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Description  |
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FIELD OF THE INVENTION
The present invention relates to novel compositions, devices, and methods
for simplifying and improving the sensitivity and specificity of the in
situ polymerase chain reaction, a method of amplifying and detecting
specific nucleic acid sequences within individual cells, and will find
broad use in the fields of cell biology, forensic science, and clinical,
veterinary, and plant pathology.
BACKGROUND OF THE INVENTION
The polymerase chain reaction (PCR) is a method for increasing by many
orders of magnitude the concentration of a specific nucleic acid sequence
in a test sample. The PCR process is disclosed in U.S. Pat. Nos.
4,683,195; 4,683,202; and 4,965,188, each of which is incorporated herein
by reference.
In PCR, a test sample believed to contain one or more targeted nucleic acid
sequences is combined in a total volume of usually about 20 to 200 .mu.l
with the following reagents: an aqueous buffer, pH 8-9 at room
temperature, usually also containing approximately 0.05 M KCl; all four
common nucleoside triphosphates (e.g., for DNA polymerase, the four common
dNTPs: dATP, dTTP, dCTP, and dGTP) at concentrations of approximately
10.sup.-5 M to 10.sup.-3 M; a magnesium compound, usually MgCl.sub.2,
usually at a concentration of about 1 to 5 mM; a polynucleotide
polymerase, preferably a thermostable DNA polymerase, most preferably the
DNA polymerase I from Thermus aquaticus (Taq polymerase and the Stoffel
fragment of Taq polymerase are the subject of U.S. Pat. No. 4,889,818,
incorporated herein by reference; the latter enzyme lacks the 5'.fwdarw.3'
exonuclease activity of native Taq polymerase), usually at a concentration
of 10.sup.-10 to 10.sup.-8 M; and single-stranded oligonucleotide primers,
usually 15 to 30 nucleotides long and usually composed of
deoxyribonucleotides, containing base sequences which are Watson-Crick
complementary to sequences on both strands of the target nucleic acid
sequence(s). Each primer usually is present at a concentration of
10.sup.-7 to 10.sup.-5 M; primers are synthesized by solid-phase methods
well known in the art of nucleic acid chemistry.
In the simplest form, PCR requires two primers for each target sequence.
These primers, when annealed to the opposing target strands, have their 3'
ends directed toward one another's hybridization sites and separated by
about 100 to 1,000 nucleotides (occasionally up to about 10,000
nucleotides). The polymerase catalyzes magnesium-dependent,
template-directed extension of each primer from the 3' end of the primer,
incorporating nucleoside monophosphates into the growing nucleic acid and
releasing pyrophosphate.
This extension reaction continues until the polymerase reaches the 5' end
of the template strand to which the extended primer was annealed, at which
point the polymerase is free to bind to another primer-template duplex and
catalyze extension of that primer molecule; the extension reaction also
stops if the reaction mixture is heated to temperatures sufficient to
separate the template from the extended primer before the enzyme has
reached the 5' end of the template. After the enzyme has worked long
enough to transform a large fraction of the primer-template duplexes into
double-stranded nucleic acid, the latter can be denatured at high
temperature, usually 90.degree. to 100.degree. C., to create two
single-stranded polynucleotides, which, after cooling to a temperature
where they can be annealed to new primer molecules, serve as templates for
another round of enzyme-catalyzed primer extension. Because both DNA
strands serve as template, each round of nucleic acid replication
approximately doubles the concentration of the specific nucleic acid
sequence defined at its ends by the two primer sequences. Therefore, the
total concentration increase in the target nucleic acid sequence in a PCR
amplification is by a factor of approximately 2.sup.n, where n is the
number of completed thermal cycles between a high temperature where
double-stranded DNA is denatured and a lower temperature or set of
temperatures (40.degree. to 75.degree. C.) where primer-template annealing
and primer extension occur.
