WO2005042763A2 - Optimization of gene expression analysis using immobilized capture probes - Google Patents
Optimization of gene expression analysis using immobilized capture probes Download PDFInfo
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- WO2005042763A2 WO2005042763A2 PCT/US2004/035426 US2004035426W WO2005042763A2 WO 2005042763 A2 WO2005042763 A2 WO 2005042763A2 US 2004035426 W US2004035426 W US 2004035426W WO 2005042763 A2 WO2005042763 A2 WO 2005042763A2
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- B01J2219/00583—Features relative to the processes being carried out
- B01J2219/00603—Making arrays on substantially continuous surfaces
- B01J2219/00646—Making arrays on substantially continuous surfaces the compounds being bound to beads immobilised on the solid supports
- B01J2219/00648—Making arrays on substantially continuous surfaces the compounds being bound to beads immobilised on the solid supports by the use of solid beads
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Definitions
- Gene Expression Analysis Fundamental biological processes such as cell cycle progression, cell differentiation and cell death are associated with variations in gene expression patterns which therefore provide a means of monitoring these processes on a molecular level. Gene expression patterns can be affected by exposure to therapeutic agents, and they are thus useful molecular indicators of efficacy of new drugs and validation of drug targets. At present, gene expression analysis plays an increasingly important role in connection with target discovery. Gene expression analysis also offers a systematic molecular approach to the analysis of multigenic traits. In the context of plant molecular biology and molecular agriculture, expression patterns of designated genes and their temporal evolution are finding increasing application to guide "breeding" of desirable properties such as the rate of growth or ripening of fruits or vegetables. Changes in expression levels also are indicators of the status and progression of pathogenesis.
- the determination of gene expression levels is performed by providing an array of oligonucleotide capture probes - or, in some cases, cDNA molecules - disposed on a planar substrate, and contacting the array - under specific conditions permitting formation of probe-target complexes - with a solution containing nucleic acid samples of interest; these can include mRNAs extracted from a particular tissue, or cDNAs produced from the mRNAs by reverse transcription (RT).
- RT reverse transcription
- probe arrays generally are not well suited to quantitative expression analysis of designated sets of genes.
- in-situ photochemical oligonucleotide synthesis does not provide a flexible, open design format given the time and cost involved in customizing arrays.
- "spotted", or printed arrays which provide flexibility in the selection of probes, have been preferred in applications requiring the use of only a limited gene set.
- "spotting" continues to face substantial technical challenges akin to those encountered by the standard "strip" assay format of clinical diagnostics, which generally is unsuitable for quantitative analysis.
- This format characterizes differences in expression patterns between normal tissue or cells vs diseased or otherwise altered tissue or cells, or differences between normal ("wild-type") vs transgenic plants.
- a set of cDNA clones is "spotted" onto a planar substrate to form the probe array which is then contacted with DNA from normal and altered sources.
- DNA from the two sources is differentially labeled to permit the recording of patterns formed by probe-target hybridization in two color channels and thus permitting the determination of expression ratios in normal and altered samples (see, e.g., U.S. Patent No. 6,110,426 (Stanford University)).
- mRNA molecules in a sample of interest are first reverse transcribed to produce corresponding cDNAs and are then placed in contact with an array of oligonucleotide capture probes formed by spotting or by in-situ synthesis.
- Lockhart et al. (US Patent No. 6,410,229) invoke a complex protocol to produce cRNA wherein mRNA is reverse transcribed to cDNA, which is in turn transcribed to cRNA under heavy labeling - of one in eight dNTPs on average - and detected on an array of synthesized oligonucleotide probes using a secondary "decoration" step.
- a preferred method of the prior art for multiplexed expression analysis is the use either of randomly placed short reverse transcription (RT) primers to convert a set of RNAs into a heterogeneous population of cDNAs or the use of a universal RT primer directed against the polyA tail of the mRNA to produce full-length cDNAs. While these methods obviate the need for design of sequence-specific RT primers, both have significant disadvantages in quantitative expression monitoring.
- RT short reverse transcription
- Randomly placed RT primers will produce a representative population of cDNAs, that is, one in which each cDNA is represented with equal frequency, only in the limit of infinitely long mRNA molecules.
- the analysis of a designated set of short mRNAs by random priming generally will produce cDNAs of widely varying lengths for each type of mRNA in the mixture, and this in turn will introduce potentially significant bias in the quantitative determination of cDNA concentration, given that short cDNAs will more readily anneal to immobilized capture probes than will long cDNAs, as elaborated in the present invention.
- the production of full-length cDNAs if in fact full-length RT is successful, provides a large sequence space for potential cross-reactivity between probes and primers, making the results inherently difficult to interpret and hence unreliable.
- the present invention discloses such methods and compositions, specifically methods and compositions for rapid, customizable, multiplexed assay designs and protocols for multiplexed expression monitoring, preferably implemented in the format of random encoded array detection for multianalyte molecular analysis.
- a co-pending application discloses methods by which to select optimized sets of desirable conversion probes (e.g. RT primers) and detection probes (e.g., probes for hybridization-mediated target capture) to further enhance the level of reliability (see U.S. Application Serial No. 10/892,514 "Concurrent Optimization in Selection of Primer and Capture Probe Sets for Nucleic Acid Analysis/'filed 7/15/2004).
- Described herein are methods of multiplexed analysis of oligonucleotides in a sample including: methods of probe and target "engineering", as well as methods of assay signal analysis relating to the modulation of the probe-target affinity constant, K by a variety of factors including the elastic properties of target strands and layers of immobilized ("grafted") probes; and assay methodologies relating to: the tuning of assay signal intensities including dynamic range compression and on-chip signal amplification; the combination of hybridization-mediated and elongation-mediated detection for the quantitative determination of abundance of messages displaying a high degree of sequence similarity, including, for example, the simultaneous determination of the relative expression levels, and identification of the specific class of, untranslated AU-rich subsequences located near the 3' terminus of mRNA; and a new method of subtractive differential gene expression analysis which, requires only a single color label.
- entropic effects relating to probe layer elastic properties and target confinement specifically: - controlling target ("transcript") length and configuration; - controlling the selection of capture subsequences within the transcript, i.e., the preferred placement of the capture subsequence in proximity to the transcript's 5' terminus; - controlling concentration of target in solution; - configuring of the grafted probe layer ; - controlling ionic strength and pH to confine duplex formation to the probe-target region, and to minimize target reannealing in solution; ( ii) systematically constructing optimal compositions of, and analyzing intensity patterns recorded from, assays probing multiplexed gene expression analysis; ( iii) implementing assay methodologies of - tuning the dynamic range of assay signal intensity in order to accommodate a wide dynamic
- the methods, protocols and designs described herein are particularly useful for a parallel format of multiplexed nucleic acid analysis, specifically quantitative analysis of expression patterns of a designated set of genes, the set of designated genes typically comprising between 2 and 100 different mRNAs ("messages"), and more typically between 10 and 30 messages, the process herein referred to as multiplexed expression monitoring (mEM).
- mEM multiplexed expression monitoring
- the methods, protocols and designs herein can be used advantageously in conjunction with the READTM format of multiplexed expression monitoring, as described in US Application Serial No. 10/204,799, filed 8/23/2002, entitled: "Multianalyte molecular analysis using application-specific random particle arrays," hereby incorporated by reference.
- Fig. 1 shows the steps in the process of performing multiplexed expression monitoring
- Fig. 2 shows a typical workflow relating to the process of Fig. 1;
- Fig. 3 A shows titration ("binding") curves for model probes and targets listed in Table i-i;
- Fig. 3B shows the affinity constants ("K") and number of probe sites (P 0 ) per microparticle for the curves in Fig. 3A extracted from the regression analysis of the curves in terms of the law of mass action;
- Fig. 4 shows a calibration curve for conversion between intensity and concentration of fluorophores displayed on microparticle surfaces
- Fig. 5 shows the target length dependence of the degree of complex formation between probes and targets listed in Table I-I along with exponents extracted from the regression analysis of the data in terms of a power law
- Fig. 6 A shows adsorption isotherms relating to complex formation between the 175nt model target listed in Table 1-1 and probes of various lengths;
- Fig. 6B shows the affinity constants ("K") and number of probe sites (P 0 ) per microparticle for the curves in Fig. 6A extracted from the regression analysis of the curves in terms of the law of mass action;
- Figs. 7 A, 7B, 7C show the probe length dependence of the degree of complex formation between targets of length, respectively, 175nt, 90nt and 25nt probes and probes of various lengths as listed in Table 1-1;
- Fig. 8A shows a multiple primer - multiple probe (mpmp) design, illustrated for the case of producing a 150nt cDNA;
- Fig. 8B shows titration curves for a I50nt cDNA and for a l,000nt cDNA produced by application of such mpmp designs from a 1,200 nt Kanamycin mRNA;.
