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MAJOR ARTICLE

Higher Human T Lymphotropic Virus (HTLV)


Provirus Load Is Associated with HTLV-I
versus HTLV-II, with HTLV-II Subtype A
versus B, and with Male Sex and a History
of Blood Transfusion
Edward L. Murphy,1,2 Tzong-Hae Lee,2 Daniel Chafets,2 Catharie C. Nass,3,a Baoguang Wang,4 Katharine Loughlin,4
and Donna Smith,4 for the HTLV Outcomes Study Investigatorsb

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1
Departments of Laboratory Medicine and Epidemiology/Biostatistics, University of California, San Francisco, and 2Blood Systems Research
Institute, San Francisco; 3American Red Cross Blood Services, Chesapeake and Potomac Region, Baltimore, and 4Westat, Rockville, Maryland

Background. High human T lymphotropic virus (HTLV)–I provirus load (VL) has been associated with an
increased risk of HTLV-associated myelopathy, but little is known about variation in HTLV-I or -II VLs by demo-
graphic characteristics and risk behaviors.
Methods. We measured HTLV-I and HTLV-II VLs in a large cohort of 127 HTLV-I–seropositive and 328
HTLV-II–seropositive former blood donors, by use of real-time polymerase chain reaction using tax primers.
Multivariable linear regression was used to control for confounding by relevant covariates.
Results. The mean VLs were 3.28 log10 copies/106 peripheral blood mononuclear cells (PBMCs) (range, 0.5–
5.3 log10 copies/106 PBMCs) for HTLV-I and 2.60 log10 copies/106 PBMCs (range, 0.05–5.95 log10 copies/106 PBMCs)
for HTLV-II (P ! .0001). HTLV-II VLs were higher in those subjects with subtype A infection (mean, 2.82 log10
copies/106 PBMCs) than in those with subtype B infection (mean, 2.29 log10 copies/106 PBMCs) (P p .005). Higher
HTLV-I VL was associated with previous receipt of a blood transfusion (P p .04 ), and lower HTLV-II VL was
associated with female sex (P p .007 ). These associations persisted in virus-specific multivariate linear regression
models controlling for potential confounding variables.
Conclusions. VL was significantly higher in HTLV-I than in HTLV-II infection and was higher in HTLV-II
subtype A than in HTLV-II subtype B infection. Chronic HTLV VLs may be related to the infectious dose acquired
at the time of infection, with higher VLs following acquisition by blood transfusion and lower VLs following
sexual acquisition.

Human T lymphotropic virus (HTLV) types I and II mology but differ in their epidemiology and disease
are human type C retroviruses derived most likely from associations. HTLV-I is prevalent in Africa, the Carib-
simian-to-human transmission thousands of years ago bean, Brazil, and southern Japan and causes adult T
[1, 2]. The 2 HTLV types share ∼60% nucleotide ho- cell leukemia (ATL) and HTLV-associated myelopathy
(HAM) [3]. HTLV-II is prevalent among Amerindians,
African pygmies, and injection drug users (IDUs) in the
Received 24 December 2003; accepted 18 February 2004; electronically published Americas and Europe and has been linked to HAM, as
6 July 2004.
Financial support: National Heart, Lung, and Blood Institute Retrovirus Epi- well as to a higher occurrence of pneumonia and bron-
demiology Donor Study (research contracts N01-HB-97077 [superseded by N01-HB- chitis [4, 5]. HTLV-II subtype A is more prevalent among
47114], N01-HB-97078, N01-HB-97079, N01-HB-97080, N01-HB-97081, N01-HB-
97082, and R01-HL-62235 [through the HTLV Outcomes Study]). North American and European IDUs and their sex part-
a
Present affiliation: C.C.N. is retired from the American Red Cross Blood Services, ners, whereas subtype B is more prevalent among Native
Chesapeake and Potomac Region.
b
HOST investigators are listed after the text.
Americans [4].
Reprints or correspondence: Dr. Edward L. Murphy, c/o Blood Centers of the Pacific, HTLV-I and -II viral RNA is low to undetectable in
UCSF, 270 Masonic Ave., San Francisco, CA 94118 (murphy@itsa.ucsf.edu).
human serum, and viral propagation is thought to oc-
The Journal of Infectious Diseases 2004; 190:504–10
 2004 by the Infectious Diseases Society of America. All rights reserved.
cur via the clonal expansion of lymphocytes with in-
0022-1899/2004/19003-0012$15.00 tegrated proviral DNA [6] or the transfer of viral RNA

