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Immunochromatography‐based rapid diagnostic tests for diagnosing uncomplicated malaria in endemic countries

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Abstract

This is a protocol for a Cochrane Review (Diagnostic test accuracy). The objectives are as follows:

To assess the diagnostic accuracy of RDTs for detecting malaria parasitaemia and different types of malaria parasite in persons living in malaria endemic areas with symptoms of malaria.

Background

 

Target condition being diagnosed

Malaria is a life‐threatening illness caused by the parasitic protozoan Plasmodium, which is transmitted by many species of anopheline mosquitoes. In 2006, an estimated 3.3 billion people, almost half the world's population, were living in malaria endemic areas, and there were between 189 and 327 million cases of malaria (World Health Organization 2008a). Around 87% of cases were in Africa, 9% in South East Asia, 2% in the Middle East and 1% in South America (World Health Organization 2008a). In the same year, nearly a million people died from malaria; 91% were in Africa and 85% were children under the age of five years (World Health Organization 2008a). Malaria may be uncomplicated or severe. Most cases are uncomplicated, commonly presenting with fever, and sometimes other non‐specific symptoms including headache, and aches and pains elsewhere in the body (Gilles 1991; World Health Organization 2003). Severe malaria presents with confusion or drowsiness with extreme weakness, and may lead to coma and other life‐threatening complications involving many organs.

The two most common species of malaria parasites are Plasmodium falciparum and Plasmodium vivax. Falciparum malaria is the most common cause of severe malaria and malaria deaths and can also cause other complications such as anaemia and, in pregnancy, low birth weight babies. Vivax malaria is a relapsing form, which is rarely fatal but can cause serious anaemia in children. Malaria is a curable disease, and therefore malaria related morbidity and mortality can be reduced. Early, prompt and accurate diagnosis followed by appropriate treatment is the key to effective disease management (World Health Organization 2003) and is a basic tenet of current malaria control policy (World Health Organization 2005; Bell 2006).

People who are exposed repeatedly to malaria infection develop a partial and incomplete immunity. This means that in highly endemic areas those most at risk are children under the age of five, who have not yet had the chance to develop immunity. In less endemic areas, or areas of seasonal or epidemic transmission, older children and adults are also at risk due to less developed immunity. Travellers from non‐endemic to endemic countries are at highest risk because they have no immunity at all.

Index test(s)

Rapid diagnostic tests (RDTs)(World Health Organization 2003) detect parasite‐specific antigens in a drop of fresh blood through lateral flow immunochromatography (World Health Organization 2006). The World Health Organization currently lists 96 commercially available test kits meeting ISO131485 manufacturing standards (World Health Organization 2009). RDTs do not require a laboratory or any special equipment (World Health Organization 2006), are simple to use and can give results as a simple positive/ negative result, at thresholds pre‐set by the manufacturers, within 15 minutes (Talman 2007). RDTs are therefore, in general, suitable for remote areas with limited facilities and relatively untrained staff. However, they have a limited shelf life and need to be kept dry and away from extremes of temperature. They may also fail to detect malaria where there are low levels of parasites in the blood, for example in young children with low immunity, and false positives are possible due to cross reactions or gametocytaemia (Kakkilaya 2003).

These assays detect one or several antigens, the most common are histidine‐rich protein‐2 (HRP‐2), aldolase and lactate dehydrogenase (pLDH) (Talman 2007). Detection of HRP‐2 is a marker for P. falciparum while pLDH may be specific for P. falciparum, P. vivax or may detect all species (including P. ovale and P. gambiae). Aldolase is pan‐specific, detecting all types of malaria but not differentiating between them. There are seven types of commercially available test, using different antigen combinations (Bell 2006):

  • Type I: HRP‐2 (P. falciparum‐specific). Possible results: no Pf, Pf, invalid

  • Type II: HRP‐2 (P. falciparum specific) and aldolase (pan‐specific). Possible results: no malaria, Pf or mixed, Pv, Po and/or Pm, invalid

  • Type III: HRP‐2 (P. falciparum‐specific) and pLDH (pan‐specific). Possible results: no malaria, Pf or mixed, Pv, Po and/or Pm, invalid

  • Type IV: pLDH (P. falciparum‐specific) and pLDH (pan‐specific). Possible results: no malaria, Pf or mixed, invalid.

