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1 Isothermal Nucleic Acid Amplification Techniques and Their Use in Bioanalysis
1 Isothermal Nucleic Acid Amplification Techniques and Their Use in Bioanalysis
1 Isothermal Nucleic Acid Amplification Techniques and Their Use in Bioanalysis
Russian Text © The Author(s), 2020, published in Biokhimiya, 2020, Vol. 85, No. 2, pp. 174196.
REVIEW
1
Lomonosov Moscow State University, Department of Chemistry, 119991 Moscow, Russia
a
email: sakharovivan@gmail.com
Received August 13, 2019
Revised November 1, 2019
Accepted November 1, 2019
Abstract—Recently, there has been a rapid progress in the development of techniques for isothermal amplification of nucle
ic acids as an alternative to polymerase chain reaction (PCR). The advantage of these methods is that the nucleic acids
amplification can be carried out at constant temperature, unlike PCR, which requires cyclic temperature changes.
Moreover, isothermal amplification can be conducted directly in living cells. This review describes the principles of isother
mal amplification techniques and demonstrates their high efficiency in designing new highly sensitive detection methods of
nucleic acids and enzymes involved in their modifications. The data on successful application of isothermal amplification
methods for the analysis of cells and biomolecules with the use of DNA/RNA aptamers are presented.
DOI: 10.1134/S0006297920020030
Quantitative and qualitative determination of nucle neoplasia, Burkitt lymphoma, lung cancer, largecell
ic acids is an important problem of modern biology and lymphomas, glioblastoma, and other diseases differ from
medicine. This research area has been developing very the levels in normal tissues.
rapidly since the early 1990s, and it is very likely that the Another group, beside medical professionals, that is
number of studies on this topic will continue to grow in interested in the development of highly sensitive tech
the next decades. Detection of DNA/RNA of pathogenic niques for the analysis of nucleic acids is food chemistry
bacteria and viruses could be essential for choosing an specialists, as these methods allow to evaluate the quality
appropriate treatment strategy. Recent studies have dis of food products reliably and with high accuracy [1]. The
covered the correlation between the risk of developing methods of nucleic acid analysis have been also success
certain diseases in humans and single nucleotide poly fully used for a long time in forensic science [2].
morphisms or short insertions/deletions. It was also Identification of nucleic acids in biological samples
found that human microRNA genes are often located in and directly in live organisms without prior purification is
the vicinity of genome regions and sites associated with a very important task. These methods are based on
cancer. The expression levels of some microRNAs in hybridization, which accounts for their high selectivity.
patients with chronic lymphocytic leukemia, colorectal Considering that the concentration of nucleic acids in the
investigated samples is often very low and its changes in
Abbreviations: CHA, catalytic hairpin assembly; EASA, exonu various pathologies could be small, such identification
clease IIIassisted signal amplification; EXPAR, exponential methods should be highly sensitive and have low detec
amplification reaction; HCR, hybridization chain reaction; tion limits. To satisfy these requirements, current meth
HDA, helicasedependent amplification; ICSDP, isothermal ods of DNA/RNA analysis are often used in combination
circular strand displacement polymerization; LAMP, loop with different variants of polymerase chain reaction
mediated isothermal amplification; MDA, multiple displace
(PCR). PCR is commonly used in practice because of its
ment amplification; NASBA, nucleic acid sequencebased
amplification; pWGA, primasebased whole genome amplifica high efficiency, as it allows to synthesize up to 109 copies
tion; RCA, rolling circle amplification; RPA, recombinase (amplicons) of the analyzed sequence. However, it has a
polymerase amplification; SDA, stranddisplacement amplifi number of drawbacks, e.g., possible nonspecific
cation; WGA, whole genome amplification. hybridization resulting in the accumulation of undesired
* To whom correspondence should be addressed. products.
147
148 BODULEV, SAKHAROV
PCR with realtime product detection (quantitative DNA sequence. Elongation of this primer leads to the dis
PCR, qPCR) is commonly used for nucleic acid quantifi placement of the earlier synthesized sequence. The ends of
cation [3]. The two main qPCR variants use (i) Taq DNA both synthesized sequences form the loops due to the
polymerase and linear probe (TaqMan technology) or complementary interactions. As a result, two structures
(ii) intercalating dyes (SYBR Green, Eva Green, with loops at the ends are synthesized, which initiates fur
BOXTO, etc.), as the fluorescence of these dyes dramati ther amplification cycle with the same primers [7].
cally increases upon their binding to the doublestranded LAMP has an exponential character and generates
DNA. The linear range of qPCR is 10 to 5·109 copies of up to 109 DNA copies within 1560 min. The use of sev
the analyzed sequence [4]; the sensitivity of this method eral primers ensures high specificity of the reaction.
varies significantly and depends on the structure of used LAMP can be also used for RNA amplification using
primers. qPCR is also characterized with high repro reverse transcription.