- Fig. 9 shows a schematic illustration of the steps involved in hybridization-mediated expression monitoring in accordance with Random Encoded Array Detection (READTM);
- Fig. I0A shows linearized titration curves ("isotherms") obtained by transformation of the titration curves shown in Fig. 8 for cDNAs of three different lengths, each produced by reverse transcription from Kanamycin mRNA; "breaks" in the isotherms indicate the existence of a "dilute” and a “concentrated” regime of adsorption;
- Fig. 10B shows a schematic illustration of the "footprint" of target strands captured to immobilized probes in the concentrated regime
- Fig. 10C shows a schematic illustration of the "footprint" of target strands captured to immobilized probes in the dilute regime
- Fig. 11 shows the target length dependence of the value c* characterizing the crossover from dilute to concentrated regimes in the isotherms of Fig. 10;
- Fig. 12A shows a multiple primer - multiple probe (mpmp) design, illustrated for the case of producing a 5 OOnt cDNA;
- Fig. 12B shows a comparison of titration curves for the 500nt cDNA, one of these obtained by capture to a probe matching a subsequence in the interior of the cDNA, the other obtained by capture to a probe matching a subsequence near the cDNA's 5' terminus;
- Fig. 13 shows adsorption isotherms, in a linearized representation obtained by transformation of the titration curves for the 500nt cDNA depicted in Fig. 12;
- Fig. 14 shows a schematic illustration of different configurations adopted by end- grafted polymer chains as a function of grafting density;
- Fig. 15 shows a schematic illustration of target strand confinement in the course of capture to end-grafted probes
- Fig. 16 A shows a schematic illustration of the method of controlling the grafting density of probes displayed on the surface of a microparticle by way of introducing a bifunctional polymeric modifier
- Fig. 16B shows a larger view of a probe interacting with a polymer
- Fig. 17 shows the variation of (normalized) fractional occupancy, shown on the ordinate, with the quantity, shown on the abscissa, which is directly proportional to the number of microparticles ("beads") included in an array and to the (dimensionless) target concentration
- Fig. 18 shows the effect of dynamic range compression produced by optimization of microparticle redundancy, producing, for a 50nt Kanamycin cDNA and for a 70nt IL8 cDNA present at concentrations differing in range by a factor of 5,000, a difference in corresponding signal intensities of only a factor of approximately 20;
- Fig. 17 shows the variation of (normalized) fractional occupancy, shown on the ordinate, with the quantity, shown on the abscissa, which is directly proportional to the number of microparticles ("beads") included in an array and to the (dimensionless) target concentration
- Fig. 18 shows the
- FIG. 19 A shows the location of probe and primer in relation to the mRNA target
- Fig. 19B shows a table of a dilution series for a short cDNA obtained by reverse transcription of an IL-8 mRNA indicating a lower limit of detection of lfmole of mRNA
- Fig. 19C shows a curve plotted from the table of Fig. 19B.
- Fig. 20 A shows the location of probe and primer in relation to the mRNA target
- Fig. 20B shows a dilution series for a 50nt cDNA, obtained by reverse transcription of Kanamycin mRNA by several protocols specified herein, including dilution series illustrating the "spiking" of the cDNA into a mixture ("background") of 8 cytokine mRNAs and into a mixture of human placental RNAs
- Fig. 21 shows adsorption isotherms in a linearized representation obtained by transformation of dilution series depicted in Fig. 19
- Fig. 22 shows a schematic illustration of a method of signal amplification by enzyme- catalyzed probe elongation and subsequent decoration
- Fig. 20 A shows the location of probe and primer in relation to the mRNA target
- Fig. 20B shows a dilution series for a 50nt cDNA, obtained by reverse transcription of Kanamycin mRNA by several protocols specified herein, including d
- FIG. 23 shows an illustration of the degree of improvement in sensitivity attained by application of the signal amplification method depicted in Fig. 19; the lower plot show signals recorded - in a first color channel - from a labeled Kanamycin cDNA while the upper plot shows signals recorded - in a second color channel - from the same Kanamycin following probe elongation and subsequent decoration.
- Fig. 24A shows a table representing results from multiplexed expression analysis performed on a panel of seven cytokine and two "housekeeping" genes;
- Fig. 24B shows a histogram showing the results in Fig. 24A;
- Fig. 25 A shows an illustration of locations of targets and probes in a design permitting discrimination of closely homologous sequences by application of a two-step process of polymorphism analysis;
- Fig. 25B shows four encoded beads with different probes attached;
- Fig. 25C shows the results of the assay with the probes in Fig. 25 A and Fig. 25B;
- Fig. 26 shows a procedure for the combined quantitative determination of the concentration, and the identification of the specific class of, AU-rich mRNA sequences;
- Fig. 27 shows the sequence alignment of seven maize genes from the zein gene family (azs 22) of maize;
- Fig. 28 shows a design combining hybridization and elongation permitting the detection of closely homologous sequences within the zein gene family (az2 22) of maize
- Fig. 29 shows a design combining hybridization and elongation permitting detection of closely homologous genes 16 and 31 identified in Fig. 28;
- Fig. 30 shows a procedure of subtractive differential gene expression analysis employing one detection color.
- DETAILED DESCRIPTION Disclosed are methods, protocols and designs, including systematic procedures for enhancing the reliability of the process of determining levels of concentration ("abundance") of multiple nucleic acid analytes by capture to anchored oligonucleotide probes, specifically including the concurrent ("multiplexed") analysis of the expression levels of a designated set of genes. More specifically, disclosed are methods for the optimization of sensitivity, specificity and dynamic range of multiplexed gene expression analysis, and further, assay protocols including a subtractive format of performing differential expression analysis using only a single detection color.
- a preferred embodiment of forming planar arrays of capture probes displayed on color- encoded microparticles may permit completion of quantitative multiplexed expression monitoring in as little as three hours or less, from sample collection to data analysis (Figs. 1 and 2).
- binding energy also referred to herein as "binding energy” or “condensation energy”
- the condition ⁇ G C 0 defines the "melting temperature", T M , widely used in the field to estimate the stability of a duplex.
- K ss K ss
- K Q represents a constant
- k denotes the Boltzmann constant
- the design criteria herein reflect the nature and magnitude of effects of length, grafting density and electrostatic charge of substrate- anchored probes, length and configuration of target, and selection of the location of the capture subsequence relative to the target's 5' terminus on capture efficiency and hence assay signal.
- methods are disclosed to determine the re-normalized constants governing probe-target interaction.
- methods, designs and design rules relating to the selection of sizes, configurations and arrangements of anchored capture probes, sizes and configurations of target including the selection of capture subsequences and the selection of array compositions and protocols, in order to modulate probe-target capture efficiencies and to optimize assay sensitivity, specificity and dynamic range.
- Probes preferably are "end-grafted" to beads by way of a covalent linkage at the 5' terminus.
- 1.2.1 Synthetic Model Targets - Binding isotherms were recorded over a wide range of concentration of labeled synthetic DNA targets varying from 25nt to 175nt in length, and over a range of capture probe lengths varying from 15nt to 35nt (see Table I-l and Example!).
- Target Length Dependence To investigate the dependence of probe-target capture efficiency on the length of the target strand, four fluorescently end-labeled synthetic DNA targets, 25nt, 40nt, 90nt and 175nt in length (see Table 1-1), all containing a common subsequence, were permitted to hybridize to a 19nt capture probe displayed on color-coded beads of 3.2 ⁇ m diameter and arranged in a planar array in accordance with the READ format. Representative binding curves, reveal a significant dependence on target length, L . As illustrated in Fig. 3 A, the longer the target, the lower the signal intensity attained at any given target concentration below saturation; here, the intensity is normalized, for each curve, to that attained at saturation.
- Typical values of p 0 the number of occupied sites at saturation, are of the order of 10 5 per bead.
- Kanamycin mRNA Selection of Transcript Length and Placement of Capture Sequence It is further shown that, as with synthetic targets, the reduction in length, L, of cDNAs, herein also referred to as "transcripts,” obtained by reverse transcription, produces a systematic and significant enhancement in the assay signal of the shorter transcript over that attained from the longer transcript given the same mRNA concentration. As illustrated herein for a 1,200 nt Kanamycin mRNA (Promega), cDNA products varying in length from ⁇ 1,000 nt to ⁇ 50nt were produced by selecting suitable RT primers (Example III). Placement of the capture subsequence near the 5' end of the cDNA is shown to produce an additional enhancement.
- the experimental observation of an enhancement of ⁇ 3, for example near the cross-over concentration is in accordance with the enhancement anticipated from the reduction in transcript length, L. That is, the expected enhancement arising from the reduction in L from l,000nt to 150nt would be given by ⁇ (1000/150) x (3/15), the first factor relating to length reduction, as discussed in Sect.
