Over the past few years, major changes in transfusion medicine have improved
the safety of the supply of blood, particularly in the areas of infectious disease
testing (Fig. 1) and processing. Since about 1990, blood banking has been
regulated as a manufacturing process similar to the manufacture of pharmaceu-
ticals [1]. This has led to more uniform blood products with more predictable
outcomes. Recommendations have been made for universal leukoreduction [2],
more uniform collection of blood products [3], pathogen inactivation of blood
products [4], and a quest for a ‘‘zero risk’’ blood product. These new practices
and regulations have made blood banking more complex, resulting in the
acquisition of many local blood banks by the two major blood suppliers: Blood
Systems Inc. and the American Red Cross.
0031-3955/02/$ – see front matter D 2002, Elsevier Science (USA). All rights reserved.
PII: S 0 0 3 1 - 3 9 5 5 ( 0 2 ) 0 0 0 9 0 - 1
1212 K.C. Quirolo / Pediatr Clin N Am 49 (2002) 1211–1238
Fig. 1. Declining risk of viral infection in blood products. (From Busch MP. Closing the windows on
viral transmission by blood transfusion. In: Stramer SL, editor. Blood safety in the new millennium.
Bethesda (MD): American Association of Blood Banks; 2001. p. 33 – 54; with permission.)
are pathogenic, though: hepatitis G and the TTV and SEN viruses have been found
not to cause disease [7].
HIV
NAT testing has increased detection of HIV-infected units and significantly
shortened the window phase. Mathematical modeling of HIV-infected products
predicts that ID NAT rather than MP testing would result in an increased
K.C. Quirolo / Pediatr Clin N Am 49 (2002) 1211–1238 1213
detection of 3 viral positive units per 10 million units tested (6 units with MP
versus 9 units with ID). During the first year of MP NAT testing, four cases of
HIV would have been missed with antigen testing, a detection rate of 5.2 per
10 million units. From a cost-effectiveness perspective, the current cost per case
detected with HIV p24 antigen testing is $40 million per case [9]; with MP NAT
testing the cost per case of HIV is $1.7 million, and with ID testing the cost would
be $2.7 million per case. HIV p24 testing will probably be discontinued when
NAT testing becomes the FDA standard, because any antigen-positive product
should be detectible by NAT.
Current studies are in the process of defining the infective dose of virus; in the
case of HIV, this could be less than 100 genome equivalents per ml (gEq/ml).
Currently with MP NAT, the risk of contracting HIV from a single unit
1214 K.C. Quirolo / Pediatr Clin N Am 49 (2002) 1211–1238
Fig. 2. Illustration of the window phase and the ramp-up phase of viral replication. The window phase
is the period after initial infection before virus can be consistently detected to the beginning of the
ramp-up phase. The ramp-up phase is the period from detection to the peak of viral load. (From Busch
MP. Closing the windows on viral transmission by blood transfusion. In: Stramer SL, editor. Blood
safety in the new millennium. Bethesda (MD): American Association of Blood Banks; 2001. p. 33 –
54; with permission.)
transfusion is between 1:1,930,000 [10] and 1:3,500,925 [11]. In 1996, the risk
was 1:676,000 [12] with HIV p24 antigen testing as the standard.
HCV
NAT testing has had a huge impact on the transmission of HCV via blood
products. HCV has a very long window phase (Fig. 3) with a very high viral titer
before antibody can be detected in the serum. The average period of infectivity
before antibody detection is between 41 and 61 days. Alanine aminotransferase
has been used as a marker for HCV in the past because it is elevated weeks before
the antibody can be detected The doubling time for HCV is only 17 hours (HIV
doubling time is 21.5 hours); therefore, the ramp-up after the window phase is
rapid. The viral load is very high when detection becomes possible. This high
viral titer ramp-up also makes the difference between MP and ID detection less
dramatic because the slope from the window phase to the plateau is so steep. A
troublesome feature of HCV is that there are periods during the window phase
when the viral RNA increases to levels intermittently detectable by NAT. It is not
known what risk these intermittent increases pose to recipients.
Determining the infectivity during the window phase of HCV and other
infective agents is an active and important area of study in blood safety. During
the first year of NAT testing there were 42 positive units detected that would have
K.C. Quirolo / Pediatr Clin N Am 49 (2002) 1211–1238 1215
Fig. 3. Window phase dynamics for HIV, HVC, and HBV primary infection. 0, initial infection; dt,
doubling time. (From Busch MP. Closing the windows on viral transmission by blood transfusion. In:
Stramer SL, editor. Blood safety in the new millennium. Bethesda (MD): American Association of
Blood Banks; 2001. p. 33 – 54; with permission.)
