JCM 11 05826
JCM 11 05826
JCM 11 05826
Clinical Medicine
Review
Review and Updates on the Diagnosis of Tuberculosis
Yi Huang , Lin Ai, Xiaochen Wang, Ziyong Sun and Feng Wang *
Department of Laboratory Medicine, Tongji Hospital, Tongji Medical College, Huazhong University of Science
and Technology, Wuhan 430030, China
* Correspondence: [email protected]
1. Introduction
Tuberculosis (TB) is a leading global public health problem, with high morbidity and
mortality in humans. Until the COVID-19 pandemic, TB was still the leading cause of
Citation: Huang, Y.; Ai, L.; Wang, X.; death from a single infectious agent, ranking above HIV/acquired immune deficiency
Sun, Z.; Wang, F. Review and
syndrome [1]. The number of people newly diagnosed with TB fell from 7.1 million in
Updates on the Diagnosis of
2019 to 5.8 million in 2020, and reduced access to TB diagnosis and treatment has resulted
Tuberculosis. J. Clin. Med. 2022, 11,
in an increase in TB deaths [1]. Generally, although progress has been made in reducing
5826. https://doi.org/10.3390/
the TB burden worldwide, this has been insufficient to reach the first milestone of the End
jcm11195826
TB Strategy.
Academic Editor: Stephane Mouly Drug-resistant tuberculosis is another threat to the global control of the disease. The
emergence of multi-drug resistant tuberculosis (MDR-TB) and extensively drug resistant
Received: 30 August 2022
Accepted: 27 September 2022
tuberculosis (XDR-TB) is increasing in some regions of the world. Globally in 2020, 71%
Published: 30 September 2022
(2.1/3.0 million) of people diagnosed with bacteriologically confirmed pulmonary TB
were tested for rifampicin resistance, with considerable variation among countries [1].
Publisher’s Note: MDPI stays neutral Among them, 132,222 cases of MDR-TB and 25,681 cases of pre-XDR-TB or XDR-TB were
with regard to jurisdictional claims in
detected [1]. The increase of drug-resistant TB demands accurate and reproducible drug
published maps and institutional affil-
susceptibility testing (DST) methods.
iations.
In 2015, the World Health Organization (WHO) proposed a paradigm shift, from a
stop TB to end TB strategy [2]. To achieve this, the WHO has emphasized the essential
role of early, rapid, and accurate identification of Mycobacterium tuberculosis (Mtb) and the
Copyright: © 2022 by the authors.
determination of drug susceptibility in the treatment and management of this disease. In
Licensee MDPI, Basel, Switzerland.
this article, we provide an overview of current diagnostic methods, which not only focus
This article is an open access article on Mtb identification but also on the detection of Mtb-specific host response and new
distributed under the terms and techniques for the diagnosis of TB.
conditions of the Creative Commons
Attribution (CC BY) license (https://
creativecommons.org/licenses/by/
4.0/).
2. Mtb Diagnosis
2.1. Microscopy
Sputum smear microscopy still remains one of the basic methods for identifying Mtb
in developing countries. The most regular practice is acid-fast staining using carbol fuschin
solution. The lipid-rich cell wall of Mtb resists decolorization with acid-containing reagents,
which means that acid-fast organisms can be visualized on microscopic examination of
smears prepared from sputum, alveolar lavage fluid, or other specimens. The major limita-
tion of smear microscopy is a lack of sensitivity, which varies widely (20 to 80%) in different
studies and is particularly poor in paucibacillary TB, including child TB, extrapulmonary
TB, or HIV coinfected TB [3–8]. Specificity is likely to vary considerably depending on the
local prevalence of infections with nontuberculous mycobacteria (NTM). In regions with a
low incidence of NTM, the specificity of smear microscopy can reach up to 98% [9].
Fluorescence microscopy can save manpower and improve work efficiency [3], as
well as increasing the sensitivity of smear microscopy [10]. The possibility of false-positive
results is a potential shortcoming of fluorescence microscopy, because of non-specific
fluorochrome dye incorporation [11]. The instability of fluorescent staining has been
reported [12]. Unlike conventional microscopy using conventional artificial light, flu-
orescence microscopy uses an intense light source, such as a halogen or high-pressure
mercury vapor lamp, which is expensive and vulnerable [13]. However, in comparison to
intense light sources, light-emitting diodes (LEDs) are more robust, sustainable, and have a
longer lasting battery life expectancy, and these qualities make LED microscopy feasible
for use in resource-limited settings. Accordingly, the WHO recommends that conventional
fluorescence microscopy can be replaced by LED microscopy [10].