- titration results in the latter form assuming, as before, that the signal, I, is proportional to c, I ⁇ n F c, n F denoting the number of fluorophores per transcript - highlights the linear dependence of c on (c/Kt 0 ) and permits the determination of p 0 , from the intercept, and K, from the slope. Specifically, abrupt changes in slope signal a cross-over between regimes, as discussed in the text.
- Fig. 10A displays the titration results for the l,000nt and 150nt transcripts in this fonnat, along with an isotherm obtained in the same manner for a 50nt transcript.
- targets will be labeled in multiple positions, for example by incorporation of labeled dNTPs during reverse transcription, as described herein.
- the analysis of experimentally recorded signal intensities must reflect the fact that cDNAs of different lengths, even when they are present at equal abundance, generally will produce substantially different signal intensities. That is, solution concentrations must be evaluated using the effective affinity constants if message abundances are to be reliably determined.
- Empirical Design Rules A priori knowledge of the sequence of transcripts to be detected in "diagnostic" expression profiling permits the design of capture probes directed against specific target subsequences in order to enhance sensitivity, preferably selecting terminal capture probes, modulate the dynamic range by selecting the operating regime to be above or below c*, and to optimize specificity, methods and designs for which are described in greater detail in Application 10/892,514.
- the following empirical design rules are useful in guiding the optimization of probe-target interaction. These rules also indicate the need for conesponding corrections in the analysis of signal intensity patterns, as further discussed in Sect. ⁇ .
- the present invention discloses a phenomenological model for the capture of single-stranded (ss) DNA or RNA targets to a layer of end-grafted probes, each such probe designed to be complementary to a designated "capture" subsequence within the cognate target.
- this model views the formation of a duplex between a capture probe and a designated target subsequence as an adso ⁇ tion process which requires the penetration of a portion of the target into the probe layer.
- the characteristic separation, d, between adjacent probes, ⁇ - d "2 , and the characteristic size, ⁇ x , of each probe in a relaxed or expanded (“mushroom”) configuration are interrelated: as long as ⁇ « d, individual "mushroom”configurations are unconstrained by their neighbors; however, when probe chains start to overlap, "mushroom” configurations become constrained, and probes will adopt increasingly “stretched” configurations, thereby transfonning the probe layer into a "brush” in which chain ends tend to be displaced toward the free surface (Fleer et al, op.cit.; Milner, Witten & Gates, Macromolecules 21, 2610 - 2619 (1988)).
- the high charge density realized within a layer of anchored oligonucleotide probes permits operation under a variety of external conditions, with the possibility of realizing a variety of probe layer configurations. These are determined primarily by the probe grafting density, ⁇ , and by the effective linear charge density, f, 0 ⁇ f ⁇ 1, reflecting the degree of dissociation, ⁇ , of probes within the layer in response to solution conditions, especially pH, temperature and salt concentration, C s . For example, denoting by k the dissociation constant for the solution reaction AH
- Probe Layer Deformation and Target Confinement Renormalization of Affinity Constant A (portion of a) target penetrating into a layer of end-grafted probes will increase the local segment concentration and will generate a corresponding osmotic pressure; in addition, the incoming target also will induce an elastic deformation of the layer which is mediated by chain elongation ("stretching"), as illustrated in Fig.14.
- the osmotic pressure and elastic energy of chain elongation act to repel the incoming target, and thus provide a repulsive contribution, G P , to the free energy of duplex formation.
- optimal grafting layer configurations are those which minimize interpenetration of chains on colloidal particles coming into contact
- the present objective in optimizing capture probe layer configurations is to facilitate target strand penetration into the layer.
- ⁇ ⁇ denotes a characteristic target "blob"size in a partially elongated target. Accordingly, to optimize target capture to a layer of immobilized probes, the grafting density is optimized so as to provide the highest possible number of probes per unit area without substantially reducing compressibility.
- the optimal grafting density can be found by providing a synthetic target of size T and determining - under fixed external conditions - the assay signal reflecting fraction of captured target as a function of increasing grafting density until a plateau or peak in the resulting profile is obtained.
- "Indirect" probe anchoring for example to a flexible "backbone” which is in turn attached to the solid phase, also can alleviate constraints. See US Application SerialNo. 10/947,095, filed 9/22/2004, entitled: "Surface Immobilized Polyelectrolyte with Multiple Functional Groups Capable of Covalent Bonding to Biomolecules," inco ⁇ orated by reference.
- Targets, or portions of targets, in order to make contact with the capture sequence must adjust to the local configuration of the probe layer or the aheady formed composite probe-target layer (see Fig. 10B, 10C, Fig.15).
- the resulting confinement of target strands and corresponding loss of configurational entropy - even in the dilute regime - represents a repulsive contribution, G ⁇ , to the free energy of duplex formation.
- ssDNA or RNA The degree of confinement imposed on ssDNA or RNA, will depend on the specific unconstrained ("relaxed") configuration assumed by these polyelectrolytes under conditions prevailing in solution - even without the considering the possibility of sequence-specific interactions ("folding"), a complex phase behavior is expected (see e.g., Scbiessel & Pincus, Macromolecules 31, 7953 - 7959 (1998)).
- One method of assessing effective affinity constants is the empirical method, described herein, of performing isotherm measurements using probe payers of defined configuration and synthetic targets comprised of one target containing only the subsequence of interest of length T, and additional targets containing the subsequence of length T embedded in a total sequence of length L > T. Ignoring excluded volume effects, the prob e layer configuration is determined , for given probe length, P, by grafting density, ⁇ , and effective linear charge density, f, 0 ⁇ f ⁇ 1, the latter in turn reflecting experimental conditions, especially salt, pH and temperature, realized in bulk solution.
- Probe Layer Configuration Preferred Grating Density - For given grafting density, ⁇ , overlap between adj acent chains in a "mushroom" configuration begins to occur when the transverse displacement of probe chains, s , is comparable to d, that is, s x ⁇ aP v ⁇ d, P denoting probe length and a denoting a monomer or segment size.
- the grafting density therefore preferably is adjusted such that ⁇ ⁇ l/a 2 P.
- the grafting density realized in the formation of the probe layer by covalent end-grafting reflects the balance between a characteristic adsorption ("binding") energy (per probe) and repulsive interactions such as the elastic deformation of the growing probe layer required to accommodate an additional probe. That is, the grafting density defines a characteristic area per chain, A P - d 2 - 1/ ⁇ . In this case, grafting density reflects the conditions pertinent to the covalent functionalization of solid phase carriers, notably the concentration of probe and the conditions of incubation.
- a bifunctional modifier in the fonn of a functionalized polymer such as bifunctional polyethyleneglycol ("PEG") molecules of adjustable molecular weight, biotin-binding proteins like NeutrAvidin, Streptavidin or Avidi n, and any other heterofunctional polymeric linkers of known molecular size sets an upper limit on the probe grafting density, which is now determined by the size of the modifier and its lateral "packing" at the bead surface (Figs. 16A, 16B).
- PEG polyethyleneglycol
- the modifier in a first step, is covalently attached to a color- encoded microparticle ("bead"), and, in a second step, the modifier is functionalized by covalent attachment of the capture probe, preferably way of a 5' modification introducing a functional group such as amine or biotin using standard conjugation chemistry.
- Target Strand Confinement Dilute and Concentrated Regimes of Adsorption - The discussion of the elastic response of the probe layer to target insertion suggests that elastic defonnations of the composite probe-target layer give rise to the observed cross-over between dilute and concentrated regimes in the adso ⁇ tion isotherms (Fig.
- the principal effect of capture will be that of increasing the segment density within the probe layer, as discussed above, suggesting the cross-over to reflect the transition of the probe layer, or more generally, the layer formed by capture probes of characteristic size ⁇ A P ⁇ ⁇ P and already captured targets of characteristic size ⁇ A ⁇ ⁇ ⁇ ⁇ , into a regime of lower compressibility.
- the cross-over occurs when n ⁇ * ⁇ ⁇ ⁇ 2 + n P * ⁇ A P 2 - ⁇ *A 0> hence ⁇ * - (n P */A 0 ) ⁇ A P 2 +(n ⁇ */A 0 ) ⁇ A ⁇ 2 - p 0 ⁇ ⁇ P 2 +c* ⁇ A ⁇ 2 and c* - ( ⁇ * - p 0 ⁇ A P 2 )/ ⁇ A ⁇ 2 .
- This limit may be realized either by providing a short target, not a generally available design in practice, or by placing the designated target sequence in proximity to the target's 5' end.
- the latter possibility is illustrated herein in connection with Fig. 15.
