Hanliang Zhu1, Haoqing Zhang1, Ying Xu1, Soňa Laššáková2, Marie Korabečná2, Pavel Neužil1,3,4. 1. Department of Microsystem Engineering, School of Mechanical Engineering, Northwestern Polytechnical University, Xi'an, Shaanxi 710072, PR China. 2. Institute of Biology & Medical Genetics, First Faculty of Medicine, Charles University & General University Hospital in Prague, Purkyně Institute, Albertov 4, Praha 2 128 00, Czech Republic. 3. Brno University of Technology, Central European Institute of Technology, Purkyňova 123, 612 00 Brno, Czech Republic. 4. Brno University of Technology, Faculty of Electrical Engineering and Communications, Technická 3058/10, 616 00 Brno, Czech Republic.
Abstract
PCR has become one of the most valuable techniques currently used in bioscience, diagnostics and forensic science. Here we review the history of PCR development and the technologies that have evolved from the original PCR method. Currently, there are two main areas of PCR utilization in bioscience: high-throughput PCR systems and microfluidics-based PCR devices for point-of-care (POC) applications. We also discuss the commercialization of these techniques and conclude with a look into their modifications and use in innovative areas of biomedicine. For example, real-time reverse transcription PCR is the gold standard for SARS-CoV-2 diagnoses. It could also be used for POC applications, being a key component of the sample-to-answer system.
PCR has become one of the most valuable techniques currently used in bioscience, diagnostics and forensic science. Here we review the history of PCR development and the technologies that have evolved from the original PCR method. Currently, there are two main areas of PCR utilization in bioscience: high-throughput PCR systems and microfluidics-based PCR devices for point-of-care (POC) applications. We also discuss the commercialization of these techniques and conclude with a look into their modifications and use in innovative areas of biomedicine. For example, real-time reverse transcription PCR is the gold standard for SARS-CoV-2 diagnoses. It could also be used for POC applications, being a key component of the sample-to-answer system.
There are very few inventions that can compete with the importance of PCR over the
past 100 years as it revolutionized biological and genetic research. Mullis
noticed that the Sanger sequencing method [1]
yielded weak signals while sequencing a single copy gene due to insufficient
concentration of DNA. Adding a denaturation step to split each dsDNA molecule into
two ssDNAs, and a reverse primer to define the total amplicon length, resulted in
the amplification of the DNA copies by two [2,3]. Unfortunately, the
polymerase was destroyed in each denaturation step and had to be added for each PCR
cycle, making the method implementation tedious; this was resolved by an automated
system called ‘Baby Blue’ (Figure 1A).
Figure 1.
The development of the PCR system and its
applications.
(A) A prototype PCR thermal cycler developed by Cetus
Corporation in 1986, which is the first model embedding the software cycling
controller in the thermal cycling block. (B) Space-domain PCR.
(C) Time-domain PCR. (D) Use of anchored
allele-specific probes and labeled primers for the colorimetric detection of
mutations in
the HBB gene. (E) One
of the first applications of multiplex PCR, the detection of deletions in
the DMD gene in patients affected by
Duchenne muscular dystrophy. (F) A recent version
of the multiplex PCR with fluorescent-labeled primers and separation of
amplicons using capillary electrophoresis currently used in routine forensic
analysis. (G) The use of PCR for the
amplification of alleles of a multiallelic minisatellite locus, silver
staining of amplicons in a polyacrylamide gel, and the comparison of their
lengths with an allele marker, a ladder.
Reproduced with permission from [4–7].
The development of the PCR system and its
applications.
(A) A prototype PCR thermal cycler developed by Cetus
Corporation in 1986, which is the first model embedding the software cycling
controller in the thermal cycling block. (B) Space-domain PCR.
(C) Time-domain PCR. (D) Use of anchored
allele-specific probes and labeled primers for the colorimetric detection of
mutations in
the HBB gene. (E) One
of the first applications of multiplex PCR, the detection of deletions in
the DMD gene in patients affected by
Duchenne muscular dystrophy. (F) A recent version
of the multiplex PCR with fluorescent-labeled primers and separation of
amplicons using capillary electrophoresis currently used in routine forensic
analysis. (G) The use of PCR for the
amplification of alleles of a multiallelic minisatellite locus, silver
staining of amplicons in a polyacrylamide gel, and the comparison of their
lengths with an allele marker, a ladder.Reproduced with permission from [4-7].Utilization of polymerase from the bacteria Thermophilus aquaticus
(Taq polymerase) [8], capable of surviving
temperatures of 94°C, eliminated the necessary addition of fresh polymerase.
An automated time domain temperature cycler with a stationary sample was also
assembled [9], with Southern blotting used to
detect the PCR product [10]. Another cycler
with three zones, each with a different temperature and the sample being moved
between, is called the ‘space-domain system’ (Figure 1B). Currently, the time domain systems are more
common (Figure 1C).
