www.elsevierhealth.com/journals/blre
REVIEW
Oxford Haemophilia Centre & Thrombosis Unit, Churchill Hospital, Oxford OX3 7LJ, UK
KEYWORDS Summary Since the last guidelines for BCSH platelet function testing were written
Platelets; in the late 1980s, many new tests have become available. Previously most platelet
Platelet function; function tests were traditionally utilized to aid in the diagnosis and management of
Bleeding time; patients with platelet and haemostatic disorders. Most traditional tests were also
Platelet aggregation; largely restricted to the specialized laboratory or centre. However, nowadays there
PFA-100 ; is also much renewed interest in monitoring the efficacy of anti-platelet therapy and
The cone and plate(let) measuring platelet hyper-function. A number of dedicated platelet function
analyser; instruments have now become available that are much simpler to use and are
Ultegra-RPFA beginning to be utilized as point of care instruments. These can now provide
measurement of platelet function within whole blood without the requirement of
sample processing. Some are also beginning to be incorporated into routine clinical
use and can be utilized as not only as general screening tests of platelet function but
to monitor anti-platelet therapy and to potentially assess both risk of bleeding and/
or thrombosis. Modern flow cytometric-based platelet function analysis now also
provides a wide variety of specific tests that can assess different aspects of platelet
biology that are useful for diagnostic purposes. This review will highlight some of
these of new tests/instruments and discuss their potential utility both within the
haemostasis laboratory but also as potential point of care instruments.
c 2004 Elsevier Ltd. All rights reserved.
0268-960X/$ - see front matter c 2004 Elsevier Ltd. All rights reserved.
doi:10.1016/j.blre.2004.05.002
112 P. Harrison
Figure 1 The multifunctional platelet. Platelets are involved in many pathophysiological processes, in addition to
haemostasis and thrombosis, namely maintenance of vascular tone, inflammation, host defence and tumour biology.
is a defect in any of these functions and/or platelet Not only did he identify platelets as distinct cor-
number, haemostasis is usually impaired and there puscles within human blood but he observed them
may be an associated increased risk of bleeding. In forming thrombi within damaged areas of vessel
contrast, a marked increase in platelet number or wall using real-time microscopy. Today, modern
reactivity can lead to inappropriate thrombus for- imaging methods are utilised to study in detail the
mation. Arterial thrombi can also develop within same real time interactions of platelets with the
atherosclerotic lesions resulting in stroke and my- vessel wall and dynamics of thrombus formation.10
ocardial infarction, two of the major causes of Table 2 illustrates a list of traditional tests of
morbidity and mortality in the western world.4 platelet function including the in vivo bleeding
Anti-platelet therapy can therefore be beneficial in time and platelet aggregometry.11 In contrast to
the treatment and prophylaxis of arterial throm- coagulation defects, where screening tests e.g. the
botic conditions, but must be carefully adminis- activated partial thromboplastin time (APTT) and
tered without increasing the risk of bleeding to an prothrombin time (PT) are inexpensive and fully
unacceptable level.1 automated, platelet function defects are more
The main use of platelet function tests has been difficult to diagnose because there are no definitive
traditionally to identify the potential causes of screening tests. Indeed, no current or future
abnormal bleeding,5 to monitor pro-haemostatic platelet function test is likely to be a 100% sensi-
therapy in patients with a high risk of bleeding and tive, due to the large number and variety of
to ensure normal platelet function either prior to platelet defects. The current evaluation of a po-
or during surgery.6;7 However, they are increasingly tential platelet defect usually involves platelet
being utilised to monitor the efficacy of anti- aggregation and/or measurement of granule con-
platelet therapy and to potentially identify platelet tent/release. These tests are labour intensive,
hyperfunction to predict thrombosis.6;8 For a full costly, time consuming and require a fair degree of
list of potential clinical uses of platelet function expertise and experience to perform and interpret.