Although one can move PCR reaction tubes manually back and forth between
thermostated baths in the two temperature ranges, PCR most commonly is
performed in an automated temperature-controlled machine, known as a
"thermal cycler," in which a microprocessor is programmed to change the
temperature of a heat-exchange block or bath containing reaction tubes
back and forth among several specified temperatures for a specified number
of cycles, holding at each temperature for a specified time, usually on
the order of one-half to two minutes. Such a thermal cycler is
commercially available from Perkin Elmer Cetus Instruments and described
in the European Patent Publication No. 236,069 and U.S. patent application
Ser. No. 670,545, filed Mar. 14, 1991, which is a continuation-in-part of
Ser. No. 620,606, filed Nov. 29, 1990, both of which are incorporated
herein by reference. The total cycle time is usually less than 10 minutes,
and the total number of cycles is usually less than 40, so that a single,
multi-cycle amplification, amplifying the targeted nucleic acid sequence
10.sup.5 to 10.sup.10 times, normally takes less than seven hours and
often less than four hours.
The practical benefits of PCR nucleic acid amplification have been rapidly
appreciated in the fields of genetics, molecular biology, cellular
biology, clinical chemistry, forensic science, and analytical
biochemistry, as described in the following review volumes and articles:
Erlich (ed.), 1989, PCR Technology, Stockton Press (New York); Erlich et
al. (eds.), 1989, Polymerase Chain Reaction, Cold Spring Harbor Press
(Cold Spring Harbor, N.Y.); Innis et al., 1990, PCR Protocols, Academic
Press (New York); and White et al, 1989, Trends in Genetics 5/6:185-189.
PCR can replace a large fraction of molecular cloning and mutagenesis
operations commonly performed in bacteria, having advantages of speed,
simplicity, lower cost, and sometime increased safety. Furthermore, PCR
permits the rapid and highly sensitive qualitative and even quantitative
analysis of nucleic acid sequences, often with greatly increased safety
because so much PCR product is made that nonisotopic detection modes
suffice.
Despite rapid and broad adoption of PCR by a range of biological and
chemical disciplines, PCR has sometimes suffered from the occurrence of
side reactions which interfere with amplification of the specific target
sequence or sequences. Many amplifications yield non specific side
products differing in size and sequence from the sequence targeted by the
primers used. Sometimes nonspecificity is caused by mis-priming, where
primers have been annealed to non-target sequences, also present in the
nucleic acid of the test sample similar to the target sequence. Although
the genomic DNA commonly contained in PCR test samples has customarily
been thought to be completely double-stranded, procedures used to prepare
DNA for amplification appear to render that DNA, to a significant extent,
single-stranded. Single-stranded DNA is especially susceptible to
mis-priming if mixed with a complete set of PCR reagents at ambient or
sub-ambient temperatures. Many PCR reagents also yield primer dimers or
oligomers, double-stranded side products containing the sequences of
several molecules joined end-to-end, the yield of which correlates
negatively with the yield of amplified target sequence.
Recently several methodological modifications have improved PCR specificity
and sensitivity significantly. In Hot Start.TM. PCR, complete mixing of
PCR reagents and test sample is delayed until reactants have been heated
to a temperature in the 50.degree. C.-80.degree. C. range, sufficient to
minimize mis-priming and primer dimerization; thermal cycling is started
immediately after mixing at elevated temperature. In manual Hot Start.TM.
PCR, the operator heats the reaction tube, containing test sample and a
subset of PCR reagents, to the elevated incubation temperature, opens each
tube separately to add a small volume of liquid containing the missing
reagent(s), and closes each tube before moving on to the next one. See
Frohman et al., 1988, Proc. Natl. Acad. Sci. USA 85:8998-9002; Ward et
al., 1989, Nature 341:544-546; Newton et al., 1989, Nucl. Acids Res.