504 • JID 2004:190 (1 August) • Murphy et al.


via direct contact between infected and uninfected cells [7]. HIV at baseline. Demographic, risk factor, and health history
How the level of proviral DNA in lymphocytes is regulated is information was obtained by interview with trained study co-
unknown but may involve either the activity of the viral transac- ordinators. HTLV-II subtypes were determined previously by
tivator protein Tax, which differs between HTLV-I and some use of restriction fragment–length polymorphism analysis [26].
HTLV-II subtypes [8], or the degree of lymphocyte turnover Laboratory methods. Peripheral blood mononuclear cell
in the infected host [6]. High levels of HTLV-I proviral DNA, (PBMC) samples were stored at ⫺70C until used, and PBMCs
HTLV-I Tax mRNA, and anti-HTLV antibody have been as- were digested in a PCR solution with proteinase K. Quantitation
sociated with the occurrence of HAM [9, 10]. However, the of proviral DNA of HTLV-I and HTLV-II was performed by
pathogenic mechanism is unresolved and may be due to either use of real-time PCR. We used a single set of primers for both
direct viral neurotoxicity [11], an autoimmune response di- HTLV-I and -II, from highly conserved sequences of the viral
rected at viral proteins homologous to neuronal proteins [12], tax regions, designated as HTLV-F5 (5-CGG ATA CCC IGT
or “bystander” immunologic damage to neural tissue [13]. Data CTA CGT GTT T-3) and HTLV-R4 (5-CTG AGC IGA IAA
are less clear with regard to the association between HTLV-I CGC GTC CA-3). To quantitate the cellular input for each
provirus load (VL) and ATL, with one study showing signifi- reaction, HLA-DQ-a copy number was measured separately.
cantly higher prediagnostic VLs in patients with ATL than in The primers used for HLA-DQ-a were GH26 (5-GTG CTC
asymptomatic carriers [14] and another showing an association CAG GTG TAA ACT TGT ACC AG-3) and GH27 (5-CAC
between high HTLV-I VLs and the presence of abnormal lym- GGA TCC GGT AGC AGC GGT AGA GTT G-3). For each
phocytes thought to be indicative of preleukemia, although this