tests see Table 1. Also additional expensive specialist tests are often
required (e.g. flow cytometry and platelet nucle-
History of platelet function testing otides). Since the late 1980s when the last pub-
lished platelet function testing guidelines were
Platelets were first described by the remarkably written by the BCSH,12 a number of newer tests of
early observations of Bizzozero in the late 1800s.9 platelet function have become available, including
Platelet function analysis 113
Primary Hemostasis
GPIIb-IIIa receptor-complex
SECRETION
PROCOAGULANT
-granule
ACTIVITY -granule AGGREGATION
ACTIVATION
2 1
Flip Flop GPIb-IX receptor-complex
PS Exposure
von Willebrand - Factor
Microvesicle
GPVI
generation
endothelial cell
collagen fibers
ADHESION
Figure 2 The multiple roles of platelets in haemostasis. Vascular wall injury results in exposure of collagen and
subendothelial proteins. Initial platelet adhesion is mediated via VWF binding to the Gp Ib/IX/V complex on the
platelet surface. Platelets begin to slow down and transiently adhere or roll along the vessel wall. Collagen binding to
GPVI results in cellular activation resulting in firm adhesion and spreading through the activated receptors Gp IIb/IIIa
and a2 b1 . Platelet adhesion also results in intracellular signalling and platelet activation resulting in degranulation
including release of ADP, generation of thromboxane, activation of the Gp IIb/IIIa complex and exposure of anionic
phospholipid and generation of procoagulant microvesicles. These facilitate further local recruitment of platelets into
the vicinity resulting in platelet aggregation mediated by fibrinogen and VWF bridging between activated Gp IIb/IIIa on
adjacent cells. The exposure of anionic phospholipid provides a surface upon which platelets can support thrombin
generation and fibrin formation resulting in stabilisation of the resulting haemostatic plug. (Modified with permission
from Dade-Behring.)
flow cytometry and various in vitro instruments available to the clinical laboratory, but either how
(Table 3).7;11;13 The principle of each test and their to, or even whether to incorporate some of them
potential advantages/disadvantages are also listed into normal laboratory practice remains unclear.
in Table 3. The list includes a number of instru- This review will focus on a number of newly
ments that are prototypes but also some that have available tests that are beginning to demonstrate
been commercialised.1423 Many of these are now potential as platelet function tests either within
114 P. Harrison
the experimental laboratory or as point of care so anticoagulation of the blood sample through
instruments. calcium chelation can immediately present a
problem. Most laboratories utilise tests that re-
quire citrated blood samples within a narrow time
window (<2 h). Although this is convenient within a
Quality control, blood sampling coagulation laboratory as citrate tubes are also
and anticoagulation used for clotting tests, the quality, handling,
temperature and age of the blood sample can also
Platelet function testing presents many challenges cause significant artefacts in platelet analysis.
in ensuring that accurate and meaningful results Platelets are inherently prone to artefactual acti-
are obtained. Firstly, unlike with coagulation tests, vation but also to desensitisation. It is important
there are no widely available internal or external that these are minimised during phlebotomy, an-
quality control materials available. Most assays are ticoagulation, sample transit and handling within
performed on fresh blood and so many laboratories the laboratory. There are a number of published
either establish normal ranges using control vol- guidelines that can help to minimise platelet acti-
unteer blood and/or assay known normal samples vation and platelet aggregation.2426 These include
in parallel to ensure that each test/reagent is vi- using a light tourniquet, a needle of at least 21
able. Many platelet function tests such as aggre- gauge, a non-traumatic venipuncture with smooth
gometry remain poorly standardised. Different blood flow, discarding the first few ml of blood
laboratories often use panels of different agonists drawn, using polypropylene or siliconized glass
often at different ranges of concentrations. Normal tubes/syringes, ensuring immediate gentle mix-
platelet function is also largely calcium dependent, ing with anticoagulant, minimising delays from
Platelet function analysis 115
sampling to analysis, keeping all tubes at room also be implemented when performing any platelet
temperature, checking that the blood tube is not function testing. Many potential problems with
over or under-filled and avoiding unnecessary ma- samples are commonly overlooked and this may
nipulation of the sample.24;25 These measures are cause significant problems and artefacts when
most often utilised when performing the sensitive testing is performed. Therefore ensuring sample
technique of measuring platelet activation by flow quality is of utmost importance before any platelet
cytometry, but one could argue that they should function testing is performed.