17:2503-2516; and Faloona et al., Abstract 1019, 6th International
Conference on AIDS, June 20-24, 1990, San Francisco, Calif. More recently,
Hot Start.TM. PCR was rendered more convenient and precise by (1)
replacement of the conventional mineral oil vapor barrier by a layer of
wax melting in the 50.degree. C. to 80.degree. C. range, (2) assembly of
reaction tubes such that before thermal cycling, PCR reactants are grouped
into subsets separated by a solid wax layer, and (3) convective mixture of
all reactants during the first heating step of thermal cycling after the
solid wax melts into a lighter-than-water oil. Such wax-mediated, Hot
Start.TM. PCR is the subject of U.S. patent application Ser. No. 481,501,
filed Feb. 19, 1990, now abandoned in favor of continuation application
U.S. Ser. No. 07/890,300, filed May 27, 1992, incorporated herein by
reference.
Alternatively, nonspecific amplified nucleic acid resulting from primer
dimerization and mis-priming while completely mixed PCR reactants stand at
room temperature before thermal cycling can be destroyed by an enzymatic
restriction process described in PCT U.S. patent application Ser. No.
91/05210 filed Jul. 23, 1991, which published as PCT Patent Publication
No. WO 92/01814 on Feb. 6, 1992, which is a continuation-in-part of U.S.
Ser. No. 609,157, filed Nov. 2, 1990, now abandoned which is a
continuation-in-part of U.S. Ser. No. 557,517, filed Jul. 24, 1990, now
abandoned each of which is incorporated herein by reference. To perform
such restriction, one of the conventional four dNTPs is replaced by a
structural analogue which is incorporated into all amplified nucleic acid
by the PCR polymerase. Also included in the reaction mixture is an enzyme
which digests nucleic acid at (and only at) positions which contain the
structural analogue; this enzyme must be active only at temperatures below
about 50.degree. C., so that it does not damage amplified nucleic acid
during thermal cycling at higher temperatures. Preferably the restriction
enzyme is permanently inactivated during thermal cycling, so that it
cannot damage amplified nucleic acid if the latter is stored for any
significant period of time at room temperature after amplification and
before analysis. The most practical restriction enzymes are glycosidases
which cleave from the polynucleotide phosphodiester backbone the
unconventional nucleic acid base introduced by the dNTP analogue. The
resulting abasic sites experience cleavage of the polynucleotide
phosphodiester backbone upon heating. This restriction process has been
integrated practically with PCR by replacing dTTP with dUTP and by
incorporating in the reaction mixture the enzyme uracil-N-glycosidase.
A chemical variant of the Hot Start.TM. process incorporates into the PCR
reagent mixture a single-stranded DNA binding protein (SSB) at a
concentration sufficient to bind a significant fraction of the
single-stranded DNA present before thermal cycling is started. This ssDNA
comprises minimally the primers, the concentrations of which are well
known by the operator, and may also include slight or considerable amounts
of the test sample DNA, depending on whether the latter has been prepared
in a way which might denature it. During thermal cycling, the binding of
the SSB to primers and single-stranded template strands formed by PCR
product denaturation must be weak enough not to interfere with
primer-template annealing and enzymatic primer extension. Before thermal
cycling, while reactants stand together at room temperature, SSB binding
to the primers and any single-stranded regions of test sample DNA must be
strong enough to block mis-priming and primer dimerization. Two heavily
studied SSBs (Chase and Williams, 1986, Ann. Rev. Biochem. 55:103-136) are
commercially available and have been used with PCR: gene 32 protein from
the bacteriophage T4 and the 19 kilodalton SSB from E. coli (19 kda is the
subunit size; the normal active species is a tetramer). SSB is the major
active ingredient of Perfect Match.TM. polymerase enhancer, a mixture of
E. coli SSB and bovine serum albumin sold by Stratagene (San Diego,
Calif.) for the purpose of increasing PCR specificity and yield.
Bacteriophage gene 32 protein has been included in PCR mixtures to improve
amplification of long targets (Schwarz et al., 1990, Nucl. Acids Res.