The history of PCR application in bioscience
Originally, PCR was developed for the detection of mutations in the
HBB gene that causes sickle cell anemia. The hybridization of
radioactive-labeled oligonucleotides and the subsequent restriction analysis were
used in this project to search for such inherited mutations. Therefore, the
sequences of the β-globin gene were selected as the first for enzymatic
amplification [3,11].The knowledge gained during this work on the HBB gene [12] was utilized in the analysis of alleles of
HLA-DQ (Figure 1D)
and resulted in the development of a genotyping method for this multiallelic locus
using the hybridization of amplicons with allele-specific oligonucleotides [13]. The technique was applied in
transplantology and forensic science. Numerous clinical applications of PCR followed
especially in the field of clinical genetics [14,15] and in microbiology for
the detection of viral and bacterial infections [16-18]. The usefulness of PCR as a tool for
infectious disease diagnosis was first demonstrated in detection [19] in 1987 and further elaborated in later
years [20,21].The finding that amplicons of different lengths determined by different primer pairs
might be produced simultaneously in one PCR tube represented an important milestone
in the development of PCR diagnostic approaches. This is the so-called multiplex
PCR, which was used during early PCR development for the detection of deletions
in DMD – one of the largest human
genes (Figure 1E) [5]. This gene is localized on the X-chromosome and its mutations
are responsible for Duchenne–Becker muscular dystrophy in males. Until
recently, numerous diagnostic approaches were based on this principle, such as the
simultaneous detection of F2 polymorphism and
the F5 Leiden mutation [22]. Recently, the preparation of libraries of large gene panels for
next-generation sequencing (NGS) has also been based on highly
multiplexed PCR [23,24].After the publication of the pioneer study in which amplification of DNA from single
sperm cells was demonstrated [25], a new area
of PCR applications began. This pioneering development led to the recent
broad uses of PCR in forensic science and assisted reproduction, where the
analysis of genetic material from one or a few cells is required.PCR entered the field of forensic science when researchers successfully demonstrated
the multiplexing of six highly polymorphic minisatellite loci in one PCR tube [26]. This success came with high
reproducibility of results obtained from nanogram quantities of human DNA. Further
elaboration of these principles led to the introduction of multiplexed
microsatellite analysis, silver staining of amplicons in a polyacrylamide gel and
the comparison of their lengths with an allele marker, a ladder (Figure 1G) [27]. This was followed by the separation of fluorescent-labeled
amplicons by capillary electrophoresis. This development allowed scientists to work
with shorter amplicon lengths and analyze the highly degraded material [28]. This methodology currently represents the
basic workflow in forensic laboratories (Figure 1F) [6].Since 1993, following the development of a method for monitoring PCR kinetics in real
time [29], PCR techniques became fully
quantitative (qPCR). The incorporation of reverse transcription (RT) as the first
step before thermal cycling allowed the use of PCR technologies (RT-PCR or qRT-PCR)
in RNA studies [30,31]. These modifications of the basic PCR technique quickly
became the gold standard for quantitative analysis of nucleic acids [32]. Until now, we had three basic systems:
end-point PCR, qPCR and digital PCR (dPCR) (Figure 2A) [33]. However,
there are many other variants of basic PCR techniques, one of which is bridge PCR
(Figure 2B) [34].
Figure 2.
Current examples of commercially available techniques: quantitative
PCR, droplet-based digital PCR, crystal digital PCR (cdPCR), PCR, bridge
PCR for next-generation sequencing and sequencing of mRNA from
individual cells using microfluidics.
(A) A comparison of end-point PCR, qPCR and ddPCR.
(B) Schematic representation of the principle of solid
phase bridge DNA amplification. (C) Different techniques
for splitting of samples. (D) Crystal droplet
PCR – formation of droplet crystals. (E)
PCR and droplet-based library generation for single-cell RNA sequencing.
ddPCR: Droplet-based digital PCR; qPCR: Quantitative PCR.
Current examples of commercially available techniques: quantitative
PCR, droplet-based digital PCR, crystal digital PCR (cdPCR), PCR, bridge
PCR for next-generation sequencing and sequencing of mRNA from
individual cells using microfluidics.
PCR miniaturization history based on a microfluidic platform
The implementation of microfluidic systems led to the development of an entirely new
family of devices, such as flow-through miniaturized and fast PCR, first using a
space-domain system as seen in the very early cyclers [35]. Researchers involved in silicon micromachining quickly
took up this challenge, developing miniaturized [36] and portable end point PCR and then qPCR devices.