1216 K.C. Quirolo / Pediatr Clin N Am 49 (2002) 1211–1238
been missed with antibody screening, a detection rate of 40.3 per 10 million units.
Currently, the risk of HCV from a single transfusion is 1:260,000 to1:543,000
[10], compared with a risk of 1:103,000 in 1996 [12].
HBV
NAT testing is less sensitive for HBV because HBV has a long doubling time
(2.8 days), a slow increase in viremia, and a high rate of infectivity (10 HBV
DNA gEq in chimpanzees causes infection) [8]. The level of HBV DNA during
this long window phase is low and not consistently identified by NAT testing.
HBV may be infective 40 days before the detection of HBsAg. For these reasons,
the effectiveness of NAT testing for HBV is less dramatic than for HCV and HIV.
The risk of infection from a single transfusion in 1999 was 1:138,700; the risk in
1996 was 1:63,000.
There are two new developments in HBV testing. The first is a more sensitive
HBsAg assay that is claimed to be equivalent to NAT. The second development
concerns recent studies that have shown infectivity in donors who are HbsAg-
negative and anti-HBc –positive. These studies are from Japan, where HBV is
endemic and point to a source of infectivity not previously appreciated. The new
HBsAg testing may place HBV NAT in question; the actual risk of infection by
HbsAg-negative and anti-HBc – positive has to be evaluated in this country [13].
HTLV I/HTLV II
HTLV screening began in the United States in 1988. Because of the high degree
of cross-reactivity between these two viruses, it was soon discovered that donors
thought to be infected with HTLV I were actually infected with HTLV II. HTLV I
is a retrovirus associated with adult T cell leukemia [14], tropical spastic
paraparesis/HTLV I– associated myelopathy [15], and uveitis [16]. In addition,
there is increased incidence of infections and immune-mediated disease in persons
harboring this virus, indicating a mild to moderate immune-deficient state.
Testing is effective in detecting infected donors [12]. The combined donor
prevalence in 1991 was 0.05% [17]. In a recent review of the Retrovirus
Epidemiology Donors Study, 1,817,502 donors were evaluated; 201 donors
tested positive for HTLV I, while 513 tested positive for HTLV II [18]. The
incidence of seroconversion to HTLV I or HTLV II in blood recipients is low.
There are more data on donors who have tested positive for these viruses [19]
than recipients. Very few donors had clinical evidence of infection.
Fig. 4. Risk of bacterial contamination relative to the risk of other, more familiar pathogens. Bacterial
contamination estimates for red blood cells and platelets are based on the BaCon study (unpublished
data). (Adapted from Busch MP. Closing the windows on viral transmission by blood transfusion. In:
Stramer SL, editor. Blood safety in the new millennium. Bethesda (MD): American Association of
Blood Banks; 2001. p. 33 – 54; with permission.)
receiving blood transfusions are likely to have complex medical conditions and
are frequently immune suppressed contributes to the morbidity of transfusion-
related sepsis. The culture positive rate for red blood cells is as high as 0.2%. The
reported incidence of platelet contamination for single-donor apheresis platelet
products is much lower, on the order of 0.006% to 0.02%, and 0.02% to 0.5% of
individual units in platelet concentrates. The incidence of platelet contamination
has varied among studies (Table 1).
There are three major studies of bacterial contamination in blood products: the
French BACTHEM study [20], the United Kingdom SHOT study [21,22], and
the United States BaCon study (unpublished data). There has been a recent
review of the detection of bacterial contamination in cellular blood products [23];
however, there are currently no standards for detection of bacterial contamination
of products other than visual inspection.
Bacteria can contaminate blood products in several ways. The most common is
inadequate decontamination of the skin before venous puncture. McDonald et al
Table 1
Comparison of numbers of bacterially contaminated platelet products by study
Study % Contaminated (n) Products
Single donor platelets Ness et al [29] 0.006% (2) 30,197
French BACTHEM [34] 0.003% (9) 282,848
Yomitovian et al [39] 0% 2476
Platelet concentrate (% per unit) Liu et al [33] 0.053% (14) 26,210
Chiu et al [31] 0.046% (10) 21,503
Platelet concentrates are more frequently contaminated but are diluted before administration. Single
donor platelets have a greater volume with higher numbers of bacteria per unit administered and are
more frequently implicated in sepsis.