18:1079) and to relieve polymerase inhibition by blood in the test sample
(Panaccio and Lew, 1991, Nucl. Acids Res. 19:1151). However, essentially
all organisms possess SSBs with compositions unique to each organism.
Other SSBs which have been characterized biochemically include one from a
filamentous bacteriophage (Brayer and McPherson, 1984, Biochemistry.
23:340-349), a family of sequence-homologous proteins from plant virus
(Saito et al., 1988, Virology 167:653-656, and Citovsky etal., 1990, Cell
60:637-647), and one from Agrobacterium tumefaciens (Citovsky et al.,
1989, Proc. Natl. Acad. Sci. USA 86:1193-1197). SSBs possess enough
structural similarity to suggest that DNA binding is associated with a
consensus structure of alternating aromatic amino acids (phenylalanine,
tyrosine, and tryptophan) and charged amino acids (glutamate, aspartate,
lysine, and arginine) (Prasad and Chiu, 1987, J. Mol. Biol. 193:579-584)
such that artificial polypeptides might be created which function as well
as the biological SSBs in improving PCR specificity and yield. In
addition, enough is known about SSB structure and function to suggest ways
to improve function by genetic engineering.
Although the three basic tactics of PCR specificity enhancement (Hot
Start.TM. methods, amplified DNA restriction, and SSB addition to the
reaction mixture) each can serve alone to improve specific amplification,
combinations of the three approaches may have special benefits. For
example, whereas Hot Start.TM. methods block only that nonspecificity
resulting from reactant incubation at ambient temperature before cycling
is started, SSB s may reduce mis-priming which arises during thermal
cycling. On the other hand, SSB used without a manual or wax-mediated Hot
Start.TM. process occasionally will trigger massive primer dimerization
which interferes with specific amplification. The combination of the two
methods optimally reduces mis-priming and primer dimerization.
The preceding background art has dealt with conventional PCR, wherein test
sample nucleic acids are extracted from a biological source in a way which
destroys target sequence association with individual cells or subcellular
structures. So-called in situ nucleic acid hybridization methods have
evolved to detect target sequences in the cells or organelles where they
originated (for a review of the field, see Nagai et 1987, Intl. J. Gyn.
Path. 6:366-379). Typically, in situ hybridization entails (1) preparation
of a histochemical section or cytochemical smear, chemically fixed (e.g.,
with formaldehyde) to stabilize proteinaceous subcellular structures and
attached to a microscope slide, (2) chemical denaturation of the nucleic
acid in the cellular preparation, (3) annealing of a tagged nucleic acid
probe to a complementary target sequence in the denatured cellular DNA,
and (4) localized detection of the tag annealed to target, usually by
microscopic examination of immobilized nonisotopic (absorbance or
fluorescence staining) or isotopic (autoradiographic) signals directly or
indirectly generated by the probe tag. However, conventional in situ
hybridization is not very sensitive, generally requiring tens to hundreds
of copies of the target nucleic acid per cell in order to score the
presence of target sequence in that cell.
Recently, the sensitivity enhancement associated with PCR amplification of
target sequence has been combined with the target localization of in situ
hybridization to create in situ PCR, wherein PCR is performed within
chemically fixed cells, before (Haase et al., 1990, Proc. Natl. Acad. Sci.
USA 87:4971-4975, incorporated herein by reference) or after (Nuovo et
al., 1991, Amer. J. Pathol. in press, incorporated herein by reference)
the fixed cells have been attached to a microscope slide; the amplified
nucleic acid is located by microscopic examination of autoradiographs
following isotopically tagged probing (Haase et al., supra) or stained
patterns directly deposited on the microscope slide following
enzyme-linked detection of biotin-tagged probes (Nuovo et al., supra). The
cells may be suspended (Haase et al., Supra) or may be part of a tissue
section (Nuovo et al., supra) during in situ amplification.