Fluorescein diacetate (FDA) is a new stain solution where only living cells actively
convert the nonfluorescent FDA into the green fluorescent compound following enzymatic
activity [14]. FDA staining can be used to detect the viable Mtb and simply predict the
quantitative culture results within 1 h, indicating whether patients are responding to TB
therapy [15]. “TBDx” is an innovative smear microscopy system that automatically loads
slides onto a microscope, focuses and digitally captures images, and then classifies smears
as positive or negative using computerized algorithms [16]. Despite showing potential
for detection of Mtb, these new microscopy methods still need more validation of their
performance in clinical practice.
Sputum smear microscopy is relatively fast, inexpensive, and specific for Mtb diag-
nosis in high-TB burden areas. Thus, it is still a worthwhile method for Mtb diagnosis,
especially in resource-limited countries. The most important limitation of microscopy is
a low sensitivity for diagnosis of TB, especially in paucibacillary samples. In addition,
routine microscopy cannot differentiate between live and dead bacilli, which leads to the
difficulty of the method for early detection of treatment failure or drug resistance. Generally,
the performance of smear microscopy is far from the current needs for diagnosis of TB in
clinical practice.
2.2. Culture
2.2.1. Solid and Liquid Culture
Culture is still the WHO-recommended gold standard for the diagnosis of TB, as Mtb
isolation is not only important for disease diagnosis but also permits the detection of drug
resistances. Traditional Mtb culture can be performed on either a solid (e.g., Lowenstein–
Jensen) or liquid (e.g., Middlebrook 7H9) medium. Notably, solid culture is less expensive
than liquid culture and less prone to contamination by other bacteria or fungi, but liquid
culture is faster, more sensitive, and convenient (growth is detected automatically) [17,18].
A technical detail that should be mentioned is sample decontamination. Samples
(such as sputum) that are contaminated with normal flora must undergo decontamination
before culture. The laboratory can use a routine decontamination reagent such as NaOH
together with N-acetyl-L-cysteine (NALC), which kills rapidly growing bacteria and fungi
but has a limited effect on Mtb growth [19]. The laboratory should determine the optimal
J. Clin. Med. 2022, 11, 5826 3 of 14
The sensitivity of Xpert MTB/RIF is 99.8% for smear- and culture-positive cases and
90.2% for smear-negative but culture-positive cases, and the estimated specificity is 99.2%
for a single direct MTB/RIF test [32]. As compared with phenotypic DST, the MTB/RIF test
correctly identifies RIF resistance with 97.6% sensitivity and 98.1% specificity [32]. Notably,
there is some proportion of Xpert MTB/RIF positive results in culture-negative cases, which
still should be diagnosed as TB because of the high specificity of this assay [33–36]. It is
worth noting that INH is not detected by this test, while INH resistance accounts for part
of the first-line treatment failures [37]. Similar to smear microscopy, both live and dead
bacilli are detected by Xpert MTB/RIF, making this test incapable of assessing post-therapy
efficacy in the current format [34,38].
Xpert Ultra, the next generation of Xpert MTB/RIF, has a larger chamber for DNA
amplification than Xpert MTB/RIF. This new assay has two multicopy amplification targets
for TB, namely, IS6110 and IS1081, and therefore allows a lower detection limit than Xpert
MTB/RIF [39]. These modifications have increased Ultra’s overall sensitivity from 83% to
88%, with a slight decrease in specificity from 98% to 96% [40]. The WHO recommended
Xpert Ultra as the initial TB diagnostic test for adults and children, regardless of HIV status,
in 2017 [41]. Another PCR-based cartridge, Xpert MTB XDR-TB, has been designed for
detection of mutations associated with resistance to multiple first- and second-line TB
drugs or XDR-TB. In 2020, the Xpert MTB XDR-TB cartridge was launched, but further
clinical validation is needed [42].
Over the last decade, the development of molecular tests such as PCR has played
a key role in the control of TB. These assays not only detect TB based on amplification
of a targeted genetic region of the Mtb complex, but also detect the drug resistance of
key drugs, such as RIF and INH. Importantly, molecular tests work more quickly than
conventional Mtb culture and are also available at different levels of laboratories. Thus,
they are becoming more and more important for TB diagnosis and are helping to improve
the quality of TB care.