- the cross-over reflects the incipient overlap ("crowding") of target strands in the growing layer of captured targets of (overall) size L and characteristic "footprint" ⁇ ⁇ 2 ; target overlap occurs when n ⁇ * ⁇ ⁇ 2 - ⁇ *A 0 , 0 ⁇ *
- the expression derived for the second case represents a design rule which maybe applied to optimize the grafting density of the probe layer so as to ensure realization of the dilute regime in accordance with the boundary delineated in Fig. 11: Adjust grafting density so as to maximize c* - r)*/L +p 0 (or analogous condition for the more general case, T ⁇ P); for example, in the preferred embodiment, select specific target lengths, L, for example, as described for the case ofcDNA targets by placement of RT primers, then adjust o.
- the two limits represent special cases of the more general case in which the cross-over reflects a transition in the elastic response of the hybrid probe-target layer.
- the elastic deformation of the probe-target hybrid in conjunction with the elastic deformation of the target assuming the confined configuration required for duplex formation, also is invoked herein to account for the observed dependence of target capture efficiency on 1/L X , 3/2 ⁇ x ⁇ 2, in the adsorption isotherms recorded for model targets containing the same capture subsequence, T, embedded within a sequence of increasing overall length, L.
- T capture subsequence
- Target Capture under Conditions of Low (Bulk) Ionic Strength Polyelectrolyte Brush - Typical values of grafting densities described herein in relation to the preferred embodiment of the invention, namely -10 6 per bead of 3.2 ⁇ m diameter (or -3*10 12 /cm 2 ) correspond to high intralayer volume charge densities, zC p .
- the grafting density is sufficiently low so as to accommodate penetration of incoming target, capture to such a layer in the configuration of a "bed oi nails” can proceed without significant elastic distortion of the probe layer.
- the return to partial chain elongation in accordance with the "blob" configuration is achieved by addition of free co- and counterions at sufficient concentration so as to ensure that the Debye screening length K Free _1 associated with these free ions is comparable to ⁇ E so that ⁇ E ⁇ Free i 1.
- the internal configuration while qualitatively resembling that of the semidilute polymer brash composed of a string of "blobs", will respond to conditions maintained in bulk solution in order to maintain electrochemical equilibrium.
- the probe layer provides a local chemical environment permitting probe-target hybridization under nominal conditions of extreme stringency in the bulk solution which counteract the formation of secondary structures in ssDNA or RNA and prevent reannealing of dsDNA in bulk while permitting (local) duplex formation within the probe layer.
- This scenario preferably is realized in accordance with the rule: Adjust grafting density so as to ensure a condition of high brush interior charge and eletroneutrality to realize conditions permitting duplex formation while selecting conditions of high stringency in external solution so as to prevent duplex formation.
- Target Subsequence of Interest L Target Length (number of nucleotides); C ⁇ Target Abundance; ampC Target Abundance following Amplification S P Primer Sequence S c Capture Sequence (i.e., target subsequence to be analyzed by capture to probe) ⁇ Linear Labeling Density P Probe Length (number of nucleotides); ⁇ Probe Grafting Density C s Salt Concentration C* Target Concentration at Cross-over L* L( C*); SelectTargetLer ⁇ gth(C, C*, S P ); /*
- By placing primer select target length in accordance with given or anticipated target abundance */ ⁇ IF(C LOW) RETURN( L ⁇ L*); /* ensure operation in dilute regime */ IF(C HIGH) RETURN( L >L*); /* ensure operation in cone regime */ ⁇ SelectCaptureSequence (ProbeSeq); /*
- the optimization of primer and probe sequences
- evaluation of effective affinities generally will have to include coaffinities */ main() ⁇ RecordAssaySignal(N, al); EvalEffectiveAffinityConstant(aK, aS 0 aP, Cg, pH, T); CorrectAssaySignal(aI, aK); EvalTargetConcentration(aI, aC T );
- III. Assay Methodologies This section discloses several methodologies relating to optimization of sensitivity, dynamic range and assay specificity, particularly pertaining to the multiplexed analysis of abundances of highly homologous messages, and further discloses a design strategy for subtractive differential gene expression analysis using only a single detection color.
- III.l Tuning of Signal Intensities hi nucleic acid analysis target analyte concentration can vary over a wide range.
- multiplexed expression monitoring generally will encounter a range of message abundance from low, corresponding to one or two mRNA copies per cell, to high, corresponding to IO 4 copies per cell or more.
- RT primers for producing cDNA transcripts of desired length from an mRNA subsequence of interest and the selection of 5'-terminal target subsequences for capture, in accordance with the considerations elaborated herein, permit the modulation of probe-target affinity and thus the control of the dynamic range of assay signals indicating target capture.
- Selection of Transcript Length In the simplest case of an assay design calling only for reverse transcription, but not amplification, the concentration of cDNAs reflects the abundance of RNAs in the original sample; that is, the target abundance is given.
- transcript length a judicious choice of transcript length, and/or the placement of capture subsequences, permit the maximization of detection sensitivity and the simultaneous "compression" of signal dynamic range by way of tuning the effective affinity constant.
- a short transcript length is preferably selected in order to realize the highest possible effective affinity constant and to maximize the assay signal produced by hybridization of these transcripts to anchored probes. This will ensure maximization of the detection sensitivity.
- a long transcript length is preferably selected in order to realize the lowest possible effective affinity constant and to minimize the assay signal produced by hybridization of common transcripts to anchored probes.
- the target abundance, t 0 preferably will be selected (for example by one or more rounds of differential amplification, see below) so as to ensure, for rare message, operation below c* and/or, for abundant message, operation above c*.
- Placement of Capture Subsequence Another method of enhancing the sensitivity of detection of transcripts present in low copy number is to provide capture probes directed to a target subsequence located near the 5' end of transcripts, rather than to subsequences located in the central portion of transcripts.
- the central portions of the target tend to be less accessible, and require a greater degree of probe layer distortion, than do the terminal portions of the target, with a correspondingly lower effective affinity constant in the former situation.
- the preferred design aims to realize one of the following configurations.
- the number of probes is readily adjusted by simply adjusting the number of microarticles ("beads") of particular type, a quantity also referred to herein as redundancy.
- Beads microarticles
- a design rale for specifying the selection of optimal relative abundances of beads of different types is provided.
- Ekins (US 5,807,755) discusses a related method of designing spotted arrays of receptors to perfonn receptor-ligand binding assays. This method of the art requires that the concentration of receptors be significantly smaller than the concentration of ligand. As discussed below, this situation corresponds to a limiting case of the theoretical description presented below in which both [P] 0 and the number, N B , of beads are small.
- Ekins neither contemplates the regime of high receptor concentration nor the related methods for dynamic range compression disclosed herein. Furthermore, Ekins does not contemplate the use of random encoded arrays of particles for receptor-ligand interaction analysis, nor does he contemplate the variation of the relative abundances of beads/probes of different type as a means to establish desirable assay conditions.
- the reaction of interest is the complexation in solution of target molecules (which include, for example, ligands T) with receptor molecules P (which can be probes) displayed on solid phase carriers, such as color encodedbeads, to formreversible complexes P T. This reaction is governed by the law of mass action and has an affinity constant, K Thus, for the case of a single receptor binding a single ligand:
- the bead displayed receptor molecules, P are immobilized on the beads at the concentration of [P] 0 (p 0 ) molecules per bead, h the analyte, the initial concentration of ligand molecules, T, is [T] 0 (t 0 ) moles/1 (or M). At any instant, the concentration of complexed molecules on the surface is [PT] (c) molecules/bead.
- the number of uncomplexed receptor sites, [T](t) is given by (p 0 - c).
- the number of ligand molecules available for reaction at any time is the difference between the initial number of ligands and the number of molecules of ligand already complexed.
- the number of complexes c is directly proportional to the fluorescent signal obtained for each bead.
- two extreme cases can be identified:t 0 » N B p o / VnA -
- the total number of ligand molecules in the analyte is far in excess of the number of total receptor sites. Addition of a few more beads into an equilibrated system does not affect the number of complexes on each bead appreciably.
- the number of complexes, and thus, the intensity of beads displaying such complexes, is independent of the number of beads.
- t 0 «N B p 0 /VN A The number of receptor sites available for reaction far exceeds the number of ligand molecules available.
- Dynamic Range Compression As discussed earlier, in a multiplexed assay, often there is a large disparity in the concentrations of individual ligands to be detected. To accommodate within the dynamic range of a given detector the wide range of signals corresponding to this range in analyte concentration, it generally will be desirable that the number of beads of each type in a multiplexed reaction be adjusted according to the respective expected analyte concentrations. Specifically, it will be desirable that weak signals, produced by analytes present in low concentration, be enhanced so as to be detectable and that, at the same time, strong signals, produced by analytes present in high concentration, be reduced so as not to exceed the saturation limit of the detection system.
