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Clinical Chemistry 46: 1738-1743, 2000;
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(Clinical Chemistry. 2000;46:1738-1743.)
© 2000 American Association for Clinical Chemistry, Inc.


Articles

Influence of DNA Target Melting Behavior on Real-Time PCR Quantification

Jochen Wilhelm1, Meinhard Hahna,1 and Alfred Pingoud1

1 Institut für Biochemie, FB 08, Justus-Liebig-Universität Giessen, Heinrich-Buff-Ring 58, D-35392 Giessen, Germany.
a Author for correspondence. Fax 49-641-9935409; e-mail Meinhard.U.Hahn{at}chemie.bio.uni-giessen.de


   Abstract
Top
Abstract
Introduction
Materials and Methods
Results
Discussion
References
 
Background: Quantitative real-time PCR is increasingly used to quantify copy numbers of nucleic acids for clinical applications. We observed that the measurements of allele imbalances of the tumor suppressor gene p16 and the oncogene ErbB-2 yielded results with variable precision under certain experimental conditions.

Methods: We used the LightCyclerTM real-time PCR system to quantify different genomic target sequences using hybridization probes or SYBR Green for detection.

Results: With two primer/template systems (p16 and ErbB-2), we observed sinusoidal scattering of the threshold cycle values depending on the capillary position in the thermostated reaction chamber. This scattering depended on the denaturation temperature only when complete genomic DNA was used as template and did not occur when PCR product or restricted or boiled genomic DNA was used or the denaturation temperature in the first cycles was increased (and other targets, such as p53, HBB, IGF-1, GAPDH, and PBGD, did not show this behavior).

Conclusions: Before a primer system is used for precise quantitative real-time PCR, the dependence of the quantification results on the positions of reaction tubes in the thermocycler should be tested. Our data indicate that amplification efficiencies, especially in the first cycles, depend not only on the priming efficiencies of the primers and the melting temperature of the amplicon, but also on the melting behavior of the amplicon’s genomic vicinity. Complete denaturation of genomic DNA is necessary to maximize precision of quantitative PCR. Higher denaturation temperatures in the initial cycles or boiling of DNA before the PCR can improve the accuracy of quantification in some cases.


   Introduction
Top
Abstract
Introduction
Materials and Methods
Results
Discussion
References
 
With the advent of real-time PCR techniques (1)(2), it became possible to observe and use the kinetics of the early amplification phase directly for the quantification of sample DNA without laborious post-PCR analysis (3)(4). The signal to be analyzed can be generated by double-stranded DNA-specific dyes, such as ethidium bromide (2) or SYBR Green (5), or by sequence-specific fluorescence resonance energy transfer probes (6), such as TaqMan probes (7), hybridization probes (8), molecular beacons (9)(10), or scorpions (11).

The LightCyclerTM, one of the commercially available real-time PCR systems, is a rapid thermocycler with online fluorescence detection, in which the PCR is carried out in glass capillaries. Heating and cooling are by temperature-controlled airflow (8)(12). The capillaries are placed in a rotation-symmetric chamber to ensure homogeneous temperature distribution. For quantification, unknown samples are amplified in parallel with external calibrators. For all reactions, the threshold cycle (CT) values are determined according to the algorithm described by Higuchi et al. (1). The CT is the fractional cycle number at which the fluorescence signal reaches an arbitrary but defined threshold value within the early exponential phase of the reaction. CT values are proportional to the logarithm of the initial copy numbers of the target, which are used to determine the initial copy numbers of unknown samples. The accuracy is critically dependent on the amplification efficiency, which must be the same for the DNA calibrator and the unknown sample DNA.

We performed LightCycler PCR studies on human tumor DNA samples for the precise quantification of allelic imbalances of the human tumor suppressor genes p53 and p16, as well as the oncogene ErbB-2. We found that the p16 and ErbB-2 target sequences were amplified with unexpected variations. Although the standard deviations for fivefold measurements per sample were very small (<10%), the mean values of some samples were obviously inaccurate by a factor of 2 or 3, apparently depending on the position of the sample-containing capillaries within the sample carousel. Here we describe our systematic analysis of this phenomenon. Our results suggest that the denaturation of the sample DNA during the early phase of PCR is critical for some targets and, therefore, likely to be influenced by minute temperature differences in the thermostated reaction chamber.