3. Immunological Diagnosis
3.1. Antibody Detection
Serologic tests rely on antibody recognition of Mtb antigens by the humoral immune
response. Owing to the poor diagnostic sensitivity and specificity, the WHO does not
recommend any commercial serologic assays for the diagnosis of TB, in case of misdiagnosis
and resource waste [53].
3.4.1. T-SPOT
T-SPOT assay, based on the enzyme-linked immunospot (ELISPOT) method, detects
the number of IFN-γ-producing cells after Mtb-specific antigen stimulation. Currently,
T-SPOT assay has been widely used for the diagnosis of Mtb infection [67]. T-SPOT has
proven useful, not only in detecting Mtb infection in children and HIV patients [68,69], but
also in the assessment of risk for TB development in chronic inflammatory diseases, prior
to anti-TNF treatment and screening for latent tuberculosis infection (LTBI) in immigrant
groups, health care workers, and college students [70–72]. T-SPOT has also been reported to
be a useful adjunct test for diagnosing extrapulmonary TB [73]. In spite of the significance
of the T-SPOT assay in diagnosing Mtb infection, the most critical limitation of this assay is
its inability to distinguish active TB from LTBI [74–76]. Thus, this limitation led a WHO
expert group to discourage the use of T-SPOT for the diagnosis of active pulmonary TB in
low- and middle-income countries, because of an unsatisfactory specificity [77].
Our previous studies have expanded the application of the T-SPOT assay in the
following three aspects:
(I) The ratio of TB-specific antigen (TBAg) to phytohaemagglutinin (PHA) (TBAg/PHA):
the larger of the ESAT-6/PHA and CFP-10/PHA of T-SPOT assay is defined as the
TBAg/PHA ratio [78]. We have found that calculation of the TBAg/PHA ratio of the
T-SPOT assay can increase the specificity of this assay for diagnosis of active TB [78–83].
The theoretical basis is that TBAg/PHA ratio can eliminate the impact of individual immune
variation on a T-SPOT assay. Specifically, active TB patients with immunocompromised con-
ditions show decreased TBAg results, leading to increased difficulty in distinguishing active
TB from LTBI, because low TBAg results are mostly attributed to LTBI. However, PHA
results, the positive control of T-SPOT assay, are correspondingly decreased in these situa-
tions, because they can reflect the immune status of the host [79,80]. Thus, the TBAg/PHA
ratio is still at a high level and better than directly using TBAg results in this condition.
Conversely, LTBI individuals with high TBAg results may have much higher PHA results,
leading to there still being a low TBAg/PHA ratio in this condition. Furthermore, very
recently, we reported the potential value of TBAg/PHA ratio in the treatment monitoring
of TB [84].
(II) Mean spot sizes (MSS): the MSS of ESAT-6 spot-forming cells in the T-SPOT assay
is calculated with an automated ELISPOT reader (CTL Analyzers). Our study showed that
the MSS of ESAT-6, but not CFP-10, of T-SPOT assay in active TB patients was significantly
higher than that in LTBI individuals, supporting the evidence that the MSS of ESAT-6
can be used as an adjunct tool for diagnosis of active TB [85]. Expectedly, our findings
demonstrated that a combination of the MSS of ESAT-6 and TBAg/PHA ratio of the T-SPOT
assay showed potential in discriminating active TB from LTBI [85].
(III) Non-blood T-SPOT assay: non-blood samples, including pleural and peritoneal
fluids, can also be used to perform T-SPOT assay. Our data showed that the performance of a
peripheral blood T-SPOT in diagnosing TB pleurisy was limited, especially with a decreased
sensitivity. However, using 1 × 105 pleural fluid mononuclear cells for performing T-SPOT
can improve the diagnostic accuracy of TB pleurisy, with a sensitivity and specificity of
89.76 and 96.70%, respectively [86]. In addition, our findings showed that, except for
pleural and peritoneal fluids, other non-blood samples such as cerebrospinal fluid are not
suitable for performing T-SPOT, due to it being difficult to harvest a sufficient number of
lymphocytes for performing the experiment [87–89].
