Lehrstuhl für Physiologie und Biochemie
der Pflanzen, Universität Konstanz,
Constance,1 and PE Biosystems,
Weiterstadt,2 and NIOO-Centre for
Estuarine and Coastal Ecology, Yerseke, The
Netherlands3
Succession of ecotypes, physiologically diverse strains with
negligible rRNA sequence divergence, may explain the dominance of
small, red-pigmented (phycoerythrin-rich) cyanobacteria in the
autotrophic picoplankton of deep lakes (C. Postius and A. Ernst, Arch.
Microbiol. 172:69-75, 1999). In order to test this hypothesis, it is
necessary to determine the abundance of specific ecotypes or genotypes
in a mixed background of phylogenetically similar organisms. In this
study, we examined the performance of Taq nuclease assays
(TNAs), PCR-based assays in which the amount of an amplicon is
monitored by hydrolysis of a labeled oligonucleotide (TaqMan probe)
when hybridized to the amplicon. High accuracy and a 7-order detection
range made the real-time TNA superior to the corresponding end point
technique. However, in samples containing mixtures of homologous target
sequences, quantification can be biased due to limited specificity of
PCR primers and probe oligonucleotides and due to accumulation of
amplicons that are not detected by the TaqMan probe. A decrease in
reaction efficiency, which can be recognized by direct monitoring of
amplification, provides experimental evidence for the presence of such
a problem and emphasizes the need for real-time technology in
quantitative PCR. Use of specific primers and probes and control of
amplification efficiency allow correct quantification of target DNA in
the presence of an up to 104-fold excess of
phylogenetically similar DNA and of an up to 107-fold
excess of dissimilar DNA.
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INTRODUCTION |
The introduction of techniques in
microbial ecology that allow sensitive detection and identification of
DNA sequences has revealed a much higher diversity in natural microbial
communities than the classical approach based on strain isolation. The
greatest resolution is achieved using PCR-based identification
techniques in which two oligonucleotides and the resulting PCR fragment
of 102 to 103 nucleotides are used to
characterize a genotype. PCR-based techniques are not bound to analysis
of ribosomal DNA (rDNA). For example, the filamentous cyanobacterium
Planktothrix rubescens in Lake Zurich forms a population
consisting of strains that differ in size and gas vesicle pressure
resistance (5) but not in rDNA sequence (4).
Genetic variability was noticed in an operon coding for gas
vesicle proteins. A PCR-based assay was developed that allowed
discrimination between different alleles of the operon on the basis of
the length and restriction polymorphism of the amplicons. In these
species, PCR can be performed with single filaments. This allows
quantification of subpopulations with different resistance to
hydrostatic pressure, a property that is thought to be relevant in
strain selection during winter circulation and in the appearance of
blooms during the following growth period (4).
In many studies, PCR itself is treated as a semiquantitative detection
method. It is assumed that the relative abundance of amplicons
generated during a fixed number of PCR cycles provides a measure of the
gene dose and gene ratio in the starting mixture. However, a number of
factors are known to bias amplification and jeopardize this assumption.
Amplification may be hampered by suboptimal reaction conditions,
including lack of primer specificity or formation of secondary
structures of the template (21, 26). Moreover, the
misincorporation rate of Taq polymerase (7) or
the formation of chimeric molecules during PCR (37) and
heterogeneity of 16S rDNA sequences (38) were reported to
bias PCR product formation. In particular PCRs, a bias toward a 1:1
product formation ratio was observed irrespective of the initial
template ratio (34). In many reactions, however, amplicons
generated from two templates seem to compete in such a way that
amplification of the minor template appears to be suppressed by the
amplification of the more abundant template. This observation led to
the development of quantitative competitive PCR. In this approach, a
fixed amount of a competitor DNA which is amplified by the same set of
primers as the target DNA is added in a known concentration to a serial dilution of a template with an unknown concentration (12, 22, 24,
36). The target and the competitor are distinguished in post-PCR
analysis, either by a difference in size or by the presence of a unique
restriction site, and concentration is determined by comparison of the
intensity of a stained amplicon. A theoretical basis for this
quantification method was provided by Schnell and Mendoza
(31).
Quantitative competitive PCR requires time- and resource-consuming
post-PCR analyses. An alternative are single-step quantification techniques in which Taq polymerase activity or the
accumulation of the amplicon is directly monitored during or after the
PCR. Accumulation of PCR products can be monitored using a fluorescent dye, for example, SYBR Green, that forms fluorescent adducts with double-stranded DNA without compromising the polymerization reaction (14, 39). A different approach makes use of the 5'
3'
exonuclease activity of Taq DNA polymerase (15,
16). In a Taq nuclease assay (TNA; also called a 5'
nuclease assay), this activity is used to cleave a labeled
oligonucleotide, the TaqMan probe, that hybridizes to the PCR template
but is 3' phosphorylated to prevent polymerization by Taq
polymerase (18). The TaqMan probe is labeled at the 5' end
with a fluorescein derivative whose fluorescence is quenched by a
rhodamine derivative linked either a few bases downstream of the 5' end
or at the 3' end of the probe (18, 19). Hydrolysis of the
probe by Taq nuclease activity releases the fluorescence of
fluorescein, and the shortened probe will be displaced from the target
sequence without disturbing polymerase activity. As the probe is
hydrolyzed only when bound to the target DNA, TaqMan PCR reports the
activity of Taq polymerase with respect to a particular
target DNA (11). The concentration of the reported amplicon
is proportional to the fluorescence of the reporter dye. The reaction
is calibrated by amplification of known amounts (concentrations) of the
target sequence and by measuring the fluorescence before and after a
fixed number of PCR cycles (end point determination) or by monitoring
the increase in fluorescence cycle by cycle (real-time monitoring of
PCR). The latter allows calibration by the threshold cycle method
(13). Quantification is based on the number of cycles
required to reach a certain concentration of amplicons rather than on
the concentration reached after a fixed number of cycles. The threshold
cycle CT is defined as the PCR cycle at which a
fluorescence signal, developed by a dye-DNA complex or by the
fluorescence of the TaqMan reporter dye, passes a preset value. This
value corresponds to an amount of amplicons which was generated in a
few cycles if a large amount of templates was present initially or
after many cycles if the PCR started with few templates. Real-time TNA
was reported to match the sensitivity of protocols for post-PCR
analysis by DNA-binding dyes (1), radiolabeled primers
(6), qualitative nested PCR (25, 29) or
hybridization techniques (30).