  • Type V: pLDL (P. falciparum‐specific) and pLDH (P. vivax‐specific). Possible results: no malaria, Pf, Pv, Pf and Pv, invalid

  • Type VI: HRP‐2 (P. falciparum‐specific), pLDH (pan‐specific) and pLDH (P. vivax‐specific). Possible results: no malaria, Pf and Pv +/‐ Po and/or Pm, Pf +/‐ Po and/or Pm, Pv +/‐ Po and/or Pm, Po and/or Pm, invalid

  • Type VII: Aldolase. Possible results: no malaria, Pf, Pv, Po and/or Pm, invalid

HRP‐2 can stay in the blood for 28 days after initiating the antimalarial therapy (Kakkilaya 2003). Because of this 'persistent antigenaemia', it is not possible to use these tests in assessing parasite clearance following treatment, and false positive results may be found in patients who have recently been treated for malaria. In contrast, pLDH is rapidly cleared from the blood following parasite death; in fact it may clear more rapidly than the dead parasites (World Health Organization 2009).

Alternative test(s)

Microscopic examination of Giemsa‐stained thick and thin blood films remain the conventional laboratory method and are still regarded as the ‘gold standard’. Microscopic examination provides a good sensitivity and specificity (although very low parasitaemias may not be detected), and it allows species and stage differentiations and quantification of parasites, all of which are important in assessing the disease severity and prescribing appropriate therapy. Intensive examination is more likely to reveal parasitaemia, so the test is carried out with a fixed number of fields being examined.

Polymerase chain reaction (PCR) which is molecular method based on DNA amplification is the most accurate method of detecting parasites in the blood. This technique is currently not widely available due to logistic constraints and the need of specially trained technicians and a well equipped laboratory. It is usually used only for research purposes.

Rationale

A diagnostic test which is simple to perform, rapid and accurate is important in many situations to ensure prompt specific treatment, reduce misdiagnosis of non‐malarial illness as malaria, limit the development of drug resistance (Talman 2007) and reduce drug wastage. The World Health Organization lists some of the situations where RDTs can be particularly useful as remote areas without access to expert microscopy, complex emergencies, and severe malaria, where rapid diagnosis is essential to save lives (World Health Organization 2000).

The World Health Organization now recommends artemisinin‐based combination therapy (ACT) for the treatment of malaria (World Health Organization 2006a). This is more effective and also more expensive than previously used antimalarial drugs (Sinclair 2009; Omari 2006). Since the introduction of ACTs, World Health Organization policy for highly malaria endemic areas has changed from treating all people with fever, to recommending only treating following diagnostic confirmation by microscopy or RDTs, with the exception of children under the age of five. However, local practice is often very different, some studies indicating that, even where diagnostic tests are used, treatment for malaria is often still given to all patients with fever (Hamer 2007).

The relative costs of microscopy and RDTs vary according to context. Where there is a relatively high prevalence of malaria and an established microscopy service, microscopy would usually be less expensive than RDTs, because most of the costs associated with microscopy are fixed costs, and microscopy can also be used to diagnose other diseases. In areas where malaria is less prevalent, or very rural areas where access to good quality microscopy services is limited, RDTs may be less expensive than microscopy (World Health Organization 2008.). The costs of RDTs also depends on the type of test used, which will depend on the types of malaria parasite endemic in the area; World Health Organization describes three zones (World Health Organization 2005a):

  • Zone 1‐ P. falciparum only or other species almost always as a mixed infection (most of Sub‐saharan Africa, lowland Papua New Guinea). Tests using HRP‐2 to detect P. falciparum only are appropriate.

  • Zone 2 ‐ both P. falciparum and P. vivax, most commonly as a single species (Asian and the Americas, Ethiopian highlands). Combination RDTs are needed, which detect all species and distinguish between P. falciparum and P. vivax.