In situ PCR requires a delicate balance between two opposite requirements
of PCR in a cellular preparation: the cell and subcellular (e.g., nuclear)
membranes must be permeabilized sufficiently to allow externally applied
PCR reagents to reach the target nucleic acid, yet must remain
sufficiently intact and nonporous to retard diffusion of amplified nucleic
acid out of the cells or subcellular compartments where it is made. In
addition, the amplified nucleic acid must be sufficiently concentrated
within its compartment to give a microscopically visible signal, yet
remain sufficiently dilute that it does not reanneal between the
denaturation and probe-annealing steps. Haase et al., supra, relied on
paraformaldehyde fixation of cells to have created sufficient but not
excessive permeability. Nuovo et al., supra, also employed a single,
commercially available, proteinase treatment to improve permeability.
Both Haase et al., supra, and Nuovo et al., supra, used a series of PCR
primer pairs to specify a series of overlapping target sequences within
the genome of the targeted organism to improve retention of amplified
target nucleic acid within the cellular compartment where it was made. The
resulting PCR product was expected to be so large (greater than 1,000 base
pairs) that its diffusion from site of origin should be greatly retarded.
However, the use of multiple primer pairs severely reduces the
practicality of in situ PCR, not just because of the expense associated
with producing so many synthetic oligonucleotides, but even more seriously
because many PCR target organisms, especially pathogenic virus, are so
genetically plastic that it is hard to find even a few short sequences
which are sufficiently invariant to make good primer and probe sites.
Other important target sequences, such as activated oncogenes, inactivated
tumor suppressor genes, and oncogenic chromosomal translocations, involve
somatic point mutations and chromosomal rearrangements which can be
distinguished from the parental sequence if relatively short PCR products
are amplified from single primer pairs. Multiple primer pairs and long
structures would frustrate attainment of the specificity often needed to
distinguish cancerous cells from their normal neighbors. Multiple primer
pairs jeopardize PCR in a different way as well; they promote primer
dimerization and mis-priming, reducing sensitivity and specificity and
increasing the likelihood of false-negative results because nonspecific
amplification radically reduces the yield of amplified target sequence.
Reinforcing the tendency of multiple primer pairs to enhance nonspecific
amplification are the rather high primer concentrations preferred for in
situ PCR (Nuovo et al., supra).
One useful variant of conventional PCR detects target RNA sequences in test
samples by creating complementary DNA (cDNA) sequences with the catalytic
mediation of added reverse transcriptase; the cDNA then is subjected to
standard PCR amplification (Kawasaki et al., 1988, Proc. Natl. Acad. Sci.
USA 85(15):5698, and Rappolee et al., 1989, J. Cell. Biochem. 39:1-11).
Recently, such RNA PCR has been streamlined by using a thermostable DNA
polymerase which, depending on exact chemical conditions, also shows
strong reverse transcriptase activity. This enzyme and its optimized
application to RNA PCR are subject of PCT U.S. patent application Ser. No.
US90/07641, filed Dec. 21, 1990, incorporated herein by reference.
Adaptation of in situ PCR to RNA targets will realize the full potential
of the method to differentiate among neighboring cells in a histochemical
or cytochemical preparation with respect to somatic mutation, pathogenic
infection, oncogenic transformation, immune competence and specificity,
state of differentiation, developmental origin, genetic mosaicism,
cytokine expression, and other characteristics useful for understanding
both normal and pathological conditions in eukaryotic organisms.
The present invention increases the convenience, sensitivity, and
specificity of in situ PCR, also eliminating any need for multiple primer
pairs to detect a single target sequence. In doing so, it also allows in
situ PCR to discriminate among alleles and increases the practicality of
in situ PCR analysis of RNA targets.
