Int J Lab Hematology - 2015 - Adcock - Pearls and Pitfalls in Factor Inhibitor Assays
Int J Lab Hematology - 2015 - Adcock - Pearls and Pitfalls in Factor Inhibitor Assays
Int J Lab Hematology - 2015 - Adcock - Pearls and Pitfalls in Factor Inhibitor Assays
*Colorado Coagulation, S U M M A RY
Laboratory Corporation of
Americaâ Holdings, Englewood, The proper performance and interpretation of factor inhibitor
CO, USA assays is a critical role for the hemostasis laboratory. Both false-
†
Department of Haematology,
Institute of Clinical Pathology positive and false-negative inhibitor assays may be reported, lead-
and Medical Research, ing to serious patient mismanagement. Knowledge and recognition
Pathology West, NSW Health of common causes of both false-positive and negative-results can
Pathology, Westmead Hospital,
aid in the identification of these potential pitfalls. Safeguards to
Sydney, NSW, Australia
reporting accurate factor inhibitor assays include initial character-
Correspondence: ization of the sample, using the Nijmegen modification, properly
Dorothy M. Adcock, Colorado performing and interpreting an incubated mixing test in conjunc-
Coagulation, Laboratory
tion, and performing two dilutions for each dependent dilution in
Corporation of Americaâ Hold-
ings, 8490 Upland Dr., Engle- the factor inhibitor assay.
wood, CO 80112-7116, USA.
Tel.: 720 568 4328;
Fax: 720 568 4324;
E-mail: [email protected]
doi:10.1111/ijlh.12352
Keywords
Factor inhibitor assay, false
positive, false negative, factor
VIII inhibitor, lupus
anticoagulant, EDTA
52 © 2015 John Wiley & Sons Ltd, Int. Jnl. Lab. Hem. 2015, 37 (Suppl. 1), 52–60
1751553x, 2015, S1, Downloaded from https://onlinelibrary.wiley.com/doi/10.1111/ijlh.12352 by Cochrane Saudi Arabia, Wiley Online Library on [16/06/2023]. See the Terms and Conditions (https://onlinelibrary.wiley.com/terms-and-conditions) on Wiley Online Library for rules of use; OA articles are governed by the applicable Creative Commons License
D. M. ADCOCK AND E. J. FAVALORO | FACTOR INHIBITOR ASSAYS 53
of these alloantibodies. Early detection is crucial to 37 °C for 60–120 min, are indicated in the evaluation
optimized patient care; thus, surveillance for inhibitor of a prolonged activated partial thromboplastin time
development in patients under factor replacement (APTT) when a FVIII inhibitor is in question, such as
treatment is regularly undertaken [3]. Factor inhibi- in a patient with hemophilia A (i.e. congenital FVIII
tors may also develop as an autoimmune phenome- deficiency) or a patient with a recent bleeding diathe-
non in individuals without congenital factor sis. See Figure 1 for proper performance of an incu-
deficiency [4, 5]. The most frequent autologous inhib- bated mixing test [15]. A time- and temperature-
itor is directed against FVIII, and this may lead to a dependent inhibitor is present when the results of the
spontaneous, life-threatening bleeding diathesis [6]. patient/normal pool plasma (NPP) mixture are longer
Development of inhibitors in either circumstance than the control by a given number of seconds or per-
necessitates specific therapy in a timely fashion. centage, such as, 20%. Prolongation with incubation
Patient management can be clinically difficult, as they is characteristic of FVIII inhibitors and does not occur
may not respond to conventional therapies. The with other specific or nonspecific coagulation factor
hemostasis laboratory plays a key role in accurate inhibitors, with the possible exception of FV inhibitors
identification and quantitation of factor inhibitors. [16]. A false-positive incubated mixing test may occur
The laboratory assay used to measure factor inhibi- when EDTA plasma is mistakenly used in place of
tors was standardized at a 1975 meeting in Bethesda, sodium citrate plasma [12]. While it is reported that
Maryland, and hence is called a Bethesda Assay (BA) up to 15% of lupus anticoagulants (LA) are time- and
[7]. Modifications of the original assay, referred to as
the Nijmegen–Bethesda assay (NBA), have been intro- Incubated mixing test
duced to enhance standardization and decrease the
Incubate each at
incidence of false-positive results [8]. However, signif- 37° C for 60 to
icant numbers of false-positive (up to 32%) and false- 120 min, then
50% 50% mix paent with
