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Practical guidance for national influenza centres establishing or implementing neuraminidase inhibitor

susceptibility surveillance

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WHO Library Cataloguing-in-Publication Data

Practical guidance for national influenza centres establishing or implementing neuraminidase inhibitor susceptibility surveillance.

1.Influenza, Human – drug therapy. 2.Antiviral Agents – pharmacology. 3.Enzyme Inhibitors. 4.Neuraminidase – antagonists and inhibitors. I.World Health Organization.

ISBN 978 92 4 151015 8 (NLM classification: WC 515)

© World Health Organization 2016

All rights reserved. Publications of the World Health Organization are available on the WHO website (www.who.int) or can be purchased from WHO Press, World Health Organization, 20 Avenue Appia, 1211 Geneva 27, Switzerland (tel.: +41 22 791 3264; fax: +41 22 791 4857;

e-mail: bookorders@who.int).

Requests for permission to reproduce or translate WHO publications –whether for sale or for non-commercial distribution– should be addressed to WHO Press through the WHO website (www.who.int/about/licensing/copyright_form/en/index.html).

The designations employed and the presentation of the material in this publication do not imply the expression of any opinion whatsoever on the part of the World Health

Organization concerning the legal status of any country, territory, city or area or of its authorities, or concerning the delimitation of its frontiers or boundaries. Dotted and dashed lines on maps represent approximate border lines for which there may not yet be full agreement.

The mention of specific companies or of certain manufacturers’ products does not imply that they are endorsed or recommended by the World Health Organization in preference to others of a similar nature that are not mentioned. Errors and omissions excepted, the names of proprietary products are distinguished by initial capital letters.

All reasonable precautions have been taken by the World Health Organization to verify the information contained in this publication. However, the published material is being

distributed without warranty of any kind, either expressed or implied. The responsibility for

the interpretation and use of the material lies with the reader. In no event shall the World

Health Organization be liable for damages arising from its use.

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Contents

Practical guidance for national influenza centres establishing or implementing neuraminidase

inhibitor susceptibility surveillance ... 1

Abbreviations and acronyms ... iv

Summary ... 1

1. Surveillance systems and specimen selection ... 2

1.1. AVST of community specimens ... 2

1.2. AVST of hospital specimens ... 3

1.3. AVST of severe acute respiratory infection specimens ... 4

1.4. AVST of specimens from specific groups or situations ... 4

2. Choice of methodologies ... 5

3. Reference materials and quality ... 6

3.1. Phenotypic NI assays ... 6

3.2. Genotypic molecular-based assays ... 7

4. Algorithm and actions for unusual results ... 8

5. Reporting of NAI susceptibility data ... 10

6. Training tools and resources ... 13

6.1. Online tools and resources ... 13

7. Laboratory self-evaluation ... 13

7.1. Checklist ... 14

8. References... 17

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Abbreviations and acronyms

AVST antiviral susceptibility testing CC collaborating centre (WHO)

CDC Centers for Disease Control and Prevention

ECDC European Centre for Disease Prevention and Control GISAID Global Initiative on Sharing All Influenza Data GISRS Global Influenza Surveillance and Response System HRI highly reduced inhibition

IC50 half maximal inhibitory concentration IRR Influenza Reagent Resource

isirv-AVG isirv-Antiviral Group IT information technology MTA materials transfer agreement

NA neuraminidase

NAI neuraminidase inhibitor NI neuraminidase inhibition NIC national influenza centre PCR polymerase chain reaction RI reduced inhibition

SARI severe acute respiratory infection SNP single-nucleotide polymorphism TESSy The European Surveillance System WHO World Health Organization

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Summary

Surveillance of influenza antiviral susceptibility has become more important as use of antivirals has increased, and it now plays an important role in influenza control procedures. Antiviral surveillance capability within the Global Influenza Surveillance and Response System (GISRS) laboratories is required to ensure good coverage in each WHO region, although there is debate about the scale of testing required. Certainly, in contrast to virus detection, there is no expectation that every

laboratory should perform antiviral susceptibility testing (AVST). However, there appears to be a perception among national influenza centres (NICs) that AVST is needed, resulting in many NICs wishing to implement antiviral surveillance, without being fully aware of the laboratory requirements for such surveillance.

All influenza surveillance systems and effective control measures, whether national or international, depend on the consistent and successful implementation of key laboratory activities. The

implementation of AVST in a laboratory depends on factors such as available expertise, financial resources, facilities, and any difficulties in acquiring or importing the necessary equipment and consumables, or in undertaking equipment maintenance.

This document discusses the practical considerations that must be assessed when deciding whether implementation of AVST within a laboratory is practical; the long-term costs of testing; and the requirements for testing, in terms of resources (both equipment and reagents) and staff training.