   Materials and Methods
Top
Abstract
Introduction
Materials and Methods
Results
Discussion
References
 
dna isolation
Human genomic RNA-free DNA was isolated from lymphocytes of fresh EDTA-treated blood by classical phenol-chloroform extraction or with the QIAamp DNA Blood reagent set (QIAGEN). PCR products were purified with the QIAquick PCR Purification reagent set (QIAGEN). DNA quality and concentration were evaluated by recording ultraviolet absorbance spectra between 220 and 320 nm using a Hitachi U-3000 Spectrophotometer (Hitachi).

For restriction, 1 µg of genomic DNA was incubated for 3 h at 37 °C with 5 U of HaeIII (USB) in a total volume of 50 µL in the buffer recommended by the supplier (3.3 mmol/L Tris-acetate, pH 7.9, 1 mmol/L magnesium acetate, 6.6 mmol/L potassium acetate, 0.01 g/L bovine serum albumin).

pcr
Primers were obtained from MWG, and hybridization probes (12) were from TIB MOLBIOL. The lengths of the amplified sequences were 125 bp (p53 and p16) and 117 bp (ErbB-2), respectively. All oligonucleotide sequences (Table 1 ) were checked with the program Oligo 5.0 (National Biosciences) for absence of false priming sites, formation of primer dimers, primer/probe hybrids, and secondary structures.


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Table 1. Oligonucleotides used in this study.

The LightCycler system from Roche Diagnostics GmbH was used for amplification and data collection. The sample carousel of the instrument has a capacity of 32 capillaries. All reactions were carried out in a total volume of 10 µL per capillary. Each reaction mixture contained 0.5 g/L bovine serum albumin; 6 mmol/L Mg2+; 0.5 µmol/L each primer; either 0.2 µmol/L each probe or a 1:30 000 dilution of SYBR Green; 0.2 mmol/L dATP, dCTP, dGTP, and dTTP; 0.5 U of Taq DNA polymerase; and ~2000 copies of the DNA target in 1x Taq PCR buffer (10 mmol/L Tris-HCl, 50 mmol/L KCl, pH 8.3 at 20 °C). The reaction composition was optimized for a high signal-to-noise ratio. All biochemicals were obtained from Roche Diagnostics. A total reaction mixture for 32 reactions was made at 4 °C and distributed into the precooled capillaries.

The standard amplification protocol consists of an initial denaturation step at 95 °C for 30 s, followed by 45 amplification cycles at 95 °C for 0 s, 55 °C for 5 s, and 72 °C for 10 s (temperature ramp was constant at 20 °C/s). For some experiments, genomic DNA was incubated in a boiling water bath for 10 min before the PCR reaction mixture was prepared. For hybridization probes, measurements were taken at the end of the annealing phase at 55 °C; for SYBR Green, measurements were taken at the end of the extension phase at 72 °C. After PCR, each amplification reaction was checked for the presence of nonspecific products by native polyacrylamide gel electrophoresis.

data evaluation
The raw data were evaluated with the LightCycler software, Ver. 3. For experiments with hybridization probes, the CT values were calculated from the fluorescence signal ratio of the acceptor and donor fluorophores (channel 2/channel 1), using the threshold method (8). For SYBR Green, CT values were calculated using the data of channel 1.

The melting behavior of the genomic template was calculated for DNA segments of ~1 kb (± 500 bp around the amplicons), using the computer program Melt94 (13).


   Results
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Abstract
Introduction
Materials and Methods
Results
Discussion
References
 
In multiple PCR reactions with the same initial amounts of target molecules, the CT values of all reactions should be equal (Fig. 1 A). With some targets, however, a broad range of scattering of the CT values was observed (Fig. 1B ). In our studies, we found two such susceptible targets (p16 and ErbB-2), whereas other targets tested (p53, HBB, IGF-1, GAPDH, and PBGD) did not show this effect. The CT values depended on the position of the capillary in the carousel and showed a sinusoidal distribution when plotted vs the capillary position (Fig. 1 , C and D). This phenomenon was observed on three of seven LightCycler instruments tested (all of them checked to be within the technical specifications) and was independent of the source of the template DNA (isolated from different individuals), the isolation protocol, and the amount of target DNA (within 103–104 haploid genome equivalents) used (data not shown).



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Figure 1. Scattering of CT values.