1218 K.C. Quirolo / Pediatr Clin N Am 49 (2002) 1211–1238
[24] reported on several skin preparations and found that the standard American
Association of Blood Banks was only 83.2% effective in removing bacteria from
the venipuncture site on donors. Because of the large bore needles used to collect
blood products, skin plugs are sometimes found in collection bags [25]. Skin
bacteria are the most common contaminants, but as can be seen from the studies
cited below, they do not carry the highest morbidity. Transient bacteremia [26]
caused by dental procedures, endoscopy, and even chewing gum is short-lived but
is nevertheless a potential source of blood product contamination.
Platelet products
There have been numerous reports of infectious complications from platelet
transfusions. Ness et al [29] reported the incidence of platelet contamination to be
1:4300 units. In the BACTHEM study, the risk of infection from a blood product
was 3 times higher for platelet products, 5.5 times higher for apheresis platelet
products, and 12 times higher for pooled platelet products. In addition, mortality
for apheresis platelet products was 7 times higher than with red blood cell
products. Over the past several years, there has been a dramatic increase in the
use of platelet obtained by apheresis in transfusions. Some studies have
demonstrated a decrease in the incidence of infectious complications with the
use of apheresis [29], while others have not [20,30].
The bacteria found in contaminated platelet products are predominantly skin
flora; more severe episodes of sepsis are usually caused by gram-negative
organisms. In the Ness study, there were four deaths, three from skin flora and
one from E coli. This is similar to other studies [31].
Platelet products have a storage life of 5 days. This figure would be even
shorter if 24 to 48 hours were used to culture all products and follow up positive
cultures. Platelets, like red blood cells, can be visually examined before
transfusion for signs of contamination such as discoloration, aggregation, and
swirling (cloudiness) [32]. As with red blood cell transfusions, all fevers that
develop within 24 hours should be treated as a potential septic event. Platelet
bags should be retained by the blood bank for 24 hours in the event of fever.
that 2.2% of samples collected were positive for skin flora (first 30 ml of
donation). Diversion of only the first aliquot would reduce the risk of contam-
inating the unit to 0.06%. No plasma tested positive, and no unit testing positive
in the second aliquot was a true positive. A study by de Korte et al [37] examined
a system for collecting an aliquot from the entire donation for bacterial culture; it
was reported that 0.34% of the units tested had a bacterial contaminant.
Platelets
Platelets are much more likely than red blood cells to cause bacterial sepsis,
because they are stored at 20° to 24° C and potentially have a higher bacterial
load. There have been many studies of methods for determining bacterial
contamination of platelets, including antibiotic-labeled probes [38], visual
inspection , pH and glucose testing [32], and the use of gram stain and culture
[39]. Most of these tests are laborious and time-intensive, possibly taking longer
than the 5-day storage life of the product. A system similar to the red blood cell
culture methods that will use a specially designed collection system and use
oxygen consumption as a marker for bacterial growth will be marketed soon. One
abstract reported using bacterial cultures on the second day of storage to extend
the storage life of platelets safely to 7 days [40].
Emerging pathogens
With the advent of comprehensive donor screening, NAT testing, and
perhaps universal leukoreduction, blood transfusion is safer than it was only
a decade ago. Pathogens like HIV, HCV, and HBV are a persistent but vanishing
risk of transfusion. Infections once considered low risk have become more
significant (Table 2). For these low-risk pathogens there are no approved
screening tests. The blood supply is protected by accurate history taking and
deferral at the time of donation and in some cases by the apparent low virulence
of the organism.
Table 2
Emerging pathogens and their relationship to leukocytes and transmission
Pathogen Vector Leukocyte associated Documented transmission
Viral
CMV Human Yes Yes
EBV Human Yes Yes
HHV-8 Human Yes Yes
HHV-6/HHV-7 Human Yes No
Protozoa
Trypanosoma Insect Yes Yes
Plasmodium Mosquito No Yes
Tick-borne
Babesiosis Deer tick No Yes
Ehrlichioses Deer tick Yes No
Borrelia Deer tick Yes No
Rickettsia Wood tick Yes One case
Prion
vCJD Bovine/Human Yes No
Emerging pathogens may become more important sources of blood product contamination as
screening eliminates other risks. With the exception of CMV, blood products are not routinely tested
for these potential pathogens.
Abbreviations: CMV, cytomegalovirus; EBV, Epstein-Barr virus; HHV, human herpes virus; vCJD,
variant Creutzfeldt-Jakob disease.