A checklist given at the end of the document allows a simple self-assessment of whether a laboratory can establish and maintain AVST capability.

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1. Surveillance systems and specimen selection

The first aspect to be considered in surveillance systems and specimen selection is that antiviral susceptibility testing (AVST) should be integrated into existing surveillance systems rather than being a stand-alone activity. Consequently, laboratories that intend to establish AVST need to consider the surveillance systems already in place. This will allow laboratories to ensure that they supply relevant specimens and complementary information (epidemiological and clinical) to the existing systems.

When establishing AVST, it is crucial to set priorities for which specimens to test, as shown in Table 1 below, in order to implement a cost-effective strategy while simultaneously meeting surveillance requirements. National influenza centres (NICs) need to adopt the best strategy, based on their existing capacity, to fulfil their objectives and requirements, taking into account AVST of community, hospital and severe acute respiratory infection (SARI) specimens, and of specimens from specific groups or situations.

1.1. AVST of community specimens

The collection of specimens from patients presenting to health-care systems is an essential routine component of national networks for influenza surveillance. This surveillance, based on randomly selected influenza virus positive samples, is of epidemiological importance because it makes it possible to determine:

• baseline antiviral susceptibility among circulating viruses; and

• the frequency of viruses with reduced inhibition (RI), or those carrying amino acid substitutions associated with resistance or RI, which can be used to identify trends.

Specimens from the untreated community are the most important for determining changes in resistance or inhibition, because the number of viruses exhibiting resistance or RI can be put into context more easily than is the case with specimens from treated patients. Ideally, such specimens should come from a community sentinel surveillance scheme in which basic clinical information can be collected and patients can be followed up. If no such scheme is in place, non-sentinel community specimens should be tested. The number of specimens that should be tested will depend on the number of positive specimens received and the laboratory capacity, which may change from year to year. For comprehensive surveillance by any method, samples selected for testing should be

distributed throughout the influenza season.

For phenotypic (half maximal inhibitory concentration – IC50) testing, a minimum target of 40 viruses, covering all types and subtypes, is ideal. This will ensure that sufficient data are available for

development of seasonal and subtype-specific criteria for identification of unusual viruses. For both genotypic and phenotypic testing, randomly selected specimens spanning the entire influenza season should be tested, based on the date of disease onset (if known) or the date of sample collection. If laboratory capacity allows, at least the first 10 viruses of each type and subtype should be tested, reducing to a reasonable proportion (10–20%) of virus isolates during the season peak. At the end of the season, when the number of isolates is below 10 per week, most isolates should be tested.

The data collected from AVST of community specimens are important from a public health

perspective because they provide information on whether such viruses are transmissible and retain

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the ability to cause disease, and whether their spread is sustained in the community. The data emerging can lead to public health actions, such as the periodic revision of guidelines (e.g. for antiviral treatment and chemoprophylaxis) and the issuing of alerts to scientific and clinical communities.

Table 1. Specimen sources important for antiviral susceptibility surveillance

Type of specimen Purpose Necessity Number and timing of

specimens

Sentinel specimens

Determines a baseline of susceptibility in circulating viruses

• Determines the frequency of viruses that are resistant or show reduced inhibition;

essential for informing national and international policy on neuraminidase inhibitor use

Highly desirable

Random selection based on laboratory capacity:

• 40 minimum

• selected throughout a season to include the first 10 of each (sub)type, followed by every fifth isolate throughout a season

majority when detections fall below 10/week

Non-sentinel specimens

Type of patient Patient characteristics Necessity Timing of specimens

Immunocompromized patients (treated)

• Likelihood of prolonged virus shedding

Likelihood of high viral load

Where available

Pre- and post-treatment

specimens from each patient, and ongoing specimens if the patient is found to be shedding virus over a prolonged period of time

Patients becoming influenza-positive during or after receiving post- exposure prophylaxis

Insufficient drug dose increases the likelihood of resistance emergence

Where available

Earliest and latest positive specimens

Any treated patients, but especially those with prolonged therapy or shedding

Determines the frequency of resistant viruses emerging under treatment

Where available

Pre- and post-treatment, monitor for duration of shedding

Severe cases

Monitors for any changes in clinical impact or epidemiology associated with resistance

Highly

desirable Selected specimens over the duration of shedding

Fatal cases

Monitors for any changes in clinical impact or epidemiology associated with resistance

Highly

desirable Earliest and latest positive specimens

Outbreaks (e.g. in care or nursing homes)

Higher probability of close contact and localized transmission

Highly

desirable Selected early, mid and late outbreak specimens Positive contacts of

treated patients

Possibility of close contact and localized transmission

Highly

desirable Earliest positive specimen

Community samples As for sentinel samples

If no sentinel specimens

available

As for sentinel samples

Hospital-based

untreated patients As for sentinel samples

If no sentinel specimens

available

As for sentinel samples

1.2. AVST of hospital specimens

Where possible, links should be established with hospitals or clinical virologists, to ensure that specimens from patients with the highest risk for emergence of resistant virus can be collected (both

