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Emerging Infectious Diseases: Responsibilities and Resources for the Practicing Pathologist

Margie A. Scott University of Arkansas for Medical Sciences Little Rock, AR
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Introduction:
The importance of infectious disease pathology for the practicing anatomic pathologist has grown
enormously over the past 25 years. This is primarily due to the following factors in the field of
medicine:

 | Increasing numbers of immunocompromised patients |
 | Ever-evolving life-sustaining technologies |
 | Broadening chemotherapeutic protocols |
 | Immuno-therapeutic protocols |
 | Transplanatation medicine |
 | Expanding antimicrobials and resistance patterns |
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These factors and changes in the practice of medicine have forced us to consider many infectious
agents, previously thought to be innocent bystanders, as potential life threatening pathogens. The
discovery of the Human Immunodeficiency Virus (HIV) as the causative agent of the Acquired
Immunodeficiency Syndrome (AIDS) in 1983 by Montagnier and Gallo represents a critical milestone in
re-establishing the importance of infectious disease pathology.

The pathologist now faces yet another type of medical emergency - the need for rapid, reliable,
criteria-based diagnosis of unculturable agents such as HIV, Hantavirus, Pneumocystis jirovecii (carinii), Microsporidium and
Cyclospora. This "at risk" population of immunosuppressed patients
continues to grow each year as medical protocols designed for treatment of autoimmune disorders and
maintenance of both bone marrow and solid organ transplantation continue to evolve.

With the advent of new imaging technology such as spiral CT-scans, smaller and smaller nodules are
being targeted for needle aspiration or surgical resection with frozen section to rule-out malignancy.
Sometimes these lesions turn out to be granulomas or abscesses excised without rapid assessment, thus
missing the opportunity for fungal and mycobacterial cultures. In the cytology laboratory, as clinicians
embrace the rapid and reliable technique of fine needle aspiration, we find ourselves called upon to
aspirate lymph nodes and superficial nodules which may represent a bacterial abscess, mycobacterial
granuloma or the ever-elusive Cat Scratch Disease.
Responsibilities of the Anatomic Pathologist:
The goals and approaches used by the microbiologist, cytopathologist and surgical pathologist are more
similar than many realize. Computer technologies further enhance our ability to function as a team, on
behalf of the patient. Overlap in the clinical workup of specimens strengthens the diagnostic certainty
and potential for reaching the ultimate goal – an infectious disease diagnosis with a confirmed etiologic
agent.

The charge for the anatomic pathologist in today's era of infectious disease pathology is three-fold.
We are expected to:
- Optimize opportunities to intervene and guide in collection of appropriate cultures based upon rapid evaluation techniques within the surgical pathology and cytology laboratories;

- Maximize availability of limited tissue samples for multiple diagnostic modalities, including molecular techniques, by using a systematic approach to the laboratory work-up; and

- Formulate final anatomic diagnoses that correlate clinical history with histologic findings, special stains, immunohistochemistry, follow-up cultures and molecular studies.

Resources for the practicing pathologist – the systematic work-up:
Although the microbial world has a vast spectrum of organisms, only a small percentage of these
organisms interfere with normal human daily activities. Many pathogens present with straightforward
clinical symptoms and are easily cultured and treated. On the other hand, some infectious agents that
perplex the anatomic pathologist, actually represent "accidental encounters" of a human instead of the
intended animal host. Examples of these include the vector transmitted encephalitis viruses such as
Eastern Equine Encephalitis virus (EEE), Western Equine Encephalitis virus (WEE), and Venezuelan Equine
Encephalitis virus (VEE). Other zoonoses we may encounter include Cat Scratch Disease, and Rhodococcus
equi. These diseases can perplex the clinician and pathologist and require extremely complex patient
evaluation and testing.
Clinical History
The clinical history is of paramount importance when evaluating
patient specimens. It goes without saying that straightforward cases such as respiratory infections with
common agents such as Streptococcus pneumoniae, Klebsiella pneumoniae, Pseudomonas and Staphylococcus aureus, are easily diagnosed by blood or respiratory cultures and
almost never make it to the bronchoscopy and/or OR suite. The pathologists are often left to deal with
the 'uncultureable' undiagnosed medical 'mysteries.' Known risk factors, zoonotic exposures,
tick/insect exposures, work exposures, age and immune status are some of the critical elements required.