ducibility. LAMP products are most often detected by elec
Cyclic temperature changes essential for PCR facili trophoresis or analysis of changes in the reaction mixture
tate nonspecific hybridization of primers and amplicons turbidity, which increases as a result of magnesium
[5]. PCR cannot be used for the analysis of live cells, as it pyrophosphate formation [8]. The concentration of
requires the melting of the DNA duplex in the course of pyrophosphate formed in the course of LAMP could be
reaction, which is achieved by DNA heating. Finally, also evaluated with the fluorescent dye calcein (fluorex
PCR thermal cyclers are expensive. on) [9]. DNA can be detected using intercalation dyes
The above limitations of PCR have stimulated the [10, 11]. Due to its simplicity, LAMP can be easily com
development of various platforms for the isothermal bined with microfluidic technologies to allows method
DNA/RNA detection. In this review, we present current automation and reduce the time of analysis and reagent
ly known isothermal amplification techniques, their consumption [11].
advantages and drawbacks in bioanalysis. LAMP is widely used as a screening technique,
The methods for isothermal nucleic acid amplifica because it can be conducted at a constant temperature
tion can be classified into two major groups: 1) techniques and is highly efficient and specific. LAMP has been used
that increase the analytical signal by increasing the ana for identification of Mycobacterium tuberculosis, herpes,
lyte concentration; 2) techniques that increase the ana severe acute respiratory syndrome, anthrax, human and
lytical signal without changing the analyte concentration. avian influenza viruses, and other pathogens [12, 13].
LAMP was able to detect Leptospira DNA at a concen
tration as low as 200 pg/ml. The specificity of detection
AMPLIFICATION TECHNIQUES was 100%, as evaluated with 172 bacterial strains [12].
THAT INCREASE ANALYTICAL SIGNAL Beside bacterial pathogens and viruses, LAMP can
BY INCREASING THE ANALYTE be used for the detection of pathogenic protozoans, e.g.,
CONCENTRATION plasmodium. Using nested PCR for comparison, Poschl
et al. [14] showed that the sensitivity of LAMP with
All methods of isothermal nucleic acid amplification Plasmodium falciparum was 100%. All PCRnegative
aiming to increase the analyte concentration use samples for P. falciparum were also negative according to
enzymes. LAMP. In the diagnostics of Plasmodium vivax, LAMP
Figure 1a shows the principle of the loopmediated detected 22 of 23 PCRpositives samples (96% sensitivi
isothermal amplification (LAMP) technique. This method ty). All 82 PCRnegative samples were also negative
was first described by Notomi et al. in 2000 [6]. Several according to LAMP. Hence, LAMP can be used as a reli
primers (more often, four, but sometimes, six) comple able method for the diagnostics of Plasmodium species.
mentary to different regions of the analyzed DNA are However, in another study, LAMPbased assay produced
used together with DNA polymerases with pronounced some false positives [15]. LAMP was successfully used for
strand displacement activity. LAMP is conducted at 60°C. identification of Salmonella in food products in situ and
LAMP is initiated by hybridization of the forward detection of stxA2 (Shiga toxin 2 subunit A) in
inner primer with the complementary 5′terminal frag Escherichia coli O157:H7 cells [15a, 15b].
ment of the analyte DNA followed by its elongation by When used for analysis of Burkholderia mallei and
DNA polymerase. In the next step, forward outer primer Burkholderia pseudomallei strains, LAMP primers failed
hybridizes with the 5′end fragment of the analyte and to detect all sequences for which they were intended, but
elongated by DNA polymerase with the synthesis of a new were capable to direct the synthesis of fragments of genes
strand displacing the earlier synthesized sequence. After from heterologous strains [16]. The author suggested that
this, backward inner primer interacts with the compli these unsatisfactory results were due to the presence of
mentary fragment in the vicinity of the 3′end of the newly GCrich regions in the genomes of investigated bacteria
synthesized sequence. After elongation of this primer, and formation of secondary structures at the temperature
backward outer primer hybridizes with the synthesized of LAMP.
a b
d
c
Fig. 1. Isothermal nucleic acid amplification techniques using polymerases: a) loopmediated isothermal DNA amplification (LAMP);
b) nucleic acid sequencebased amplification (NASBA); c) helicasedependent DNA amplification (HDA); d) exponential amplification
reaction (EXPAR); e) stranddisplacement amplification (SDA); f) recombinase polymerase amplification (RPA); g) rolling circle amplifi
cation (RCA).
a b
AMPLIFICATION TECHNIQUES THAT PROVIDE 3′overhanging sequences of four or more nucleotides are
INCREASE IN THE ANALYTICAL SIGNAL not cleaved by exonuclease III.