116 P. Harrison
consuming.35 In particular the BT does not seem to technologies have been developed which attempt
correlate with the bleeding tendency within indi- to simulate haemostasis in vitro.11 Many of these
vidual patients and it is widely considered that an are listed with Table 3. A number of these tests are
accurate bleeding history is a more valuable discussed in further detail below.
screening test. Recent data suggests that the BT is
not predictive of either MI or ischaemic stroke.36
The clear advantage of the BT is that it does study
natural haemostasis and the role played by the The platelet function
vessel wall in this process. The test does not re- analyser PFA-100
quire expensive equipment or a laboratory and is
not prone to variables associated with blood sam- The PFA-100 is a relatively simple bench top in-
pling and anticoagulation. strument that simulates high shear platelet func-
tion within disposable test cartridges (Fig. 4).17;38;39
Citrated blood is aspirated under constant negative
pressure from the sample reservoir through a cap-
Platelet aggregation illary and a microscopic aperture (147 lm) cut into
a membrane. The membrane is coated with either
Platelet aggregometry was developed in the early collagen/epinephrine (CEPI) or collagen/ADP
1960s and soon became regarded as the gold (CADP). The presence of these platelet activators
standard of platelet function testing.37 This is still and the high shear rates (50006000 s 1 ) under the
the most widely used test for identifying and di- standardised conditions result in platelet adhesion,
agnosing platelet function defects and can be activation and aggregation resulting in formation of
performed within commercially available multi- a platelet plug within the aperture. Platelet func-
channel aggregometers. Whole blood aggregome- tion is thus measured as a function of the time it
ters using impedance technology are also available takes to occlude the aperture. The test is simple to
and are sometimes combined with luminometry to perform, rapid (with maximal closure times (CT) of
simultaneously measure dense granular ADP re- 300 s) and can test relatively small volumes (0.8
lease. However, in most laboratories, citrated ml/cartridge) of citrated blood up to 4 h from
blood is normally centrifuged to obtain platelet
rich plasma (PRP), which is stirred within a cuvette
incubated at 37 C between light source and a de-
tector. Upon addition of various concentrations of
a panel of agonists (e.g. collagen, ADP, thrombin,
ristocetin, adrenaline etc), the platelets aggregate
and light transmission increases. Classical platelet
responses to each agonist can then be monitored
including lag phase, shape change and primary and
secondary aggregation. Parameters measured in-
clude the rate (slope) of aggregation and the
maximal amplitude (%) or percentage of aggrega-
tion after a fixed period of time. There is no doubt
that aggregation will remain an important clinical
test within the specialised laboratory as many
platelet disorders are easily diagnosed. But the
clinical significance of mildly abnormal aggregation
to weak agonists remains undefined. Furthermore,
aggregometers test platelets under relatively low
shear conditions and in free solution within PRP,
conditions that do not accurately simulate primary
haemostasis. Also it is logistically impossible to
perform platelet aggregation on all patients with
suspected platelet defects and, in general, it is
advisable that tests are performed within 2 h of
blood sampling.
Because of the many disadvantages of the BT Figure 4 The PFA-100 device (reproduced with per-
and aggregometry, several alternative automated mission from Dade-Behring).
118 P. Harrison
sampling. However, as with any other laboratory not diagnostic. As the test is sensitive to several
tests of platelet function, there are recommended acquired variables (e.g. dietary and drug effects)
PFA-100 good practice guidelines that are re- that influence platelet function, borderline CTs
quired to maintain optimal performance. These either side of the upper normal ranges can also be
include daily instrument QC checks, ensuring the difficult to interpret, given that the reported CVs
quality of blood sampling, anticoagulation and for of a normal sample have been reported as 10%.
checking for cartridge batch to batch variation. It is important that repeat or deferred tests are
Various reports have shown that the test is reliable performed if drug ingestion is strongly suspected.