The complexity increases tremendously when we consider infections of the immunocompromised host.
Pneumocystis jirovecii (carinii) in classic form with abundant protein-rich
alveolar casts and abundant organisms is not usually a diagnostic challenge. However, given the unusual
pneumocystis presentation: hyaline membranes rich type; granulomatous and interstitial pauci-reactive,
the pathologist can be caught off-guard unless pertinent history is provided. The patient with
suppressed immune status may produce no-granulomas or poorly formed granulomas in the setting of
overwhelming Mycobacterium tuberculosis and systemic fungal infections. One
must also consider a much broader differential in the immunocompromised host, giving consideration for
agents such as Rhodococcus equi in the setting of a patient presenting with
cavitary lung lesions, but negative for mycobacteria. In the transplant patient population,
consideration must be given to viral induced lymphoproliferations such as Epstein-Barr Virus infection.
Gross Examination and Rapid Assessment techniques
A careful gross examination with preparation of frozen sections, direct smears and/or imprint slides,
as appropriate, is critical. Touch imprints, direct smears, and tissue scrape or squash preps can all be
used for preparation of either fixed or air-dried slides. These can be used for rapid special stains or
saved for use if needed after routine sections are reviewed. A rapid evaluation will often clue the
pathologist when there is a need for sequestering fresh tissues for flow cytometry or frozen for possible
molecular or immunologic studies. There is no turning-back once the specimen is plunged into
fixatives.
Microscopic Examination (Routine and Special Stains)
Never underestimate the importance of the routine Hematoxylin-Eosin stain. Many viral infections and
most parasitic infections can be quickly and easily recognized using this age-old standard. The H&E
provides a wealth of information about the immune response pattern and guidance allowing an informed,
systematic approach to special stain orders.

A variety of histochemical stains can be used for evaluation of infectious agents. None are specific,
but in combination with the morphology of the organism, the host response, and the clinical history a
presumptive etiologic diagnosis may often be rendered with a high level of certainty. The Gram stain
remains the most useful rapid diagnostic technique in the microbiology laboratory. Similarly, the
hematoxylin and eosin (H&E) stain remains the mainstay of the histology laboratory and surgical
pathologist. For the cytologist the Wright stain and Papaniculaou stains are the mainstay.

Numerous immunoperoxidase stains have now been developed for both common and rare pathogens.
Commercial reference laboratories can often assist you, if your test volumes do not permit you to keep
these antibodies in-house and ready for use. For the rarest of stains, the Center for Disease Control
and Prevention in Atlanta, GA is an excellent resource. Contacting the pathology branch for guidance is
recommended.
Direct Immunologic Detection
Direct immunologic detection of infectious agents in smears and tissue provides increased specificity
and sensitivity as well as an additional level of certainty for the definitive identification of
infectious disease agents. This must be done in combination with the clinical history and knowledge of
the appropriate inflammatory reaction in the tissues under investigation. Techniques used for this
purpose include direct or indirect immunofluorescence assays and enzyme linked immunochemistries. The
marker for these immunochemistry methods may be horseradish peroxidase, alkaline phosphatase, or
biotin-avidin compounds. Commercial reagents are available for immunologic detection of many viruses,
such as HIV, herpes simplex virus, cytomegalovirus, hepatitis C and adenovirus; for bacteria, such as
Legionella spp. and T. pallidum; and for
parasites, such as Toxoplasma gondii.
Culture and Serologic Correlation
It is important to correlate the surgical pathology and cytopathology findings with both
culture and serologic findings. In the current age of computer connectivity, this is rarely
problematic. Clinicians can often be guided in follow-up cultures or serologic testing that may help
confirm the anatomic pathology findings.
Molecular Diagnostics
Evolving technology has driven pathologists to a new level of service in the realm of infectious
disease pathology. Culture and sensitivity techniques continue to be refined and molecular applications
provide a rapid method for determining organism load, virulence factor traits and invaluable genomic
information. Although culture still remains the gold standard, molecular diagnostics allows us to
confirm the presence of the "unculturable" agents and to tremendously improve the turn-around-time for
those organisms requiring prolonged incubation times and tedious confirmation steps. In addition, when
the histologic features suggest an unsuspected infectious process molecular techniques can confirm
special stain findings in the absence of available cultures.

When considering any new test methodology or technology it is always helpful to step back and consider
the basics of laboratory medicine. What are the strengths and limitations of a new technology – all
tests even molecular amplification methods have limitations. Other considerations include cost,
expertise and added value. The National Committee for Clinical Laboratory Standards (NCCLS) has
developed a set of recommendations to consider specifically when evaluating new molecular technology.
Although the health care industry looks to the FDA as the final sanctioning body for new testing
methodologies, the FDA simply has not been able to keep up with the vastly expanding numbers of new
molecular tests and methodologies. We must scrutinize each of these new applications carefully prior to
adopting them for our patient populations. We must compare and contrast sensitivity, specificity,
precision, accuracy, method-specific limitations and cost for every new test we consider utilizing. This
puts a tremendous burden on the pathologist who is expected to be the expert for all laboratory testing
methodologies.
The Immune Response Pattern
Attention to tissue responses may provide the initial clues in the search for causality. Tissue
reactions allow pathologists to categorize injury patterns and then group potential suspect infectious
agents. The search is then narrowed by application of a vast array of identification methods and
techniques currently available