The ability to quantify a particular amplicon in a single step in the
presence of homologous DNA that may be coamplified led us to examine
the feasibility of TNA, calibrated as end point PCR or via the
threshold value method, for the quantification of a specific ecotype in
a highly diversified population of phycoerythrin-rich Synechococcus spp. These small, unicellular cyanobacteria
dominate the autotrophic picoplankton of Lake Constance (9,
27). For this case study, one isolated strain,
Synechococcus sp. strain BO 8807, was selected as the target
strain. This strain exhibits a unique glycosylated surface layer
(10) and, perhaps due to this surface structure, decreased
attractiveness to predators (3, 23). All other isolates of
this population lack the surface layer. The genome of these
Synechococcus-type cyanobacterial strains contains two
ribosomal operons (A. Ernst, unpublished data). They exhibit less than
1% 16S rDNA sequence divergence, but the target strain BO 8807 differs
in approximately 8% of the nucleotides of the first internal
transcribed spacer (ITS-1) of the ribosomal operon
(27; Ernst, unpublished). Problems in a PCR-based
quantification of subspecies may be caused by the presence of a high
background level of homologous and heterologous DNAs, by the lack of
hybridization specificity of oligonucleotides used as primers and
probes in a TNA, and by a quantification bias caused by the
accumulation of amplicons not detected by the TaqMan probe. We examined
these problems in end point and continuously monitored TNAs.
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MATERIALS AND METHODS |
Organisms and culture conditions.
Pelagic
Synechococcus sp. strains BO 8805, BO 8807, BO 8808, BO
8809, and BO 9404 and Synechocystis sp. strain BO 8402 isolated from the pelagic zone of Lake Constance (Bodensee) (8,
28) were cultured in 40 ml of the mineral liquid medium BG11
(32) under low light intensity (5 to 10 microeinsteins
m
2s
1). Microcystis sp., an
isolate originating from Lake Constance, was received from H. Lampert,
MPI Limnologie, Plön, Germany. This isolate and
Anabaena sp. strain PCC 7120, Anabaena variabilis strain ATCC 29413, and Anacystis nidulans (also known as
Synechococcus leopoliensis strain SAG 1402-1 or
Synechococcus sp. strain PCC 6301) were cultivated accordingly.
Isolation of genomic DNA.
Cultures of cyanobacteria were
harvested by centrifugation for 10 min at 2,000 × g.
The pellet was resuspended in a protein digestion buffer containing 5 mM Tris/HCl, 50 mM NaCl, and 5 mM EDTA, pH 8.5. The phenol-chloroform
method, performed in accordance with the instructions of Wood and
Townsend (40), was used to extract genomic DNA
(28). After precipitation with isopropanol, the DNA was
dissolved either in sterile distilled water or in TE buffer (10 mM
Tris, 1 mM EDTA, pH 8.0). The concentration and purity of genomic DNA
were determined by measuring the
A260/A280 ratio. Genomic
DNA from Escherichia coli strain K-12 was a gift of W. Boos,
University of Constance, Constance, Germany; herring sperm DNA was
obtained from Boehringer, Mannheim, Germany. For the estimation of
genome copy numbers, we assumed a genome size of 3 Mbp for pelagic
Synechococcus spp. and 2.69 Mbp for A. nidulans (33). Using an approximate molecular mass for a base pair of 650 Da, 1 ng of genomic DNA represented 3 × 105 and
3.3 × 105 genome copies of Synechococcus
spp. and A. nidulans, respectively.
PCR and end point TNA.
