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William H. C. Walker
Foreword Radioactivity-counting
These notes were prepared for a series of lectures in A radionuclide is an atom that spontaneously decays,
our continuing-education program. They are intended with release from the nucleus of radioactivity, which
to enable an analyst given labeled ligand, standard, and may be a, j3, or radiations or X-rays derived from en-
antibody to set up an optimized assay, and to define ergy transfers in the orbital electrons. Alpha rays are not
those steps in the assay that require meticulous control encountered in immunoassay work. Beta rays are elec-
of reaction conditions in order to achieve reproducible trons of different energies characteristic of each isotope;
and valid results. they have poor penetrating power. Gamma rays are
Much of the text concerns practical details and these electromagnetic radiations similar to X-rays. Like X-
have all been described in the extensive scientific lit- rays, they have variable penetrating power, depending
erature, some so often that original attribution would on their energy but will travel several centimetres
be difficult. Moreover, the notes are didactic, painted through low-density material.
in black and white where in fact innumerable shades of Tritium and carbon-14 are pure beta emitters. The
gray exist. Much of the emphasis derives from my own beta rays from a solution will not penetrate the few
practical experience, rather than published work, which millimetres of the wall of a containing glass tube and
tends to emphasize the end rather than the means. For they have to be counted by their ability to release pho-
these reasons, I have omitted references and instead tons from organic phosphors occurring in the same so-
provided a further reading list that will help to round lution. This is the principle of liquid scintillation
out the broader perspectives. counting. The efficiency of the phosphor is impaired by
Immunoassay has more experimental variables than the presence of water, and scintillation fluids are always
most other analytical techniques; it is clear that there nonaqueous based, with a wetting agent added to enable
is no one best way to set up an assay. These notes are limited amounts of water to be dissolved. Quenching
intended for those analysts who have limited experience caused by water and pigments (as in jaundiced serum,
in immunoassay, in the hope that they will increase for example) may require correction to each tube.
understanding of what is happening in the assay tubes Gamma ray or X-ray emitters, such as iodine-125, are
and which variables have most effect on the outcome. counted after the radiation has passed through the wall
Despite the great daily contributions of immunoassay of the containing tube. A solid sodium iodide crystal
to diagnosis and management, we still have a long way apposed to the tube contains fluor, which releases one
to go when an international quality-control survey can photon for one quantum of gamma radiation. Iodine-
report an erroneous prolactin result of 0.25 to be within 125 has gamma radiation of relatively weak energy.
two standard deviations of the group mean when the There will be a different counting rate if a solution is
result should have been 250. counted in a glass tube or a plastic tube.
The unit or radioactivity is the curie (Ci). 1 curie =
Department of Pathology, McMaster University Medical Centre, 3.7 x iO’#{176}
disintegrations per second. Note that disin-
1200 Main Street West, Hamilton, Ontario, L8S 4J9, Canada. tegration rate is inversely related to half life. One mole
Total saturation of binding sites which comes directly from equation 1, putting L = F
+B)
(b) when B = 0.5 Ab, F =
Now consider Figure 3. We can add an ordinate
scale-0, 0.5 Ab, Ab-where Ab is set at the counts
plateau, even though as yet we don’t know what Ab
is.
L
Next draw a tangent (OT) to the curve at B 0-
FIg.1. (Figure 4) and read off L1 where the tangent crosses the
L2=F+B=K’+0.5Ab La
So Fig. 5.
2L2 = 2K’ + Ab
and
K = 2L2-L,andAb = 2L, -2L2
This simple approach yields an estimate for K’ and Ab
by use of only limited parts of the curve: the initial slope, y
the mid-binding point, and the plateau.