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sample, 25 mL of DNA lysate was added to the PCR mixture
was not proven prospectively [15]. (5 mL for the HLA-DQ-a reactions). Real-time PCR was per-
HTLV-II VL has received comparatively less study than HTLV- formed by use of the GeneAmp 5700 machine (Applied Bio-
I VL. One study found no difference in HTLV-II VLs between systems), with the following cycle conditions: 10 min at 95C,
IDUs and endemic African Pygmies and no correlation between followed by 45 cycles of 30 s at 95C, 30 s at 64C, and 45 s
HTLV-II VLs and CD8+ lymphocyte counts or stage of AIDS, at 72C. Reactions were performed in triplicate [27].
in the IDUs who were coinfected with HIV [16]. Other studies Fluorescense intensity of Syber green incorporated into the
have found high HTLV-II VLs in patients with HIV/HTLV-II amplified product was measured at every PCR cycle, and the
coinfection [17, 18] and, notably, in coinfected patients with threshold cycle number of each sample was recorded. For each
sensory neuropathy [19]. HTLV-II VLs also increased after the run, a standard curve was generated from 1:10 serial dilutions
initiation of antiretroviral therapy for HIV in coinfected pa- of MT2 (HTLV-I; obtained from American Type Culture Col-
tients [20, 21]. lection) or MoT (HTLV-II) cell lines, with a range of 10⫺1–104
HTLV-II VL has not been correlated with age or sex, and copies/reaction. Mean HTLV copy numbers for these cell lines
neither HTLV-I VL nor HTLV-II VL has been studied in relation were 2.1 HTLV-I copies/cell for MT2, as determined elsewhere
to the route of infection. We therefore measured HTLV-I and
[28], and 11.7 HTLV-II copies/cell for MoT, determined ex-
HTLV-II VLs in a well-characterized cohort of former blood
perimentally using HTLV-II plasmids of known concentration
donors and correlated these levels with data on demographic
(provided by J. Kropp, Gladstone Institute of Virology and Im-
characteristics, risk factors for infection, and HTLV-II subtype.
munology, San Francisco, CA, and E. Wattel, Centre Leon Ber-
nard, Lyon, France). The number of copies in the test sample
SUBJECTS AND METHODS
was then calculated by interpolation of the experimentally de-
Study design and population. The present study was a cross- termined threshold cycle number onto the control standard
sectional analysis of blood samples obtained at the baseline visit regression curve. To determine the VL of each sample, the
of the HTLV Outcomes Study cohort, formerly known as the number of copies of HTLV-I or HTLV-II was divided by the
Retrovirus Epidemiology Donor Study HTLV cohort. The study HLA-DQ-a copy number. The lower limit of detection for the
protocol was approved by the Committee on Human Research assay was 1 copy/105 cells. Reproducibility of the assay was
at the University of California, San Francisco, and by institu- measured by testing 40 specimens in duplicate and comparing
tional review boards at other participating institutions. En- the results, by use of linear regression with R 2 p 0.97.
rollment criteria and methods have been reported in detail Statistical analysis. VLs, expressed as HTLV-I or -II copies
elsewhere [22–24]. In brief, blood donors found to be HTLV per 106 PBMCs, were log10 transformed for all analyses, to
seropositive during predonation screening at 5 centers across approximate the normal distribution. Undetectable VLs were
the United States in 1988–1992 had confirmation of seropos- assigned the value of 1 copy/106 cells, which is below the lower
itivity performed by use of Western blot, followed by HTLV limit of detection of the VL assay, before log10 transformation.
typing by use of type-specific antibody or polymerase chain Means, SEs, and ranges were calculated for each HTLV type
reaction (PCR) assays [25]. All subjects were seronegative for and in subsets defined by demographic and risk factor variables.

HTLV-I and -II Provirus Load • JID 2004:190 (1 August) • 505


Table 1. Demographic and risk factor profile of the HTLV-II group. A greater proportion of subjects with HTLV-
study population from the baseline visit of the HTLV I than subjects with HTLV-II had !4 lifetime sex partners,
Outcomes Study.
whereas a greater proportion of subjects with HTLV-II admitted
Variable HTLV-I HTLV-II
to having had 120 partners. A history of IDU was reported by
25% of the subjects with HTLV-II (48 men and 36 women),
All subjects 127 (100) 328 (100)
Age, years
although only ∼1% said they currently injected drugs. More
!20 2 (2) 2 (1) than half of the subjects with HTLV-II (37 men and 145 wom-
20–29 9 (7) 19 (6) en) reported (yes or likely) sexual intercourse with an IDU. One-
30–39 25 (20) 144 (44) third of the HTLV-I group and one-fifth of the HTLV-II group
40–49 55 (43) 110 (34) had a history of blood transfusion; in comparison, !10% of
50–59 16 (13) 35 (11)
HTLV-seronegative blood donors enrolled in the cohort report-
⭓60 20 (16) 18 (5)
Sex ed such a history.
Female 93 (73) 243 (74) VLs for both viral types ranged from 0.05 to 5.95 log10 copies/
6
Male 34 (27) 85 (26) 10 PBMCs. HTLV-I VLs (mean [SE], 3.28 [0.12] log10 copies/
Race/ethnicitya 106 PBMCs) were significantly higher than HTLV-II VLs (mean
White 46 (36) 112 (34)
[SE], 2.60 [0.09] log10 copies/106 PBMCs; P ! .0001; figure 1A
Black 54 (43) 107 (33)
Hispanic 6 (5) 86 (26)
and 1B). Among subjects with HTLV-II, HTLV-II VLs were
significantly higher in the 190 subjects with subtype A (mean