PCR primers and labeled probes (Table
1) were designed for pelagic
freshwater Synechococcus spp. using PCRplan from PCGene (version 6.7; IntelliGenetics, Mountain View, Calif.) and Primer Express primer design software (version 1.0; PE Biosystems, Foster City, Calif.). The PCR mixtures contained (in 25 µl) 50 to 800 nM
primers (from PE Biosystems, Weiterstadt, Germany, or Interactiva, Ulm,
Germany), 1.5 to 7.5 mM Mg2+, 2.5 µl of 10× reaction
buffer without Mg2+, and 0.625 U of Taq
polymerase from either Qiagen, Hilden, Germany, or Sigma, Deisenhofen,
Germany. Genomic target DNA was added as indicated in the figure
legends. For TNA, PCR was performed in the presence of 20 or 50 nM
double-labeled oligonucleotide probe synthesized by PE Biosystems,
Weiterstadt, Germany. The probes were labeled with FAM as the reporter
and TAMRA as the quencher and were 3' phosphorylated to prevent
polymerization by Taq polymerase. As the TaqMan probe is
hydrolyzed only when bound to the target DNA, annealing of primers and
probe and the polymerization by Taq polymerase were
performed in a combined annealing-extension step in a two-step cyclic
protocol in a PTC-100 thermal cycler (MJ Research, Inc.). After initial
denaturation at 95°C (3 min), the program comprised 30 cycles of 1.5 to 3 min of annealing-extension at various temperatures and
denaturation (40 s) at 94°C. All reactions were terminated by
polymerization at 70°C for 5 min.
Analysis of PCR products.
After 30 cycles, PCR products (2 µl) were analyzed by agarose gel electrophoresis (1% agarose, 1×
TAE buffer containing 40 mM Tris acetate and 2 mM EDTA).
DNA
restricted with PstI served as molecular size markers. The
gel was recorded and stored with a gel reading program (ImageQuant by
Molecular Dynamics). Relative amounts of amplified DNA were estimated
from the intensities integrated over the area covered by an ethidium
bromide-stained PCR product. For measurement of the fluorescence of
probes and their hydrolyzed products, 20 µl of the TNA was diluted
10-fold with distilled water and excited at 480 nm. Fluorescence
spectra between 515 and 585 nm were recorded with a fluorescence
spectrophotometer (F-2000; Hitachi, Colora, Germany) using a correction
function to adjust for decreased detector sensitivity at long
wavelengths (8). We measured the fluorescence emission of
the reporter (R) FAM at 521 nm and that of the quencher
(Q) TAMRA at 580 nm. The R fluorescence was
normalized to the Q signal. Normalization was validated
using a Gaussian peak-fitting program (Origin 5.0; Microcal Software
Inc., Northampton, Mass.). In accordance with Livak et al.
(19), the normalized fluorescence signal of the TNA was
calculated as
RQ = (RDNA/QDNA)
(R0/Q0).
Real-time monitoring of TNA.
TNA mixtures contained (in 25 µl) 300 nM primers, 12.5 µl of TaqMan universal PCR master mix (PE
Biosystems, Foster City, Calif.; including Mg2+ at a final
concentration of 5 mM, ROX as an internal fluorescence reference, a
deoxynucleoside triphosphate (except dTTP), dUTP, AmpliTaq Gold DNA
polymerase for hot-start PCR, and AmpErase UNG), and various amounts of
genomic DNA. For real-time monitoring of TNA, 50 nM fluorescent probe
was added. The assay mixture was pretreated for 2 min at 50°C and for
10 min at 95°C before 45 cycles of a two-step cycling program
(annealing and extension at 60°C for 60 s and 15 s of
denaturation at 95°C) was completed. Fluorescence was measured at the
end of the annealing-extension phase of each cycle using the GeneAmp
5700 Sequence Detection System (PE Biosystems, Foster City, Calif.).
Data were exported in Origin format and converted to graphics in
Origin, version 5. A threshold value for the fluorescence of all
samples was set manually in accordance with the instruction manual of
the GeneAmp 5700 Sequence Detection System. The reaction cycle at which
the TNA exceeded this fluorescence threshold was identified as
threshold cycle CT (13) and was used
for construction of standard curves for quantitative PCR.
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RESULTS |
Specificity of TaqMan probes S8807 and S8807A.
As a first step
in our investigation, we compared two TaqMan probes constructed for the
specific detection of Synechococcus sp. strain BO 8807 in a
PCR performed with primers suitable for all Synechococcus
spp. isolated from Lake Constance. The PCR primers (PITSANF and PITSEND
[Table 1]) targeted sequences at the 3' end of 16S rDNA and the 5'
end of 23S rDNA, and the probes targeted sequences in noncoding
sections of the ITS-1 unique to strain BO 8807. In probe S8807, the
quencher dye (TAMRA) was located at nucleotide 9, near the center of
the oligonucleotide. Mismatches with other phycoerythrin-rich
Synechococcus isolates were located close to the 5' end of
the oligonucleotide between the reporter (FAM) at the 5' terminal and
the quencher (Fig. 1A). This probe was
constructed to perform allelic discrimination as suggested by Lee et
al. (18). In probe S8807A, the fluorescent dyes were located
at the 5' (FAM) and 3' (TAMRA) ends of the oligonucleotide, respectively, and a single central mismatch was anticipated for strains
other than target strain BO 8807 (Fig. 1B). This construction followed
instructions for optimum target specificity described by Livak et al.