You will see later that no assay can be optimized
without knowing Ab and K’, and the above procedure Fig.6.
is an absolute minimum. This type of curve in which
increasing bound counts occur with increasing ligand
concentration is also seen in one form of the immu- immunoassay, plotting y’ or 1/counts bound (i.e., re-
nometric radioassay system. ciprocal counts bound) vs. ligand concentration. A
straight line should result, and many assays depart little
Radloimmunoassay from linearity when such a plot is used. This approach,
In radioimmunoassays, increasing concentrations of now obsolete, is no longer used by serious workers,
the analyte ligand, L0, are reacted with antibody in the mainly because of the enormous uncertainty of points
presence of a fixed concentration of radiolabeled ligand, far from the origin. Figure 6 shows such a plot with ±2
L Some assays operate for most of their range at sat- SD included. Notice that although the higher points
uration of their antibody sites and it follows that the might suggest a lower slope to the line, their uncertainty
more La, the greater is the dilution of L When a fixed ‘.
isso great that they would divert proper attention from
amount (Ab) of this mixture is bound, there will be the lower points, which are located with great preci-
progressively fewer counts in the bound moiety as La sion.
increases. This phenomenon of large changes of precision along
In such a system with total ligand La + L* and a fixed either axis is called a non-uniformity of variance or
amount bound B = Ab, the proportion of the total li- heteroscedasticity. We shall return to this frequently
gand that is bound in considering plotting procedures. Notice that this
defect of 1/y plots applies equally to 1/counts bound,
B B - Ab to total counts/counts bound, or for that matter to
L - La + L* - La + L* free/bound counts.
If labeled and unlabeled ligand react on equal terms Never use a reciprocal scale as a standard curve. The
with the antibody, changes in variance mislead the eye (or a least-squares
regression, which usually assumes uniform variance).
counts bound = B* = Ab The fact that K is never infinitely large results in cur-
total counts L* La + L* vature at the lower end of the line, which is the only
Setting counts bound/total counts = y region of good precision, and this is another good reason
for avoiding a linearizing procedure that should not be
Ab expected to give a truly linear result.
y - La + L*
Scatchard Plot
La = (Ably) - L*
With this insight into why increasing dose of L in a
This is the relationship between added ligand and radioimmunoassay results in decreasing counts of
counts bound for antibody with infinitely high K if L * bound ligand and a decrease in the response y = bound
> Ab. It explains why counts bound decline as La in- counts/total counts, we can consider a famous formal
creases and why the curve has a hyperbolic shape, be- relationship that enables us to derive Ab and K.
cause the equation has the general form y = (aix) + From equation 1,
b.
Graphically the relationship is shown in Figure 5.
Note that the La scale can be obtained by offsetting the
origin a distance equal to L*. Ab-B
An equation of this sort was used in the early days of
So,
y
y B I-y
1-yF
The Scatehard equation may be rewritten as Ly
LyAb- y Fig. 8.
1 -y
Here, La is known, L* may be calculated and y is
known. This is a linear equation with unknowns Ab and Ab
K’. Plottingy/(1 y) againstLy (Figure 7), a straight
-
From
LyAb- ‘
1 -y K’
Fig. 10.
it follows that
(3)
y 1-y
This is a general relationship between L and y, and
when Ab, K, and L* are known, Ab
La K-’
y 1-y
Notice how this compares with the reciprocal relation-
ship obtained earlier by considering K infinitely large L
Fig. lOa.
La
y
The K’ term disappears, because with K = , K’ =
0. We have now introduced a K term that gives a formal
relationship over the whole range of La and applies even
when L * is less than Ab. Graphically, the reciprocal
relationship was as in Figure 9. The relationship L = y
K’/l - y has a similar reciprocal form, with 1 y re- -
K-’ y 1-y
to give a family of standard curves of differing Ab/K
ratios (Figure 12). All immunoassay curves for which
the antibody has a single species of binding sites and
which do not discriminate between L* and La will fall
Fig. 12.
on one of these curves. We shall consider the practical
consequences of this relationship for assay sensitivity
and optimization later.
Roots of a Quadratic
Let us return to
K1
L=- K
y 1-y
Sb +
This is a disguised quadratic: y
1-y
...