SUMMARY OF THE INVENTION
In a first aspect, the invention provides an improved method of in situ
polymerase chain reaction (PCR) with increased amplification specificity
and sensitivity. This improvement involves withholding at least one PCR
reagent from a preparation comprising fixed cells and PCR reagents until
the preparation has been heated to a temperature, in the approximate range
of 50.degree. C. to 80.degree. C., where nonspecific reactions of the
nucleic acid polymerase are disfavored. The method applies equally whether
nucleic acid, amplification is performed before or after the fixed cells
have been attached to a microscope slide.
In a second aspect, the improved in situ PCR method relates to the better
specificity and sensitivity that result by including in the reaction
mixture a single-stranded DNA binding protein (SSB) at a concentration
which interferes with nonspecific polymerase reactions without blocking
specific target amplification. A variety of naturally occurring,
genetically engineered, or totally synthetic polypeptides with SSB
activity can benefit in situ PCR. This second aspect also is independent
of the temporal order of nucleic acid amplification and cell attachment to
slides.
In a third aspect, the improved in situ PCR method relates to the better
specificity and sensitivity that result by including dUTP and UNG, or
another modified nucleotide and corresponding glycosylase, in the reaction
mixture.
In a final aspect, the invention relates to modified thermal cyclers used
to automate PCR amplification, wherein the sample compartment used to
transfer heat rapidly to and from the reaction holds microscope slides. In
one embodiment, the sample compartment comprises a metal block which has a
horizontal flat surface dimensioned to hold one or several microscope
slides with their largest dimensions oriented horizontally. The fiat
surface may lie at the bottom of a well suitable for holding a shallow
mineral oil vapor barrier which prevents drying of the in situ PCR
preparation during thermal cycling. In another embodiment, the compartment
comprises a metal block containing one or more slots which substantially
and closely enclose microscope slides with their largest dimensions
oriented in an approximately vertical plane. Such orientation
substantially increases the number of slides which can be analyzed at one
time. In a third embodiment, the compartment holds a moving heat-transfer
fluid and contains holders for securing microscope slides in the fluid
flow. The third embodiment also comprises plastic envelopes which encase
the microscope slides and protect them from desiccation or PCR reagent
wash-out.
DETAILED DESCRIPTION OF THE INVENTION
The first three aspects of the invention improve the specificity and
sensitivity of in situ PCR; they reduce the chance of false negative
results because even cells containing only a single copy of target nucleic
acid sequence can confidently detected. The increased specificity
simplifies the detection of amplified nucleic acid. Whereas in situ
nucleic acid analysis traditionally has required annealing of tagged probe
nucleic acid containing sequence complementary to the target sequence,
high amplification specificity allows confident detection of tagged
primers which have been incorporated into longer nucleic acid, with
decreased concern for false positive results which might arise from primer
incorporation into nonspecifically amplified nucleic acid. Therefore, an
additional probing step is no longer needed but still can be used. The
increased sensitivity also simplifies detection of amplified nucleic acid
after in situ PCR, by generating so much analyte that nonisotopic signals
can replace autoradiographically recorded isotopic signals. Absorbance,
fluorescence, and chemiluminescence signals are faster, simpler, and safer
to record than is radioactive decay. Adoption of nonisotopic detection
should greatly increase the appeal of in situ PCR to clinical pathologists
and other practitioners of routine analysis (as opposed to biological and
medical research).
The first three aspects of the invention also greatly increase the
practicality and generality of in situ PCR by eliminating the need for
multiple primer pairs for sensitive detection of a single target sequence.
Quite apart from the expense, multiple primer pairs are hard to apply to
highly polymorphic target organisms, like many retrovirus, or to
allele-specific amplification such as is required for PCR detection of
many oncogenic somatic mutations. Now that single primer pairs suffice for
in situ PCR, the method will have the same breadth of application as
conventional PCR. Such special adaptions as multiplex PCR, degenerate
priming, nested priming, allele-specific amplification, one-sided PCR, and
RNA PCR can be tried in situ with increased confidence in method transfer.