Droplet-based systems
There are several techniques that split samples to form droplets (Figure 2C) [37]. The droplets, including cells, are loaded into the
microfluidic channel and transferred to different positions within the chip,
then subjected to a series of procedures such as cell lysis, DNA extraction and
purification, PCR and fluorescence detection. The droplets with extracted DNA,
in a small volume of a few nanoliters, are separated by an immiscible liquid,
such as mineral oil, forming an emulsion. Then the thermal cycling is conducted
by heating this emulsion and cameras capture the subsequent fluorescence [38]. This platform is commonly used in
single-cell studies, often termed ‘single-cell PCR’ [39].
Chip-based systems
A variety of chip structures are fabricated by micromachining with different
wells or microfluidic channels in materials such as silicon, glass or polymers,
typically polydimethylsiloxane or polymethylmethacrylate. Samples are loaded
into either wells or channels for subsequent DNA amplification by PCR [40]. Miniaturized PCR systems provide
portability and save time. The total reaction time depends on a series of
parameters such as chip size, PCR master mix volume, the thermal conductivity of
the substrate and the temperature cycling rate. Researchers successfully
shortened the reaction time and demonstrated an extremely fast PCR with
0.4 s/cycle, resulting in total reaction time in less than
15 s [41].
Hybrid systems
Alternatively, the PCR master mix is dispensed in a stationary place such as a
hydrophobic/oleophobic glass coverslip and covered by mineral oil,
forming a virtual reaction chamber [42]
using a donut-shaped micro heater to conduct the thermal cycling beneath the
virtual reaction chamber and utilizing a passive cooling method. This
heating/cooling system integrated with a fluorescence optical detection
method was a core of the smallest qPCR performing an amplification of cDNA from
H7N9 avian influenza virus [43] and
RT-PCR of Ebola virus RNA [44].
Technologies that evolved from & were inspired by PCR
Digital PCR
Many technologies have evolved from original PCR; one example is dPCR [45], which is based on splitting a PCR
sample into thousands, in some cases millions, of subsamples from the original
to digitize the pool of DNA molecules having either a single or no copy in each
subsample. dPCR is always based on microfluidics and it is either droplet based
or chip based. dPCR is capable of determining the absolute quantification of the
DNA/RNA copy number, avoiding time-consuming quantification by qPCR based
on standard curves. It also allows multiplex PCR to amplify the number of copies
of DNA samples with unfavorable ratios between abundant and rare DNAs.
Droplet-based digital PCR (ddPCR)
The sample passes through the microfluidic chip forming a type of segmented
flow, where the sample is split into tens of thousands of droplets separated
by an immiscible liquid, such as mineral oil forming an emulsion [10]. The emulsion is collected in a
vial, PCR is performed and the sample is subsequently processed by flow
cytometer to count the number of droplets with positive PCR. Alternatively,
the emulsion is fed into a plastic chip forming a single layer of droplets.
The thermal cycling is conducted and a fluorescent image of the droplets is
captured and evaluated (Figure 2D) [46].
Compared with qPCR, ddPCR has the advantages of higher precision and a lower
coefficient of variation in absolute quantification [47]. The PCR multiplexing is typically conducted by
probe-based fluorescence with different excitation colors for each
DNA/RNA. It is also used to generate libraries for single-cell RNA
sequencing (Figure 2E) [39].
Chip-based digital PCR (cdPCR)
The sample is loaded into silicon chips with wells made by a micromachining
technique. Then the thermal cycling is performed and the chip is imaged by
fluorescence microscopy [48] to
determine the number of wells with positive PCR results [49]. Multiplexing is also performed in
the same way as in ddPCR [50]. The
silicon-based microfabrication allows the combination of cdPCR integrated
with a heater/sensor using an ion-sensitive field-effect transistor
in each well to monitor the PCR, eliminating the need for a separate
fluorescence imaging system [51].
Isothermal amplification
qPCR is conducted by thermal cycling and its rate is typically limited by sample
cooling, which slows with increased sample volumes. The commercial utilization
of PCR was limited for several years by patent protection granted to Cetus
Corporation (later sold to Chiron Corporation; CA, USA). Researchers tried to
overcome problems related to cooling and bypassing the patent protection by
creating new nucleic acid amplification methods. The isothermal amplification
overcomes the cooling problems because it requires no cooling process. Several
techniques were developed with isothermal amplification, such as loop-mediated
isothermal amplification (LAMP) [52] and
recombinase polymerase amplification [53], which are currently popular. Isothermal nucleic acid amplification
requires no temperature cycling and has an advantage of simpler device design
with lower power consumption in comparison with fast PCR. LAMP achieves high
specificity by using up to six primers to identify up to eight DNA sequences of
the target. The introduction of different isothermal amplification techniques
also led to the development of new approaches for visualization of amplification
products and for monitoring reaction kinetics independently of exonuclease
activity of DNA polymerase that is employed in qPCR with TaqMan probes. The
systems involving clusters of regularly interspaced short palindromic repeats
(CRISPR), with a CRISPR-associated protein known as CAS, for the detection of
isothermal amplification products were developed [54,55] and used also
for the detection of variant sequences in amplicons obtained by PCR [56].