with near identical normal ranges reported from The PFA-100 appears superior to the bleeding
many different laboratories.38;40 However, it is time and is therefore recommended as a replace-
recommended that each laboratory should estab- ment screening test.38;39;41;44 Many additional larger
lish their own reference range using normal blood studies are required to assess whether the PFA-
samples taken into identical citrate anticoagulant 100 can also reliably predict either thrombotic or
that is utilised within the users institution i.e. ei- bleeding complications in different patient groups
ther 3.8% (0.129 M) or 3.2% (0.105 M) buffered especially in patients who appear to be non-re-
trisodium citrate. Typical normal ranges obtained sponsive or resistant to aspirin therapy.4550
with 3.2% trisodium citrate are 55112 s for CADP
and 79164 s for CEPI (Oxford Haemophilia Centre,
2002 normal range). Although widespread experi-
ence is increasing (>170 Medline articles, February The cone and plate(let) analyser
2004), how exactly the test should be incorporated
into normal laboratory practice remains to be fully Another test that has recently been developed is
defined. The PFA-100 is sensitive to many based upon the adhesion of platelets to the ex-
variables that influence platelet function including tracellular matrix using whole blood exposed to
abnormalities in platelet number, haematocrit, high shear. The original The cone and plate(let)
drug and dietary effects, platelet receptor defects, analyser (CPA) device tested whole blood platelet
VWF defects, release and granular defects.38 A full adhesion and aggregation on a plate coated with
blood count should therefore always be performed extracellular matrix (ECM).19;51 The CPA has now
to exclude thrombocytopenia or anaemia. The test been developed into a fully automated commercial
is largely insensitive to coagulation type defects instrument called the IMPACT (Diamed, Switzer-
including haemophilia A and B, afibrinogenemia land) (see Fig. 5) and now utilises polystyrene
and defects in factors V, VII, XI and XII. Comparison plates instead of the ECM. This modification facil-
with the bleeding time reveals that the PFA-100 is itated the commercialisation of the test. The test
more sensitive, 39;41 especially to VWD, including is now fully automated, simple to operate, uses a
Type I VWD.42 Overall these results suggest that the very small quantity of whole blood (0.12 ml) and
test could be used as a screening tool that could be displays results in 6 min.19 The instrument contains
incorporated into a panel of existing tests.40;43 a microscope and performs staining and image
Certainly our own studies demonstrate that the analysis of the platelets adhering and aggregating
instrument has a high negative predictive value of upon the plate under an applied shear rate of
> 90% in 740 normal and abnormal samples tested. 1800 s 1 . The software enables storage of the im-
Given a normal reading, then the sample can be ages of each analysis and records a number of pa-
eliminated from further detailed analysis e.g. ag- rameters including surface coverage, average size
gregation studies. However, it should be noted that and a distribution histogram of the adhered plate-
the test is not always sensitive to all platelet lets.19 Comparative analysis of the polystyrene and
function defects and will give false negative results ECM plates shows a good correlation both in nor-
for example in patients with Storage Pool Disease, mals and VWD. No platelet adhesion occurs on
Primary Secretion Defects, Hermansky Pudlak syn- plastic plates in samples from patients with either
drome, mild Type I VWD and Factor V Quebec. Di- Glanzmanns thrombasthenia or afibrinogenemia.19
agnosis of these disorders would therefore be The adhesion of platelets to the plate is absolutely
missed if relying upon the PFA-100 alone. Also in dependent upon plasma VWF, fibrinogen binding to
patients tested with apparently normal platelet the plastic surface, the platelet glycoproteins Gp Ib
function the instrument has been shown to give and Gp IIb/IIIa, and platelet activation events.
occasional false positives which then may have to Recent data suggests that the instrument is a reli-
be fully worked up by additional tests to exclude a able tool for the diagnosis of platelet defects. The
defect. In this context, ingestion of aspirin is a instrument has only just become commercially
particular problem. Abnormal CTs are therefore available so widespread experience is limited.
