional technical capacity at the national laboratory (NL) level • Review standard definition of a sentinel site to ensure that sites meet those criteria and thus can meet surveillance objectives in the post-vaccine introduction era • Initiate zero reporting if it does not already exist • 12 months reporting and >100 specimens at a single site (no satellite sites) • Develop strategies to improve performances at all sites (GAVI and non-GAVI) • Standardize sample selection for genotyping • Examine country-level genotype distribution, in addition to distribution at regional and global levels Report of RV Laboratory technical working group meeting, 11-12 Nov 2013 • • • • Examine current performance indicators for usefulness Improve data management and quality Modify future Global Bulletins to show all reporting countries on map, but limit analysis to a subset of reporting sites Network across all regions for lessons learned. 2. Plans for testing of additional enteric pathogens Duncan Steele from BMGF followed up on the previous year’s discussion on additional testing for enteric pathogens to describe the options for multiple testing including multiplex PCRs, Luminex systems and the Taqman low density array cards (TAC). He stated that Dr. Eric Houpt’s laboratory at the University of Virginia had evaluated the TAC cards with specimens from several of the Global Enteric Multicenter Study (GEMS) and other sites and believed that these were the best option in terms of ease of use and numbers of targets tested, but were expensive and required several pieces of equipment which might not be readily available in all regional reference laboratories. BMGF has awarded funds to the CDC Foundation for the collaborative study between Dr. Houpt's lab, WHO and participating Global and Regional Reference (GRL and RRL) Labs using specimens collected by sentinel sites of the surveillance network. The Grant has funds to purchase the needed equipment for 2 Reference labs and there is interest in supporting one laboratory each in Asia and Africa to validate the findings from the GEMS study. The GEMS study which was published in May 2013, demonstrated that while rotavirus was the primary pathogen in moderate to severe diarrhea in infancy, the contributions of other pathogens not previously considered as significant causes of diarrheal disease burden, needed to be evaluated. This will be taken forward in discussion with WHO. 3. Overview and update of the Global Rotavirus Surveillance Network Nine regional reference laboratories and one global reference laboratory support the WHO RV laboratory network. Earlier data from the network was published during 2013 in the Weekly Epidemiologic Record (http://www.who.int/wer/2013/wer8821/en/index.html and MMWR (24 May 2013, Volume 62, N°20). The 2012 Rotavirus data collected via the network was presented by each of the regions. The findings of the strategic review and the implications for the regional networks were discussed. 4. Comparison of Bioline and Qiagen One Step RT-PCR kits Based on 2012 TWG meeting recommendations, WHO had procured kits for comparison of the less expensive Bioline kits with the Qiagen one step RT-PCR. Data presented by the network laboratories, while limited, indicated that the kits gave comparable results. Results are still preliminary and additional analysis is needed to make a decision about kit use recommendations. In addition some EIA kit comparisons were presented and contrasting results were shown between the labs on rates of false-positives associated with the RIDASCREEN and VIKIA while Prospect and Rotaclone seem to have similar performance. The group has agreed that all results from the different analysis done should be shared with WHO for comparison to guide decisions on the kits use. WHO will collect the different studies and present them in order to have a better interpretation and conclusions. Report of RV Laboratory technical working group meeting, 11-12 Nov 2013 5. Selection of samples for genotyping It was recognized that genotyping data being generated at the RRL/National labs is considered by MOH and partners to be useful, there is a need to rationalize the number of samples selected for genotyping. The draft document on selection of samples for genotyping was discussed. The number 50 samples per country was initially proposed in the draft document which would be able to detect a 30% change in a genotype, but there was no clarity on the precision with which this number of genotyped samples would be able to track strain distribution over time. It was suggested that an estimate be developed based on strain prevalence at a minimum defined percentage and evaluated on real data. Additional analysis will be done to come up with estimate for number of samples to be genotyped by country/site. Selection criteria proposed in the draft guidelines were agreeable to all members of the group and include: Random selection of rotavirus antigen positive stool specimens; random selection will ensure that factors such as age, disease severity, seasonality, among others, do not bias the strain characterization results Only specimens with adequate volume for several tests (more than 1 ml) should be chosen in order to avoid running out of material before testing is complete Consult with the Reference Laboratories to determine the maximum number of specimens that the Reference Laboratory is willing to accept on an annual basis. 