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before and after treatment if possible), together with associated epidemiological data. These data make it possible to interpret the laboratory data; for example, data on age, gender, source of specimen (hospital versus community), status in relation to treatment or prophylaxis with influenza antivirals, antivirals used (if treated), and close contact with patient receiving specific influenza antivirals (1). Analysis of the samples:

• allows monitoring of the rate of resistance emerging as a result of treatment;

• allows for determination of the frequency of viruses with RI emerging under treatment, and the probability of localized transmission related to close contact; and

• provides information on frequency of drug usage in a particular population.

When focused on immunocompromized patients and young children, the analysis can give important information on the likelihood of prolonged virus shedding and of high viral load. This information is helpful for clinicians making treatment decisions and, if relevant, it can contribute to the triggering of public health decisions.

Viruses of the N1 neuraminidase (NA) subtype show the greatest tolerance of mutations conferring neuraminidase inhibitor (NAI) resistance; mutations encoding amino acid substitutions such as H275Y (N1 numbering) in N1-NA can occur relatively frequently following treatment, especially in patient groups with underlying conditions (2-5). Where samples from hospitalized patients are available, the samples of interest, in order of priority, are as follows:

1. Immunocompromized patients undergoing NAI treatment or prophylaxis, or in contact with others undergoing treatment.

2. Patients developing illness after or during NAI chemoprophylaxis.

3. Patients failing to respond to prolonged (>10 days) NAI treatment (i.e. ongoing virus replication despite therapy).

4. Patients with severe illness, fatal cases or outbreaks where NAI therapy has been used.

5. Contacts of patients receiving NAIs who develop disease.

1.3. AVST of severe acute respiratory infection specimens

AVST of SARI specimens should be considered by those NICs that have surveillance systems. The AVST should be based on the collection of specimens from SARI cases and information on SARI cases, with or without influenza therapy or prophylaxis. AVST in these settings allows monitoring for any changes in clinical impact or epidemiology (or both) associated with RI of NAI or resistance to NAI.

1.4. AVST of specimens from specific groups or situations

Testing for NAI susceptibility during the investigation of outbreaks or fatal cases must be considered whenever NICs are alerted and asked to assist. In such cases, testing is strongly advised if NAIs have been used.

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2. Choice of methodologies

When introducing new assays, laboratories should consider the resources available. Some methods are relatively simple to implement using equipment commonly available in the laboratory; however, the implementation of neuraminidase inhibition (NI) assays is technically complex. When

implementing protocols designed elsewhere or when using kits, the laboratory expertise required for validation and troubleshooting should be considered. Table 2 summarizes the assay types available, the cost, and the expertise required. Detailed information on assay methodologies can be obtained from the WHO Global Influenza Surveillance and Response System (GISRS) (6).

Phenotypic testing by NI assay – NA-Fluor, NA-Star or NA-XTD kits (Life Technologies) or in-house MUNANA-based IC50 assay – is considered the gold standard for determining susceptibility of

influenza virus isolates to NAIs. Cell-based assays are not recommended for NAI susceptibility testing, because these have been shown to lack sensitivity and reliability, and can give falsely high or low IC50

values (7, 8).

Genotypic methods – gene sequencing, real-time single-nucleotide polymorphism (SNP) detection polymerase chain reaction (PCR) and pyrosequencing – can be used to screen for amino acid substitutions known to be associated with resistance or with RI or highly reduced inhibition (HRI) by NAIs. These assays are of particular benefit to laboratories that wish to add AVST to their capabilities, but lack the funding or expertise to establish the phenotypic methods. Genotypic methods can be used to directly test clinical specimens, and do not require virus isolation. In contrast, use of genotypic methodologies requires a good working knowledge of the encoded NA amino acid

substitutions that are known to confer resistance to RI or HRI by NAIs in specific influenza virus types and subtypes.

Table 2. Choice of methodologies for NAI susceptibility surveillance

Antiviral susceptibility testing method NAIs

(oseltamivir, zanamivir, peramivir, laninamivir)

Costa Expertise required Enzyme inhibition assay:

NA-Fluor Yes $$ ++

NA-Star/XTD Yes $$$ ++

inhouse MUNANA Yes $ +++

Cell-based assay Not recommended $$ ++

Real-time SNP detection Yes $ +b

Gene sequencing Yes $$ +

Pyrosequencing Yes $$$ ++

NAI, neuraminidase inhibitor; SNP, single-nucleotide polymorphism

+ Assays are relatively simple to implement, using equipment and expertise typically available in many laboratories ++ Additional training is likely to be required

+++ Additional training will be required

a Cost to test one virus $ = <US$ 5, $$ = US$ 5–10, $$$ = >US$ 10

b Design of assays is difficult

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3. Reference materials and quality

Reference viruses are necessary for the quality control of phenotypic NI assays and the molecular- based genotypic assays used to determine the susceptibility of influenza viruses to NAIs. Although the same reference viruses can be used for both methods, certain differences need to be considered, as outlined below.

