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Assay Development and Technologies (2nd Edition)

Published by: Drug and Market Development Publishing

Published: Sep. 1, 2006 - 282 Pages


Table of Contents


Chapter 1: Executive Summary

Purpose and Scope

Summary

Additional Information




Chapter 2: Introduction

Definitions


Assays and Analytes

Qualitative and Quantitative

Targets

Stains, Dyes, Tags, Labels, and Reporters

Potentially Confusing Terminology


Polarization

Quenching



Brief Historical Perspective


Diagnostics

Drug Discovery


Basic Issues


Sampling

Primary and Secondary Assays


High- throughput Versus High-content

Different Error Tolerance


Confounding Analytes


Drug Development and Manufacturing


Impurities

Therapeutics


Miniaturization


Microplates


96-well Plates

Evaporation

Non-reproducibility


Arrays and Microarrays




Chapter 3: Common Assays

Quantitation of Therapeutics and Other Compounds


Weighing

Extinction Coefficient

Evaporative Light Scattering Detection

Nuclear Magnetic Resonance

Chemiluminescent Nitrogen Detection


Microbial Contamination


Culture Tests


Culture Media

Validation and Archiving


PCR

ELISA


Binding


Molecular Size


Surface Plasmon Resonance


Biochemical Function


Enzyme Reconstitution


Labeling


Enzyme Assays


Proteases


Site-specific Proteases

HPLC Protease Assays

Fluorescence Based Protease Assays

Color Based Protease Assays

Gain of Biological Function


Kinases and Phosphorylases


Radiometric Phosphate Assays

Non-radiometric Phosphate Assays


Chelation-based Phosphate Assays

Phosphate Immunoassays




G protein-coupled receptors


Cell Culture Expression

Promiscuous GPCR

cAMP

Calcium and IP3


Ion Channels


Ion Flux


Radiometry

Atomic Absorption Spectroscopy


Patch-clamp

Reporter Dyes

Voltage Sensitive Dye Systems

Membrane Binding Assays


Toxicology and Pharmacology


Ion Channel Assays in Cardiac Toxicity

Gene Expression in ADME

Hepatotoxicity


Genetic Polymorphism


Restriction Fragment Length Polymorphisms

Hybridization Assays

PCR for SNP

Single Base Extension




Chapter 4: General Assay Design

Universal Considerations


Precision


Laboratory Technique

Reagent Purity


Storage

Blocking

Water Quality

Cell and Tissue Quality


Room Temperature

Time

Washing

Other Sources of Non-reproducibility

Repeatability between Labs


Optimal Reagent Amounts


Serial Dilutions


Standard Curves


Linearity


Range

Mathematical Modeling


Limits

Interpolation


Data Analysis


Multiplicity

Signal-to-background and Signal-to-noise Ratios

Z-prime



Nature of Analyte and Matrix


Analyte Stability


Microbial Contamination

Metabolic Processes

Intractable Stability Problems

Blocking Inadvertent Adsorption


Separation and Enrichment


Separation

Enrichment

Prederivitization


Internal Standard “Spike”


Assay Objectives


Research, Development, or Process

Budget

Throughput


Mixtures and Single Compound Screening


Scalability

Sensitivity

Error Tolerance


False Positives and False Negatives





Chapter 5: Format

Homogeneous and Heterogeneous


Pros and Cons

Heterogeneous Immobilization


Direct and Indirect


Second Mediators

Second Antibodies

Biotin-avidin

Enzyme Reporter Systems


Alkaline Phosphatase and Horseradish Peroxidase


Substrates




Agonists and Antagonists


Competition


In vitro and in vivo


In Vitro Assays

In Vivo Assays


Whole Organisms


Biological Material


Isolated Tissues and Perfused Organs

Cell Cultures


Bacteria and Eukaryotes

Cell Lines and Primary Cultures

Adherent and Suspension Cultures


In Vitro Assays


Blood and Blood Fractions

Sub-cellular Fractions

RER and Liver Microsomes






Chapter 6: Readout (Reporting Format)