(20). End point TNA performed with the primers and probes
yielded single amplicons comprising the ribosomal ITS-1 from
Synechococcus spp. (Fig. 2,
lanes 1 to 4 and 11 to 14), Synechocystis sp. strain BO 8402 (lane 6), and Microcystis sp. (lane 7). Multiple ribosomal
operons of Anabaena spp. were amplified in some reactions by
PITSANF and PITSEND, but this did not occur consistently under our
assay conditions (Fig. 2, compare lanes 5 and 9). E. coli DNA (lane 8) was not amplified with these primers. The amount of
amplicon produced after 30 cycles and detected by agarose gel electrophoresis was compared with the normalized fluorescence signal
RQ produced by the hydrolysis of labeled TaqMan probes (Table 2). In PCR mixtures containing
DNAs from organisms other than phycoerythrin-rich
Synechococcus spp., no significant
RQ signal
was measured; i.e., probes S8807 and S8807A were not hydrolyzed. In
particular, the probes discriminated against phycocyanin-rich Synechococcus strain BO 8805 from Lake Constance, although
the ITS-1 of this strain was amplified during the PCR. However, among phycoerythrin-rich Synechococcus spp., probe S8807 exhibited
significant cross-reactivity with templates from strains other than BO
8807: a fraction of probe S8807 was hydrolyzed (
RQ,
>0.05) when DNA from either strain BO 8808 or BO 9404 was amplified.
Both strains exhibit two mismatched nucleotides in the target area of
the probe (Fig. 1A). In contrast, probe S8807A, constructed with a
single central mismatch for nontarget DNA, exhibited no significant
hydrolysis in the presence of DNA of strains other than BO 8807 in end
point determinations.

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FIG. 1.
TaqMan probes used in this study. Shown are the
positions of reporter (R) and quencher (Q) of probes S8807 (A) and
S8807A (B) and alignment with complementary strands of target sequences
in Synechococcus (Syn.) sp. strains BO 8807, BO
8808, BO 9404, and BO 8805. Mismatches are in boldface and in
italics.
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FIG. 2.
Ethidium bromide-stained PCR products from end point
TNAs. Two-microliter volumes were analyzed in a 1% agarose gel. Lanes:
M, DNA digested with PstI; 1 to 4, DNAs from
Synechococcus sp. strains BO 8807, BO 8808, BO 8805, and BO
9404; 5, A. variabilis strain ATCC 29413; 6, Synechocystis sp. strain BO 8402; 7, Microcystis
sp.; 8, E. coli strain K-12; 9, Anabaena sp.
strain PCC 7120; 10, no-template control; 11 to 14, Synechococcus spp. Assay mixtures (25 µl) contained 0.625 U of Taq polymerase and primers PITSANF and PITSEND (200 nM each), amplifying the ITS-1 in the ribosomal operon of many
cyanobacteria. The assay mixtures analyzed in lanes 1 to 9 contained 10 ng of DNA, 1.5 mM Mg2+, and 20 nM probe S8807. The assay
mixtures analyzed in lanes 11 to 14 contained 1 ng of DNA, 2.5 mM
Mg2+, and 50 nM probe S8807A. Templates were amplified in
30 cycles using a two-step PCR program (3 min of annealing and
polymerization at 59°C, denaturation at 94°C).
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TABLE 2.
Comparison of the amount of amplified DNA and the
fluorescence signal in end point TNAsa with
probes S8807 and S8807A
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Melting behavior of probes S8807 and S8807A.
In order to
understand the different specificities of probes S8807 and S8807A, the
melting behavior of the two probes was evaluated. End point TNAs were
conducted at different annealing-polymerization temperatures with DNAs
from strains BO 8807 (perfect match) and BO 8808 (two and one
mismatches with S8807 and S8807A, respectively). Amplification of the
ITS-1 at various annealing and extension temperatures in a two-step PCR
program was evaluated by agarose gel analysis. The PCR primer
concentration was increased at annealing temperatures higher than
65°C in order to yield identical amounts of PCR products as judged
from ethidium bromide-stained gels (data not shown). The
RQ signal, representing the amount of TaqMan probe
that hybridized to the target DNA during annealing-extension in the PCR
was plotted against the temperature. In the presence of target DNA from
strain BO 8807, the hydrolysis of the probes by Taq nuclease
activity was strongly affected by the annealing-polymerization temperature, generating sigmoidal melting curves with
Tms of 61 and 65°C for probes S8807 and
S8807A, respectively (Fig. 3). Below 60°C, probe S8807A exhibited partial annealing to a mismatched target
sequence in Synechococcus sp. strain BO 8808 (Fig. 1), leading to a weak fluorescence signal, but no signal was observed at
60°C or higher temperatures. In contrast, probe S8807 exhibited significant hydrolysis in the presence of DNA from strain BO 8808 between 56 and 70°C. This temperature range overlaps the temperature required for efficient probe annealing to DNA of BO 8807 and, hence,
leads to the observed lack of specificity of probe S8807 (Table 2).

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FIG. 3.
Melting curves of probes S8807 and S8807A. The melting
behavior of two TaqMan probes hybridizing to template DNAs from
Synechococcus spp. strains BO 8807 and BO 8808 was analyzed
by end point TNA. PCR conditions: 1 ng of template DNA, 50 nM probe
(S8807 or S8807A), 2.5 mM Mg2+, 0.625 U of Taq
polymerase, 50 nM primers PITSANF and PITSEND at annealing-extension
temperatures of 56 to 65°C, 200 nM at 66 and 67°C, 400 nM at 68 and
69°C, and 800 nM at 70°C. Cycling conditions: 1.5 min of
annealing-polymerization, 30 cycles.
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Detection ranges of end point TNA and real-time PCR.