3.1. Phenotypic NI assays

To assist in the establishment of NI assays and standardization of IC50 values within a laboratory, the isirv-Antiviral Group (isirv-AVG, formerly the Neuraminidase Inhibitor Surveillance Network or NISN) and the Centers for Disease Control and Prevention (CDC) in Atlanta, Georgia – which is a WHO collaborating centre (CC) – have assembled panels of reference viruses.

The isirv-AVG reference virus panel includes type A viruses (subtypes H1N1, H1N1pdm09 and H3N2) and type B viruses (isirv-AVG NAI susceptibility resistance panel1). The isirv-AVG panel is available without a materials transfer agreement (MTA) and is free of charge, although shipping expenses must be covered by the recipient laboratory. All requests should be submitted through the isirv-AVG website,2 which contains information about storing and growing the included viruses, and about their susceptibility to oseltamivir, zanamivir, peramivir and laninamivir.

isirv-AVG panel

The isirv-AVG panel contains the following reference viruses:

1. A/Mississippi/3/2001 (H1N1) wild-type virus carrying histidine at position 275 of the NA.

2. A/Mississippi/3/2001 (H1N1) virus carrying tyrosine at position 275 of the NA (i.e. an H275Y substitution).

3. A/Fukui/20/2004 (H3N2) wild-type virus carrying glutamic acid at position 119 of the NA.

4. A/Fukui/45/2004 (H3N2) virus carrying valine at position 119 of the NA (i.e. an E119V substitution).

5. B/Perth/211/2001 wild-type virus carrying aspartic acid at position 197 of the NA.

6. B/Perth/211/2001 virus carrying glutamic acid at position 197 of the NA (i.e. a D197E substitution).

7. A/Perth/265/2009 (H1N1pdm09) wild-type virus carrying histidine at position 275 of the NA.

8. A/Perth/261/2009 (H1N1pdm09) virus carrying tyrosine at position 275 of the NA (i.e. an H275Y substitution).

CDC reference virus panel

1 See: http://www.isirv.org/site/images/stories/avg_documents/Resistance/avg%20leaflet%20nov12.pdf

2 See: http://www.isirv.org/site/index.php/special-interest-groups/antiviral-group-home

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The CDC reference virus panel includes four type A viruses (subtypes H1N1pdm09 and H3N2) and four type B viruses. The panel is available without an MTA, is free of charge and is distributed via the Influenza Reagent Resource (IRR): catalogue number FR-1176. Anyone requesting the panel should complete the user registration process with the IRR, and indicate the need for the antiviral reference materials to conduct NI assays. To receive infectious material (viruses), the requester needs to sign a user agreement (release of liabilities, signed only once for any infectious material), and then submit a request through the IRR website.3

The CDC reference virus panel includes the following reference viruses:

1. A/California/12/2012 (H1N1pdm09) wild-type virus carrying histidine at position 275 in the NA.

2. A/Texas/23/2012 (H1N1pdm09) virus carrying tyrosine at position 275 in the NA (i.e. an H275Y substitution).

3. A/Washington/01/2007 (H3N2) wild-type virus carrying glutamic acid at position 119 in the NA.

4. A/Texas/12/2012 (H3N2) virus carrying valine at position 119 in the NA (i.e. an E119V substitution).

5. B/Rochester/02/2001 wild-type virus carrying aspartic acid at position 197 in the NA.

6. B/Rochester/02/2001 virus carrying asparagine at position 197 in the NA (i.e. a D197N substitution).

7. B/Memphis/20/96 wild-type virus carrying arginine at position 150 in the NA.

8. B/Memphis/20/96 virus carrying lysine at position 150 in the NA (i.e. an R150K substitution).

Other WHO CCs have panels of reference viruses that they will share on request.

3.2. Genotypic molecular-based assays

Reference virus panels for genotypic molecular-based assays are not currently available. To facilitate the validation of genotypic assays used for the detection of the H275Y substitution, a pilot project sponsored by the WHO GISRS was executed in 2013. An inactivated A(H1N1)pdm09 virus carrying the H275Y substitution was included in the panel distributed to NICs under the WHO GISRS External Quality Assessment Project (EQAP) for virus detection by PCR. The outcome from this pilot project will be used to guide the preparation of reference materials for genotypic assays in the future.