CMV
CMV is a common virus that infects approximately 40% of blood donors,
though there is a geographic variation. In the immunocompentent person the viral
infection is not severe, but the virus remains latent in mononuclear cells for an
indefinite period. Immunocompentent individuals are infected with CMV but do
not develop CMV disease. CMV disease is characterized by retinitis, gastro-
enteritis, and interstitial pneumonitis, which can be fatal in the seronegative
immunocompromised host. Seronegative immodeficient individuals at risk of
developing CMV disease as a result of a CMV-positive transfusion include: the
fetus, premature infants less than 1200 g, recipients of allogeneic stem cell
transplants, solid organ recipients, and individuals with HIV.
In the mid-1980s, bedside leukofiltration was used in an attempt to reduce the
incidence of CMV disease in at-risk patients. There have been numerous studies
and reviews regarding the safety and equivalence of leukoreduced blood products
to seronegative products. As prestorage leukofiltration and apheresis platelet
collection became more common, research showed that a three-log reduction in
leukocytes could render products statistically as safe as CMV-negative products
[41]. CMV studies were complicated by the seasonal variation in the detection of
CMV DNA in seropositive individuals. In addition, detection of CMV DNA may
or may not equate with infective virus, and seronegative individuals can have
detectible levels of CMV DNA.
There is a long history of use of leukoreduced blood products being
considered ‘‘CMV safe.’’ The Institute for Clinical Evaluative Sciences in
1222 K.C. Quirolo / Pediatr Clin N Am 49 (2002) 1211–1238
EBV
It has been demonstrated that EBV is transmitted by transfusion [44] to
immunocompromised patients. This virus is the etiologic factor in posttransplant
lymphoproliferative disorder, Burkitt’s lymphoma, Hodgkin’s disease, and naso-
pharyngeal carcinoma. Currently, there is no screening test for the presence of
EBV in blood products. Theoretically, leukoreduction could decrease the risk of
transmission, but transmission during active viremia would not be prevented.
Defining the at-risk recipients, the infective dose of virus, and the effectiveness of
leukoreduction are active areas of research.
HHV-8
HHV-8 was discovered in 1994 as the etiologic agent of Kaposi sarcoma in
HIV-infected individuals. It has also been implicated as an agent in multicentric
Castelman’s disease and primary effusion lymphoma. Research has shown that
HHV-8 is transmitted by renal transplantation to seronegative recipients [45]. A
recent report from France [46] reveals that HHV-8 is primarily transmitted by
sexual contact.
Protozoan
Protozoal infection transmitted by blood transfusion is rarely documented
[47]. There is some evidence that leukoreduction reduces the numbers of some
protozoan organisms in blood products [48].
unidentified and 3% were mixed; the rest were caused by P malariae and P ovale.
Of the donors identified, 75% were infective at the time of donation, and 60%
were foreign born; of the cases since 1994, 62% would have been deferred by the
existing donation criteria. There were three cases between 1996 and 1998; two of
these cases were fatal.
Tick-borne infections
Transfusion-transmitted tick-borne infections are at least as rare as protozoal
infections. These infections tend to be seasonal and have geographic distribu-
tions. History of transfusion should be kept in mind when there seems to be no
other risk factor for a tick-transmitted disease.
Table 3
Comparison between variant and classical Creutzfeldt-Jakob disease
Clinical presentation vCJD CJD
Age of onset Early Late
Mean age at death 30 years 67 years
Psychiatric and Frequent early in the Appear later in the course
sensory symptoms course of the disease of the disease
EEG changes Absence of EEG changes Diagnostic EEG changes
Duration of illness 14 months 4 months
Neuropathologic features Florid prion protein plaques Florid plaques uncommon
surrounded by spongiform changes
Immunohistochemistry Abnormal prion protein detectable Abnormal prion protein not
in lymphoid tissue detected in lymphoid tissue
Abbreviations: CJD, Creutzfeldt-Jakob disease; EEG, electroencephalogram; vCJD, variant
Creutzfeldt-Jakob disease.
Leukoreduction
Leukoreduction was first proposed as a goal for the blood industry in 1995 by
the FDA. In January 2001, Guidance for Industry [70] was released, arguing in
favor of universal leukocyte reduction. In addition, this document set forth industry
standards for quality assurance, quality monitoring, registration, and production
licensure. The FDA argument accepted most of the reasoning in favor of
leukoreduction: transfusion-associated immunomodulation, bacterial overgrowth,
viral reactivation, reperfusion injury, red blood cell and platelet storage lesions, and
a reduction in the risk of vCJD. The FDA was not convinced that leukoreduction
was protective against transfusion-associated graft versus host disease.