Thirty-two identical PCR reactions were carried out under standard reaction conditions for different targets and measured with hybridization probes. The amplification curves and CT values are calculated as described in the text. For the nonsusceptible target, p53, the amplification curves are congruent within the exponential phase (25.7 ± 0.07 cycles, mean CT ± SD; A), whereas those for the susceptible target, p16, are horizontally shifted in a range of 2 cycles (26.4 ± 0.55; mean CT ± SD cycles; B). The insets show the magnification of the curve segments around the threshold cycles. The distribution of CT values depends on the position of the corresponding capillary in the carousel (C and D). With increasing denaturation temperature (Tden), the amplitude of the scattering decreases, but denaturation temperatures >96 °C yield noisy amplification curves and, therefore, a statistical scattering of the CT values (C). The position-dependent scattering pattern is not observed when PCR product or digested genomic DNA is used as target (D). Ch, channel.

Signal generation with SYBR Green yielded a sinusoidal scattering pattern of CT values that was the same as that obtained with hybridization probes (data not shown), demonstrating that problems encountered with susceptible targets are independent of the detection format, including the temperature segment for fluorescence detection (at 55 °C after the annealing phase and at 72 °C after the extension phase). The sinusoidal scattering of the CT values was also observed for different primer pairs, all hybridizing in the vicinity of the target sequence ErbB-2, indicating that the effect was not attributable to special properties of the primers (data not shown).

Because the sequential measurement of 32 samples takes ~6 additional seconds, it could be that the systematic distribution of CT values is a function of the time interval spent at the measuring segment. The same distribution of CT values was obtained for different annealing times (5, 10, and 20 s at 55 °C) and annealing temperatures (50, 55, and 60 °C for 5 s) for hybridization probes and different elongation times (10 and 20 s) for SYBR Green (data not shown). In addition, variation of the denaturation time (0, 5, and 10 s) had no influence on the results (data not shown), indicating that the reaction mixture is heated to the specified temperature even without holding it.

In contrast, with increasing denaturation temperature the amplitude of the scattering decreases, but the temperature cannot be chosen sufficiently high to suppress the scattering completely because temperatures >96 °C produce noisy amplification curves with a shorter exponential phase, which are not suitable for accurate quantitative evaluation (data not shown). This temperature dependency indicates that the denaturation step is a possible source of the scattering of the CT values. By melting curve analysis with the LightCycler we could show that the p16-, ErbB-2-, and p53-specific PCR products melt at ~86 °C, far below the applied denaturation temperature. Therefore, we checked whether the melting behavior of the genomic DNA template caused these effects. We used purified p16-specific PCR product as well as HaeIII-digested genomic DNA as template. The restriction enzyme HaeIII has recognition sites near the target sequence, producing a 298-bp restriction fragment containing the p16 amplicon. With both restricted templates, the CT values showed no scattering (Fig. 1DUp ). This was also demonstrated for ErbB-2 (data not shown).

Incomplete denaturation of the genomic DNA template in the first few cycles, in which the amplification of the genomic target contributes considerably to the total amplification, can decrease the amplification efficiency in the first cycles and eventually shift the CT values toward higher cycle numbers. Therefore, enhancement of the denaturation temperature in the first few cycles should shift the CT values of susceptible, but not those of nonsusceptible, targets toward lower cycle numbers. Using a temperature profile with various denaturation temperatures in the first five PCR cycles only and a constant denaturation temperature of 95 °C in all consecutive cycles, we could show this effect for the susceptible target p16 but not for the nonsusceptible target p53 (Fig. 2 ), demonstrating that melting of the genomic template at the beginning of the PCR is critical for accurate quantification. We have not systematically explored how many cycles at increased temperature are required to get an optimum result; this should be done when working out a protocol for a given template/primer system.



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Figure 2. Dependency of the mean CT values on the denaturation temperature.

Six sets of 10 identical PCR reactions were carried out for p16 and p53. The denaturation temperature (Tden) of the first five cycles, including the initial denaturation step, was varied between 93 and 98 °C, whereas the denaturation temperature of all following cycles was kept at 95 °C. For each target, all experiments were evaluated using the same threshold value, which yielded the least mean scattering of the CT values. The mean CT values of the susceptible target p16 decreased with increasing denaturation temperature with a tendency to plateau at the highest temperature, whereas those of the nonsusceptible target p53 remained constant. Bars, SD.

The position-dependent scattering of CT values for the susceptible target p16 was also completely eliminated when the DNA sample was boiled for 10 min before the PCR reagents were mixed and the target was amplified. When a denaturation temperature of 95 °C was used during all PCR cycles, the samples without the preboiling step showed a sinusoidal scattering of the results, leading to a variation of the CT between 23.0 and 24.5 cycles (SD = 0.5 cycles), whereas the CT values of the preboiled samples were independent of the positions (20.5 ± 0.1 cycles). When a denaturation temperature of 98 °C was used for the first five cycles (all following cycles, 95 °C), the samples that had not been boiled showed the same results as the boiled ones.