The second aspect of the invention is also a significant improvement. Hot
Start.TM. methods block only pre-amplification side reactions which yield
nonspecific products; SSBs also appear to reduce mis-priming which occurs
during thermal cycling. Therefore, SSBs more effectively reduce
nonspecific amplification. Two, inclusion of an SSB in the PCR reagent
mixture eliminates the need to perform a manual Hot Start.TM. procedure,
which requires some operator skill to effect a closely timed addition of
the missing PCR reagent without damaging or desiccating the in situ PCR
preparation. A method where all components of the assay are assembled at
room temperature and covered with a vapor barrier before heating is begun
is more reliable than one which requires manipulation of hot materials and
vapor barrier addition to a hot system.
By facilitating routine application of in situ PCR, the first two aspects
of the invention extend ultra-sensitive nucleic acid detection to new
markets and practical problems, such as are presented by clinical,
veterinary, and plant pathology. These professional fields often rely on
information regarding analyte location in biological samples to make
critical judgments; conventional PCR does not easily yield that
information. Furthermore in situ PCR is practically immune to the creation
of false-positive results by contamination of reactions with amplified
target from previous reactions, because the analyte shows subcellular
localization, usually in the nucleus. In addition, multiple staining, for
example, for cell-surface antigens, permits disease diagnosis and
prognosis based on infection rates of cellular subpopulations. In situ PCR
applied to blood or biopsy samples from patients believed to be infected
by a lymphotrophic retrovirus, such as HIV-1, should yield valuable
prognosis information such as the fraction of CD4 (surface antigen) plus
cells carrying integrated viral genomes or vital particles.
The instruments of modified heat blocks of this invention will increase the
speed and reliability of in Silo PCR performed on microscope slides by
accelerating and rendering more uniform the heat transfer which occurs
during thermal cycling. Nuovo et at., supra, placed the microscope slide
in a foil boat designed to hold the mineral oil vapor barrier which rested
on top of a conventional thermal cycler sample block. Because such sample
blocks contain rows of Wells designed to hold the microcentrifuge tubes in
which conventional PCR is performed, they reduce the heat transfer rate
from the maximum possible value; the microscope slide does not contact the
sample block directly, and a large fraction of the bottom of the foil boat
contacts the poorly conducting air in the sample wells rather than the
metal of the sample block.
To promote understanding of the invention, definitions are provided below
for the following terms.
"PCR" refers to a process of amplifying one or more specific nucleic acid
sequences, wherein (1) oligonucleotide primers which determine the ends of
the sequences to be amplified are annealed to single-stranded nucleic acid
in a test sample, (2) a nucleic acid polymerase extends the 3' ends of the
annealed primers to create a nucleic acid strand complementary in sequence
to the nucleic acid to which the primers were annealed, (3) the resulting
double-stranded nucleic acid is denatured to yield two single-stranded
nucleic acids, and (4) the processes of primer annealing, primer
extension, and product denaturation are repeated enough times to generate
easily identified and measured amounts of the sequences defined by the
primers. Practical control of the sequential annealing, extension, and
denaturation steps is exerted by varying the temperature of the reaction
container, normally in a repeating cyclical manner. Annealing and
extension occur optimally in the 40.degree. C. to 80.degree. C.
temperature range (exact value depending on primer concentrations and
sequences), whereas denaturation requires temperatures in the 80.degree.
C. to 100.degree. C. range (exact value depending on target sequence and
concentration).
Such "thermal cycling" commonly is automated by a "thermal cycler," an
instrument which rapidly (on the time scale of one to several minutes)
heats and cools a "sample compartment," a partly or completely enclosed
container holding the vessel in which nucleic acid amplification occurs
and the heat-transfer medium directly contacting the PCR vessel. Most
commonly the sample compartment is a "sample block," normally manufactured
out of metal, preferably aluminum. Conventional sample blocks contain
wells designed to fit tightly the plastic microcentrifuge tubes in which
PCR amplification nounally is performed. The sample block of the present
invention replaces some or all of these conical wells with flat surfaces
or slots designed to optimize heating and cooling of microscope slides.