Ly-Ly2 Ab-Aby-K’y -I-
Ly2-(Ab+K’+L)y+AbO Ab
NN\
In a quadratic ax2 + bx + c = 0; the roots x andx2 are
related such that x x 2 = c/a
Fig. 13.
Hence yly2 = Ab/L; but y, = BIL
so
AbL Ab
Y2
I-i
Ab* W2
8-Sb
y2 =
Fig. 14.
The plot is shown in Figure 13. Note that for y,, the
ordinate has limits 0 and AbIK’, the abscissa has limits
0 and +Ab. All data points exist between these finite
limits. Fory2 the limits start at (Ab + K’) and -1, but
extend to infinity. These open-ended limits lead to in-
appropriate emphasis of high L points that have poor
Again, this quadratic has another root, put
precision. Compare this with y,, where all high L values
are confined to an area near the abscissa intercept and B-Ab Ab
W2 B
their poor precision is not exaggerated.
The only other linear relationship for
and:
(Ab_B)=K1
Lw2 = w2 Ab -
1- W2
is given by putting
Graphically (Figure 14) the limits for w, are 0 and
F B K’/Ab for low L and for high L.
w1 = 1 - w, =
For w2,the limits are -(Ab + K’) and -1 for lowL
and -K’ and 0 for high L. This is the opposite of the
Then:
Scatchard plot. The root w2 is now well behaved for
W1 (Ab-L+Lw,)=K-’ plotting data in terms of B and Ab. The ordinate limits
1 - Wi can be converted from -1 to 0 to 0 to 1 by using
w2 B
Lw, = Wi Ab-K’ (1 + 1 - w2) = =
1 - Wi
from the L0 standard curve. sively to labeled bound and labeled free. With y/(1 y) -
A good practice is to set up tubes with zero La and as ordinate, the appropriate abscissa is y(L* + La/1a);
increasing amounts of L*: two L*, four L*, six L*, eight [ya = y + ra ray]. In this way, nonlinearity
- of the
L These represent increments of one, three, five, and Scatchard plot from differing K* and K0 is avoided and
seven L * on the regular standard curve set up with one values for Ab and K* are obtained free of artifact.
dose of L*. The increments serve to allow measure-
ments on the most precise part of the curve (coefficient Derivation of Binding Constants
of variation increases at very low and very high La) and Estimates of binding capacity, Ab, and &juilibrium
indicates whether antibody is discriminating between constant, K, are obtained from a Scatchard plot. This
labeled and unlabeled ligand. The ratio ra = K*/Ka can plot is meaningless unless certain conditions are met:
be defined from these data. If a dose of labeled ligand (a) All concentration units are expressed in terms of
(L* + nL*) (L* is the regular amount used in preparing concentration in the final equilibrium mixture before
the standard curve; n = 1, 3, 5, 7) produces a response the separation reagent is added.
(L0)0, it can be shown that: (b) Bound/total (y) is expressed as corrected bound
nL* = (La)n/(yn + ra - rayn)
fraction, using y = (y’ f3)/(a
- 3). a and
- are upper
and lower limits of y’; y’ = apparent bound counts/total
or counts.
(c) Bound concentration is y(L0 + L*). L* must be
(La)n/n = L*r0 ±yn[L*(1 - r0)]
included. Otherwise the zero standard has zero “bound,”
With (La)n, n, and y known, r0 and L* are derived if which is nonsense.
two values of n are available. It is wise to have four, (d) The reaction must proceed to equilibrium with
spaced as widely as possible over they scale, to improve labeled and unlabeled ligand mixed together before
precision. antibody is added.