negative (up to 5%) results are reported, evidenced NPP
Paent NPP
by various external proficiency surveys, with little Paent + NPP
© 2015 John Wiley & Sons Ltd, Int. Jnl. Lab. Hem. 2015, 37 (Suppl. 1), 52–60
1751553x, 2015, S1, Downloaded from https://onlinelibrary.wiley.com/doi/10.1111/ijlh.12352 by Cochrane Saudi Arabia, Wiley Online Library on [16/06/2023]. See the Terms and Conditions (https://onlinelibrary.wiley.com/terms-and-conditions) on Wiley Online Library for rules of use; OA articles are governed by the applicable Creative Commons License
54 D. M. ADCOCK AND E. J. FAVALORO | FACTOR INHIBITOR ASSAYS
temperature-dependent, this likely represents an factor activity or calculated based on the following
artifact due to change in pH with incubation, rather formula: BT = (2 log %RA)0.30; being certain to
than a characteristic of the inhibitor [17]. correct for dilutions if needed, where BT stands for
Bethesda titer and RA (residual activity) [21]. A BT
should be calculated only when the RA falls between
BA M E T H O D O L O G Y I N C L U D I N G T H E
25% and 75%. A RA of 75% correlates to a BT of
N I J M E G E N M O D I F I C AT I O N
0.4 BU, and therefore, this is the lowest possible BT
Adaptations of BA methodology can be used to identify that can be reported using this method. When the RA is
not only FVIII inhibitors, but also inhibitors to other >75%, the BT is reported as negative. If the RA falls
coagulation factors including FXI, FX, FIX, FVII, FV, below 25%, additional dilutions of the patient plasma
and FII, as well as FXIII, protein S and von Willebrand should be tested. When multiple residual activities fall
factor activity [18]. In the original BA assay procedure, between 25% and 75%, the least dilute sample closest
a mixture of patient plasma and NPP incubated at to 50% is used to determine the BT.
37 °C for 2 h is compared to a control plasma (created The BA is often performed using multiple dilutions
by combining NPP with an equal volume of buffer) that of patient plasma in buffer so that a BT can be deter-
is subject to the same assay conditions [7]. Samples mined. Patient plasma is typically tested neat, at 1 : 2
must remain capped whenever feasible to help main- and 1 : 5 dilutions, although additional dilutions may
tain pH [19]. Factor activity of the patient mix and con- be required with high-titer inhibitors. These initial
trol plasma is measured following the incubation. For patient dilutions are referred to as ‘dependent dilu-
detection of inhibitors other than FVIII inhibitors, a tions’. When the factor activity is performed on these
10 min- to 1-h incubation at 37 °C is generally consid- dependent dilutions following incubation, the analyzer
ered sufficient [20]. The residual percent factor activity should be programmed to perform the activity assay at
is determined and expressed as a ratio of the patient 1 : 10 and 1 : 20 dilutions and these results evaluated
mix result over the control (see Figure 2). A Bethesda for nonparallelism (Table 1). This step will aid in the
unit (BU) is defined as the amount of inhibitor that will detection of nonspecific inhibitor effect, which could
inactivate half of the factor present (i.e. results in 50% potentially result in a false-positive BT (Tables 2 and
residual factor activity) in an equal mixture of patient 3). Some nonspecific inhibitors that cannot be distin-
and NPP following incubation at 37 °C for 2 h [7]. guished in a factor activity assay may be detected in the
If an inhibitor is present, inhibitor titer can be deter- dilutions of the BA. This enhanced sensitivity to non-
mined using a graph relating inhibitor units to residual specific inhibitors in the BA over a factor activity assay
may be due to the added NPP and 37 °C incubation. As
an example, when a strong LA sample without a FVIII
Bethesda assay methodology inhibitor is tested in a FVIII activity assay, it may result
Paent mix Control mix
in no measurable FVIII activity at all dilutions tested. A
Make diluons of paent plasma
(“dependent diluons”) 1:1 Mix buffer and NPP FVIII BA performed on this same sample would appear
1:1 Mix diluons of paent and NPP
positive; however, the 1 : 10 and 1 : 20 dilutions of
Incubate each mix 1–2 h 37 °C water bath dependent dilutions typically show nonparallelism.