- the equalization of specific signal intensities provided by dynamic range compression is particularly desirable when: a) concentrations of ligands in an analyte solution are known (or anticipated) to vary widely. b) binding affinitities of some ligands are known (or anticipated) to be very weak . c) receptor density for some bead types is known (or anticipated) to be low. For example, in a 2 ligand-2 receptor system, with ligand concentrations, t 0 ⁇ » t 02 , it is desirable that the corresponding relative abundances of beads displaying cognate receptors be adjusted in accordance with the condition N B 1 » N B;2 .
- an array design rule for purposes of compositional optimization entails the following steps:
- transcript amplification to concentrations exceeding the cross-over concentration will yield diminishing returns. That is, for a target of any given length, target amplification may produce a relatively smaller increase in signal in accordance with the length- dependent effective affinities governing transcript capture, particularly in the concentrated regime. Specifically, if high abundance transcripts are amplified into the regime of saturation, additional amplification will not translate into any additional gain in capture and hence detected signal. Unless taken into account in the assay design and the analysis of assay signals, this "saturation" effect can seriously distort the quantitative determination of target concentration.
- this scenario therefore lends itself to dynamic range compression by differential amplification in which the signal of low abundance messages is enhanced relative to that of high abundance messages undergoing the same number of amplification cycles and in the same multiplexed target amplification reaction.
- biotin-dATP andbiotin-dCTP both in a particular reaction mixture, which generates more label per unit length than either one alone, hi an experiment (not sho ⁇ vn) labeled biotin-dATP at a ratio of 1:6.25 relative to unlabeled dATP was added as a reagent in a reverse transcription reaction. Comparing to end-labeled cDNA controls, there were about 20 labeled nucleotides present on a 1,000 nucleotide (“nt”) Kanamycin cDNA. More generally, differential labeling also provides a further method of equalizing the signal intensities produced by capture of transcripts differing in concentration.
- this is accomplished by adjusting the number of labels incorporated into sets of transcripts in accordance with the respective known or anticipated levels of abundance as well as length.
- a higher density of labeled dNTPs will be ensured in transcripts exceeding the length limit associated with the cross-o ver into the concentrated regime.
- a higher labeling density will increase detection sensitivity by compensating for the lower effective affinities of such longer transcripts of which fewer will be captured to anchored probes as discussed herein.
- the calculation must of course take into account the fact that the average total number of labels per target is proportional to target length.
- RT reactions can be carried out by separating the mRNA sample into two or more aliquots in different tubes (reaction chambers) such that, for example, in one reaction, only short transcripts are generated and in another, only long transcripts are generated and adjusting in each RT reaction the ratio of the labeled dNTPs to unlabeled dNTPs i. e. , the higher the ratio, the more label included in the transcript.
- a method of (post- assay) signal amplification invokes sequence-specific probe elongation and subsequent decoration with a fluorescent probe to produce an enhancement in signal by an order of magnitude subsequent to cDNA capture.
- This elongation-mediated process (Fig.22) takes only a few minutes and canbe employed selectively, for example for low abundance messages, in conjunction RT labeling of cDNAs or exclusively, for all messages.
- hi elongation the 5 ' end of the transcript hybridized to the probe is elongated only if there is a perfect match to the probe in this region. See United States Application Serial No. 10/271,602, filed 10/15/2002, entitled; ""Multiplexed
- Kanamycin mRNA (here, in a range of concentrations from 1 to 32 frnoles per 20 ul) is labeled, for example by incorporating Cy3-labeled dCTPs into the cDNA during the RT reaction.
- the labeled cDNA is captured to immobilized capture probes as described in connection with Examples III, IV and and Fig. 9.
- a probe elongation reaction is performed in-situ ("on chip") using biotinylated dCTPs ("Bio-14-dCTP").
- Bio-14-dCTP biotinylated dCTPs
- Streptavidin-Phycoerythrin conjugate producing substantially enhanced fluorescence from the Phycoerythrin tags (see Example II).
- the reaction is quantitative, producing a 10-fold enhancement over a wide range of concentrations, and thus permitting quantitative determination of message abundance at increased sensitivity, readily permitting the resolution of two-fold changes in intensity over the entire dynamic range in signal of ⁇ 3 decades.
- the signal produced by capture of 50nt - 70nt transcripts was readily detected without target amplification (but with signal amplification, as described herein) - at a level of signal to (uncorrected) background of 2:1 - at acDNAconcentratio of approximately 0.1 frnole per lO ⁇ lof sample. This is sufficient for the detection of mR TA present at a frequency of 10-30 copies per cell, assuming the collection of rnRNA from IO 7 Peripheral Blood Mononucleocytesper ml, as assumedin standard protocols (Lockhart, D.
- the methods of the present invention take advantage of the a priori knowledge of the sequences and anticipated levels of abundance of the designated mRNAs of interest to select and place RT primers in specific regions of each mRNA in order to control the length and degree of labeling of the cDNA produced in the RT reaction, hi some cases, it will be advantageous to place multiple RT primers on one or several of the mRNAs in the designated set and to analyze the corresponding cDNAs using multiple probes directed against different subsequences of these cDNAs. This is referred to herein as "Multiple Primer Multiple Probe” (mpmp) design, as described in the co-pending Application 60/487,451, supra.
- mpmp Multiple Primer Multiple Probe
- hMAP and eMAP - Another assay format of the invention is useful to detect members of gene families where the members of the families have subsequences, in relatively close proximity, of both: (i) significant differences in sequence, such as an insert of 3-or more nucleotides in some members, and
- the members of the family can be discriminated, and respective abundances determined, by performing a combination of elongation and hybridization in a dual assay format, in which some probes hybridize to the transcripts representing regions with large differences, and other probes hybridize to the transcripts representing regions with small differences, ⁇ vherein only the latter transcripts are detected using an elongation reaction. By a particular analysis of the results, the family members can be detected.
- small differences between otherwise homologous sequences preferably are detected by performing a sequence-specific elongation reaction, thereby ensuring identification of members of a gene family while simultaneously using either the elongation reaction itself for the quantitative determination of message abundances (see ⁇ i.2) or combining elongation with hybridization to ensure discrimination and quantitation.
- one has a family of members having one region of significant sequence differences (a section of 3 added bases) and one region with one SNP.
- one would use four beads and two different transcript labels. As illustrated in Fig. 25B, one bead has probe In 0 !
- each transcript is labeled with a first color ('red”) by using an appropriately labeled primer during reverse transcription.
- the elongation product is labeled by using extending nucleotides (dNTP or ddNTP) labeled with a second color ("green").
- dNTP or ddNTP extending nucleotides
- green a second color
- the transcript on the ePj bead is elongated, as detected from the green label, this indicates capture of the eP t normal ("wild type") allele, and where the eP 2 bead displays green, this indicates capture of the eP 2 variant allele.
- transcripts with both regions can readily detect the presence of transcripts with both regions, using only one elongation reaction, by analyzing patterns of hybridization and elongation. Families of mRNAs with more complex patterns of differences could be analyzed in the same manner, using the appropriate numbers of encoded beads and hybridization and elongation reactions.
- ARE are highly expressed in disease states, and may function in selectively boosting or inhibiting gene expression during disease response.
- the core pentameric sequence of the ARE motif is AUUUA.
- AREs may contain several copies of dispersed AUUUA motifs, often coupled with nearby U-rich sequences or U stretches.
- a number of classes of AREs are currently known. The method herein permits discriminating among the classes of AREs associated with particular unique mRNA subsequences, using probes which can detect the different unique subsequences but which can be labeled with a dye of one color (as opposed to needing multiple colors), and also of determining relative expression levels of unique mRNA subsequences associated with AREs.
- eachbeads' encoding correlates with the probe-type attached.
- Theprobes are selected to hybridize to cDNA regions which are complementary to unique mRNA subsequences upstream of AREs and poly A tails.
- Samples of mRNA are reverse transcribed to cDNA using primers selected so as to reverse transcribe the ARE as well as the unique mRNA susequence upstream, and the transcripts are labeled and contacted with the probes on the beads under hybridizing conditions.
- the probes on the beads which have hybridized with a cDNA are elongated under conditions whereby the newly elongated product (which is attached to an encoded bead) will include a portion corresponding to the ARE. This is done by adding all four types of dNTPs in large excess, so that a relatively long probe elongation can take place. An assay image is then recorded for identification of the probe/transcript type on different beads.
- the transcript is then denatured from the elongated probe, for example by heating, and the bead/probe is contacted, in sequence, with labeled probes of one sequence, from a library of probes complementary to various classes of AREs.
- ARE probes can all be labeled with the same dye, because they are used in succession, rather than being added to the same assay mixture.
- the ARE class which is associated with each bead, and therefore each unique gene sequence, can be determined. The process is shown schematically in Fig. 26.