It is recommended that all leukocyte reduction occurs at the time of storage
[71]. There are numerous problems with bedside leukoreduction, including rare
episodes of severe hypotension, lack of quality monitoring for the actual log
K.C. Quirolo / Pediatr Clin N Am 49 (2002) 1211–1238 1229
Pathogen inactivation
Pathogen inactivation has been a goal of blood banking since the 1940s, when
the pasteurization of albumin was used to prevent jaundice following its infusion.
For stable products such as albumin, there have been advances since the 1980s,
Table 4
Relationship between the numbers of leukocytes in blood products relative to the reduction to their
reduction by filtration
Leukocyte count of Whole blood 1 109
blood products Packed red blood cells 1 108
Frozen/washed red blood cells 1 106 – 7
Apheresis platelets 1 106 – 8
Platelet concentrate (from whole blood ) 1 107
Administrative
Policy
Psoralens
Psoralens are naturally occurring compounds that were used to treat psoriasis
in the 1970s through oral ingestion followed by ultraviolet light exposure. The
chemistry and toxicity of these compounds was investigated at that time.
Psoralens are planar, aromatic compounds that intercalate with bases in nucleic
acids and, when exposed to ultraviolet light (UVA 320– 400 nm), form covalent
additions (called adducts) to the pyrimidine bases. They can form either mono- or
diadducts, and in either case block nucleic acid replication. These compounds can
be used in a dose that will overwhelm the repair mechanisms of bacteria, viruses
[74], or leukocytes [75], and halt replication and therefore infectivity or function.
Neither red blood cells nor platelets require replication to function, nor are they
affected by psoralens.
FRALEs
FRALEs (S-303) are unique compounds that irreversibly cross-link nucleic
acids without the use of light. They are used to inactivate pathogens in red blood
cell products. FRALEs are reported to decompose after pathogen inactivation.
They have been tested against common viral and bacterial pathogens and have
been proven to be very effective.
Ethylene imine
Ethylene imine is a unique, low molecular weight, water-soluble imine that
crosses cell membranes. The active compound is known as PEN110; the process
of pathogen inactivation is known as the INACTINEÔ process. This compound
does not require light for activation and is effective in low concentrations. The
process of inactivation is complex. The blood product is incubated for 24 hours at
23° C, then washed 12 times with an instrument (Hemonetics) designed
specifically for this process. The finished product is a unit of washed, leukore-
duced, pathogen-free product in a standard preservation solution (AS-3).
Riboflavin
Riboflavin (vitamin B2) is a water-soluble coenzyme that participates in
oxidation reduction reactions. This vitamin is ingested in the diet and is rapidly
taken up by cells to participate in metabolic processes. This vitamin/pathogen
inactivator has only been used in platelets. It is activated by visible light and
cross-links nucleic acids. The latest research on this compound has been
performed in the Netherlands.
Pathogen inactivation holds great promise for the future of transfusion
medicine and blood banking. Like all new medical procedures and pharmaceu-
ticals, the actual risks and benefits of these components and procedures will take
years to determine. The cost of these procedures could be significant.
K.C. Quirolo / Pediatr Clin N Am 49 (2002) 1211–1238 1233
PEG in various forms to coat red blood cells, making their antigens unavailable
for immune interaction when transfused.
In early testing, treated cells did not react with commercially available
antibodies against the Rh antigens (D, C, c, E, e), Kell antigen, or Duffy or
Kidd antigens. Some studies have indicated a shortened survival for PEG-treated
red blood cells, and preliminary indications are that PEG itself may be
immunogenic. A recent report of human red blood cells treated with PEG showed
that PEG did not activate complement but actually enhanced interactions with
ABO-mismatched sera leading to complement activation and cell lysis [83].
Summary
In the next decade, many of the methodologies and research reviewed in this
article will become clinical practice, making the transfusion of blood products
safer and more universally available than they are today. NAT will be standard
and will surely be performed on each unit of product, PCR testing for pathogens
will evolve, and the pathophysiology and immunology of transfusion-related
events such as TRALI and immunomodulation will be elucidated. New methods
of preservation and early detection of contamination will extend the life of blood
products. Red blood cell antigens may be attenuated, making safe products
available to more patients. Clinical vigilance at the bedside and in the blood bank
will remain key areas for transfusion safety. As I have told many a resident and
patient, blood is not saline; there are and will remain risks inherent in this
commonly used medical therapy.
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