Colorimetric and Fluorometric


Colorimetric Assays


Simple Ultraviolet and Visible Light Absorption


A280

A260


Chromatography


Staining

Chromogenic Substrates



Fluorometric Assays


Fluorogenic Enzyme Cleavage Substrates

Fluorescence Quenching


EDANS and Dabcyl


Green Fluorescent Protein

Factors That Can Perturb GFP Fluorescence


pH Effects and GFP

Dimerization

Denaturation


Organic Solvents and GFP

Proteases and GFP

Detergents and GFP

Oxidizing and Reducing Agents and GFP

Chaotropes


Physical Characteristics of GFP Fluorescence


Fluorescence Measurements


Excitation

Emission

Molecular Extinction Coefficients

Quantum Yield

Stokes Shift

Fluorescence Lifetime


Energy Transfer


Radiative (Trivial) Energy Transfer

Radiationless Energy Transfer



Common Problems in GFP Fluorescence Detection


Autofluorescence


Recognizing Autofluorescence

Reducing Autofluorescence


Photostability


Photobleaching

Photoisomerization

Photoconversion



Fluorescence Detection and GFP


General Considerations

Available Light Sources for GFP Excitation

GFP Emission Spectra and Fluorescence Detection Systems

The Role of Filter Selection

Instrument Sensitivity


Spectrophotometry

Fluorimetry

Fluorometric Plate Readers

Flow Cytometry

Native PAGE Electrophoresis

Fluorescence Microscopy and Imaging


Environment

Sample Preparation and Maintenance

Fluorescence Microscope Set-Up

Types of Fluorescence Microscopy


Wide-field Fluorescence Microscopy

Confocal Microscopy

Two Photon Excitation Microscopy.(TPEM)


Advanced Fluorescence Microscopy Techniques


Fluorescence Recovery After Photobleaching.(FRAP)

Fluorescence Loss in Photobleaching.(FLIP)

Fluorescence Correlation Microscopy.(FCM)

Fluorescence Lifetime Imaging.(FLIM)

Fluorescence Resonance Energy Transfer.(FRET).Microscopy

Total Internal Reflection Fluorescence Microscopy.(TIR-FM)




Calibrations and Data Analysis


Data Output from Spectrophotometers


A280 Readings

Wavelength Scans

Molar Extinction Coefficients (MEC’s)


Data Output from Fluorimeters

Data Output from Fluorometric Plate Readers

Data Output from Flow Cytometry

Data Output from Native PAGE Electrophoresis

Data Output from Microscopy and Imaging


Cameras

Image Capture

Image Analysis

Image Storage


Time-resolved Fluorometry


LANCE

DELFIA


Fluorescence Polarization

Chemiluminescence


Electrochemiluminescence


ALPHAScreen

Aequorin




Radiometric


Radiolabeling

Radioimmunoassay

Scintillation Proximity Assay


Biological Growth


Special Growth Media


Other Readouts




Chapter 7: Validation

Installation and Operation Qualification


Instruments and Equipment


Manufacturer’s Certification and Specifications

Establish Log Books


Assay Optimization


General

Factorial Design

Consider the Worst Case

Range


Sensitivity

Upper and Lower Limit of Quantitation.(ULOQ and LLOQ)

Linearity


Precision and Accuracy


Other Variables


Physical Plant

Personnel



Performance Qualification


Instruments and Consumables


Maintain Log Books

Consumables


Operation Re-certification

Assay Parameters

Data Certification


Scale-up


General

Step-by-step Process




Chapter 8: In Vitro Assays

General


Spectroscopy


UV/vis

Mass Spectroscopy

NMR


Protein Assays


Colorimetric Protein Assays


Light Absorbance

Dye Binding

Metal Reduction


Amino Acid Analysis


Protein Hydrolysis

AAA via HPLC




Enzyme Assays


Enzyme Stability

Proteases


Matrix Metalloproteases

Blood Clotting Enzymes


Kinases and Phosphorylases


Kinases


Radiolabel Incorporation

Phosphate Analogs

Measurement of Kinase under Constant ATP Concentration

Coupling Kinase to NAD/NADH Ratio


Phosphorylases


Enzyme SPA

EMIT


Binding


Specificity

Valence and Avidity

Blocking and Washing


Blocking

Washing



Antibodies and Immunoassays


Antibodies


Structures and Fragments

Classes

Storage and Stability

Polyclonal and Monoclonal Ab

Monospecific Ab


Immunoassays


Radioimmunoassays


Competitive RIA

Antigen Capture RIA


Fluorescence Immunoassays


ELISAs



Antigen-capture, Indirect Format

Antigen Capture, Direct Format

Sandwich

Double Sandwich


Titer

Western

Sample System

Membrane

Antibodies

Detection


“Classical” Immunoassays


Agglutination

Agar Assays


Fluorescence Quenching

Fluorescence Polarization

Scintillation Proximity Assay


SPA on Beads


Other Binding Assays


Nucleic Acids


General


Sample Processing


Polymerase Chain Reaction


General

Practical Considerations and Troubleshooting

Quantitative PCR

Reverse Transcriptase PCR (RTPCR)