Platelet function analysis 119
Figure 5 The Diamed IMPACT device (reproduced Hemodyne have developed and refined a Hemo-
with permission from Diamed). stasis Analysis System (HAS) over the last 7 years
(Fig. 7). This instrument is based upon the original
technique developed by Carr.21 The HAS measures
platelet contractile force (PCF ), clot elastic
The ultegra rapid platelet function modulus (CEM ) and thrombin generation time
assay RPFA (TGT ) in a sample (700 ll) of clotting whole
blood. PCF is the force generated by platelets
The Ultegra-RPFA (Accumetrics, Inc, San Diego, during clot retraction. In this instrument a small
California) is a turbidimetric based optical detec- sample of whole blood is trapped between two
tion system (see Fig. 6) that measures platelet in- parallel surfaces. Clotting is initiated by addition of
duced aggregation as an increase in light a variety of clotting agents. During clot formation a
transmittance.23;52 This modified platelet aggre- downward force is imposed from above and the
gometry device was originally developed as a near degree of deformation is directly measured by a
patient testing instrument in order to provide a displacement transducer. From this measurement,
simple and rapid functional means of monitoring elastic modulus is calculated. As the clot forms,
anti-Gp IIb/IIIa therapy with various anti-platelet the platelets within the clot attempt to shrink the
drugs (e.g. abciximab).52 The disposable cartridges clot in the process known as clot retraction. The
contain fibrinogen-coated beads and a platelet forces produce pull on the movable upper plate and
activator. The instrument simply measures changes the subsequent deflection is detected by the dis-
in light transmission automatically and thus the placement transducer. The elastic modulus serves
rate of platelet/bead aggregation. The test ap- as a calibration constant for conversion of the
pears to correlate well with conventional platelet displacement signal to force. A software package
aggregometry.53 This represents a significant ad- continually makes the calculations and plots clot
vance as the test can be performed reliably within elastic modulus (CEM ) and platelet contractile
different institutions/clinics without requiring force (PCF ) as a function of time. CEM is a
either transport of sample, blood handling or pro- complex parameter that is sensitive to changes in
cessing, time delay or specialised personnel to clot structure, fibrinogen concentration, the rate
perform the test. The test has recently been of fibrin production and red cell flexibility. PCF is
adapted to potentially measure the effectiveness thrombin dependent function of platelets. It is
120 P. Harrison
Table 4 A list of clinically useful platelet function tests available by flow cytometry.
Flow cytometric platelet function test Examples
Diagnosis of platelet disorders Glanzmanns thrombasthenia, Bernard Soulier syndrome, Storage
Pool Disease, HIT, Scott syndrome
Quantification of receptor density Platelet receptor defects. Influence of receptor polymorphisms.
Detection of activated platelets CD62p, CD63, CD40L, Gp IIb/IIIa conformation, PS exposure,
plateletleukocyte conjugates, microparticles, platelet aggregates
Monitoring platelet responses to agonists Using classical agonists in combination with activation markers
Monitoring anti-platelet drugs GpIIb/IIIa antagonists, Clopidogrel, aspirin
Platelet production in thrombocytopenia Reticulated platelets
Accurate platelet counting New reference method PLT/RBC ratio
Platelet associated IgG Immune thrombocytopenia, detection of alloantibodies
Platelet survival Biotinylation studies
Signal transduction Calcium measurement, intracellular phosphorylation
are the quantification of glycoprotein receptor ginning to prove very useful at diagnosing various
density (i.e. diagnosis of deficiencies in platelet defects.26 The development of reliable, sophisti-
glycoproteins e.g. Glanzmanns thrombasthenia cated but simple to use whole blood tests that at-
and Bernard Soulier disease).63;64 However, tests tempt to simulate in vivo haemostasis provides the
have also been devised to measure dense granules ability to screen samples rapidly before applying
(using mepacrine uptake and release),6567 micro- our existing portfolio of tests.6;11 Certainly the
particle formation and exposure of anionic phos- general consensus is that the in vivo bleeding time
pholipids (procoagulant activity).68;69 These are should be replaced. Many of the simpler platelet
beginning to prove to be very useful in the diag- function tests could also be potentially utilised as
nosis of Storage Pool defects and Scott syndrome point of care instruments for assessing bleeding risk
and related disorders. Most laboratories now prefer and monitoring anti-platelet therapy. Platelet
to analyse platelets within whole blood. Only small function testing is therefore become increasingly
quantities of blood are required and, providing the utilised outside of the specialised laboratory. Al-
venipuncture and analysis technique(s) are stan- though this represents an important advance, vali-
dardised, platelets can be analysed in their circu- dation, reliability and quality control testing of
lating state. Many laboratories have measured a these tests will also become an increasingly im-
variety of different platelet activation markers and portant issue. It is highly likely that in the near fu-
shown that they are elevated in various clinical ture important developments in the platelet
conditions associated with platelet activation.26;62 genome7072 and proteome7375 will be made that
However, it is also possible to measure platelet will lead to resulting in many exciting advances in
activation in response to classical agonists in vitro. the field such as platelet-specific microarrays,
For recommendations and protocols how to per- which may also have significant impact upon the
form flow cytometric analysis, the reader is re- diagnosis and management of patients with either
ferred to recent review articles.2426 haemostatic or thrombotic defects. In conclusion,
many new platelet function tests have recently and
will continue to become available. Many are now
beginning to prove to be useful additions to our
Conclusions existing portfolio of tests.
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