Towards Harmonization of Mycobacteriology in TB Trials. Study 31/ACTG 5349 Key Elements of Mycobacteriology Laboratory Procedures

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Study 31/ACTG 5349 Key Elements of Mycobacteriology Laboratory Procedures: Towards Harmonization of Mycobacteriology in TB Trials Title Author(s) Study 31/ACTG 5349 Key Elements of Mycobacteriology Laboratory Procedures Anne Purfield (TBTC) Kathleen Eisenach (University of Arkansas for Medical Sciences) Anne-Marie Demers (Desmond Tutu TB Centre, Stellenbosch University) Fatima Jones (Westat) Frances Whalen (Westat) Version 1.9 Date 02-Jul-2015 Background The proposed approach towards harmonization of Standard Operating Procedures (SOPs) across the Tuberculosis Trials Consortium (TBTC) and AIDS Clinical Trials Group (ACTG) Network Tuberculosis (TB) laboratories included, (1) identifying Key Elements in Mycobacteriology laboratory procedures that have the greatest impact on data quality and, (2) harmonizing those elements across all Mycobacteriology Laboratories in both networks. Rather than create new SOPS, Mycobacteriology Laboratory procedures should be reviewed for the presence or absence of the necessary Key Elements. Most clinical Mycobacteriology Laboratories already have SOPS and have either been accredited or are in the process of accreditation. Creating new SOPs would be burdensome in terms of time and resources, and would duplicate the efforts of other universal lab manuals that are currently available (e.g., GLI Mycobacteriology Laboratory Manual) Cross-network harmonization and implementation of the Key Elements of Mycobacteriology Laboratory Procedures begins with TBTC Study 31, ACTG #5349, a multi-network phase three trial to evaluate safety and efficacy of shortened TB treatment regimens for acute pulmonary TB. The Key Elements for TBTC Study 31, ACTG #5349 are detailed in Table 1 below. These are in agreement with the Key Elements developed by the ACTG Tuberculosis Transformative Science Group (TB TSG) Lab Core Team. Good Clinical Laboratory Practices (GCLP) and quality assessment (QA) activities are not considered as key elements but must be a part of the Mycobacteriology Laboratory procedures, and laboratory-specific Quality Management manuals. These Key Elements are directed towards Mycobacteriology used as endpoints in TB drug trials; however, Key Elements of rapid drug susceptibility tests are included as the quality of these and turnaround times are important in screening for subject eligibility. Likewise, quality indirect Drug Susceptibility Testing (DST) are needed to ensure safety for subjects enrolled in the study. How to Use Key Elements of Mycobacteriology Laboratory Procedures 1. Review the Key Elements for Mycobacteriology Laboratory Procedures 2. Ensure your laboratory SOPs for Mycobacteriology include each Key Element 3. Sign and return signature page to TBTCStudy31@cdc.gov, with subject line Laboratory Key Elements Harmonized Key Elements 7_2_15_v1.9 Page 1 of 8

Study 31/ACTG 5349 CLINICAL STUDY TEAM AND LABORATORY AGREEMENT SIGNATURE PAGE TBTC/ACTG Site agrees that the Key Elements of Mycobacteriology Laboratory Procedures are included in SOPs that are performed for Study 31 Site Name: Laboratory Name: This agreement must be signed and dated prior to participant enrollment and reviewed annually thereafter until study is completed. Principal Investigator Printed Name Signature Date Annual review initial and date (month/year): / ; / ; / ; / Study Coordinator Printed Name Signature Date Annual review initial and date (month/year): / ; / ; / ; / Coordinator(s) Collecting Sputum Printed Name Signature Date Annual review initial and date (month/year): / ; / ; / ; / Laboratory Director Printed Name Signature Date Annual review initial and date (month/year): / ; / ; / ; / Mycobacteriologist* Printed Name Signature Date Annual review initial and date: / ; / ; / ; / *The individual(s) completing TBTC Mycobacteriology (MB) Form Harmonized Key Elements 7_2_15_v1.9 Page 2 of 8

Laboratory Procedure 1 Sputum Collection & Transport 2 Sputum Collection & Transport 3 Sputum Collection & Transport Key Element in Procedure Participant is to rinse mouth with boiled/sterile/bottled or distilled water prior to sputum collection Collect at least 3 to 5 ml of sputum. If larger volumes cannot be obtained, a minimum of 1 ml is acceptable i Transport sputum specimen to the laboratory in a cool box as soon as possible after collection. Store sputum in a refrigerator or cool box (2-8 o C) if not received by to the laboratory within 1 hour of collection ii Potential Affect/ Quality of specimen Quality of specimen Integrity of specimen Harmonized Key Elements 7_2_15_v1.9 Page 3 of 8