WITHOUT INCREASING ANALYTE In 2010, Plaxco et al. [74] described the principle of
CONCENTRATION EASA for the first time (Fig. 3). This method involves
hybridization of the analyzed nucleic acid with a DNA
Isothermal amplification techniques that provide an probe that forms a doublestranded structure with blunt
increase in the analytical signal without changing the ends. This allows stepwise removal of mononucleotides
analyte concentration usually have linear amplification from the probe 3′end by exonuclease III. As a result of
kinetics. Some of them use enzymes; other do not, which enzymatic hydrolysis, the analyte molecule is released
makes these methods less expensive and eliminates the and can interact with another probe, which initiates the
drawbacks typical for enzymatic assays. Both types of next amplification cycle. Hence, one analyte molecule
methods will be presented below, as all of them have their could generate a large number of molecules formed by the
own advantages and disadvantages and can be used for probe hydrolysis. If the probe is modified with a label, the
development of analytical procedures. recorded analytical signal will be amplified in the course
One of the isothermal amplification techniques that of reaction. EASA is usually carried out at 25 or 37°C.
does not change the analyte concentration is exonuclease Later, similar amplification techniques were devel
IIIassisted signal amplification (EASA) [7, 72]. oped using T7 and λ exonucleases [75], which, unlike
Exonuclease III catalyzes stepwise deletion of mononu exonuclease III, cleave mononucleotides from the 5′end
cleotides from the 3′hydroxylated ends of double of the probe (but not from the 3′end).
stranded DNAs by hydrolyzing the phosphodiester bond In the pioneer study [74], EASA was used for quan
[73], i.e., displays the nonspecific 3′5′ exonuclease tification of a model DNA oligonucleotide using molecu
activity. The substrates for this enzyme are DNA mole lar beacon containing fluorescence dye at the 5′end and
cules with blunt or recessed 3′ends. The substrates with quencher on one of the nucleotides located in the inner
Fig. 4. Isothermal amplification with the formation of Yshaped structures: a) method based on the formation and following enzymatic cleav
age of Yshaped probe; b) enzymefree method.
nature (such as antibiotics) using aptamers as recognition cleaved with exonuclease HaeIII. To monitor Yprobe
elements [87]. cleavage, one of its sequences immobilized on the elec
The electrochemical method for determination of a trode surface was conjugated with methylene blue.
28mer DNA model nucleotide using Yjunction probes Because methylene blue was located at a distance from
was developed in [88]. In this study, Yprobes were the electrode surface, it was not electrochemically oxi
Fig. 5. Amplification based on the formation of DNA duplexes with their subsequent enzymatic hydrolysis by nickase.
Fig. 7. Enzymefree isothermal amplification technique that uses hybridization chain reaction (HCR).
hairpin sequence on the surface of gold electrode. In the hairpin 1 and analyzed sequence results in the exposure of
presence of analyte, this hairpin opened exposing a meth the hairpin 1 stem, which is not participating in the duplex
ylene bluemodified fragment complementary to the formation, which allows this singlestranded fragment to
primer sequence. After hybridization, the primer was interact with hairpin 2. This leads to the duplex formation
elongated by DNA polymerase with the displacement between the two hairpins and simultaneous exposure of the
activity. The detection limit for the model DNA analyte uninvolved stem of hairpin 2, which interacts with anoth
(31 nucleotides) with the developed electrochemical er hairpin 1 molecule. Introduction of labels in the hairpin
biosensor was 28 fM; the working concentration range structure or dyes that can intercalate into the duplex makes
was 100 fM to 10 nM. A similar approach was used for the it possible to monitor the formed DNA. Therefore, HCR
detection of the mecA gene in methicillinresistant strains produces doublestranded DNA with nicks in each chain,
of Staphylococcus aureus [99]. and the length of this molecule is determined by the
It must be mentioned that because of the use of DNA amount of hairpin structures in the reaction mixture.
polymerase, ICSDP can be sensitive to DNA polymerase Usually, HCR is carried out at 25 or 37°C.
inhibitors, which could lead to false negative results. At In order to enhance amplification, new methods
the same time, the background amplification caused by have been developed that use hairpins with two or more
the nonspecific hybridization could lead to false posi loops, which allows production of branched double
tives. stranded DNAs [101]. A modification of the HCR tech
Unlike the isothermal nucleic acid amplification nique named hyperbranched HCR that uses four hairpins
techniques described above, hybridization chain reaction and two additional singlestranded DNAs has been sug
(HCR) does not used enzymes. This method was devel gested. The amplification kinetics in the hyperbranched
oped by Dirks and Pierce in 2004 [100]. HCR is based on HCR is exponential [102]. Therefore, the analyte in the
the formation of a doublestranded DNA as a result of HCR can initiate formation of DNA duplexes with nicks
interaction between two hairpin sequences, which is initi in both chains; the increase in the analytical signal inten
ated by the addition of DNA/RNA analyte (Fig. 7). The sity is achieved due to a large number of incorporated
structures of hairpins 1 and 2 are designed in such a way labels in the structure of the formed DNA.
that the complementary interactions between them are Bioanalytical applications of HCR often use biotin
kinetically obstructed. The duplex formation between labeled hairpins (one or two). For example, in the study
Fig. 8. Enzymefree isothermal amplification technique using catalytic hairpin assembly (CHA) approach.