Hybridization Blots




Chapter 9: Cell-based Assay Application Areas and Associated Assays Available

General


Pitfalls


Cell Number and Viability

Cell Line Stability


Controls


Autofluorescence

Non-specific Binding

Probe Specificity

Reagent Stability and Variability

Dead Cell Fraction



Fixed Cells


Fixing

Fluorescence In Situ Hybridization

Immunofluorescence Assay

Staining and Counter-staining


Whole Cells


Cell ELISAs and ELISpots


Cell ELISAs

ELISpots


Cytotoxicity


RBC Lysis

Chromium Release

Hepatotoxicity


Toxicity

P450 Induction



Surface Binding and Membrane Transport


Surface Binding

Membrane Transport


Trafficking and Translocation


MAPK

NF-6B

GPCR


3-arrestin


Pitfalls


Nuclear Receptors

Cell Quantitation

Cell Quantitation via DNA Staining


Hoechst Stain


Vitality


Membrane Permeability


Vital Stains

Cell Leakage


Division

Growth

Mitotic Markers


Motility

Apoptosis


General

Chromatin Degradation


Example of Multivariate Analysis of Apoptosis and Necrosis


Mitochondrial Membrane Potential

Cytoskeletal Changes

Cytoplasmic Enzymes

Cell Surface Markers


Annexin


Cellular Morphology


SPA in Microplates

Fluorescence


Flow Cytometry


General

Advantages and Limitations


Advantages

Limitations


Fluorophore Selection


Fluorescein

Rhodamines

Phycobiliproteins

Cy Dyes

Tandem Conjugates


Controls


Non-specific Binding

Dead Cells


Gating

Applications


Quantitative Microbiology

Immunophenotyping



Lysates


Gene Expression


Microarrays

Chips


Protein Expression.(Gene Induction)