The use
of TNA offers the advantage of direct quantification of the amplicon
concentration by measurement of the fluorescence of the hydrolyzed
TaqMan probe. We examined the detection range in end point TNA and
real-time PCR. End point TNA was set up for 10
3 to
103 ng of genomic DNA from Synechococcus sp.
strain BO 8807, which represented 3 × 102 to 3 × 108 copies of the genome, assuming a genome size of
approximately 3 Mbp. In a 30-cycle PCR, 10
2 ng of DNA,
corresponding to 3 × 103 copies of the genome,
represented the lower limit of detection on agarose gel, as well as in
TNA (Fig. 4). Partial inhibition of the
TNA, detected as a deviation of signal size from the expected log-linear increase, occurred when 102 ng of DNA was added
to the assay mixture. The greatest amount of phenol-extracted DNA used
in these experiments, 1 µg, apparently introduced PCR inhibitors that
led to elimination of amplification and a strong decrease in
RQ, although the reaction was performed with a higher
Mg2+ concentration (2.5 mM) than usually suggested (Fig.
4). The result showed a log-linear correlation between
RQ
and the DNA amount in the initial assay of less than 3 orders of
magnitude. Thus, in a 30-cycle protocol, quantification was possible
for 3 × 104 to 3 × 106 genomes per
assay. Higher sensitivity can be achieved by increasing the number of
PCR cycles, but in this case, PCR will reach a plateau in which the
correlation between a high initial template number and the amount of
product is lost (22). Thus, the detection range of end point
PCR cannot be extended by increasing the PCR cycle number.

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FIG. 4.
Quantification of DNA from Synechococcus sp.
strain BO 8807 by end point TNA. Twenty-five-microliter Taq
nuclease assay mixtures contained 10 3 to 103
ng of DNA, representing approximately 3 × 102 to
3 × 108 genome copies of Synechococcus sp.
strain BO 8807; 50 nM primers PITSANF and PITSEND; 50 nM probe S8807A;
2.5 mM Mg2+; and 0.625 U of Taq polymerase. PCR
conditions: annealing-polymerization at 60°C for 1.5 min, 30 cycles.
The insert shows a 1% agarose gel containing 2 µl of each assay
mixture per lane. PCR products were stained with ethidium bromide.
Lanes M, DNA digested with PstI.
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The application of the threshold cycle method in real-time PCR
(14) allows calibration in a wide dynamic range in which the
number of cycles can be adjusted to the signal size. We tested serial
dilutions of genomic DNA from the Synechococcus-type
cyanobacteria used in this study and obtained similar log-linear
standard curves of up to 8 orders of magnitude (Fig.
5; data not shown). For each template
DNA, different sets of primers and probe were used to obtain a short
amplicon of 75 to 107 bp. Template numbers lower than 10 genomes per
assay were detectable, as demonstrated with DNA from A. nidulans (Fig. 5A), a strain with a genome size of 2.69 Mbp and
two identical ribosomal operons per genome (33, 35). The
calculation of the copy number of Synechococcus sp. strain
BO 8807 (Fig. 5B), which also contains two ribosomal operons (Ernst,
unpublished), represents an assumption based on an arbitrarily chosen
genome size of 3 Mbp.

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FIG. 5.
Standard curves obtained by the
CT method in real-time PCR. For TNA, 25-µl
assay mixtures contained approximately 100 to
107 (108) copies of genomes, 12.5 µl of
TaqMan universal PCR master mix (5 mM [final concentration]
Mg2+), 300 nM primers, and 50 nM probe. Target DNA, primers
(P), and probes (S) in panel A: A. nidulans, P100PA and P3,
S100A. Target DNA, primers, and probes in panel B,
Synechococcus sp. strain BO 8807, P8807AP and P8807AM,
S8807A. The PCR comprised 45 cycles with 1 min at 60°C for
annealing-polymerization and 15 s of denaturation at 95°C.
Fluorescence threshold ( RQ) = 0.04; s = slope.
Amplification efficiency was calculated as follows:
c = 10 1/s 1.
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TNA in the presence of heterologous and homologous background
DNAs.
Using the calibration curves depicted in Fig. 4 for end
point TNA or in Fig. 5 for real-time PCR and the highly specific TaqMan probe S8807A, quantification of amplicons from Synechococcus
sp. strain BO 8807 was expected to be possible in the presence of a
background of heterologous and homologous DNAs. Addition of herring
sperm DNA, which yielded no detectable PCR product with the primers
used (data not shown), to an assay containing 1 ng of DNA of strain BO
8807 yielded a
RQ of approximately 1 after 30 cycles, as
expected from the standard curve for end point TNA (Fig. 4). However,
the signal vanished when the herring sperm DNA was added in 1,000-fold
surplus (103 ng; Fig. 6). In
assays containing a background of DNA from Synechococcus sp.
strain BO 8808 or A. nidulans, both of which contain targets of PCR primers but are not detected by the TaqMan probe, the
fluorescent
RQ signal produced by hydrolysis of probe
S8807A already decreased with much smaller additions (Fig. 6). We
investigated if the primer concentration may limit the PCR in mixed
assays. A fourfold higher primer concentration (200 nM) eliminated the
inhibition of TNA in assays with herring sperm DNA. However, no
compensation was seen in assays performed with a background of DNA from
Synechococcus sp. strain BO 8808 or A. nidulans,
even if the primer concentration was increased to 1 µM (data not
shown).