   Discussion
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Abstract
Introduction
Materials and Methods
Results
Discussion
References
 
Real-time quantitative PCR has become an important tool in both research and routine clinical diagnostics (14)(15)(16)(17)(18). Tests for dynamic range, sensitivity, and reproducibility have been published for the LightCycler (8) and ABI PRISM 7700 (PE Biosystems) (7) systems. These tests demonstrated the high dynamic range of real-time quantification by PCR, which is especially important for the determination of virus titers, which may easily vary within 6 orders of magnitude (15)(17). On the other hand, there is also a demand for the reliable quantification of small differences of gene copy numbers in DNA samples. We wanted to determine aneuploidies of tumor-related genes (p53, p16, and ErbB-2), using the LightCycler system. For such studies, the prerequisite is an accuracy of within a factor of 2. In control tests using our LightCycler instrument, we found discrepancies of a factor >2 between the experimentally measured and the theoretical amounts of initial target copies for p16 as well as for ErbB-2, but not for p53. Therefore, we performed the systematic analysis presented here. The targets p16 and ErbB-2 showed a highly reproducible sinusoidal scattering of the CT values for identical samples over all 32 possible capillary positions of the sample carousel (Fig. 1CUp ); in contrast, p53 and the reference genes tested (IGF-1, HBB, PBGD, and GAPDH) did not show this scattering. This effect was observed on three of seven instruments tested. On those LightCyclers showing position-dependent scattering of the CT values, the effect was highly reproducible and was independent of variations in annealing times and temperatures as well as denaturation times, whereas enhancement of the denaturation temperature decreased the scattering of the CT values (Fig. 1CUp ). The observed sinusoidal CT pattern and the influence of the denaturation temperature on the CT scattering of identical samples led us to the conclusion that presumably very minor temperature differences exist within the rotation symmetric thermal chamber of the instrument.

We hypothesized that genomic regions comprising the target sequences of the susceptible genes do not melt completely at 95 °C and, therefore, are amplified with a lower efficiency in the first PCR cycles. In that case, very small temperature differences within the reaction chamber can lead to the observed scattering of CT values. This hypothesis is supported by the results of experiments using restricted genomic DNA as well as PCR product as template, which in contrast to the untreated genomic DNA gave accurate results without any systematic scatter. In addition, inspection of the susceptible target gene sequences (p16 and ErbB-2) with the software program MELT94 (13) showed a region ~100 bp away from the amplicon with a calculated melting temperature of ~10 to 15 °C higher than that of the surrounding sequence. The sequences surrounding the other amplicons tested, 500 bp upstream as well as downstream, do not have such regions with higher melting temperatures. Presumably, these regions with increased melting temperatures, located in the vicinity of the p16 and Erb-B2 amplicons, are likely to make these targets susceptible to inaccurate quantification. If this is the case, then alteration of the reaction conditions that lower the melting temperature of the DNA during PCR should ameliorate the results, in particular the initial denaturation temperature (e.g., initial boiling of template DNA for complete melting) as well as reductions in the ionic strength (no KCl instead of 50 mmol/L KCl) and Mg2+ concentrations (2–4 mmol/L MgCl2 compared with the 6 mmol/L MgCl2 used here) (7)(19)(20), or addition of organic solvents (e.g., dimethyl sulfoxide, formamide, glycerol, and betaine). Increasing the initial denaturation temperature, of course, is the reaction condition most easily to change.

In one series of experiments, we tested the classical way to achieve complete denaturation of the genomic template DNA (19)(20): boiling of the genomic DNA samples before PCR. This is effective because after melting of complex (e.g., human) genomic DNA, the complementary strands will not rehybridize except at highly repetitive sequences, and even there incorrectly. Indeed, when we used this boiled template DNA, the systematic scattering of CT values was completely eliminated. It is an advantage of this procedure that the polymerase and other reagents do not suffer high thermal stress, but a disadvantage that rare clinical samples, often available only in small amounts, have to be handled in an additional manual step, which has the risk of contamination of the samples by amplicons.