Graphically, with (La )0/n as ordinate and y0 as ab- If a linear Scatchard plot results, the values Ab and
scissa, the linear relationship has (La )/n = L * when y K must be validated by demonstrating that a standard
= 1; and (La)n/n = L*ra wheny = 0 (Figure 17). Defi- curve with twice the antibody concentration yields a
nitions of L * and r0 are essential preliminaries to deri- binding capacity of two Ab with K unchanged.
vation of Ab and K, by use of a Scatchard plot or any A nonlinear plot indicates either severe disruption of
other graphical or computational approach. The mea- the equilibrium by the separation system or a combi-
surement of L * and r0 is simple; it is an integral part of nation of several species of binding sites. If more than
assay development. This is the method of choice for one species of binding sites is present, the assay is more
measuring L * in the assay system. It is better than using likely to have cross-reactivity problems.
stated specific activity because losses may have occurred
in the iodination and purification steps. If r0 is different
Statistical Weighting
from unity, the La values of the standard curve must be Consider the following data:
Least-squares fits can be weighted, but this is generally The three reciprocal plots Bo*/B*, 1/B*, and F*/B*
a job for a computer. Without such a facility, never use are similar except for scalar change or a shift of the or-
reciprocal plots for radioimmunoassay. Remember: igin. All suffer from a severe increase in statistical un-
reciprocal plots come in many forms: “bound counts at certainty of data points as y decreases. Since K1 can
zero ligand/bound counts”; “1/bound counts”; “free/ rarely be ignored, the line deviates from linearity at low
bound” (= “1 - total/bound”). They are all equally La values and a least-squares fit is inappropriate on
unsuited to least-squares fit, and of course a “best fit by grounds both of nonlinearity and markedly inconstant
eye” is equally bad. variance of data points.
The logit plot (log [Y/(1 -Y)J where Y = y/yo) is The expression
similar to a reciprocal plot in that great stretching of
parts of the scale result in a linear response. Here, both (4)
ends of the scale are stretched, leaving a compressed yo y
area at mid-range when y = 0.5 yo. Rodbard, who in- is the basis of another common plotting routine.
vented this plot, stresses that it must be used only with
y - y/yo
computer routines that include weighting. Nevertheless,
it has great popularity as a by-eye or simple least-
yo - y - 1 - y/y0
squares means of getting a straight-line response curve. and loge y/(yo - y) = logit y/y
Follow the advice of the inventor and never use the logit Coverting equation 4 to logarithmic form:
plot unless you are going to use computer weighting for
loge L = constant - logit (y/yo)
the least-squares fit.
Always plot duplicate data points separately rather Any immunoassay that will yield a linear reciprocal plot
than first calculating a mean. You do, at least, stand a must also have a linear logit plot. With this plot the
chance of observing how far apart the duplicates are in change in variance of the data points as y changes is
2. At what concentration?
high std.
3. For how long? I I I I I
0.1 0.5 I 5
The experimental protocol is simple. Separation
systems are tested one at a time in two extreme situa-
tions: with all the ligand bound and with all the ligand
free. A zero standard tube with 100-fold excess of anti-
(TT
Ay
body suffices for the first situation, a tube with label and
no antibody for the second. Because the separation
system may be influenced by buffer, temperature, and
the presence of serum or plasma in the equilibrium Fig.19.
mixture, these variables should be held constant at the
conditions actually existing in the assay.
Great excess of antibody and no antibody are not
realistic assay conditions, because antibody is routinely
always present at constant concentration. It is therefore
y
preferable to substitute for total binding and zero
binding, two real-life situations: the zero standard and
the highest standard to give, respectively, maximal and
minimal binding. This also economizes on expensive
Fig. 20.
antibody, because the use of many tubes with 100-fold
excess of antibody is avoided.
Replicate pairs of zero and high standard are treated
with separation system at varying concentration for
fixed time. Charcoal, for instance, is used at 0.1%, 0.5%,
1%, 5% concentration (1,5, 10, 50 g/liter) for 30 mm. At
low charcoal concentration, some of the free may not be log y
lower end, depending on the assay ligand. It is wise to mum of 15 mm and a maximum of 4 h.”