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FIG. 6.
Competitive end point TNA. Assay mixtures contained 1 ng
of genomic DNA from Synechococcus sp. strain BO 8807 and
10 3 to 103 ng of DNA from
Synechococcus sp. strain BO 8808, A. nidulans, or
herring sperm. The PCR assay conditions comprised 30 cycles with
annealing and extension at 60°C (1.5 min), 50 nM primers PITSANF and
PITSEND was used for amplification of ITS-1, and 50 nM probe S8807A was
used to detect strain BO 8807. Controls: Synechococcus sp.
strain BO 8807 only.
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It is known that in mixtures of homologous DNAs, product formation can
become biased by the competition of amplicons with PCR primers for
template annealing (31, 34). The ITS-1 of A. nidulans and Synechococcus strains isolated from Lake
Constance can be amplified with primers PITSANF and PITSEND (Fig. 2
and 7). As the amplicons of the
phycoerythrin-rich Synechococcus spp. have sizes of 1,001 to
1,004 bp, the ITS-1 of A. nidulans (amplicon size, 637 bp)
can easily be distinguished on agarose gels. Figure 7 shows that the
amplicon amount produced from 1 ng of BO 8807 DNA was reduced in the
presence of 1 ng of A. nidulans DNA. Detection of strain BO
8807 by PCR failed if it comprised less than 10% of the initial total
amount of DNA (Fig. 7, lane 6). The experiment showed that 1 ng of
A. nidulans DNA alone produced a more intense band than the
amplicon obtained from 1 ng of Synechococcus sp. strain BO
8807 DNA (Fig. 7, lanes 8 and 7, respectively). During simultaneous
amplification, this difference was enhanced (Fig. 7, lane 4), probably
because of a higher efficiency of amplification of the shorter
amplicon. This control on the gel showed that we had indeed encountered
a problem caused by conditions of competitive PCR. In this case, end
point TNA (Fig. 6), just as the intensity of stained fragments (Fig.
7), led to underestimation of the number of targets in the initial
assay.

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FIG. 7.
For quantitative PCR, a 25-µl TNA mixture contained 1 ng of genomic DNA from Synechococcus sp. strain BO 8807 and
10 3 to 102 ng of DNA from A. nidulans (lanes 1 to 6) or 1 ng of DNA from
Synechococcus sp. strain BO 8807 and A. nidulans
alone (lanes 7 and 8, respectively). The assay conditions are described
in the legend to Fig. 6. A 2-µl volume of each assay mixture was
analyzed on a 1% agarose gel and stained with ethidium bromide. DNA digested with PstI was used as molecular size markers
(lanes M). Lane C, no-template control.
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Real-time analysis of TNA showed that the problem caused by competitive
PCR conditions is observed not only in end point determinations but
also when the threshold cycle method is used for quantification. It
furthermore showed that the problem persists even when significantly smaller amplicons are used for quantification. Figure
8A shows the amplification of a 148-bp
amplicon in the ITS-1 of BO 8807 monitored by hydrolysis of the same
TaqMan probe, S8807A, as used in the experiment whose results are shown
in Fig. 6. Under conditions of competitive PCR, the
RQ
fluorescence signal derived from hydrolysis of probe S8807A decreased
once the initial copy number of the competitor,
Synechococcus sp. strain BO 8809 (with the same amplicon size of 148 bp), was similar to or higher than that of BO 8807. Figure
8B shows that, as in end point TNA, the CT value
leads to underestimation of the initial target concentration.
Surprisingly, at competitor copy numbers in excess of 106
the CT values appeared to decline again (Fig.
8B). However, this artifact was caused by the inability of the TaqMan
technique to resolve differences in
RQ at the threshold
level in strongly inhibited reactions. Note that due to the higher
sensitivity of TNA calibrated by the threshold value method, these
assay mixtures contained a 300-fold lower initial concentration of BO
8807 as template than the assay mixtures used in the experiment whose results are depicted in Fig. 6.

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|
FIG. 8.
Real-time competitive PCR (A) and corresponding
CT values (B). Assay mixtures contained
approximately 103 copies of Synechococcus sp.
strain BO 8807 DNA (control) and approximately 100 to
108 copies of Synechococcus sp. strain BO 8809 as a competitor, 300 nM primers P8807AM and P8807PE, 50 nM probe
S8807A, and 12.5 µl of TaqMan universal PCR master mix (5 mM [final
concentration] Mg2+). The assays were run for 45 cycles
with 1 min of annealing and extension at 60°C and 15 s of
denaturation at 95°C. The threshold was set to RQ = 0.04. The control was Synechococcus sp. strain BO 8807 only.
|
|
Real-time quantitative PCR with specific primers.
In order to
avoid competitive assay conditions, a new PCR primer, P8807AP, was
designed. This primer exhibited a minimum of three mismatches with
homologous DNAs from phylogenetically closely related
Synechococcus isolates from Lake Constance. Using this primer, correct quantification of 10 copies of BO 8807 in assays containing up to 105 copies of Synechococcus sp.
strain BO 8809 was achieved (Fig. 9). The
same template-to-background ratio of 1:104 was observed in
assay mixtures containing 102 or 103 copies of
Synechococcus sp. strain BO 8807. At higher ratios, the
CT value decreased, falsely indicating higher
initial template numbers. In a background of the phylogenetically more
distant strain A. nidulans (from Waller Creek, Tex.) and
Synechococcus sp. strain BO 8805 (a phycocyanin-rich strain
isolated from Lake Constance), both lacking a sequence complementary to
that of the probe in the amplified fragment, 10 copies of
Synechococcus sp. strain BO 8807 were detected at
target/background ratios of 1:107 and 1:105,
respectively (data not shown).