In addition, five reference viruses are available via the IRR and can be obtained free of charge, without an MTA. A requester needs to sign a user agreement to receive infectious material (only once for any infectious material) and then submit a request through the IRR website. The five reference viruses are:

3 See: https://www.influenzareagentresource.org/

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1. A/California/07/2009 (H1N1pdm09) virus carrying histidine at position 275 in the NA; IRR catalogue number: FR-458.

2. A/New York/18/2009 (H1N1pdm09) virus carrying histidine at position 275 in the NA; IRR catalogue number: FR-456.

3. A/North Carolina/39/2009 (H1N1pdm09) virus carrying tyrosine at position 275 in the NA (i.e. an H275Y substitution); IRR catalogue number: FR-488.

4. A/Texas/48/2009 (H1N1pdm09) virus carrying tyrosine at position 275 in the NA (i.e. an H275Y substitution); IRR catalogue number: FR-406.

5. A/Washington/29/2009 (H1N1pdm09) virus carrying tyrosine at position 275 in the NA (i.e.

an H275Y substitution); IRR catalogue number: FR-460.

The phenotypic panel viruses listed above could be used as control viruses for SNP detection if primers and probes for current circulating viruses match the target sequences of panel viruses.

Sequences of panel viruses are available from the Global Initiative on Sharing All Influenza Data (GISAID) sequence database for computer-based analysis of primers and probes.

4. Algorithm and actions for unusual results

The following flowchart provides guidance on the steps a WHO NIC should take if a virus with a significantly elevated NAI IC50 is detected (Fig. 1). When a virus is found to have an elevated IC50

value, the result should be confirmed by repeating the assay, while also checking that the control viruses (both sensitive and resistant) in the assay are yielding IC50 values within the range considered acceptable by the laboratory. If the virus still demonstrates RI or HRI by NAIs after a repeat assay, and the assay is considered to be valid, then laboratories with gene sequencing capability should analyse the sequence of the NA gene. The aim of this analysis is to determine whether the virus contains an amino acid substitution that has previously been shown to confer RI or HRI by NAIs (9).

Whether or not sequence analysis is possible at the NIC, the variant virus should be forwarded through the WHO network to a WHO CC, where further analysis can be conducted. The WHO CC will then report back to the NIC the results of further analysis.

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Fig. 1. Steps to follow when a virus with reduced or highly reduced inhibition is detected

Repeat the assay

No further action needed, apart from

reviewing assay methodology to improve data

consistency Is the IC50 still in the range of reduced

or highly reduced inhibition?

NO

YES

NO

Review the reagents and methodology being used. Contact a WHO CC for further

assistance with the assay Is the assay of good quality? Are the

sensitive and resistant control viruses in the assay giving the appropriate

IC50values?

Can sequence analysis of the NA be conducted?

Sequence the NA gene of the virus and check for mutations previously shown to increase

NAI IC50 (8)

Forward the isolate to a WHO CC for reference and research on influenza, noting in the documentation documentation that the strain was found to have an elevated IC50 and the NA sequencing result (if available)

WHO CC for reference and research on influenza will report back results of further analysis

YES

YES

NO

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5. Reporting of NAI susceptibility data

When NAI susceptibility data are reported, the reason for determining susceptibility should be clear.

For example, was it for management of influenza-infected patients, or for assessing the relevance to public health (1)?

NAI susceptibility data generated in the context of patient management should be reported in conjunction with virus load results (if available). The report should include an interpretative

comment to the clinician in charge of the patient, as soon as results are available (e.g. noting, based on the laboratory data, what the theoretical impact might be of treatment with the available influenza antivirals) (10).

For national and global assessment of trends in NAI susceptibility, individual results of AVST in clinical laboratories should ideally be collected nationally at the NIC. This will ensure that the NIC has an overview of which laboratories in a country have the capability for AVST. The NAI susceptibility data, together with data generated by the NIC for viruses collected through national networks for

influenza surveillance, should be reported to the national public health institute, for epidemiological assessment. This will help to ensure that, if viruses with HRI by NAIs emerge, such viruses are identified. Ideally, the surveillance programme should be able to identify such viruses rapidly (i.e.

within a season, and preferably within 2 weeks of virus isolation), and report on changes in the frequency of HRI viruses among influenza viruses circulating in the community.

The NIC should regularly update the relevant national authority about trends, and alert it to the emergence of viruses with HRI. This will benefit public health by enabling revision of NAI treatment and chemoprophylaxis guidelines in a timely manner; the revised guidelines can then inform clinical management of patients with influenza. Therefore, especially during the influenza season, reports for public health purposes should ideally be made on a weekly basis. Using rapid assays such as real-time PCR that target known mutations that confer RI or HRI (e.g. the H275Y amino acid substitution in the NA of A(H1N1)pdm09 viruses) it is possible to provide weekly updates on the detection of such viruses.