Microscopy


Stains

Labels

FISH and IFA




Chapter 10: Automation Platforms

Miniaturization


Pros and Cons

Scaling


Robotics


Conveyors and Workstations

Integrated and Modular

Examples


Beckman Coulter

CyBio

Tecan

Tomtec



Liquid Handlers


General Applications


Replication

Dry Spotting


Delivery Size

Syringes


Ink Jets and Pens


Calibration

Cross-contamination


Sources

Estimation and Intervention


Pipet Tips


Positive Displacement

Liquid Sensing Tips



Cell Handling


Culture

Sample Prep


Microplate Equipment


Microplates


Polymer Materials

Surface Treatments, Coatings, and Grafts

Seals and Stickers


Plate Handlers

Washers

Bar Codes

Cleaning and Maintenance




Chapter 11: Emerging Technologies

Image Analysis


General Issues

Practical Considerations


Assay Format and Probe


Data Format

Dynamic Range

Depth of Field

Cell Counting


Illumination

Filters and Dichroic Mirrors

CCD Camera

Multiplexing

Multiplexed Assay Technologies


The Need for Multiplexing

Key Competitive Advantages of Multiplexed Assay Technologies Over Micro-Arrays


Automation


An Example


Higher Density Formats


Multiplexing in 96-well Plates

384-well Plates

High Density Microplates

Microarrays and Chips

Commercial Microarrays

Protein Microarrays

Homemade Microarrays

Microfluidics


New Technologies


Planar Waveguide Technology

Flow Cytometry with Labeled Beads and Libraries

Branched DNA Binding Assay

Single Molecule Detection

Virtual Screening




Chapter 12: Information Management

Data Analysis


Acquisition

Signal-to-background and Signal-to-noise Ratios

Precision and Accuracy

Type 1 and Type 2 Error

Random and Systematic Error

Binning and Pooling


Statistics


Binding Constants

Error and Standard Error

Correlation Coefficient

Standard Deviation

Coefficient of Variance

Z’ factor

More Complicated Statistics


Error Detection

Error Correction

Normalization and Data Condensing

Data Standardization

Statistical Analysis





Chapter 13: Appendices

Appendix 1: Resources for Detailed Protocols


Organizations

Other Non-commercial Sites

Journals and Other Commercial Publications


Appendix 2: Checklist for General Assay Development


Research Guide for General Assay Development


General

Sample

Data


Standard Checklist To Be Used for Any Assay Development


Appendix 3: Microarray Assay Checklist


Experiment Design

Samples used, extract preparation and labeling

Hybridization procedures and parameters

Measurement data and specifications

Array Design


Appendix 4: Vendors

Appendix 5: Examples of Troubleshooting


In Vitro


Early Development

Sample Matrix pH

Autofluorescence

Problems with Miniaturization

Liquid Handler Contamination

Intermittent Robot Failure

Late Stage Solubility Problem


Cell-based


Early Development

Sample Matrix Toxicity

Transient Expression

Problems with Scale-up

Culture Contamination





Chapter 14: References




TABLE OF EXHIBITS

Exhibit 2.1. Common Causes of Non-reproducibility in Microplates

Exhibit 3.1. General Assay Formats for Binding of Labeled Ligand

Exhibit 3.2. Common FRET Donor-quencher Pairs and their Minimum Förster Radius (R0)

Exhibit 3.2.. Summary of Mainstream Technologies for Ion Channel Interrogation

Exhibit 4.1. Major Assay Design Considerations and Potential Problems Addressed

Exhibit 4.2. Common Causes of Assay Non-reproducibility

Exhibit 4.3. Sample Standard Curve with Data Interpolation, Extrapolation

Exhibit 4.4. Different Assay Emphasis at Various Drug Development Stages

Exhibit 5.1. Comparison of Heterogeneous and Homogeneous Assay Formats

Exhibit 5.2 Comparison of Adsorption and Covalent Coupling in Heterogeneous Assays

Exhibit 5.3. Comparison of In Vitro and In Vivo Assays

Exhibit 5.4. List of Common In Vivo Whole Animal Assays

Exhibit 5.5. Comparison of Cell-based Assays and In Vitro Assays

Exhibit 5.6. Common Cell Lines Used for Assays

Exhibit 5.7. Common Primary Cultures for Assay

Exhibit 5.8. Common Coatings for Cell Culture Based Assays

Exhibit 6.1. Advantages and Disadvantages of Fluorescent Formats for HTS

Exhibit 6.2. General Factors Known to Perturb GFP Fluorescence

Exhibit 6.3. Conditions Tolerated by Aequorea GFP.(wt)

Exhibit 6.4. Common Sources of Autofluorescence

Exhibit 6.5. Comparative Analysis of Photobleaching in Select GFP Variants

Exhibit 6.6. Examples of Light Sources for Fluorescence Excitation

Exhibit 6.7. Examples of Laser Lines Used in the Excitation of Fluorescent Proteins