- the relative expression level of the unique gene sequences in vivo can be determined at various points in time, based on the relative signal from the labeled transcripts as determined at such points in time. Such a determination can be useful in monitoring whether certain gene sequences associated with AREs, and thus often with disease conditions, are up or down regulated over time.
- Interrogation of Elongation Products using Hybridization Probes Another assay format of the invention is useful to detect closely homologous members of gene families by a sequence of elongation-mediated detection to discriminate a first subset of genes from a second subset of genes, only the first subset being capable of forming an elongation product which may be detected by incorporating therein a detection label of a first color. Members within the first set may then be further discriminated by the identification of a specific subsequence in the elongation product, this identification involving a hybridization probe modified with a detection label of a second color.
- Fig. 27 is SEQ ID NO. 12; the he DNA sequence in Fig. 28 is SEQ ID NO. 13).
- mRNAs are extracted from healthy ("normal”, N) and diseased ("variant", V) subjects and are equalized to ensure equal mRNA concentrations in both samples. This is accomplished, for example, by inclusion of common reference mRNAs in both samples. In both samples, mRNAs are first reverse transcribed to produce sense cDNAs, respectively denoted cDNA N and cDNA v .
- the RT primer used for reverse transcription of one, but not the other sample is modified with a tag permitting subsequent strand selection.
- the sample containing the tagged primer say the normal sample
- ccDNA N is transcribed to produce ccDNA N , that is, a strand of DNA that is complementary to cDNA N ; the latter is enzymatically digested.
- cDNA v and ccDNA N are combined under conditions permitting the annealing of these mutually complementary single strands to form a duplex. This step removes ("subtracts") that amount of DNA that is equal in both samples.
- V-sample Underexpression of one or more designated genes in the V-sample leaves the corresponding excess in the N-sample, and conversely, overexpression of one or more designated genes in the V-sample leaves the conesponding excess in the V-sample.
- the excess of single stranded DNA is detected using pairs of encoded "sense" and "antisense” probes, one matching cDNA v the other matching ccDNA N .
- sets of sense and anti-sense probes are displayed on encoded microparticles ("beads") forming a random encoded array.
- the combined sample is placed in contact with the set of sense and antisense probes and hybridized transcripts are detected, for example, by recording from the set of beads fluorescence signals produced by captured transcripts which may be fluorescently labeled by incorporation of fluorescent RT primers or by incorporation of labeled dNTPs.
- the difference in the intensities indicates the sign and amount of the excess in the conesponding transcript.
- only a single color is required here.
- Random Encoded Array Detection The method of multiplexed quantitative detection preferably employs an array of oligonucleotide probes displayed on encoded microparticles ("beads") which, upon decoding, identify the particular probe displayed on each type of encoded bead.
- sets of encoded beads are arranged in the form of a random planar array of encoded microparticles on a planar substrate permitting examination and analysis by microscopy. Intensity is monitored to indicate the quantity of target bound per bead.
- the labels associated with encoded beads and the labels associated with the transcripts bound to the probes in the array are preferably fluorescent, and can be distinguished using filters which permit discrimination among different hues. This assay format is explained in further detail in United States Application Serial No. 10/204,799, filed 8/23/2002, entitled: “Multianalyte molecular analysis using application-specific random particle arrays,” hereby incorporated by reference.
- the particles to which the probes are attached maybe composed of, for example, plastics, ceramics, glass, polystyrene, methylstyrene, acrylic polymers, paramagnetic materials, thoria sol, carbon graphite, titanium dioxide, latex or cross-linked dextrans such as sepharose, cellulose, nylon, cross-linked micelles and Teflon. (See, e.g., "Microsphere Detection Guide” from Bangs Laboratories, Fishers, TN).
- the particles need not be spherical and may be porous.
- the particle sizes may range from nanometers (e.g., 100 nm) to millimeters (e.g., 1 mm), with particles from about 0.2 micron to about 200 microns being preferred, with particles from about 0.5 to about 5 microns being more preferred.
- Particles are encoded so as to be conelated with the sequence-specific bead- displayed probes that are placed on the surface of the particles by a chemically or physically distinguishable characteristic, for example fluorescence, uniquely identifying the particle.
- Chemical, optical, or physical characteristics may be provided, for example, by staining beads with sets of optically distinguishable tags, such as those containing one or more fluorophore or chromophore dyes spectrally distinguishable by excitation wavelength, emission wavelength, excited-state lifetime or emission intensity.
- the optically distinguishable tags may be used to stain beads in specified ratios, as disclosed, for example, in Fulwyler, U.S. Patent No. 4,717,655. Staining may also be accomplished by swelling particles in accordance with methods known to those skilled in the art, (See, e.g., Molday, Dreyer, Rembaum & Yen, J. Mol Biol 64, 75-88 (1975); L.
- Each member of a capture probe set is designed - preferably using methods of the co-pending provisional application entitled "Hybridization-Mediated Analysis of Polymorphisms (hMAP),” filed 5/17/2004, Serial No. 10/847,046 - to have a unique complementary region with one "cognate" cDNA target molecule.
- hMAP Hybridization-Mediated Analysis of Polymorphisms
- the length of the complementary region of each member of a capture probe set may be different in order to tailor the binding affinity.
- oligonucleotide probes may be synthesized to include, at the 5' end, a biotinylated TEG spacer for attachment to microparticles functionalized by attachment of Neutravidin, or an aminated TEG spacer (Synthegen TX) for covalent attachment to the functionalized surface of particles, using carboxylated beads and an ED AC reaction.
- a biotinylated TEG spacer for attachment to microparticles functionalized by attachment of Neutravidin
- an aminated TEG spacer Synthegen TX
- RNA used for these assays is isolated and reverse transcribed to cDNA, and the cDNA molecules are added in the presence of a solution containing dNTPs, or ddNTPS, and DNA polymerase to elongate the cDNA on those probes on which the 5' end of the target and the complementary sequence on the probe are perfectly matched.
- the dNTP/ddNTP mixture contains at least one labeled dNTP or ddNTP, in order to incorporate fluorescent label in the elongated target.
- the cDNA target molecules of the assay are fluorescently labeled as described herein, and the density of the fluorescently labeling (e.g., the degree of incorporation of fluorescently labeled dNTPs) of the cDNA target molecules may vary, depending on whether the expression level of the conesponding mRNA is expected to be high or low.
- the region the probe binds to on the transcript affects the hybridization pattern; i. e., it is easier for probes to bind to the ends. Details are described in several Examples below. Methods of Array Assembly - To produce a custom array containing a specific probe combination, the encoded, probe-decorated beads are pooled together and assembled into arrays.
- LEAPSTM Light-Controlled Electrokinetic Assembly of Particles Near Surfaces, described in U.S. Patent No. 6,251 ,691 which is hereby incorporated by reference.
- the bead arrays are prepared by first providing a planar electrode that is substantially parallel to a second planar electrode (in a "sandwich" configuration), with the two electrodes being separated by a gap, where in the gap is a polarizable liquid medium, such as an electrolyte solution.
- the surface or the interior of the second planar electrode is patterned to create areas of lowered impedance.
- the beads are then introduced into the gap.
- the beads When an AC voltage is applied to the gap, the beads form a random encoded anay on the second electrode, in accordance with the patterning, or, in the alternative, in accordance with an illumination pattern on the second electrode.
- the resulting arrays can exhibit a very high feature density.
- Alternative methods of assembly of particle arrays are described in US Application Serial No. 10/192,352, filed 7/9/02, entitled: "Arrays of Microparticles andMethods of Preparation Thereof.”
- Decoding Image - hi an assay of the invention the population of particles is encoded with a distinct chemical or physical characteristic that allows the type of particle to be determined before and after the assay.
- a decoding image of the assembled array is taken, prior to the assay or subsequent to the assay, to record the spatial distribution of encoded particles in the array and hence the spatial distribution of the members of the capture probe set.
- Optical Signatures and Assay Images are fluorescently labeled by incorporation, during reverse transcription, of labeled dNTPs at a preset molar ratio, the total amount of incorporated dNTP varying with the length of the (reverse) transcript.
- the assays of the invention also include elongation- mediated detection; cDNA molecules are added in the presence of a solution containing dNTPs, or ddNTPS, and DNA polymerase to elongate the cDNA on those probes whose 3' end is complementary to the captured target.
- the dNTP/ddNTP mixture contains at least one labeled dNTP or ddNTP, in order to incorporate fluorescent label in the elongated probe.
- the labels associated with the encoded beads and the labels associated with the transcripts bound to the probes in the array are preferably fluorescent, and can be distinguished using filter combinations which permit discrimination among different excitation and emission wavelengths and hence combinations of base colors that are combined in multiple combinations, hi accordance with the prefened embodiment of READ, beads are assembled into planar arrays that can be readily examined and analyzed using, for example, a microscope. The intensity of an optical signature produced in the course of caturing and analyzing targets is monitored to indicate the quantity of captured target. Recording of Decoding and Assay Images - A fluorescence microscope is used to decode particles in the array and to detect assay signals from the array of probe-captured cDNA molecules.