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Asian 15 (12) 6 (2)
Other/unspecified 4 (3) 14 (4) [SE], 2.82 [0.11] log10 copies/106 PBMCs), compared with the
Lifetime no. of sex partnersa 138 subjects with subtype B (mean [SE], 2.29 [0.15] log10 cop-
!4 42 (33) 73 (22) ies/106 PBMCs; P p .005; figure 2D). All analyses by demo-
5–8 31 (24) 81 (25)
graphic and risk factor variables were performed separately for
9–20 38 (30) 89 (27)
⭓21 14 (11) 78 (24) HTLV-I and for HTLV-II.
History of IDUa HTLV-I VLs were lower in white (mean [SE], 3.03 [0.22]
No 125 (98) 243 (74) log10 copies/106 PBMCs) than in nonwhite (mean [SE], 3.48
Yes 1 (1) 84 (26) [0.14] log10 copies/106 PBMCs) subjects, although this differ-
History of sex with an IDUa
ence was not statistically significant (P p .08 ; figure 2A). HTLV-
No/unlikely 104 (82) 136 (42)
Yes/likely 10 (8) 182 (55)
I VLs were higher in those with a history of blood transfusion
History of blood transfusiona (mean [SE], 3.62 [0.14] log10 copies/106 PBMCs) than in those
No 85 (67) 251 (77) without a history of blood transfusion (mean [SE], 3.1 [0.16]
Yes 42 (33) 69 (21) log10 copies/106 PBMCs; P p .04; figure 2B). HTLV-I VLs did
NOTE. Data are no. (%) of subjects. IDU, injection drug not differ significantly by age, sex, number of sex partners,
user.
a
Nos. may not add to totals, because of missing data (!10%
per variable).

Differences in log10 VLs between groups were tested by use of


2-sample t tests. Associations between log10 VLs and each con-
tinuous variable were tested by use of separate linear regression
models. Finally, multivariate linear regression models were con-
structed to assess independent associations between variables
found to be significantly associated in the univariate analyses.
All analyses were performed using SAS statistical software (ver-
sion 8.2; SAS Institute).

RESULTS

VLs and epidemiologic data were available for 127 subjects with
HTLV-I and 328 subjects with HTLV-II (∼85 % of the HTLV Figure 1. Difference in human T lymphotropic virus (HTLV) provirus load
(VL) between HTLV-I– and HTLV-II–infected subjects (P ! .0001), from the
cohort). Demographic and risk factor characteristics of the sub-
baseline visit of the HTLV Outcomes Study (HOST). VL is presented as
jects are presented in table 1. Most subjects were middle-aged median (central line), 25th and 75th percentiles (box boundaries), and 10th
and women, and there was a substantial proportion of black and 90th percentiles (error bars). PBMCs, peripheral blood mononuclear
persons in both HTLV groups and of Hispanic persons in the cells.

506 • JID 2004:190 (1 August) • Murphy et al.


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Figure 2. Human T lymphotropic virus (HTLV) provirus load (VL) presented as median (central line), 25th and 75th percentiles (box boundaries), and
10th and 90th percentiles (error bars). A, HTLV-II VL by HTLV-II subtype A vs. B (P p .005). B, HTLV-II VL by sex (P p .007). C, HTLV-I VL by nonwhite
vs. white race/ethnicity (P p .08). D, HTLV-I VL by history of blood transfusion (P p .04). PBMCs, peripheral blood mononuclear cells.