In an additional series of experiments with DNA that had not been boiled, the denaturation temperature was increased (>96 °C) during all PCR cycles. The amplitude of the scattering decreased, but the resulting amplification curves were noisy and not suitable for accurate quantitative evaluation. This is probably attributable to the thermal stress and denaturing of the DNA polymerase and other reaction components (e.g., dNTPs) or damage to the fluorophores.

To avoid both the additional boiling step and excessive thermal stress during PCR, we used native DNA samples and limited the increased denaturation temperatures to the first five cycles of PCR. This should be sufficient to improve the melting of the genomic target in those early cycles, where the genomic DNA contributes significantly to the total amount of amplifiable DNA. Indeed, this modified temperature profile yielded good signal profiles and a decrease of the CT values for both susceptible targets, p16 (Fig. 2Up ) and ErbB-2 (data not shown), the same effect that was observed when boiled template DNA was used. To exclude systematic effects of temperature differences, we used different LightCycler instruments that gave a homogeneous, non-sinusoidal CT pattern. The experiment in Fig. 2Up shows that minor temperature effects can be resolved sensitively with such LightCycler instruments. On the basis of the amplitude of the sinusoidal pattern (~1.5 cycles at a denaturing temperature of 95 °C; see Fig. 1CUp ) and the slope of the plot CT vs denaturing temperature (Tden; ~0.5 cycles/ °C; see Fig. 2Up ) we estimated the range of temperature differences in the sample carousel during denaturation to be approximately ± 1.5 °C, which is in reasonable agreement with the technical specification of the LightCycler system (± 1.0 °C capillary temperature precision over 30 s and over all capillary positions at 95 °C) given in the LightCycler Operator’s Manual, Ver. 1.2.

Therefore, even with PCR instruments working within their technical specifications, quantification of some targets can yield less precise results when the conditions are not optimized to achieve complete melting of the target DNA. The reliability of the results cannot be derived by the error or correlation coefficient of the calibration curve: if, in our case, the capillaries containing the calibrators are placed at the first positions of the sample carousel, the resulting calibration curves with up to 10 values will have small errors, e.g., with mean CVs <10% (Fig. 1Up , C and D), whereas the CT values of subsequently placed samples will be less precise because of the position-dependent effect. We suppose that this phenomenon is general and likely to be observed with other real-time PCR cyclers, especially for parallel sample processing that depends on an absolutely homogeneous temperature distribution over all sample positions. Indeed, there is circumstantial evidence from the literature that similar problems had been encountered before, although not explicitly discussed. In the report by Raggi et al. (18), the quantification of MYCN using TaqMan probes on an ABI Prism 7700 machine was compared with a conventional competitive quantitative PCR that is known to be a very accurate technique. In Fig. 3 of that report (18), two relatively distinct groups of samples with relative MYCN frequencies of 1 and 4, quantified by competitive PCR, are shown. The same samples, measured with the ABI Prism 7700, vary within a factor of ~4 (from 0.5 to 2 and from 2 to 8, respectively), although the calibration curves have coefficients of correlation >0.997.

The difficulties described above may also occur if a thermocycler with position-dependent temperature differences is used for quantitative competitive PCR of a susceptible genomic target in competition with an internal standard lacking the genomic flanking sequences of the amplicon containing higher melting domains. Therefore, we conclude that the source of the inaccuracy described here has to be considered in general for accurate quantification of copy numbers when quantitative PCR techniques are used.

Whereas a constant denaturation temperature during all cycles usually is chosen (14)(15)(16)(17)(18), we recommend boiling the template DNA before PCR as described in the literature (19)(20) or use of a high denaturation temperature (>97 °C) during the first few cycles to avoid imprecise quantification as a result of the effects described here. But even with such a modified PCR temperature profile, we recommend testing the system for position-dependent effects before quantitative measurements. Furthermore, it should be possible to eliminate these minor temperature anomalies in the LightCycler with a permanently rotating sample carousel (in addition to rotating the air with a fan) because within a symmetrically formed chamber the temperature need not be the same at every position in the chamber, for example, because of differences in the heat capacities of the walls.


   Acknowledgments
 
This work was supported by the Deutsche Forschungsgemeinschaft, the Fonds der Chemischen Industrie, and the Bundesministerium für Bildung, Wissenschaft, Forschung und Technologie (Fö-Kz 03 11 412). We thank Melanie Königshoff for the experiments with ErbB-2, Annette Freist for helpful discussions, and Humaira Gowher for reading the manuscript.


   References
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Abstract
Introduction
Materials and Methods
Results
Discussion
References
 

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