- the fluorescence filter sets in the decoder are designed to distinguish fluorescence produced by encoding dyes used to stain particles, whereas other filter sets are designed to distinguish assay signals produced by the dyes associated with the franscripts/amplicons.
- a CCD camera may be incorporated into the system for recording of decoding and assay images.
- the assay image is analyzed to determine the identity of each of the captured targets by conelating the spatial distribution of signals in the assay image with the spatial distribution of the corresponding encoded particles in the anay.
- Assay - Either prior to, or subsequent to decoding the array of encoded particles is exposed to the cDNA target molecules under conditions permitting capture to particle- displayed probes.
- the array of encoded particles is washed with lx TMAC to remove remaining free and weakly annealed cDNA target molecules.
- the assays of the invention include elongation-based detection. An assay image of the anay is then taken to record the optical signal of the probe-cDNA complexes of the array. Because each type of particle is uniquely associated with a sequence-specific probe, combination of the assay image with the decoding image, recorded, for example, prior to performing the assay, permits the identification of annealed cDNA molecules whose respective abundances - relating directly to the abundances of the conesponding original mRNA messages - are determined from the fluorescence intensities of each type of particle.
- the examples below provide further details regarding the making and using of the invention.
- EXAMPLE I Effect of Probe and Transcript Length on Capture Efficiency Synthetic DNA polynucleotide targets varying in length from 25-mers to 175- mers, were synthesized (by IDT, Madison, WI), and each of the larger targets contained the smaller target as an interior subsequence. All the targets were labeled with Cy5 fluorescent label at the 5' end. Amine-modified (5' end) oligonucleotide probes, varying in length from 15nt to 35nt, were also synthesized (IDT, Madison, WI) . The detailed sequence information is shown in Table I-l. The probes were covalently linked to encoded tosylated microparticles using an ED AC reaction, as is well known in the art.
- a precalculated amount of each of the synthetic targets was talcen from a 10 ⁇ M stock solution of the target in de-ionized water, and was diluted with lx TMAC (4.5 M tetramethyl ammonium chloride, 75 mM Tris pH 8.0, 3 mM EDTA, 0.15% SDS) to a desired final concentration.
- lx TMAC 4.5 M tetramethyl ammonium chloride, 75 mM Tris pH 8.0, 3 mM EDTA, 0.15% SDS
- One or more ofthe probe types listed in Tablel-l were functionalized with fluorescent microparticles and were then assembled into planar arrays on silicon substrates. Twenty microliters of the synthetic target was added to the substrate surface and the substrate was placed in a 55°C heater for 20 minutes . The slide was then removed from the heater and the target solution was aspirated.
- Phycoerythrin Fluorescence Quantitation kit from Becton-Dickinson, Franklin Lakes, NJ.
- the kit consists of 6.6 ⁇ m polymer beads, conjugated with known number of Phycoerythrin (PE) molecules on the surface.
- PE Phycoerythrin
- random planar arrays of the beads were assembled on the surface of a silicon wafer.
- the fluorescent intensity from the PE fluorophores on the particle surface was then monitored as a function of varying number of surface conjugated PE fluorophores (data supplied by manufacturer) using a standard fluorescent microscope fitted with an appropriate fluorescence filter and a CCD camera.
- a Nikon Eclipse E-600FN epifluorescence microscope equipped with 150 W xenon-arc lamp was used for measurements.
- one PE molecule is equivalent to ⁇ 60 Cy3 molecules or ⁇ 20 Cy5 molecules.
- the anticipated detection threshold for the Cy3 is ⁇ 60 molecules/wm 2 and for Cy5 ⁇ 20 molecules/wm 2 .
- a 2 Mm particle has a surface area of ⁇ 12.5 Mm 2 and would hence need 750 molecules of Cy3 /particle for detection and 250 molecules of Cy5/particle for detection.
- the conesponding numbers for a 3 micron particle are 1700 for Cy3 and 600 for Cy5.
- a conservative estimate of the detection sensitivity using Cy dyes is ⁇ 1000 fluorophores/particle.
- RNA is isolated from a blood or tissue sample using Qiagen silica-gel- membrane technology. DNA oligonucleotides with a sequence complementary to that of mRNAs of interest are added to the preparation to prime the reverse transcription of the targeted mRNAs into cDNAs.
- Step 2 The solution containing mRNAs is heated to 65°C, typically for a period of 5 minutes, to facilitate annealing of primers to denatured RNAs, following which the solution is gradually cooled to room temperature at a typical rate of 2°C/min.
- Reverse transcriptase for example Superscript in, Contech
- fluorescently labeled dNTPs at a typical molar ratio of 1 :8, labeled to unlabeled dCTP
- RNA templates are digested using RNase.
- Step 3 -Fluorescently labeled cDNAs are permitted to anneal, in lx TMAC buffer at 50°C for 30 minutes, to anays of color-encoded microparticles displaying DNA oligonucleotide capture probes on silicon chips (Fig. 9) in accordance with the READ format. Hybridization was followed by three consecutive steps of washing in IX TMAC buffer, each step requiring only the exchange of buffer. As necessary, signal amplification in accordance with the methods of the present invention may be performed as described herein. Capture probe sequences are designed to be complementary to the 3' regions of individual cDNAs in the mixture.
- EXAMPLE IV Analysis of Kanamycin mRNA (Using Protocol of Example III)
- Example IV A mpmp- RT Design and Transcript Labeling -
- An mpmp-RT design comprising six Cy3-modified RT primers and multiple microparticle-displayed capture probes was used, in a single reaction for each of a series of solutions of successively lower Kanamycin concentrations, in accordance with a 1:2 serial dilution.
- Example IVB Transcript Length and Improved RT Design - Using an mpmp-RT design comprising either one or two Cy3-modified RT primers and microparticle- displayed capture probes, RT reactions were performed on each of a series of Kanamycin mRNA solutions of successively lower concentrations;, spanning a range from 25 nM to ⁇ 50 pM.
- RT primers and capture probes were tested to produce and analyze cDNA fragments of 70 nt and/or 50nt in size.
- the Cy3 labeling density of the transcripts was also doubled - from 1 :64 to 1 :32 ⁇ by incorporating into each fragment Cy-3 modified dCTP at an average molar ratio of 1 :8 of labeled to unlabeled dCTP.
- Cy3-labeled RT primers each 50nt transcript will on average contain 2-3 Cy3 labels.
- Example IVC Optimization of Assay in Titration of Model mRTVA Having established target configurational entropy as a critical factor affecting the sensitivity of cDNA detection, it was then confirmed in several assay designs that a further reduction in transcript length from 150nt to ⁇ 50nt, along with a doubling of the Cy3 labeling density of transcripts obtained from a 1 ,200nt Kanamycin model mRNA, produced a further enhancement in assay signal by the anticipated factor of ⁇ 5, conesponding to a detection limit of ⁇ 50pM.
- mpmp-RT reactions were designed to generate 50nt and/or 70 nt transcripts.
- capture probes were designed so as to target a subsequence near the transcript's 5' terminus.
- Example V Optimization of Reverse Transcription of Model mRNA
- the Reverse Transcription (RT) protocol was optimized for 50 nt kanamycin transcripts ⁇ the best performer — by performing RT reactions under stringent temperature control.
- a programmable temperature profile in a thermocycler the improved protocol for RT reactions in conjunction with stringent RT primer annealing and transcription conditions, an enhancement of fluorescence signal intensities by a factor of 2-3 was obtained (Fig. 19).
- RT reactions configured as described in Example HI, were performed in a thermocycler (Perkin-Elmer) ti implementing the following temperature profile: RNA denaturation: 5 min at 65°C; Annealing: 30 min at 45°C ; Annealing: 20 min at 38°C; Superscript in heat inactivation: 5 min at 85°C; and Hold at 4°C.
- Hybridization conditions were: incubation for 15 minutes at 50°C in lxTMAC, followed by 3 subsequent wash steps with the same buffer, each simply involving exchange of the 20 ⁇ l volume in contact with BeadChips by fresh buffer.
- This 2-step protocol enforcing stringent RT conditions produced an enhancement in the specific fluorescence signal while leaving non-specific background signal comparable to that obtained earlier ("Protocol 2”), thus improving the signal to noise ratio of the assay about 2-fold.
- Example VI Spiking Experiments in Total Human RNA Background: Specificity To further evaluate the level of specificity attainable in detecting a specific mRNA in the complex environment typical of a clinical human sample enriched with multiple RNA messages, an additional series of "spiking" experiments were performed by replacing the background of unknown total RNA of bacterial origin by total RNA from Human Placenta (Ambion). Total Human Placental RNA more realistically simulates conditions typically encountered in the determination of expression patterns of particular RNA species such as human interleukins and other cytokines in clinical samples.