  • Zone 3 ‐ non‐falciparum only (vivax only areas of East Asia and Central Asia, some highland areas elsewhere). Pan‐specific or vivax‐specific RDTs are appropriate.

RDTs may be used to confirm diagnosis before commencing treatment in people with symptoms of malaria where confirmation by microscopy is currently unavailable or unused, thereby increasing the specificity of diagnosis, which would otherwise be made on symptoms only. Alternatively, RDTs may be used to replace microscopy for confirmatory diagnosis, where logistic factors and relative costs indicate that this may be beneficial. The usefulness of RDTs in these roles will depend to a large extent on their accuracy, which will be explored in this review. The sensitivity and specificity thresholds that decide whether a test is useful in practice will depend upon the situation; as malaria endemicity varies enormously by geographic area, and positive and negative predictive values will vary considerably with endemicity. In addition, microscopy is not a perfect reference standard in itself, and the relative accuracy of RDTs and microscopy will depend to a large extent on the performance of the laboratory facilities and personnel available for microscopy.

Previously published systematic reviews have focused on the accuracy of RDTs for diagnosing malaria in travellers returning to non‐endemic countries from endemic countries (Marx 2005) or on one particular test only (Cruciani 2004). As far as we know this will be the first systematic review to assess the accuracy of the full range of RDTs for diagnosing malaria in people with symptoms in endemic areas.

Objectives

To assess the diagnostic accuracy of RDTs for detecting malaria parasitaemia and different types of malaria parasite in persons living in malaria endemic areas with symptoms of malaria.

Investigation of sources of heterogeneity

We will investigate heterogeneity in relation to the test and test conditions (index and reference), as well as patients' characteristics and endemicity.

Methods

Criteria for considering studies for this review

Types of studies

Studies using a consecutive series of patients, or a randomly selected series of patients.

Participants

People living in malaria endemic areas attending ambulatory healthcare settings with symptoms of uncomplicated malaria at the time of the study.

We will exclude studies if participants:

i.  are non‐immune persons returning from endemic countries or are mainly migrant or displaced populations from non‐endemic areas

ii. have been treated for malaria and the test is performed to assess treatment outcome

iii. have symptoms of severe malaria

iv. do not have symptoms of malaria

In studies where only a subgroup of participants is eligible for inclusion in the review, the study will be included provided that it is possible to extract relevant data specific to that subgroup.

If studies include some patients with severe malaria, and data specific to a subgroup of participant with uncomplicated malaria cannot be extracted, the study will be included if 90% or more of the participants have uncomplicated malaria.

Index tests

 All types of immunochromatography‐based rapid diagnostic tests (RDTs)

Comparator tests

Studies may or may not assess more than one type of RDT against the same reference standard

Target conditions

Symptomatic uncomplicated malaria, before treatment is commenced, including fever or a recent history of fever

Reference standards

  1. Conventional microscopy of thick blood smears, thin blood smears or both. Presence of asexual parasites of any density is regarded as a positive smear.

  2. Polymerase chain reaction (PCR).

There may be some studies using more than one reference test. If this is a case, we will present data relating to comparisons with each reference standard.

The reference standard should be performed using blood samples drawn at the same time as those for the index tests.

Search methods for identification of studies

Electronic searches

To identify all relevant studies, we will search the following databases using the search terms and strategy identified in Table 1

Open in table viewer
Table 1. Table Search Strategy

Search set

MEDLINE

EMBASE

1

Exp Malaria[MeSH]

Exp Malaria [Emtree]

2

Exp Plasmodium [MeSH]

Exp Plasmodium [Emtree]

3

Malaria ti, ab

Malaria ti, ab

4

1 or 2 or 3

1 or 2 or 3

5

Exp Reagent kits, diagnostics [MeSH]

Exp Diagnostic procedures [Emtree]