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|
FIG. 9.
Detection of Synechococcus sp. strain BO 8807 DNA in the presence of similar DNA (7% sequence divergence in the
ITS-1) using PCR primer P8807AP. Approximately 100 to
108 copies of Synechococcus sp. strain BO 8809 DNA were added to approximately 101 ( ), 102
( ), or 103 ( ) genome copies of
Synechococcus sp. strain BO 8807. The control was
Synechococcus sp. strain BO 8807 only. A 25-µl TNA mixture
contained the DNA, 300 nM primers P8807AP and P8807AM, 50 nM probe
S8807A, and 12.5 µl of TaqMan universal PCR master mix (5 mM [final
concentration] Mg2+). The PCR comprised 45 cycles of 1 min
of annealing-polymerization at 60°C and 15 s of denaturation at
95°C. The threshold value RQ was 0.04.
|
|
 |
DISCUSSION |
In a TNA, hydrolysis of a labeled oligonucleotide is used to
monitor the amplification of PCR products to which this oligonucleotide is bound during polymerization by Taq polymerase. This
method seemed to be suitable for analysis of the abundance of specific genotypes in natural populations or communities that contain numerous homologous sequences of phylogenetically related organisms.
In a case study using Synechococcus strains isolated from
the autotrophic picoplankton of Lake Constance, we intended to quantify a particular strain in a background of phylogenetically closely related
strains. Comparison of ribosomal sequences of isolated strains provided
information required to design specific PCR primers and TaqMan probes
targeting variable regions in the ITS-1.
Comparison of the two TaqMan probes, S8807 and S8807A, revealed
surprisingly dissimilar capacities for allelic discrimination. The two
probes were selected to have the same Tm (67 or
64°C when calculated using the program Primer Express or PCR Plan
from PCGene; see Materials and Methods). Probe S8807, exhibiting two
mismatches with target DNA of phycoerythrin-rich
Synechococcus strains other than BO 8807, was less specific
than probe S8807A, with only one mismatch with these strains. In probe
S8807, the mismatches were located in an AT-rich environment close to
the 5' end (Fig. 1A). The calculated Tm for a
shortened 18-bp oligonucleotide comprising the GC-rich part of the
probe is 59°C (PCGene), close to the measured Tm of this probe of 61°C (Fig. 3). Possibly,
the asymmetric distribution of AT- and GC-rich domains caused not only
significant deviation of the calculated and measured
Tms (Table 1 and Fig. 3) but also broadening of
the temperature range for partial hybridization with mismatched target
DNA (Fig. 3) and, hence, lack of specificity in a TNA (Table 2). In
probe S8807A, the mismatched base divides the probe into two parts with
significantly lower Tms than the matching probe,
a characteristic that was also found to provide high specificity in
fluorescence in situ hybridization technology (2). These
results indicate that the probe oligonucleotide should not target a
sequence delimited by AT-rich sections because a significant fraction
of the probe is able to bind to target sequences that exhibit
mismatches in these sections.
We demonstrated that in a TNA, short and long DNA fragments can be used
to establish calibration curves for quantitative PCR (Fig. 4 and 5).
Our experiments showed that an end point TNA is not more sensitive than
gel-based PCR product analysis (Fig. 4). However, the comparison of the
end point TNA with continuously monitored real-time PCR demonstrated
that the latter allows calibration over a much wider range of initial
template concentrations. The log-linear range of end point PCR is
limited to 2 to 3 orders of magnitude due to a saturation-like plateau
reached by PCR products after a number of cycles (also Fig. 8A). This
plateau obliterates the semiquantitative correlation between the
initial template concentration and the final amplicon concentration
observed in earlier cycles (22). The problem caused by the
plateau is avoided by calibrating PCRs using the threshold cycle method
(13). At the fluorescence threshold, the TNA contains
similar concentrations of the reported amplicons, irrespective of the
initial template concentration. In PCR assays, in which a unique
template is amplified, template numbers ranging over 7 orders of
magnitude can be measured in a 25-µl assay with a lower limit of less
than 10 genomic copies per assay (Fig. 5). In samples that contain DNAs
from different organisms, PCR-based quantification techniques can
become severely biased (22, 34). This is also true for
quantitative PCR using a TNA.
We encountered three sources of error: (i) loss of signal due to a
large surplus of complex DNA; (ii) false-positive signals and, hence,
overestimation of the target DNA due to limited probe specificity; and
(iii) problems caused by competitive PCR conditions.
Problem i, loss of a signal due to the presence of a large surplus of
highly complex DNA (Fig. 6), was solved by increasing the primer
concentration. This indicates that the problem was caused by primers
binding to the background DNA without producing significant amounts of
amplicons. Note that in the absence of a sufficient number of targets,
the increase in the PCR primer concentration will lead to increased
production of primer artifacts, the so-called primer dimers. Therefore,
it is not recommended to increase primer concentrations for standard conditions.