The surveillance report on NAI susceptibility should include a statement about the criteria used to select the viruses being tested, the NAI drugs tested, and the method(s) used for testing. NAI

susceptibility should be reported by virus type and subtype, and NAI drug, in the form of the number of viruses tested, the number with normal inhibition and the number with HRI. The data should be aggregated by week of specimen collection. To correctly interpret trends in proportions of circulating viruses displaying HRI and to assess the public health relevance, epidemiological information and data on exposure to the relevant NAIs are required, in addition to NAI susceptibility data. Therefore, NAI susceptibility surveillance data collection should take into account community and hospitalized settings and exposure status to NAIs. Detection of viruses with HRI in the community setting where NAI use may be minimal could indicate that a particular HRI virus has the ability to spread in the absence of selective pressure from drugs. Detection of HRI viruses in the hospitalized setting is more likely to be due to the virus being selected under NAI pressure.

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A further, more conclusive, analysis of potential transmission of HRI viruses can be achieved by collecting and reporting on the real (as compared to the assumed) exposure to NAIs:

• directly due to treatment of the patient from which specimens with HRI virus has been collected; or

• indirectly through a contact of the patient, from which specimens with HRI virus has been collected, with a patient infected with influenza virus and treated with NAIs.

Data should be reported not only to the national authority, but also to WHO for integration into global assessment. WHO FluNet – the online reporting and influenza surveillance data viewing system for NICs – will soon collect comprehensive data on A(H1N1)pdm09 viruses tested for HRI by oseltamivir, caused by the NA-H275Y amino acid substitution. Because FluNet collects aggregated data based on the week the specimen was collected, NAI susceptibility surveillance data collection will be set up along the same lines, collecting the type of data described for surveillance reports above (Fig. 2). FluNet will focus on A(H1N1)pdm09 viruses analysed for the H275Y amino acid substitution, because this is the most commonly detected NA amino acid substitution associated with HRI, and there is evidence that the substitution results in reduced clinical effectiveness of oseltamivir (11). More than 99% of A(H1N1) viruses (former seasonal as well as pdm09 viruses) showing phenotypic oseltamivir HRI have the H275Y amino acid substitution; thus, laboratories can report numbers of 275H and 275Y based only on phenotypic testing for oseltamivir susceptibility, and can include the statement “All or part of the antiviral data is from phenotypic testing only” in the free-text “Weekly Country Report” field (Fig. 2). However, as soon as possible after reporting, the laboratory should seek confirmation by genotypic testing that it is the H275Y substitution that is responsible, and update the report in FluNet accordingly.

For A(H3N2) and B viruses, there are no NA amino acid substitutions that are frequently detected in treated patients, and that are clearly associated with clinical resistance (1, 9). Therefore, these viruses are currently not included in the systematic collection of NAI susceptibility data in FluNet.

Instead, relevant information on NA amino acid substitutions detected in A(H1N1)pdm09, other than H275Y, or detected in other influenza types and subtypes that are associated with HRI by NAIs, may be submitted in text form in the free-text “Weekly Country Report” field.

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Fig. 2. Screenshot of the FluNet antiviral reporting scheme that will be implemented in 2015

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6. Training tools and resources

The level of training required to achieve a robust AVST capability should be considered. For example, it may be necessary to train laboratory staff in assay development, implementation and validation, troubleshooting, data analysis, interpretation, and reporting via FluNet or other systems, such as the European Centre for Disease Prevention and Control (ECDC) and The European Surveillance System, (TESSy) for Europe.

Effective training and ongoing support is often best delivered through one-to-one training by a partner laboratory (referred to as “twinning”). If no such partnership can be established, training courses of 3–5 days are useful as an introduction. A third option is to engage with a WHO CC, which may be able to host training visits.

6.1. Online tools and resources

Several organizations provide online information resources for antiviral susceptibility surveillance, and these are a useful supplement to the guidance provided here.

The WHO expert working group on antiviral susceptibility surveillance provides recommended protocols, information on availability of reference viruses and an overview of amino acid substitutions important in antiviral susceptibility surveillance (6).

Specific objectives of the isirv-AVG are to promote understanding of the clinical use of antivirals against respiratory viruses, to collate and provide up-to-date information on the emergence of antiviral resistance, and to communicate expert commentary on preclinical and clinical development of potential novel or new antivirals in this area. Various presentations from previous training events and other materials are available on the isirv-AVG website.4

FluSurver (developed by the A*STAR Bioinformatics Institute, Singapore) is a useful research tool that is easy to use.5 Pasting a sequence into the tool allows mutations that may be of interest (from a phenotypic or epidemiologic perspective) to be identified and highlighted. Results from the website should be combined with experimental testing and verification of any predicted phenotypes, in consultation with a WHO CC or other experienced laboratory. The tool is of limited diagnostic use, and assumed severity of disease, or recommendations on patient treatment, should not be based solely on such computational predictions.