6

rapid diagnos* test* ti, ab

rapid diagnos$ test$ ti, ab

7

RDT ti, ab

RDT ti, ab

8

Dipstick* ti, ab

Dipstick$ ti, ab

9

Rapid diagnos* device* ti, ab

Rapid diagnos$ device$ ti, ab

10

MRDD ti, ab

MRDD ti, ab

11

OptiMal ti, ab

OptiMal ti, ab

12

Binax NOW ti, ab

Binax NOW ti, ab

13

ParaSight ti, ab

ParaSight ti, ab

14

Immunochromatograph* ti, ab

Immunochromatography [Emtree]

15

Antigen detection method*

Antigen detection method$

16

Rapid malaria antigen test*

Rapid malaria antigen test$

17

Combo card test* ti, ab

Combo card test$ ti, ab

18

Immunoassay [MeSH]

Immunoassay [Emtree]

19

Chromatography [MeSH]

Chromatography [Emtree]

20

Enzyme‐linked immunosorbent assay [MeSH]

Enzyme‐linked immunosorbent assay [Emtree]

21

Rapid test* ti, ab

Rapid test$ ti, ab

22

Card test* ti, ab

Card test$ ti, ab

23

Rapid AND (detection* or diagnos*) ti, ab

Rapid AND (detection$ or diagnos$) ti, ab

24

5 or 6 or 7 or 8 or 9 or 10 or 11 or 12 or 13 or 14 or 15 or 16 or 17 or 18 or 19 or 20 or 21 or 22 or 23

5 or 6 or 7 or 8 or 9 or 10 or 11 or 12 or 13 or 14 or 15 or 16 or 17 or 18 or 19 or 20 or 21 or 22 or 23

25

4 and 19

4 and 19

26

Limit 20 to Humans

Limit 20 to Human

Cochrane Infectious Diseases Group Specialized Register; MEDLINE; EMBASE; MEDION; Science Citation Index; Web of Knowledge; African Index Medicus; LILACS; IndMED

We will base the search on the following MeSH, full text and keyword terms: Malaria, Plasmodium, reagent kits, diagnosis, diagnostics, RDT, dipstick, MRDD, OptiMal, Binax Now, Parasight, Immumochromatography, antigen detection, antigen test, Combo card.

We will not limit the search by language or publication status. We will restrict the searches to human studies.

Searching other resources

We will handsearch reference lists of included articles, and any relevant review articles identified through the search, for possible eligible articles. We will contact test manufacturers to identify any unpublished studies. We will also handsearch conference proceedings and reports of the World Health Organization to identify additional studies. We will contact researchers, authors of included trials, and other experts in the field of malaria diagnostics for information on ongoing or unpublished studies.

Data collection and analysis

Selection of studies

One author will assess the titles and abstracts identified by the search strategy.

All potentially relevant articles will be retrieved in full and two authors (Cho‐Min Naing and Katharine Abba) will independently examine for inclusion in the present review, using a proforma as a guide. Any discrepancy will be resolved by discussion. If agreement cannot be reached, the opinion of a third author will be sought.

Data extraction and management

A standard set of data will be extracted from each study, using a tailored data extraction form. Two authors will independently extract data, and any discrepancies will be resolved by discussion, and if necessary by consultation with a third author. In cases of studies where only a subgroup of participants is included in the review, data will only be extracted and presented for that particular subgroup.

For each study, data will be extracted on:

Study ID

First author, year of publication

Clinical features and settings

Presenting signs and symptoms, previous treatments for malaria, clinical setting

Participants

Sample size, age, sex, comorbidities or pregnancy, country, malaria endemicity, malaria species

Study design

Were consecutive patients enrolled retrospectively or prospectively?

Whether the sample is consecutive or random

If the study evaluated more than one RDT, how were tests allocated to individuals, or did each individual receive all the tests?

Target condition

Type(s) of malaria parasite tested for? (e.g. P. falciparum alone, P. vivax alone, any type of malaria parasite?)

Reference standard

The reference standard test(s) used

Who performed the reference standard test(s), and where?

If microscopy was used, how many high power fields were looked at?

How many observers or repeats were used?

How were discrepancies between observers resolved?