Problem ii, wrong TNA signals caused by hybridization of the TaqMan
probe to sequences that exhibit one or two mismatches, was demonstrated
in Table 2 for a TaqMan probe that lacked specificity but also in Fig.
9 using a highly specific probe. In principle, the sensitivity of PCR
in combination with the wide detection range of the threshold cycle
calibration method allows detection of very small fractions of total
DNA (Fig. 9). However, if the background contains a large excess of
very similar target sequences, i.e., a 105-fold excess of
DNA exhibiting three mismatches in the forward primer and one mismatch
in the TaqMan probe, a small fraction of oligonucleotides will show
mismatched binding and contribute to the signal generated by the
specific target. The result, a decrease in the threshold cycle number
corresponding to an increased number of copies of target DNA of strain
BO 8807 (Fig. 9, compare calibration in Fig. 5B), produces
overestimation of the target strain in the assay. The problem caused by
the finite specificity of primer and probe oligonucleotides is probably
enhanced by the high concentration of Mg2+ (5 mM) that is
required in a TNA to improve quenching of reporter fluorescence in the
intact probe (19).
Problem iii was caused by accumulation of amplicons not detected by the
TaqMan probe under competitive PCR conditions. Competition occurs if
different strains have identical target sequences for PCR primers, for
example, if the PCR primers target highly conserved sequences in the
rDNA. Competitive conditions caused an apparent inhibition of
amplification (lowered band intensity in Fig. 7), lower
RQ in end point TNA (Fig. 6, compare Fig. 4 for
calibration), and a CT increase in a real-time
PCR (Fig. 8B, compare Fig. 5 for calibration). In most assays, this led
to a significant underestimation of the copy number (concentration) of
target DNA. Real-time analysis showed that the apparent decrease in the
signal is caused by a decrease in amplification efficiency (Fig. 8A).
This invalidates the use of the calibration shown in Fig. 5B.
Amplification efficiency can be calculated by two methods derived from
different PCR models. Model 1 assumes a constant amplification efficiency,
c (0 <
c <1), for all
PCR cycles up to the threshold cycle. The efficiency of a particular
primer-probe-template combination (
c) can be calculated
from a standard curve by transforming the equation
Tn = T0(1 +
c)n describing the amount of
template (Tn) reached after n PCR
cycles (17). This equation can be solved to
c = 10
1/s
1 using
the slope (s) of the standard curves depicted in Fig. 5. The
constant efficiency (
c) varied for different primer
pairs and templates (Fig. 5 and data not shown).
More realistic than model 1 is the supposition that competition between
primers and amplicons for template binding can be neglected during
initial cycles but increases during a PCR due to the accumulation of
amplicons. Schnell and Mendoza (31) compared the competition
between PCR primers and single-stranded amplicons during the annealing
phase of a PCR with the competition of substrates and products for a
binding site of an enzyme. In both cases, the competition decreases the
efficiency as the reaction reaches a plateau (equilibrium). Using the
formalism of Michaelis-Menten kinetics, Schnell and Mendoza showed that
the efficiency of a reaction in the ith cycle
(
i) depends on a rate constant
(Km) and the template concentration
[Ti], as shown by the relationship
i
Km
([Ti] + Km)
1. We estimated
Km (Ti is equivalent to
RQi;
RQ0 = 10
10) using a nonlinear least-squares fit of the equation
T(i+1) = Ti (1 + Km ([Ti] + Km)
1) between cycles 1 and 35 and
calculated the amplification efficiency (
0.04) at
RQ = 0.04, the fluorescence value used to determine the CT. Reaction efficiencies calculated by this
method (Table 3) were lower than those
calculated from the standard curve (Fig. 5B), even if no competitor was
present, indicating that the PCR had already started to deviated from
100% efficiency at CT. Any further decrease in
indicates a bias that can be caused by the presence of competing
templates not recognized by the probe (Fig. 8A) or the presence of
polymerase inhibitors (data not shown). In either case, the standard
curve is not valid for quantification and, hence, the initial template
concentration cannot be determined.
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TABLE 3.
Decrease in amplification efficiency caused by
coamplified competitor DNA in a real-time
competitive PCRa
|
|
In analysis of microbial communities, a large detection range and high
specificity are essential prerequisites. Although these two criteria
are met by real-time PCR, we showed that when TaqMan technology is
used, different biases may obscure quantification. Under conditions
leading to decreased reaction efficiency, caused by amplicons not
detected by the TaqMan probe but recognized by the PCR primers, the
concentration of a target genome will be underestimated (Fig. 8B). On
the other hand, the finite specificity of probes and primers will lead
to overestimation of the target genome in the presence of a large
surplus of DNA from phylogenetically very similar organisms (Table 2
and Fig. 9). Nevertheless, real-time PCR performed with primers
exhibiting specificity identical to or higher than that of the probes
used to monitor the amplification currently represents the only method
allowing quantification of genomes in a complex and highly variable
background such as that anticipated for microbial communities.
We are grateful to PE Biosystems, Weiterstadt, Germany, for
enabling the utilization of the GeneAmp 5700 Sequence Detection System
and thank P. Herman, Yerseke, The Netherlands, for help in data evaluation.
This work was supported by the Deutsche Forschungsgemeinschaft through
Sonderforschungsbereich 454, Bodenseelitoral.
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