Less commonly, the sample compartment is a chamber through which a hot or
cold heat-transfer fluid, such as air or water, moves past reaction tubes
bathed by the fluid.
"PCR reagents" refers to the chemicals, apart from test sample nucleic
acid, needed to make nucleic acid amplification work. They consist of five
classes of components: (1) an aqueous buffer, (2) a water-soluble
magnesium salt, (3) at least four deoxyribonucleoside triphosphates
(dNTPs), (4) oligonucleotide primers (normally two for each target
sequence, with sequences which define the 5' ends of the two complementary
strands of the double-stranded target sequence), and (5) a polynucleotide
polymerase, preferably a DNA polymerase, most preferably a thermostable
DNA polymerase, which can tolerate temperatures between 90.degree. C. and
100.degree. C. for a total elapsed time of at least 10 minutes without
losing more than about half of its activity.
The four conventional dNTPs are thymidine triphosphate (dTTP),
deoxyadenosine triphosphate (dATP), deoxycytidine triphosphate (dCTP), and
deoxyguanosine triphosphate (dGTP). They can be augmented or sometimes
replaced by dNTPs containing base analogues which Watson-Crick base-pair
like the conventional four bases. Examples of such analogues include
deoxyuridine triphosphate (dUTP) and dUTP carrying molecular tags such as
biotin and digoxigenin, covalently attached to the uracil base via spacer
arms.
Whereas a "complete set" of PCR reagents refers to the entire combination
of essential reactants except test sample nucleic acid, a "subset" of PCR
reagents lacks at least one of the essential reagents other than the
aqueous buffer. The "complement" or "complementary subset" to a first PCR
reagent subset consists of all reagents missing from the first subset. PCR
"reactants" refers to the PCR reagents plus text sample nucleic acid.
"Hot Start.TM. PCR" refers to PCR amplification in which a subset of
reagents is kept separate from its complement and the test sample until
the latter components have been heated to a temperature between about
50.degree. C. and about 80.degree. C., hot enough to minimize nonspecific
polymerase activity. After all PCR reactants have been mixed, thermal
cycling is begun, with reaction temperature controlled so that it never
drops below about 50.degree. C. until amplification is completed.
"Fixed cells" refers to a sample of biological cells which has been
chemically treated to strengthen cellular structures, particularly
membranes, against disruption by solvent changes, temperature changes,
mechanical stresses, and drying. Cells may be fixed either in suspension
or while contained in a sample of tissue, such as might be obtained during
autopsy, biopsy, or surgery. Cell fixatives generally are chemicals which
crosslink the protein constituents of cellular structures, most commonly
by reacting with protein amino groups. Preferred fixatives are buffered
formalin, 95% ethanol, formaldehyde, paraformaldehyde, or glutaraldehyde.
Fixed cells also may be treated with proteinases, enzymes which digest
proteins, or with surfactants or organic solvents which dissolve membrane
lipids, in order to increase the permeability of fixed cell membranes to
PCR reagents. Such treatments must follow fixation to assure that membrane
structures do not completely fall apart when the lipids are removed or the
proteins are partially cleaved. Protease treatment is preferred following
fixation for more than one hour and is less preferred following shorter
fixation intervals. For example, a ten-minute fixation in buffered
formalin, without protease treatment, is standard after suspended cells
(e.g., from blood) have been deposited centrifugally on a slide by
cytospin procedures standard in the cytochemical art.
"Histochemical section" refers to a solid sample of biological tissue which
has been frozen or chemically fixed and hardened by embedding in a wax or
a plastic, sliced into a thin sheet, generally several microns thick, and
attached to a microscope slide.
"Cytochemical smear" refers to a suspension of cells, such as blood cells,
which has been chemically fixed and attached to a microscope slide.
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