6. External quality assessment Thermostable stool matrix panels were shipped for the first time by the GRL in 2013 for the EQA program. The shipments were made from May 2013 onwards and laboratories were expected to report within 20 business days of receipt. All regional laboratories met the 80% criteria, but there was a discussion on whether the GRL’s assigned genotype should be used as the expected result and it was decided that this should be done in consultation with the referee laboratories. Improving the timing of feedback with the expected results in addition to the currently provided percentage was also discussed as this would allow labs to investigate reason for potential typing issues identified and take remedial action in a timely way. There was a brief description of the plans to create a non-infectious panel to further increase the ease of use of the EQA panels. Some WHO Regional Offices and RRLs in AFRO proposed GRL explore possibility of transferring technology of PT preparation to RRL and support RRL to take over and manage this program at the RRL in the future. 7. Confirmatory testing of rotavirus as part of implementing QC programme The draft document on confirmatory testing was discussed. As was decided during the Technical Working Group discussion in June 2013, for the first year alone (2014) the GRL would receive selected samples from the regional laboratories for confirmatory testing. By end of 2014, the QC results will be reviewed and shared with the TWG to make recommendations for the way forward. The aim is that in 2015, this function will be served by the RRLs for the region or willing RRLs would serve as the confirmatory testing laboratory for the network in rotation with support from GRL. It was recognized that this exercise might face some challenges due to the differences in strain prevalence and the use of Report of RV Laboratory technical working group meeting, 11-12 Nov 2013 different primers sets in the various laboratories. However, this will be a learning and helpful exercise for all labs. Meeting Recommendations I- Data Quality All RRL to use standardized core laboratory lab variables agreed upon during the meeting to report genotype data to WHO and countries Increase genotype reporting to twice a year which may involve organizing shipping of samples from countries to RRL twice a year in some regions; it was discussed that this might be challenging in the AFR context as genotyping is done during annual workshops at the RRL. In this Region, RO colleagues would study alternatives to implement a system of samples referral to RRL while keeping the workshops as opportunities of capacity building Previous calendar year data, testing, analysis and reporting at all levels to WHO HQ to be completed by end of July Link the clinical and lab data by using a unique ID in all levels from sentinel site hospital to the regional reference laboratory; RRL genotyping should be only done on samples that have a unique ID number. Standardise sample selection for genotyping at RRL o Goal is not to burden RRL o Number to be defined as quickly as possible; timeline proposed March 2014 o Selection method agreed on - random selection as proposed in the draft guidelines document o Number of samples limited by available resources and the differences in number of countries/RRL. II_ Use of kits for RT-PCR and EIA Complete the comparative analysis between Bioline and Qiagen one step RT-PCR and share results with the group for discussions and recommendations All RRLs who have data comparing RIDASCREEN, ProspecT, VIKIA and Rotaclone EIA kits to share their results with WHO and the group to discuss discrepancies and make recommendations on EIA kit use. III- QA/QC system strengthening EQA: o Global programme to continue as the programme has been valuable for all participating labs o PT panels to be validated at the referee labs before distribution at big scale o GRL to continue testing the development of non-infectious panels to decrease logistical burden related to shipments o Regional level shipment to be discussed with regional offices for 2014 survey to allow all labs to participate at the same time to the survey and avoid delays in global results QC for confirmatory testing between RRL and GRL to be tested in 2014 according to guidelines agreed upon during the meeting: Report of RV Laboratory technical working group meeting, 11-12 Nov 2013 o This exercise to be transferred to regional labs in the future o In year 1, the RRL/RO will generate a random set of 50 samples to be tested o Minimal data set (S. No. and date of collection) ) to be provided; WHO to review genotyping results from both GRL and RRLs and highlight discrepancies for further discussion to agree on true result o Volume of sample should be sufficient to retain an aliquot for future testing if needed o Random selection within set of adequate samples o MTA to be obtained (GRL/RRL/NL) and organized through WHO HQ and Regional offices