have standards close to the upper and lower limits of the Statements in the protocol cannot be precise unless
normal range, because these concentrations are likely their limits have been defined. To play safe by hedging
to involve clinical decisions and maximal precision is every instruction with meticulous restrictions is to en-
needed here. courage sloppy technique since staff in a busy laboratory
B. Follow with three quality-control samples: low, cannot waste time on irrelevant and unhelpful restric-
normal, and high. tions. Know what matters and what does not and con-
C. Run samples with a mid-quality control in every centrate special attention only on steps that are critical.
tenth position. This is part of good assay development, which we shall
D. End with the same three quality-control sam- consider later. To any visitor who comes to your labo-
ples. ratory and asks “why are you doing that assay step in
4. Run every test in duplicate-standards, quality that way,” you should have a clear and logical answer.
control, and unknowns. There is no exception to this The place for working by rote is the kitchen, not the
rule. Diagnostic and therapeutic decisions may rest on laboratory-and never the immunoassay laboratory.
one result; blunders are unacceptable. 9. Do not take counting equipment for granted. Have
5. With assays that cover an extended concentration calibration for 1251 set up by an expert and monitored
range or those that are known to be subject to matrix regularly. Remember that counters may be upset by
effects, it is sound practice to run every unknown sam- line-voltage fluctuations. Monitor counter precision by
ple at two dilutions, usually with only a twofold differ- counting a control sample when the counter is not oth-
ence in concentration so that both results fall within the erwise occupied. Test the effect of switching on any
range of the assay. With assays of intrinsically good other large equipment. Get advice from a physicist and
precision, it is acceptable to run each dilution in a single stick to it.
tube rather than in duplicate. Failure of results for the 10. Be consistent in the use of concentration units.
two dilutions to agree then indicates either a matrix Avoid a plethora of conversion constants for volume,
effect or a blunder. In either case, repeat testing is in- mass, concentration, and units. The standards can be
dicated. Agreement of two dilution-corrected values, expressed in terms of ligand mass per tube, concentra-
run singly or in duplicate, from twofold differing vol- tion per final incubation volume (before or after addi-
umes of the same plasma is a strong indicator of a valid tion of charcoal or equivalent), or concentration of
assay result, free of matrix inaccuracy. Lack of agree- standard solution as it is added to each tube. The choice
ment must cast doubt on the validity of the result. It is arbitrary; none is theoretically best. We have already
may not be possible to remove that doubt, but it is imposed an absolute rule that standards and plasmas
critically important for analyst and consumer to know (diluted or not) are added with the same pipette. It
that reasonable doubt exists. follows that the concentrations of standard solutions to
6. Have standards ready diluted as though they were be added to standard tubes are directly comparable with
plasmas containing the specified amount of ligand. Use the concentrations of plasmas added to test tubes.
the same protocol and the same pipette for standards Identical concentrations of each should give identical
and unknowns. Adding a standard in varying volume reduction of bound counts. Unknown plasma concen-
to assay tubes to give increasing concentrations is in- trations can thus be read directly off a calibration curve
excusable. In immunoassay, everything depends on set up in terms of concentrations of standards. There
repeatability of assay conditions from tube to tube. are no factors or unit changes other than the trivial
There is never a good reason for using a different pro- dilution factor of diluted unknowns if these are run both
tocol for standards. undiluted and diluted. This approach has the virtue of
7. Use a single batch of tubes for an assay. 1251 is a simplicity; there is no better way of reducing errors. Use
weak gamma emitter. There is about a 20% loss of it always. It is equivalent to saying that arbitrary con-
counts if glass tubes rather than plastic tubes are used. stants applied many times over to samples should be
There will be unpredictable losses if tube batch is applied once only to the standards.
changed within assay.
8. Use a protocol that specifies precisely how long Method Development
and at what temperature for each tep in the assay, and Protocol
stick rigidly to the protocol.“Add charcoal, 1 ml to each Given labeled ligand, unlabeled standard ligand of
tube, and centrifuge after 30 mm at 5 #{176}C”is a mean- known concentration, and antibody, the development
ingless direction. Is this stage of the assay tempera- of an optimized assay and the evaluation of its perfor-
ture-dependent? If so, the charcoal should be at 5 #{176}Cmance is a necessary preliminary to routine use. It is
before pipetting, as should the assay tubes, and the reasonable to expect that in the final assay there should