Exhibit 6.8. Excitation Spectrum and Laser Lines

Exhibit 6.9. Parameters to Consider when Choosing a.CCD Camera

Exhibit 6.10. Instrument Detection Limits for Fluorescein

Exhibit 6.11 Advantages of Fluorimetry

Exhibit 6.12 Factors to Consider when Making Fluorimetric Measurements

Exhibit 6.13 Tips for Fluorescence Microplate Assays

Exhibit 6.14 Some Variables Among Fluorescence Microplate Readers

Exhibit 6.15 Sample Thickness and Microscopy Applications

Exhibit 6.16 Advantages of Two-Photon Microscopy over Confocal Microscopy

Exhibit 6.17 Requirements for Measurement of GFP Molar Extinction Coefficients

Exhibit 6.18 Molar Extinction Coefficients for Selected GFP Variants

Exhibit 6.19 Some Considerations when Measuring GFP Quantum Yields

Exhibit 6.20 Confocal Imaging Software Features

Exhibit 6.21 Typical DELFIA Assay Steps

Exhibit 7.1. Example of Factorial Design

Exhibit 7.2. Common Problems Arising from Automation of an Assay

Exhibit 8.1. Comparison of Protein Assays Based on Light Absorbance

Exhibit 8.2. Comparison of Dye Binding Protein Assays

Exhibit 8.3. Comparison of Metal Reduction Protein Assays

Exhibit 8.4. Binding Curves Plotted as Hyperbola and as Sigmoid

Exhibit 8.5. Useful Blocker Solutions

Exhibit 8.6. Comparison of Different ELISA Formats

Exhibit 8.7. Antigen Capture ELISAs Diagrammed, Direct and Indirect Formats

Exhibit 8.8. Sandwich ELISA and Competitive RIA Diagrammed

Exhibit 8.9. Recommended Number of PCR Cycles by Template Amount

Exhibit 8.10 PCR Primer Selection Criteria

Exhibit 9.1. Cell-based Assay Application Areas and Associated Assays Available

Exhibit 9.2. Common Pitfalls in Cell-based Assays

Exhibit 9.3. Minimal Controls Required for Cell-based Assays

Exhibit 9.4. Troubleshooting FISH and IFA

Exhibit 9.5. Measurable Biological Endpoints for Whole Cell Assays

Exhibit 9.6. Sample ELISpot Protocol

Exhibit 9.7. Suitable P450 Substrates

Exhibit 9.8. Classical Inducers for Rat and Human Plated Hepatocytes

Exhibit 9.9. Assayable Parameters for Vitality

Exhibit 9.10. Assayable Markers for Apoptosis

Exhibit 9.11. Common Applications for Flow Cytometry Assay

Exhibit 9.12. Dye Selection for Flow Cytometry

Exhibit 9.13. Controls Required for Flow Cytometry

Exhibit 11.1. Assays Suitable for Development Using HCS

Exhibit 11.2. Multiplexed Assay Concept

Exhibit 11.3. Comparison of Different Multiplexed Assay Technologies

Exhibit 12.1. Examples of Kinetic Constants for Fast Enzymes

Exhibit 12.2. Ordered Steps for Quality Control of UHT Data

Abstract

D&MD’s new professional development publication—Assay Development& Technologies, 2nd Edition—offers essential information to speed and simplify assay development. This professional development guide thoroughly evaluates the capabilities, strengths, weaknesses, and expectations of leading assays and assay technologies to provide you with the information necessary to select and develop the appropriate assay for the task at hand.

Purpose and Scope

The purpose of this report is to help biotechnology and pharmaceutical professionals choose and develop appropriate assays. This Second Edition includes additional content to reflect recent advancements in assay technology. A presentation of the many applications for whole cell assays as well as an expanded discussion of assay multiplexing has been added. This material recognizes the growing importance of high content, cell-based assays in drug discovery and candidate development. The section on assay methods for ion channels has also been expanded due to the emergence of analytical platforms for high-throughput screening of this very significant pharmaceutical target class. Finally, a lengthy appendix devoted to fluorescent proteins has been added that discusses the assay applications and properties of these important “reporter” molecules.

Emphasis is on discovery and R&D stages, although these assays are also important for manufacturing and QC. This report will present information on both high-content and highthroughput assays. Because it is intended to facilitate the proper choice of assay formats, this report includes many detailed comparisons between the leading possibilities for assays.

This report also emphasizes certain, of the more common, assays in biopharma. These include specific discussions of measuring compound quantity, microbial contamination, binding, enzymes, G protein-coupled receptors (GPCRs), ion channels, toxicology-pharmacology, and genetic polymorphism. It also includes emphasis on cell-based assay formats, and the most modern assay platforms, featuring miniaturization and automation.

This report presents emerging technologies for assays from the point of view of capabilities, strengths and weaknesses, and expectations for the future. The vocabulary and style of this report assume that the reader has completed at least a bachelor level education in molecular biology, biochemistry, immunology, or a similar scientific field. Experience or familiarity with assay terminology and technologies are generally not assumed, but an understanding of the business context of the assay program is important for implementing the procedures described herein.

This report does contain some technical instructions; in order to be truly useful, many tips for troubleshooting comprise specific materials and methods, however, it is not a laboratory recipe book. Detailed laboratory procedures are mostly left to development by individual labs, in response to local assay goals, policies, and requirements.

The information contained here is intended to provide knowledge of assays and assay development that normally accumulate over many years of personal experience with laboratory assay technology. This information does not supersede requirements imposed by the assay laboratory’s corporate, legal, or regulatory environment. While it cannot replace the judgment of experienced laboratory scientists and team managers, it should greatly assist such persons in their duties.

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