history of IDU, or history of sex with an IDU. In the multi- that HTLV-I VLs were significantly higher than HTLV-II VLs
variate linear regression analysis, HTLV-I VL retained its as- and that HTLV-II VLs were significantly higher in subtype A
sociation with a history of blood transfusion (b p 0.68; P p than in subtype B infections. Analyses by demographic and
.02) but had only a borderline association with white race (b behavioral characteristics revealed higher HTLV-I VLs in those
p ⫺0.51; P p .06). subjects with a history of blood transfusion and borderline
HTLV-II VLs were significantly lower among women (mean lower HTLV-I VLs in white subjects. HTLV-II VLs were sig-
[SE], 2.45 [0.10] log10 copies/106 PBMCs) than among men nificantly lower in women than in men. There was a borderline
(mean [SE], 3.02 [0.18] log10 copies/106 PBMCs; P p .007; figure association of lower VLs with increasing numbers of sex part-
2C). There was no association between HTLV-II VL and age, ners, but this did not persist after adjusting for covariates.
race, number of sex partners, history of IDU, or history of sex HTLV-I VLs have been reported in numerous studies, rang-
with an IDU. In the multivariate linear regression analysis, HTLV- ing from !1 copy/10,000 lymphocytes to 11 copy/10 lympho-
II VL remained independently and inversely associated with fe- cytes [6, 9, 10, 14]. The results of the present study are con-
male sex (b p ⫺0.68; P p .01) and positively associated with sistent with those of previous reports, with a mean HTLV-I VL
HTLV-II subtype A (b p 0.54; P p .008). In an analysis re- of ∼1000 copies/106 PBMCs and a range of 1–100,000 copies/
stricted to women only, there was an inverse association be- 106 PBMCs. By use of an end-point dilution PCR assay, a
tween HTLV-II VL and increasing number of sex partners (b previous study revealed VLs of 20–200,000 copies/106 PBMCs
p ⫺0.22; P p .03), which did not persist after adjusting for in 49 subjects with HTLV-II, with and without HIV coinfection
other covariates (b p ⫺0.18; P p .12), although the association [17]. A competitive PCR assay found 50–162,390 copies/106
with HTLV-II subtype A remained (b p 0.65; P p .004). PBMCs in Italian IDUs [16], and those with the highest VLs
were found to have clonal expansion of HTLV-II–infected lym-
DISCUSSION
phocytes [29]. These VL results are also similar to those of the
The present study of HTLV VLs at the baseline visit of a large present study.
cohort of generally asymptomatic former blood donors found In the only other comparative study of HTLV-I and HTLV-

HTLV-I and -II Provirus Load • JID 2004:190 (1 August) • 507


II VLs that we were able to find, Kaplan et al. reported that to find other published reports of differences in HTLV-II VLs
HTLV-I VLs were significantly higher than HTLV-II VLs [27]. by sex. Other reports found that women with HAM have either
Their study included a subset of individuals from the present higher or lower HTLV-I VLs than do men with HAM [9, 10].
study but used a different assay to measure VLs. The present Women are clearly overrepresented among both patients with
report is the only published in vivo study of HTLV-II VLs HTLV-I HAM and patients with HTLV-II HAM [37]. Previous
according to HTLV-II subtype. Differences in VLs between epidemiological data suggest that sexual acquisition of HTLV-
HTLV-I and HTLV-II, and between HTLV-II subtype A and I is associated with development of HAM, whereas mother-to-
subtype B, may be related to differences in tax gene structure child acquisition is associated with ATL [38, 39].
and protein expression among the HTLV types and subtypes. We therefore hypothesize that women are more likely to
HTLV-II Tax has been shown to have a lower transforming acquire HTLV-II sexually, with a smaller infectious dose, and,
activity than HTLV-I Tax [30], which may account for the lack hence, to have lower VLs than men, most of whom acquire
of leukemogenesis by HTLV-II. Compared with HTLV-II sub- the virus by parenteral (IDU or blood transfusion) or mother-
type B, HTLV-II subtype A has less ability to inhibit p53 func- to-child routes. Against this hypothesis are data from the pres-
tion in T lymphocytes [8, 31] and to induce CREB- and NF- ent study, which has showed no association between HTLV-II
kB–mediated transactivation [32]. These in vitro data would VLs and the lifetime number of sex partners or history of sex
suggest lower VLs in HTLV-II subtype A infection, which is with an IDU, for both sexes. However, in an analysis limited
the opposite of our finding. One explanation may be that tax to women, we did find a nonsignificant trend toward lower