Although there are thousands of potential infectious agents we may encounter, there are a very limited
number of immune responses to those agents. A particular type of pathogen usually elicites a predictable
response based on the mediators and potentiators provided by the organism and the composition of the
cytokine response to the invading pathogen. The local tissue injury occurring with the initial contact
may also cause further injury and potentiation of the inflammatory response. The lipopolysaccharide
component of the gram negative bacilli external membrane stimulates an intense release of IL I, tumor
necrosis factor, IL 6 and IL 8 leading to a predominately neutrophilic response. On the other hand
invasion of an obligate intracellular pathogen, such as a virus or a rickettsial organism stimulates the
release of IL 1, IL 2 and interferon leading to a mononuclear cell mediated response. Because there are
predictable responses with specific categories of infectious agents, we can make certain generalizations
that provide a framework that narrows and focuses our search when dealing with an unknown infectious
disease pathogen. It comes as no surprise that there are exceptions when using this approach.
Nonetheless, we can begin an immune response guided systematic approach to identification of the unknown
pathogen. Seven major types of histologic responses can be delineated as follows:

 | Exudative acute inflammatory reaction |
 | Necrotizing inflammatory reaction |
 | Granulomatous inflammatory reaction |
 | Mononuclear, predominately foamy macrophage reaction |
 | Lymphoplasmacytic reaction |
 | Cytopathic/direct injury reaction |
 | Paucicellular or 'absent' reaction |
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It should also be noted that some infections are not associated with a recognizable cellular reaction
in the affected tissue. The most common explanation for serious infections without an inflammatory
response is that the pathogenic mechanism of the infection is production of a toxin that exerts its
effects biochemically. Two examples are cholera, which is a disease of intestinal fluid secretion, and
botulism, which is a disorder of neuromuscular transmission. A second completely diverse explanation is
that the immune system of the infected host is either severely suppressed or they are anergic. Both of
these settings could result in the paucicellular or "absent" response pattern.
Tissue Reaction Patterns and Potential Etiologic Agents for Consideration

| Tissue Reaction Pattern | Injury Mechanism | Potential Etiologic Agents | Methods for Confirmation |
| Exudative Inflammatory Rxn | NF-kBpathway; IL-1; TNF; IL6;IL8; IFN-γ | Pyogenic bacteria; rapid growing organisms; legionella | Culture; H&E; Tissue gram; Silver ppt stain; PAS |
| Necrotizing Inflammatory Rxn | Toxins; Leukocidins | Clostridium; legionella; pseudomonas; pyogenic bacteria; E. histolytica. | Culture; H&E; Tissue gram; trichrome; PAS |
| Granulomatous Inflammatory Rxn | TH-1;IL1, IL2; TNF; IL6; IL8; IL10. | Mycobacteria; fungi; rare gram negatives; helminth larvae/eggs. | Culture; H&E; Silver; AFB; gram; PAS; trichrome; molecular |
| Mononuclear, predominately foamy macrophage Rxn | IL1; IL2; IL6; IL8; MCP; MIP;IL12, IL15 | Fungal, intracellular and intravascular agents; Rhodococcus; PCP | Culture; H&E; gram; geimsa; AFB, GMS; molecular; serology. |
| Interstitial,predominately lymphocytic Rxn | IL1; IL2; IL6; IL8; MCP; MIP;IL12, IL15 | Fungal, intracellular organisms bacteria; protozoa | Culture; H&E; gram; giemsa; AFB, GMS; PAS; molecular; serology. |
| Cytopathic/Direct Injury Rxn | Apoptosis; receptor entry; NK, CT cells | Viral agents; parasitic infections | Culture; H&E; immunohistology; molecular. |
| Paucity or "Absent" Rxn(must consider immune status of host!) | Low virulence and cellular mimicry | Latent viruses;Low virulence bacteria/mycobacteria; parasites. | Culture; H&E: gram; giemsa; AFB, GMS; PAS; molecular; serology. |

Note: In cases demonstrating overlap features, first consideration should be given to the over-riding pattern.

Recent and potential future challenges:
The United States has been challenged by both nature and the threat of additional
potential terrorist events occurring in our country. Pathologists and the laboratory are a vital link in
our preparedness for a natural or terroristic biologic event. Some of the recent events include:

 | Anthrax mailings of 2001 |
 | Small pox threat |
 | West Nile Virus |
 | Avian Influenza |
 | Norovirus (Norwalk like) |
 | SARS |
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It goes without saying that all methods and diagnostic tools used by the pathologist in both the
clinical and anatomic realm have their limitations in sensitivity and specificity. Even when an
amplification molecular method is "negative" it cannot completely rule out the presence of an organism.
Organisms don't always follow the rules, and although targeting the 'most likely pathogen' list based on
immune response and tissue reaction pattern makes perfect sense, it doesn't always disclose the precise
etiologic agent.

When the history of a patient is known and discussed by the pathologist and internist in advance the
best outcome will occur. This will allow for advanced planning to include the most appropriate cultures,
including bacterial, fungal, mycobacterial and comprehensive viral cultures; touch preparations for rapid
stains, as clinically needed, and ordering of appropriate special stains at the time of tissue processing
to improve final turn-around-time. In addition, consideration may be given to set tissue aside frozen
for direct fluorescent stains and/or molecular studies. The need for additional studies such as flow
cytometry can quickly be assessed via touch preparation, scrape preparation or frozen section.
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