J. Clin. Med. 2022, 11, 5826 7 of 14
3.4.2. QFT
A QFT assay is based on the enzyme linked immunosorbent assay to detect IFN-γ
secreted into the supernatant of culture medium after Mtb-specific antigen stimulation.
The advantages and limitations of QFT are similar to those of T-SPOT. The operational
procedures of QFT are simpler than T-SPOT, as it does not require the isolation of peripheral
blood mononuclear cells, but instead uses whole blood cells. However, the sensitivity of
QFT for detecting Mtb infection is slightly lower than that of T-SPOT, and this is more
pronounced in patients with immunocompromised conditions [90].
The fourth-generation QuantiFERON-TB Plus (QFT-Plus) assay, including another
TB antigen tube that contains additional shorter peptides from ESAT-6 and CFP-10, is
designed to detect both the CD4+ and CD8+ T cell responses [91]. It was developed with
the hope of improving the detection of LTBI among immunocompromised hosts. However,
studies comparing QFT-Plus to QFT currently do not support the superior performance of
QFT-Plus in individuals with either active TB or LTBI [91–94].
In general, given that the immunological diagnosis of TB is based on detection of
host antigen-specific responses, and not depending on Mtb load, immunological methods,
especially the quantitative and high sensitivity methods like T-SPOT, have the potential
for diagnosis of bacterial-negative TB. In addition, there is no doubt that the IGRAs are
currently the best methods for screening LTBI, no matter whether in immunocompetent
or immunocompromised individuals. Considering that Xpert MTB/RIF and TBAg/PHA
ratio can make up for each other’s shortcomings based on detecting different aspects [95],
we anticipate that a combination of these two methods may represent a good algorithm for
prompt diagnosis of TB in highly endemic areas. We have summarized the characteristics
of the typical methods for TB diagnosis in Table 1.
4. New Techniques
4.1. Next-Generation Sequencing (NGS)
Next-generation sequencing is considered a promising method for performing DST
of TB and it produces results much faster than phenotypic culture-based testing [96,97].
Unlike probe-based assays that are limited to probe-specific targets, NGS can provide
detailed and accurate sequence information for whole genomes by using whole-genome
sequencing or multiple gene region sequencing. The WHO has published guidance on
the role of NGS technologies for detecting mutations associated with drug resistance in
Mtb complex [98]. Currently, some developed countries, such as the US and UK, have
transitioned from phenotypic culture to whole-genome sequencing for DST for first-line
drugs [99,100], and the US Centers for Disease Control sequences isolates from all culture-
J. Clin. Med. 2022, 11, 5826 8 of 14
confirmed TB cases nationwide [101]. With the reduction of sequencing cost, NGS will be
of importance for the surveillance of drug resistance of TB.
5. Conclusions
Mtb, one of the most successful pathogens in the world, has co-existed with humans
for one thousand years and remains a major public health threat, causing over 2 million
deaths annually [120]. An early diagnosis and effective treatment are the keys to controlling
TB. Despite tens of thousands of research studies and clinical trials having been conducted,
the early diagnosis of TB is still a challenge in clinical practice. Moreover, species such
as urine and extrapulmonary tissue are sometimes difficult to collect, which also limits
the performance of TB testing. Both under- and over-diagnosis of TB are inevitable, and
empirical treatment is still a common strategy for diagnosis of clinical TB, especially in
J. Clin. Med. 2022, 11, 5826 9 of 14
resource-limited countries. Therefore, the development of new strategies for diagnosis and
prognosis of TB is a clinical problem that needs to be solved urgently, to end the global TB
epidemic. Future research needs to focus on the following issues: (1) markers reflecting
the status of Mtb infection, such as latent TB, preclinical TB, and active disease are lacking;
(2) markers used to predict the development of active TB are lacking, because of the
difficulty of conducting prospective studies; (3) markers used for monitoring the effect of
anti-TB treatment are lacking; (4) methods used to classify the endotypes of TB are rare,
while we believe that some types of TB can be recovered from without anti-TB treatment;
(5) the new diagnostic methods that do not target the Mtb pathogen will play a more
important role in the diagnosis of paucibacillary TB; (6) diagnostic methods which use
non-respiratory samples are lacking; (7) the methods used for diagnosis of LTBI need to be
further explored; (8) the immune characteristics of patients with LTBI need to be further
explored; and (9) the differences in antigen-specific T cells between patients with active TB
and LTBI need to be further explored.
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