Measure factor acvity at 1:10 and 1:20 diluons
The International Society on Thrombosis and
% Residual acvity (RA) = (Paent mix ÷ Control mix) X 100
Hemostasis (ISTH) advocates that all laboratories use
Bethesda Unit (BU) = 2–log %RA ÷ 0.30; correct for diluons if needed the NBA over than traditional BA [22]. The Nijmegen
Nijmegen modificaon uses buffered normal plasma in the paent mix modification introduces the following two variations:
and FVIIIDP* or 4% albumin rather than buffer in the conrol mix
(i) the use of FVIII-deficient plasma (or 4% BSA)
FVIIIDP: Factor VIII Depleted Plasma
rather than buffer in the control sample and (ii) buf-
fering of NPP as used in both the patient and control
Figure 2. Methodology of the Bethesda assay mixtures [8, 23]. A lyophilized NPP can be reconsti-
including the Nijmegen modification. *FVIIIDP, tuted with imidazole buffer to create a buffered NPP.
factor VIII depleted plasma. NPP, normal pool External quality Control of Assays and Tests (ECAT)
plasma.
and Royal College of Pathologists of Australasia
© 2015 John Wiley & Sons Ltd, Int. Jnl. Lab. Hem. 2015, 37 (Suppl. 1), 52–60
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D. M. ADCOCK AND E. J. FAVALORO | FACTOR INHIBITOR ASSAYS 55
Table 1. Example of a Bethesda assay calculation sheet with a high-titer factor VIII (FVIII) inhibitor
RA, residual activity; BU, Bethesda unit; ncalc, unable to calculate; av, average.
Example of a factor VIII inhibitor calculation sheet using the following formula: BT = (2 log %RA)/0.30 and correct-
ing for the dependent dilutions. This factor VIII inhibitor has a titer of 580 BU. Italics indicated the value of the titer.
Table 2. Example of a factor IX Bethesda assay calculation sheet with a high-titer factor VIII inhibitor without
performing two dilutions for each dependent dilution resulting in a false-positive factor IX (FIX) inhibitor titer
(RCPA) surveys indicate that only about 30% of par- proteins. These nonspecific inhibitors of coagulation
ticipants use the Nijmegen modification [10, 14]. may interfere with APTT-based factor activity assays
(i.e. FVIII, FIX, FXI, and FXII) causing one or more
spuriously low or undetectable factor activity results
P OT E N T I A L C AU S E S O F FA L S E - P O S I T I V E BA S
[10, 24, 25]. Lupus anticoagulants inhibitor effect in
factor assays can often be diluted with saline or buffer
Lupus anticoagulants
leading to increasing factor activity at the 1 : 10,
Lupus anticoagulants are a heterogeneous population 1 : 20, and 1 : 40 dilutions (nonparallelism) [26]. Par-
of antibodies directed against phospholipid-binding ticularly strong LA, however, may not dilute out
© 2015 John Wiley & Sons Ltd, Int. Jnl. Lab. Hem. 2015, 37 (Suppl. 1), 52–60
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56 D. M. ADCOCK AND E. J. FAVALORO | FACTOR INHIBITOR ASSAYS
Table 3. Example of a factor IX (FIX) Bethesda assay calculation sheet with a high-titer factor VIII (FVIII) inhibitor
demonstrating nonparallelism in the two dilutions for each dependent dilution suggesting further investigation
before reporting
*Nonparallelism evident, further investigation needed to rule out nonspecific inhibitor effect; ncalc, unable to calculate;
RA, residual activity; BU, Bethesda unit.
Example of a factor IX inhibitor calculation sheet using the following formula: BT = (2 log %RA)0.30 and correct-
ing for the dependent dilutions. This strong factor VIII inhibitor demonstrates nonparallelism in the 1 : 10 and 1 : 20
dilutions of each FIX activity-dependent dilution indicating a nonspecific inhibitor effect which reflects the FVIII inhibi-
tor neutralizing the FVIII in the FIX-deficient plasma used in the assay.
resulting in one or more intrinsic factor activity assays temperature-dependent APTT prolongation, while LA
to appear low or even undetectable. This interference tend to act as immediate inhibitors. [25]. High-titer
can also produce false-positive BA results [9]. The lab- FVIII inhibitors, however, can be ‘fast acting’ (or high
oratory distinction between an LA and specific intrin- levels capable of swamping the available FVIII) and
sic factor inhibitor can be difficult [10, 25]. In demonstrating inhibition with immediate NPP mix
proficiency surveys conducted by the National Exter- with little if any further prolongation with incubation.