7. Laboratory self-evaluation

This section presents a laboratory self-evaluation – a concise checklist covering the major issues for the implementation of AVST. Laboratories can use the checklist to evaluate their readiness to implement testing in relation to availability of trained personnel, equipment costs and maintenance, reagent costs and sourcing, antiviral drug supply and requirement for MTAs, and information

4 See: http://www.isirv.org/site/index.php/special-interest-groups/antiviral-group-home

5 See: http://flusurver.bii.a-star.edu.sg/

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technology (IT) support. A detailed list of equipment and reagents or consumables for each methodology has been presented in the WHO guidelines (6).

For AVST, it is not necessary to implement all the available methods. Each laboratory should check which implementations are possible and affordable, ensuring that any methods implemented can be maintained to a high standard.

7.1. Checklist

Complete the checklist below after reading the practical guidance document. It is designed to highlight any critical gaps in your laboratory’s ability to implement and sustain AVST. If you are unable to check off a particular statement, you need to seek further information or resources (training or financial).

1. Have you read the following online information (worthwhile reading to supplement this guidance)?

Manual for the laboratory diagnosis and virological surveillance of influenza

 WHO guidelines: Laboratory methodologies for testing the antiviral susceptibility of influenza viruses (6)

2. To achieve robust AVST capability, you need to consider the level of training needed for

laboratory staff at all levels. For example, providing AVST training may not be a priority for WHO regional offices and WHO CCs. To achieve such capability, would your staff require any of the following?

 Training on assay development, implementation and validation

 Training on troubleshooting, data analysis, interpretation and reporting via FluNet or other systems (e.g. ECDC/TESSy for Europe)

If you ticked either of the above statements, how will you access training?

 Within your own laboratory or institute

 One-to-one with another laboratory (if so, consider how this will be funded)

 Group training course (consider how attendance will be funded)

3. Before deciding which AVST tests could be implemented, consider the following:

 Does your laboratory have the necessary expertise?

 Is the necessary equipment available on a laboratory or institute basis?

 Does your laboratory have funds to purchase reagents and consumables (all year round)?

 Does your laboratory have funds or a plan (or both) for servicing equipment and undertaking preventive maintenance?

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Some methods are relatively simple to implement, using equipment commonly available in the laboratory; however, the implementation of NI assays is technically complex.

4. Before undertaking implementation of phenotypic testing by NI assay, consider the following:

 Can your laboratory perform virus isolation?

 Does your laboratory have a supply of oseltamivir (this is the most important of the NAIs), and does it also have a supply of other NAIs (e.g. zanamivir, peramivir or laninamivir)?

Bear in mind that receiving these antiviral drugs from the manufacturer requires an MTA.

 Does your laboratory have a panel of standardized reference control viruses (available from CDC, isirv-AVG, WHO CCs), or the means to receive and make stocks of such viruses?

 Does your laboratory have access to the required specific equipment; either a fluorimeter (fluorescence plate reader) or a luminometer (chemiluminescence plate reader)?

 Do you have software for calculation and analysis of IC50 data (e.g. Graphpad or Grafit), or a good working knowledge of Microsoft Excel? Alternatively, do you know how to obtain JASPR software from WHO CC in Atlanta and whether it will work with your equipment?

 Would your laboratory be willing to participate in external quality control programmes for AVST?

 Are you able to submit or report data on antiviral susceptibility to FluNet or other systems (e.g. ECDC/TESSy for Europe)?

 Are you able to implement the algorithm and actions for unusual results?

 Do you acknowledge that phenotypic methods should be supported by genotypic

characterization where possible, either within your laboratory, or by forwarding to a WHO CC or partner laboratory with such capability, where collaborative agreements are in place?

Genotypic methods (gene sequencing, real-time SNP detection PCR, pyrosequencing) can be used to screen for amino acid substitutions known to be associated with resistance or reduced (or highly reduced) inhibition by NAIs. These assays are of particular benefit to laboratories that wish to add AVST to their capabilities, but do not have the funding or laboratory expertise to establish the phenotypic methods.

5. Before undertaking implementation of genotypic testing, consider the following:

 Does your laboratory have a firm understanding of the limitations of some genotypic methods (e.g. SNP-based assays versus full-length NA sequencing)?

 Does your laboratory acknowledge that genotypic methods can be used to directly test clinical specimens (i.e. they do not require virus isolation) but that genotypic data should be supported by phenotypic characterization where possible, either within the laboratory, or by forwarding to a WHO CC or partner laboratory with such ability?