- the non-specific signal arising from the capture of fluorescently labeled cDNAs produced by randomly primed reverse transcription was insignificant compared to the specific signal generated by the capture of the entropically favored 50nt Kanamycin cDNA.
- this assay design attains a sensitivity and specificity comparable to that of commercially available expression profiling protocols (Lockhart et al, (1996)) not only in a mixture of eight unknown RNA in- vitro transcripts, but also in a complex environment using a real processed human sample.
- expression profiling protocols Lohart et al, (1996)
- Kanamycin "spiking" experiments to a pool of human placental RNAs was extended in order to simulate conditions relevant to clinical samples.
- WO 03/008552 describes diagnosis of mixed lineage leukemia (MLL), acute lymphoblastic leukemia (ALL), and acute myellgenous leukemia (AML) according to the gene expression profile.
- MML mixed lineage leukemia
- ALL acute lymphoblastic leukemia
- AML acute myellgenous leukemia
- These assay formats can also be used to analyze expression profiles of other genes, such as for Her-2, which is analyzed prior to administration of HerceptinTM.
- the gene expression profile could also be useful in deciding on organ transplantation, or in diagnosing an infectious agent.
- the effect of a drag on a target could also be analyzed based on the expression profile.
- the presence of certain polymorphisms in cytokines which can indicate susceptibility to disease or the likelihood of graft rejection, also canbe analyzed with the format described herein.
- Other examples for the application of the methods of the invention include such the analysis of the host response to exposure to infectious and or pathogenic agents, manifesting itself in a change
- ADME Panel - Adverse drag reactions have been cited as being responsible for over 100,000 deaths and 2 million hospitalizations in one year in the USA. Individual genetic variation is responsible for a significant proportion of this .
- the indirect method of detecting genetic variation as a result of drag therapies is to monitor gene expression levels of the specific biomarkers.
- the described methodology in Example 1 can be expanded to drug metabolism- associated genetic markers with approximately 200 genes that regulate drug metabolism. These important markers are available in flexible, customizable ADME (absorption- distribution-metabolism-excretion/elimination) panels.
- the first ADME panel is based on cytochrome P450, a super-family of 60 genes that govern many drug-metabolizing enzymes.
- BeadChips The new standard in multiplexed gene expression monitoring using BeadChips offers unprecedented accuracy, sensitivity and specificity. For instance, hMAP method followed by eMAP (elongation reaction) was applied to discrimination of closely related sequences of cytochrome P 450 gene family, namely, CYP 450 2B1 and 2B2.
- eMAP elongation reaction
- the established methodology on BeadChips allows to specifically measure 2-fold changes in gene expression levels of 96% homologous sequences in a highly multiplexed assay format.
- EXAMPLE VIII Multiplexed Expression Monitoring: Cytokine mRNA Panel Preparation of nine (9) Human Cytokine In-Vitro Transcripts - To initiate the development of a custom BeadChip for multiplexed gene expression profiling of a clinically relevant panel of markers, we have designed a control system of nine (9) human cytokine mRNA targets, listed in Table III-l. Full-length cDNA clones of seven cytokines (IL-2, -4, -6, -8, -10, TNF- ⁇ and
- IFN - ⁇ and two endogenous controls were characterized by sequencing and recovered in the form of plasmid DNAs containing specific cytokine cDNA inserts in pCMV6 vector (OriGene Technologies, MD).
- PCR primers to the cloning vector sequence were designed to amplify all cDNAs with a standard primer pair, thus eliminating the substantial cost of target-specific PCR amplification.. Positioning of the Forward PCR primer upstream of the T7 promoter sequence — located next to the cloning site of every cytokine insert (cDNA) ⁇ enables T7 in- vitro transcription of only the specific cDNA sequence located at the 5'-end of the target of interest.
- RT primers to produce a pool of nine Cy3-labeled cDNAs, according to the optimized protocol we developed for Kanamycin. Specifically, we applied our empirical design rales (see below) to select RT primers so as to produce cDNAs 50nt to 70 nt in length while minimizing cross-hybridization. This pool of cDNAs was placed, without any purification, onto a BeadChip containing eleven types of encoded beads displaying specific capture probes designed for the set of seven cytokine cDNAs as well as two endogenous positive controls and two negative controls, namely a oligo-C18 and Kanamycin.
- a multiplexed RT reaction was performed on 9 in vitro transcribed RNAs, containing 32 femtomoles of each message, using a set of nine gene-specific RT primers to produce a pool of nine Cy3-labeled cDNAs in accordance with the 2-step temperature incubation protocol we optimized as discussed above. Specifically, we applied our computational design rules (see Report TV) to select RT primers so as to produce cDNAs from 60nt to 200 nt in length while minimizing cross-hybridization (see above).
- BeadChips included ⁇ 300 beads for each of the cDNAs - this redundancy provides an added level of reliability.
- EXAMPLE LX Analysis of Highly Homologous mRNA Sequences in Maize Zein Gene Family
- certain mRNA sequences of the zein gene display a degree of 95% to 99% homology over the entire 945 nt of the sequence.
- Figs. 27 and 28 illustrates the placement of capture and elongation probes to target specific mutations (highlighted in red) for detection of seven highly expressed mRNA sequences in the inbred maize line BSSS53.
- the task of detecting these sequences and estimating their respective expression levels with cunent methods is a very laborious process, requiring of sequencing large sets of clones.
- a combination of elongation-mediated and hybridization-mediated detection methodologies is useful in discriminating between highly homologous sequences of mRNAs, while simultaneously determining respective abundances of these messages in a highly parallel format of analysis.
- the detection assay was performed as follows. First, the RT reaction was performed on the processed total RNA samples using specific RT primer (highlighted in yellow) to convert mRNAs of interest into Cy3- labeled cDNAs. Seven cDNA targets were hybridized on a BeadChip to a perfectly matched capture/elongation probe. The probes are designed such that the 3 '-end of each probe aligns with each unique polymorphic position in the targets. The matched hybridized probes were elongated using TAMRA-labeled dCTP.
- elongated probes would emit a fluorescent signal.
- Fig. 29 A more complicated case of sequence discrimination, involving two sequences having a common mutation, but only one having a second specific mutation is illustrated in Fig. 29.
- genes 16 and 31 have the same mutation T (replacing C), that discriminates them from all the other sequences in multiple sequence alignment (not shown).
- Gene 31 is detected using a second specific capture/elongation probe to discriminate a unique mutation C (replacing G).
- gene 16 does have another specific mutation which permits its identification in a pool of 7 closely homologous sequences by a "phasing" design. As depicted in detail in Fig. 29, in order to ensure discrimination, this design calls for three steps; steps 1 and 2 occur simultaneously.
- Step 1 Probe 16, with T at the 3 '-end, was immobilized on bead type 1 and placed under annealing conditions in contact with a pool of 7 amplified gene transcripts. Elongation following hybridization discriminated two genes, 16 and 31 , from the other sequences in the pool, as detected by the TMRA fluorescence from beads carrying the probes. Simultaneously, probe 31, with C at the 3 '-end, was immobilized on another bead type and placed in hybridizing conditions with a pool of 7 amplified gene transcripts. An elongation reaction followed hybridization, and gene 31 was detected by TMRA fluorescence from a particular encoded bead type. Step 2: The next stage of the assay is removal of the target 16 from the elongated probe 16, by a denaturation reaction at 95° C.
- Tm melting temperature
- a TMRA signal recorded from the bead type carrying probe 31 confirms the presence of gene31 and a TMRA signal recorded with subsequent Cy5 signal from the bead type carrying probe 1 confirms the presence of gene 16.
Abstract
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US10407718B2 (en) | 2019-09-10 |
JP2007521017A (en) | 2007-08-02 |
US20170218437A1 (en) | 2017-08-03 |
AU2004286252A1 (en) | 2005-05-12 |
IL175183A0 (en) | 2006-09-05 |
CA2544041A1 (en) | 2005-05-12 |
US20060035240A1 (en) | 2006-02-16 |
US9637777B2 (en) | 2017-05-02 |
US20090263820A1 (en) | 2009-10-22 |
EP1692298A4 (en) | 2008-08-13 |
NZ547492A (en) | 2009-12-24 |
US7563569B2 (en) | 2009-07-21 |
WO2005042763A3 (en) | 2007-09-27 |
US8795960B2 (en) | 2014-08-05 |
EP1692298A2 (en) | 2006-08-23 |
JP2012152219A (en) | 2012-08-16 |
US20170088885A9 (en) | 2017-03-30 |
CA2899287A1 (en) | 2005-05-12 |
US20160215327A1 (en) | 2016-07-28 |
CA2544041C (en) | 2015-12-08 |
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