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genes from wild-type HTLV-II subtype A isolates may have HTLV-II VLs with increasing number of lifetime sex partners.
different biologic activity than the HTLV-II prototypes com- Retrospective interview data may not be the most accurate in
monly used for in vitro experiments [31–33]. It is also possible assigning the actual mode of transmission. In support of the
that differences in VLs between HTLV types and subtypes are hypothesis are data showing lower mean HTLV-I VLs in 11
due to differences in modes of transmission or to host factors, cases of sexually acquired HTLV-I, compared with the 11 trans-
and not to biological characteristics of each virus. mitting persons [40].
The association of higher HTLV-I VLs with a history of blood That infectious dose may predict the chronic set point for
transfusion is the most suggestive evidence we found that the VLs is consistent with the observation that expansion of HTLV
route of infection affects HTLV VLs. Fully 34% of our HTLV- within an infected human is predominantly due to clonal ex-
I cohort had received a blood transfusion, compared with 10% pansion of lymphocytes with integrated HTLV provirus [6].
of our HTLV-seronegative comparison group, which is consis- Thus, the number of initially infected lymphocytes would in-
tent with our previous report of blood transfusion as a risk fluence the number of lymphocyte clones, although the size of
factor for infection (adjusted odds ratio, 4.5; 95% confidence each clone may depend on factors that cause multiplication of
interval, 2.6–7.8) [34]. These same subjects with HTLV-I and lymphocytes. Recent data from the Wattel laboratory support
a history of blood transfusion have now been shown to have this hypothesis, in that humans with presumed breast-milk
higher VLs than subjects with HTLV-I without this risk factor. acquisition of HTLV-II as infants had increased clonality and
Blood transfusion is associated with a higher dose of HTLV-I– VLs, compared with those with risk factors suggesting infection
infected lymphocytes, so it is biologically plausible that VLs are acquired later in life [41]. An alternative explanation is that
higher. Since VLs have been shown to remain relatively constant infection during infancy or childhood produces higher VLs
over time [35], one may infer that a higher infecting dose from because of a weaker initial immune response.
blood transfusion translates to a higher persistent VL, such as The borderline association we found between lower HTLV-
those detected in our subjects. Alternatively, altered immune I VLs and white race may be explained either by genetic back-
function from comorbid illness or severe trauma at the time ground or by route of infection associated with a particular
of blood transfusion could have affected the VL set point. Our racial group. Bangham et al. have previously reported that
data are consistent with those of a previous report of median HTLV-I VLs may be correlated with specific HLA subtypes [42]
HTLV-I VLs of 100–200 copies/105 PBMCs in the first year and that these subtypes are also associated with an increased
after blood transfusion–transmitted infection in a Jamaican risk of developing HAM. Since HLA phenotypes differ by racial
study [14]. However, in the same study, asymptomatic carriers origin, it is conceivable that the race/ethnicity association we
had higher HTLV-I VLs (median, ∼1000 copies/105 PBMCs) observed is due to genetic background. On the other hand,
than did asymptomatic carriers in the present study, perhaps other host characteristics, such as route of HTLV infection,
because of a higher proportion of mother-to-child infection. lymphocyte activation, and concomitant infections, may also
HTLV-II VLs were significantly lower in women than in men. differ by race. It has been recognized that the incidence of
Two previous studies of HTLV-I VLs found no differences by HTLV-associated diseases, such as ATL, may differ between
sex among asymptomatic carriers [9, 36], but we were unable endemic Japanese and Jamaican populations, perhaps because

508 • JID 2004:190 (1 August) • Murphy et al.


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