 Does your laboratory have a good working knowledge of the encoded NA amino acid substitutions that are known to confer resistance to reduced (or highly reduced) inhibition

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by NAIs in specific influenza virus types and subtypes, or do you know where to access that information?

 Does your laboratory have access to good molecular control materials (e.g. five reference viruses are available via the IRR and can be obtained after signing a user agreement)?

 Does your laboratory have access to specific equipment such as a real-time PCR machine or a thermocycler (or both), a sequencer based on Sanger methods or a pyrosequencer?

 Would your laboratory be willing to participate in external quality control programmes for AVST?

 Are you able to submit or report data on antiviral susceptibility to FluNet or other systems (e.g. ECDC/TESSy for Europe)?

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8. References

1 Pozo F, Lina B, Andrade HR, Enouf V, Kossyvakis A, Broberg E et al. Guidance for clinical and public health laboratories testing for influenza virus antiviral drug susceptibility in Europe. J Clin Virol. 2013;57(1):5–12 (http://www.ncbi.nlm.nih.gov/pubmed/23375738, accessed 27 April 2015).

2 Butler J, Hooper KA, Petrie S, Lee R, Maurer-Stroh S, Reh L et al. Estimating the fitness advantage conferred by permissive neuraminidase mutations in recent oseltamivir-resistant A(H1N1)pdm09 influenza viruses. PLoS Pathog. 2014;10(4):e1004065

(http://www.ncbi.nlm.nih.gov/pmc/articles/PMC3974874/pdf/ppat.1004065.pdf, accessed 1 May 2015).

3 Collins PJ, Haire LF, Lin YP, Liu J, Russell RJ, Walker PA et al. Crystal structures of oseltamivir- resistant influenza virus neuraminidase mutants. Nature. 2008;453(7199):1258–1261.

4 Dharan NJ, Gubareva LV, Meyer JJ, Okomo-Adhiambo M, McClinton RC, Marshall SA et al.

Infections with oseltamivir-resistant influenza A(H1N1) virus in the United States. JAMA.

2009;301(10):1034–1041

(http://jama.jamanetwork.com/data/Journals/JAMA/4455/joc90013_1034_1041.pdf, accessed 1 May 2015).

5 Hurt AC, Hardie K, Wilson NJ, Deng YM, Osbourn M, Leang SK et al. Characteristics of a widespread community cluster of H275Y oseltamivir-resistant A(H1N1)pdm09 influenza in Australia. J Infect Dis. 2012;206(2):148–157

(http://www.ncbi.nlm.nih.gov/pubmed/22561367, accessed 1 May 2015).

6 WHO. Laboratory methodologies for testing the antiviral susceptibility of influenza viruses.

World Health Organization (WHO). 2012

(http://www.who.int/influenza/gisrs_laboratory/antiviral_susceptibility/en/, accessed 27 April 2015).

7 Gubareva LV, Matrosovich MN, Brenner MK, Bethell RC, Webster RG. Evidence for zanamivir resistance in an immunocompromised child infected with influenza B virus. J. Infect. Dis.

1998;178(5):1257–1262 (http://jid.oxfordjournals.org/content/178/5/1257.full.pdf, accessed 1 May 2015).

8 Tisdale M. Monitoring of viral susceptibility: new challenges with the development of influenza NA inhibitors. Rev. Med. Virol. 2000;10(1):45–55

(http://onlinelibrary.wiley.com/doi/10.1002/(SICI)1099-1654(200001/02)10:1<45::AID- RMV265>3.0.CO;2-R/abstract, accessed 1 May 2015).

9 WHO. An overview of amino acid substitutions in influenza neuraminidase associated with resistance or reduced susceptibility to NAIs. World Health Organization (WHO). 2012 (http://www.who.int/influenza/gisrs_laboratory/antiviral_susceptibility/nai_overview/en/, accessed 27 April 2015).

10 Hurt AC, Chotpitayasunondh T, Cox NJ, Daniels R, Fry AM, Gubareva LV et al. Antiviral

resistance during the 2009 influenza A H1N1 pandemic: public health, laboratory, and clinical perspectives. Lancet Infectious Diseases. 2012;12(3):240–248

(http://www.thelancet.com/journals/laninf/article/PIIS1473-3099(11)70318-8/abstract, accessed 1 May 2015).

11 Kawai N, Ikematsu H, Hirotsu N, Maeda T, Kawashima T, Tanaka O et al. Clinical effectiveness of oseltamivir and zanamivir for treatment of influenza A virus subtype H1N1 with the H274Y mutation: a Japanese, multicenter study of the 2007-2008 and 2008-2009 influenza seasons.

Clin. Infect. Dis. 2009;49(12):1828–1835

(http://cid.oxfordjournals.org/content/49/12/1828.full.pdf, accessed 1 May 2015).

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