to link with TORs and TSAs with GRL/RRLs and agreement/MTAs with the countries o Samples will be sent to the GRL, tested and reported within 3 months o It was recognized that referral of samples from RRL to GRL is also needed for difficult or untyped samples; additional samples can be added to the confirmatory testing up to a number decided in discussion with WHO and GRL. Additional issues will need future discussions to address strategic review recommendations such as funding timelines, working towards national capacity strengthening and future dissemination of technical capacity. Report of RV Laboratory technical working group meeting, 11-12 Nov 2013 Annex 1. Meeting Agenda Technical Working Group for WHO Rotavirus Surveillance Network November 11-12, 2013 Pathumwan Princess Hotel Bangkok, Thailand 9:00-10:00 10:0010:30 10:3011:00 11:0013:00 13:0014:00 14:0015:30 15:3016:00 16:0017:30 Monday 11 November 2013 Chair: Gagandeep Kang Rapporteur: Miren Iturizza Welcome and Introductions Global network overview Strategic review outcomes Meeting objectives and expected outcomes Discussion BMGF discussion Grant F. Serhan M. Agocs D. Steele COFFEE BREAK Global and Regional updates GRL and RRLs Global AFR AMR EMR EUR SEAR WPR J. Gentsch G. Armah M. Seheri G. Rey El Mohammady G. Semeiko G. Kang C. Kirkwood J. Hyesook LUNCH Improve quality of RV laboratory data 1. Implementing the strategic review recommendations: Regional feedbacks and adaptation to regional contexts: role of RRLs in implementation Discussions and agreements Group discussions COFFEE BREAK 2. Improving strategy for referral of samples for GT at reference lab: Standardization of RV samples selection for GT: refer to guidelines M. Agocs M. Iturizza on RV strain characterization draft document Report of RV Laboratory technical working group meeting, 11-12 Nov 2013 Continued: Discussions and recommendations 17:30 9:00-10:30 Group discussions END DAY 1 Tuesday 12 November 2013 Chair: Carl Kirkwood Rapporteur: Gagandeep Kang 3. Improving data collection system Core lab variables (Please refer to core variables list in participant F. Serhan folder) Group discussions Data flow and timeliness of reporting Quality Assurance / Quality Control 10:3011:00 11:0013:00 13:0014:00 14:0015:00 15:0015:30 15:30 COFFEE BREAK 1. EQA (30 min) (and preliminary results of one step RT-PCR kits comparative analysis study at GRL) M. Bowen 2013 results Feedbacks from group Discussion and recommendations F. Serhan 2. External Quality Control for confirmatory testing: Guidelines for referral of samples to RL for confirmatory testing J. Gentsch Group Discussions (please refer to guidelines in participant folder) Discussion and recommendations LUNCH Network expectations, funding, way forward Summary of recommendations and meeting conclusions Meeting Closing Report of RV Laboratory technical working group meeting, 11-12 Nov 2013 Annex 2: WHO Rotavirus Regional and Global Reference Laboratories, 2013 Region Name of Laboratory Location Countries Served Ghana Benin, Ghana, Liberia, Niger, Nigeria, Sierra Leone, Togo, Gambia, Senegal, Cote d’Ivoire, Guinea Bissau University of Limpopo Medunsa Campus, WHO Regional Reference Laboratory for Rotavirus South Africa Burkina Faso, Cameroon, Côte d'Ivoire, Democratic Republic of the Congo (the), Ethiopia, Gambia (the), Kenya, Mauritius, South Africa, United Republic of Tanzania (the), Togo, Uganda, Zambia, Zimbabwe Centers for Disease Control and Prevention (CDC), WHO Regional Reference Laboratory for Rotavirus Atlanta, USA Guatemala, Honduras Nicaragua, Suriname National Public Health Institute of Rio de Janeiro, Acting WHO Regional Reference Laboratory for Rotavirus* Rio de Janeiro, Brazil Brazil Cairo, Egypt Sudan (the), Syrian Arab Republic (the) Armenia, Azerbaijan, Belarus, Georgia, Kyrgyzstan, Republic of Moldova, Tajikistan, Ukraine Noguchi Institute for Medical Research, WHO Regional Reference Laboratory for Rotavirus African Region (AFR) Region of the Americas (AMR) Eastern Mediterranean Region (EMR) Naval Medical Research Unit No. 3 (NAMRU), WHO Regional Reference Laboratory for Rotavirus European Region (EUR) Republican Research and Practical Center for Epidemiology and Microbiology, WHO Regional Reference Laboratory for Rotavirus Minsk, Belarus South-East Asia Region (SEAR) Christian Medical College, WHO Regional Reference Laboratory for Rotavirus Vellore, India Myanmar, Nepal, Sri Lanka, Indonesia Report of RV Laboratory technical working group meeting, 11-12 Nov 2013 Western Pacific Region (WPR) Global Reference Laboratory Murdoch Children's Research Institute (MCRI), Royal Children's Hospital, WHO Regional Reference Laboratory for Rotavirus Melbourne, Australia Korea Centers for Disease Control and Prevention (KCDC), WHO Regional Reference Laboratory for Rotavirus Chungcheongbukdo, Republic of Korea Cambodia, Lao Peolple's Democratic Republic (the), Mongolia Institute for Viral Disease Control and Prevention, China Centers for Disease Control and Prevention, Nominated as WHO Regional Reference Laboratory for Rotavirus Beijing, China China Centers for Disease Control and Prevention (CDC) Atlanta, USA Worldwide Fiji, Mongolia, Papua New Guinea, Philippines