4 Sputum Receipt & Storage 5 Sputum Processing 6 Sputum Processing 7 Sputum Processing Store sputum specimen in a refrigerator or cool box (2-8 C) if not processed within 1 hour of receipt at the laboratory Decontaminate sputum specimen with a final sodium hydroxide (NaOH) concentration of 1.0 to 1.5% for 15 to 20 minutes prior to adding phosphate buffered saline (PBS) (ph 6.8) Centrifuge specimen with a relative centrifugal force (RCF) of 3000xg, for at least 15 minutes iii Re-suspend the digested decontaminated specimen to final volume of 1.5 to 2.0 ml with PBS (ph 6.8) iv Integrity of specimen Harmonized Key Elements 7_2_15_v1.9 Page 4 of 8

8 Sputum Processing 9 Smear Microscopy 10 Smear Microscopy 11 Rapid Molecular Testing Include positive controls at least once per week or with each participant batch, and negative controls daily or with each participant batch Positive and negative control slides must be included with every batch of participant slides Report according to WHO/IUATLD grading scale as per the Global Laboratory Initiative (StopTB Partnership) Sputum Microscopy Handbook v Perform rapid molecular test (e.g., GeneXpert) according to the manufacturer's product insert and Detect Cross- Contamination Quality of smear Harmonized Key Elements 7_2_15_v1.9 Page 5 of 8

12 Rapid Molecular Testing and Smear Microscopy 13 Solid Media Culture 14 Solid Media Culture 15 Solid Media Culture Report of screening tests used for subject eligibility to clinic staff within 48 to 72 h of sputum specimen receipt Inoculate solid media (slant or plate) with 0.2 ml of resuspended sputum sediment vi Incubate solid media for at least 6 weeks before reporting a negative result; or at least 8 weeks for drug resistant TB trials Test appropriate controls before media is used, regardless if purchased commercially or prepared in-house vii 16 MGIT Culture Inoculate each MGIT tube with 0.5 ml of the re-suspended sputum sediment Turnaround time Harmonized Key Elements 7_2_15_v1.9 Page 6 of 8

17 MGIT Culture Work up all MGIT cultures (positive and negative) according to the FIND MGIT Manual and MGIT culture algorithms/flow charts included in the study-specific laboratory reference manual viii 18 Identification of MTB 19 Identification of MTB Confirm the presence of M. tuberculosis complex (MTBC) vs. non-mtbc at each trial time point when culture is positive ix Include positive and negative controls at least once per week or with each batch of participant specimens and with each new lot or shipment of testing kits/reagents Isolation/Detection of MTB Accuracy of MTB ID Harmonized Key Elements 7_2_15_v1.9 Page 7 of 8

20 Drug Susceptibility Testing (DST) Include a drug susceptible quality control (QC) strain at least once per week or with each batch of participant specimens Quality of DST i If not possible to collect at least 1 ml expectorate sputum, use local procedures for sputum induction, when necessary ii When the distance between the clinic and laboratory is great (i.e., the clinic ships the specimen to a regional laboratory), the specimen should be maintained on cold chain and received at the laboratory no more than three to five days after collection. iii Use of a refrigerated centrifuge is preferred. iv For guidance on how to achieve accurate and precise resuspension volumes, please see Study 31/ACTG 5349 Mycobacteriology Laboratory Reference Manual. v See Section 9, Acid-fast Bacilli Microscopy (AFB) Examination, from Global Laboratory Initiative Stop TB Partnership. Laboratory Diagnosis of Tuberculosis by Sputum Microscopy The Handbook 2013. Available from: http://www.stoptb.org/wg/gli/assets/documents/tblabdiagnosissputum%20microscopy_handbook.pdf. vi If using slants or plates where 0.2 ml of inoculum would overwhelm the surface area of the media, inoculate additional slants or plates so that the total volume of resuspended sputum sediment cultured on solid media is 0.2 ml. See Study 31/ACTG 5349 Mycobacteriology Laboratory Reference Manual. vii See Section 16, Quality Assurance, from Global Laboratory Initiative Stop TB Partnership: Mycobacteriology Laboratory Manual. First edition, April 2014. Available from: http://www.stoptb.org/wg/gli/assets/documents/gli_mycobacteriology_lab_manual_web.pdf viii See Study 31/ACTG 5349 Mycobacteriology Laboratory Reference Manual. ix At least one positive culture (e.g., AFB-positive MGIT) at each time point for each participant should be identified as M. tuberculosis or otherwise, depending on the laboratory resources. See Study 31/ACTG 5349 Mycobacteriology Laboratory Reference Manual. Harmonized Key Elements 7_2_15_v1.9 Page 8 of 8