nal Quality Assessment Service (NEQAS), LA positive Further complicating the issue is that FVIII inhibitors
(and FVIII inhibitor negative) samples were incor- may yield false-positive results in some LA assays, spe-
rectly classified as a FVIII inhibitor by 6.5% of partici- cifically the hexagonal phospholipid assay. Dilute Rus-
pants in 1998 and 4.4% in 2007 [13]. Clinically, this sell viper venom (dRVVT)-based LA assays are not
is a critically important distinction and such misinter- interfered by FVIII inhibitors, and thus, a positive LA
pretation can significantly influence patient manage- test result by dRVVT testing can be used with some con-
ment. Patients with LA are potentially at an increased fidence to distinguish LA and FVIII inhibitors. Patients
risk for thrombosis, while factor inhibitors generally with FVIII inhibitors can nevertheless have coincident
lead to a bleeding diathesis. LA [27]. In the distinction between true FVIII inhibitors
One clue to LA interference in the BA is the dem- and spurious positive results due to LA, chromogenic
onstration of nonparallelism in the 1 : 10 and 1 : 20 FVIII activity and ELISA-based FVIII inhibitor assays
dilution results of the dependent dilutions as evi- are extremely useful as neither assay demonstrates LA
denced by increasing activity with increasing dilution. interference. Naturally, additional approaches and clues
Another clue is that multiple intrinsic factor activities can help distinguish LA and specific factor inhibitors,
may appear to be reduced and multiple intrinsic fac- with clinical presentation being one key ingredient –
tors may have positive BT. It is also useful to pay patients with LA are predisposed to thrombosis, while
attention to the results of the incubated mixing study those with specific factor inhibitors would classically
as FVIIII inhibitors typically demonstrate time- and present with a bleeding diathesis.
© 2015 John Wiley & Sons Ltd, Int. Jnl. Lab. Hem. 2015, 37 (Suppl. 1), 52–60
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D. M. ADCOCK AND E. J. FAVALORO | FACTOR INHIBITOR ASSAYS 57
© 2015 John Wiley & Sons Ltd, Int. Jnl. Lab. Hem. 2015, 37 (Suppl. 1), 52–60
1751553x, 2015, S1, Downloaded from https://onlinelibrary.wiley.com/doi/10.1111/ijlh.12352 by Cochrane Saudi Arabia, Wiley Online Library on [16/06/2023]. See the Terms and Conditions (https://onlinelibrary.wiley.com/terms-and-conditions) on Wiley Online Library for rules of use; OA articles are governed by the applicable Creative Commons License
58 D. M. ADCOCK AND E. J. FAVALORO | FACTOR INHIBITOR ASSAYS
© 2015 John Wiley & Sons Ltd, Int. Jnl. Lab. Hem. 2015, 37 (Suppl. 1), 52–60
1751553x, 2015, S1, Downloaded from https://onlinelibrary.wiley.com/doi/10.1111/ijlh.12352 by Cochrane Saudi Arabia, Wiley Online Library on [16/06/2023]. See the Terms and Conditions (https://onlinelibrary.wiley.com/terms-and-conditions) on Wiley Online Library for rules of use; OA articles are governed by the applicable Creative Commons License
D. M. ADCOCK AND E. J. FAVALORO | FACTOR INHIBITOR ASSAYS 59
clotting time prior to performing inhibitor assays. This Likewise, a sample that demonstrates time- and
is especially useful in reference laboratories that temperature-dependent prolongation warrants mea-
receive secondary aliquot samples often without inclu- suring FVIII activity if not already ordered. Impor-
ded history. Sample characterization will also help in tant caveats include EDTA plasma, novel oral
identifying serum, EDTA plasma, or anticoagulant anticoagulants, and some LA, which can mimic FVIII
therapies, all of which may cause a false-positive inhibitors. A chromogenic FVIII activity does not
inhibitor result. The presence of direct Xa inhibitor show LA interference and can be useful, as can be a
anticoagulants is more difficult to identify than hep- dRVVT to help determine LA.
arin or direct thrombin inhibitor anticoagulants using Implementation of the Nijmegen modification of the
routine clotting assays, as some agents, particularly BA is recommended to avoid reporting false-positive
apixaban, may have little effect on the APTT and PT. and false-negative inhibitor results. In addition, it is
A chromogenic anti-Xa assay can detect the presence useful to measure baseline factor activity prior to the
of direct Xa inhibitor agents. Laboratories without BA to determine whether heat inactivation is needed. If
the capability to run anti-Xa assays may need to rely the baseline activity is too high, a BA is not indicated.
on the patient’s medication history. A final safeguard in performing the BA is to
Proper performance and interpretation of incu- include 1 : 10 and 1 : 20 dilutions in the factor activ-
bated mixing tests and correlation to inhibitor assays ity assay performed on the dependent dilutions. Non-
results is important. An incubated mixing test is parallelism suggests a nonspecific inhibitor and the
indicated when a FVIII inhibitor is under investiga- need to further investigate the sample.
tion. If a sample with a prolonged APTT demon-
strates correction or near correction on addition of
CONFLICT OF INTEREST
normal plasma, but no further prolongation with
incubation, a FVIII inhibitor is likely not present. The authors declare no conflict of interest.
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