Index tests

The parasite species the test is designed to detect, the antigens used, and the commercial name. Batch numbers if provided. Transport and storage conditions. Details of the test operators, including any special training provided.

Notes

Source of funding, anything else of relevance.

 

For each comparison of index test with reference test, data will be extracted for the index test on the number of true positives, true negatives, false positives and false negatives. Results of RDTs are always binary (either negative or positive). Microscopy results will be deemed positive at any level of parasitaemia, while PCR results will use the cut‐off points presented by the study authors. Any additional data provided in cases of discordant results between index and reference tests will also be recorded.

Assessment of methodological quality

Two independent authors will assess the quality of each individual study using the check list adapted from the QUADAS tool (Whiting 2003). Each question on the checklist will be answered with a yes/no response, or noted as unclear if insufficient information is reported to enable a judgement to be made, and the reasons for the judgement made will be documented.

Quality Indicator

Notes

Was the spectrum of patients representative of the spectrum of patients who will receive the test in practice?

'Yes' if the characteristics of the participants are well described and probably typical of an ambulatory health care setting

'No' if the sample is unrepresentative of people with uncomplicated malaria in general. (For example, patients with some other presenting health problem, such as pneumonia.)

'Unclear' if the source or characteristics of participants is not adequately described

Is the reference standard likely to correctly identify the target condition?

'Yes' if microscopy undertaken by expert microscopist(s) with adequate laboratory facilities. Slides are viewed by at least two independent observers, either for all slides or for those where there are discordant results between the index and the reference test. At least 100 microscopic fields before declaring negative

'Yes' if reference standard is PCR

'No' if microscopy is undertaken by insufficiently trained individuals, by one individual only, or in a situation with inadequate equipment. Viewed less than 100 microscopic fields before declaring negative

'Unclear' if insufficient information is provided

Is partial verification avoided?

'Yes' if all participants who received the index text also underwent the reference test

'No' if not all the participants who received the index test also underwent the reference test

'Unclear' if insufficient information is provided

If not all participants received the reference tests, how many did not (of the total)?

Is differential verification avoided?

'Yes' if the same reference test was used regardless of the index test results

'No' if different reference tests are used depending on the results of the index test

'Unclear' if insufficient information is provided

If any participants received a different reference test, what were the reasons stated for this, and how many participants were involved?

Is incorporation avoided? (the index test does not form part of the reference standard)

Should be ‘Yes’ for all studies, as the reference standard is defined in the inclusion criteria as microscopy or PCR.

Are the reference standard test results blinded?

'Yes' if the report stated that the person undertaking the reference test did not know the results of the index tests, or if the two tests were carried out in different places

'No' if the report stated that the same person performed both tests, or that the results of the index tests were known to the person undertaking the reference tests

'Unclear' if insufficient information provided.

Are the index test results blinded?

'Yes' if the report stated that the person undertaking the index test did not know the results of the reference tests, or if the two tests were carried out in different places

'No' if the report stated that the same person performed both tests, or that the results of the index tests were known to the person undertaking the reference tests

'Unclear' if insufficient information provided

Were uninterpretable results reported?

'Yes' if the number of participants in the two‐by‐two table matches the number of participants recruited into the study, or if sufficient explanation is provided for any discrepancy.

'No' if the number of participants in the two‐by‐two table does not match the number of participants recruited into the study, and insufficient explanation is provided for any discrepancy.

"Unclear" if insufficient information is given to permit judgement.

Report how many results were uninterpretable (of the total)

Were any withdrawals explained?

'Yes' if there are no participants excluded from the analysis, or if exclusions are adequately described

'No' if there are participants excluded from the analysis and there is no explanation given

'Unclear' if not enough information is given to assess whether any participants were excluded from the analysis

Report how many participants were excluded from the analysis, for reasons other than uninterpretable results

Statistical analysis and data synthesis

In the description of studies we will assess the number of uninterpretable or invalid test results. We will examine this by type of test in a subsidiary analysis.

The numbers of true positives, false positives, true negative and false negatives will be extracted for each study (Smidt 2008), based only on the types of malaria the test is designed to detect. For each test, estimates of the observed sensitivities and specificities will be plotted in forest plots in the receiver‐operating characteristic (ROC) space. These plots will demonstrate the variation in accuracy between studies. Where adequate data are available, meta‐analyses will be undertaken to estimate and compare the performance of the tests. The initial analyses will estimate and compare summary ROC curves through regression modelling using hierarchical summary ROC random‐effects models. Covariates will be included for test type, and analyses will be undertaken of all studies, and of the groups of studies that make direct comparisons between tests.

We will present the results in groups according to the following hierarchy:

  1. Type of malaria parasite tested for (P. falciparum, P. vivax, all species)

  2. Antigen targeted by the test

  3. Commercial test name (if sufficient studies available)

Commerical tests no longer available will be included in the analysis because they may use the same antigens, and very similar technology, to tests which are currently available or may become available in the future.

Investigations of heterogeneity

We will initially use visual inspection of the forest plot and summary ROC plots to check for heterogeneity between study results, and to investigate further using formal meta‐analytical methods.

If sufficient studies are available, we will conduct meta‐regression by adding the following variables to the meta‐analysis models: age (adult or child), pregnancy; level of parasitaemia (< 500 parasites/ μl, 500 to 2000 parasites/ μl, >2000 parasites/ μl), malaria endemicity; and continent (Africa, Asia, South America).

Sensitivity analyses

If sufficient trials are available, we will assess the robustness of the meta‐analyses by conducting sensitivity analyses using components of the quality assessment, particularly those relating to the quality of the reference standard and the proportion of participants not included in the analysis for any reason, including uninterpretable results

Assessment of reporting bias

We will not attempt to assess reporting bias.

Table 1. Table Search Strategy

Search set

MEDLINE

EMBASE

1

Exp Malaria[MeSH]

Exp Malaria [Emtree]

2

Exp Plasmodium [MeSH]

Exp Plasmodium [Emtree]

3

Malaria ti, ab

Malaria ti, ab

4

1 or 2 or 3

1 or 2 or 3

5

Exp Reagent kits, diagnostics [MeSH]

Exp Diagnostic procedures [Emtree]

6

rapid diagnos* test* ti, ab

rapid diagnos$ test$ ti, ab

7

RDT ti, ab

RDT ti, ab

8

Dipstick* ti, ab

Dipstick$ ti, ab

9

Rapid diagnos* device* ti, ab

Rapid diagnos$ device$ ti, ab

10

MRDD ti, ab

MRDD ti, ab

11

OptiMal ti, ab

OptiMal ti, ab

12

Binax NOW ti, ab

Binax NOW ti, ab

13

ParaSight ti, ab

ParaSight ti, ab

14

Immunochromatograph* ti, ab

Immunochromatography [Emtree]

15

Antigen detection method*

Antigen detection method$

16

Rapid malaria antigen test*

Rapid malaria antigen test$

17

Combo card test* ti, ab

Combo card test$ ti, ab

18

Immunoassay [MeSH]

Immunoassay [Emtree]

19

Chromatography [MeSH]

Chromatography [Emtree]

20

Enzyme‐linked immunosorbent assay [MeSH]

Enzyme‐linked immunosorbent assay [Emtree]

21

Rapid test* ti, ab

Rapid test$ ti, ab

22

Card test* ti, ab

Card test$ ti, ab

23

Rapid AND (detection* or diagnos*) ti, ab

Rapid AND (detection$ or diagnos$) ti, ab

24

5 or 6 or 7 or 8 or 9 or 10 or 11 or 12 or 13 or 14 or 15 or 16 or 17 or 18 or 19 or 20 or 21 or 22 or 23

5 or 6 or 7 or 8 or 9 or 10 or 11 or 12 or 13 or 14 or 15 or 16 or 17 or 18 or 19 or 20 or 21 or 22 or 23

25

4 and 19

4 and 19

26

Limit 20 to Humans

Limit 20 to Human

Figures and Tables -
Table 1. Table Search Strategy