PCR for other applications
There are modern techniques where PCR is indispensable and some examples are
platforms for NGS [57]. The Illumina platform
uses the modified PCR to prepare clusters of single-molecule DNA templates each
containing approximately 1000 DNA copies [58]. The Ion Torrent technology detects the protons released as nucleotides
are incorporated during new DNA strand synthesis. The DNA fragments for sequencing
on this platform are linked with specific adapters and then amplified by emulsion
PCR on the surface of 3-micron-diameter beads [59].
Outstanding challenges in PCR
Despite the great diagnostic potential of PCR, the success of each of its practical
applications is highly dependent on the quality of samples containing nucleic acids
for amplification. The spectrum of different inhibitors of PCR complicating the work
in real-world samples, such as false-negative results or higher limits of detection,
have been characterized [60]. Procedures
leading to sufficient purification of samples [61,62] and to the development of
inhibition-resistant DNA polymerases [63]
have been developed. It has been documented that dPCR is more resistant to the
presence of inhibitors [60].Additionally, the successful PCR amplification of GC-rich DNA sequences represent
another challenge. It is complicated by the generation of secondary structures
hindering full denaturation and primer annealing and represents multiple techniques
to overcome this problem have been established [64,65].The miniaturization of PCR devices highlighted another challenge, which should
be solved preanalytically to achieve sensitivity comparable to established
laboratories. Miniaturized devices work with low-volume samples and therefore the
real-world biological samples should be effectively isolated and preconcentrated,
respectively, prior to analysis with such devices.
PCR commercialization: history & success
There are two aspects to the commercialization efforts that have made PCR a gold
standard in molecular diagnostics. One is the development of an automated instrument
replacing manual operations and the other is the set of reagents that increase the
PCR’s specificity, eliminating cross-contamination and inhibition, reducing
reaction time and increasing multiplexing capability.The first company that took the technique into full-fledged commercialization based
its technique on Cetus’ original work. Later, many companies started to
tackle the different aspects of the PCR system.With the trend of miniaturization and point-of-care (POC) testing, there was also
developments in PCR systems based on microfluidic platforms [42,44]. Cepheid, with
their GeneXpert, created a unique system capable of performing sample-to-answer
operation proven for the diagnosis of Bacillus anthraxes at US mail
stations and HIV/tuberculosis in South Africa.The most significant success of the miniaturization and utilization of microfluidics
is dPCR, a technique enabled by microfluidics. Both droplet- and chip-based systems
were commercialized with the number of subsamples (wells) above 1 million.
Conclusion & future perspective
There are several techniques, such as NGS, where PCR plays an indispensable role and
this role will be strengthened in the foreseeable future. PCR will play a major role
in future molecular diagnostic techniques. We can envision the use of microfluidics
performing parallel multiple sample analysis using handheld POC systems. The
microfluidic devices will also be able to perform RT-PCR to analyze immunomagnetic
exosomal RNA (Figure 3A) [40]. Droplet-based qPCR for single-cell mRNA
purification and gene expression analysis will be another large application of
microfluidics in the near future (Figure 3B) [38], as well
as miRNA quantitation assays (Figure 3D)
[66] and chip-based digital RT-PCR for
absolute quantification of mRNA in single cells (Figure 3C) [50].
Currently, the parallel sequencing of all RNA or DNA molecules belonging to a single
cell inside a larger cell population is possible due to emulsion PCR (Figure 2E), where the nucleic acids from
each cell are enclosed in one droplet, barcoded and then amplified [39]. The only sequencing platform that bypasses
PCR is the Oxford Nanopore system [67].
Figure 3.
Applications of microfluidics into massively parallel and handheld
point-of-care systems.
(A) Chip-based integrated real-time reverse transcription PCR
platform for the analysis of the immunomagnetic exosomal RNA.
(B) Droplet-based quantitative PCR for a single cell to
mRNA purification and gene expression
analysis. (C) Chip-based digital RT-PCR for
absolutequantification of mRNA in single
cells. (D) Droplet-based dPCR for miRNA
quantitation assay. (E) Paper-based LAMP system
made by polydimethylsiloxane for molecular
diagnostics. (F) Forensic science, DNA
profiles on a chip. (G) BioFire, detection of
bacteria and viruses on a chip.
Reproduced with permission from [38,50,68,69].
Applications of microfluidics into massively parallel and handheld
point-of-care systems.
(A) Chip-based integrated real-time reverse transcription PCR
platform for the analysis of the immunomagnetic exosomal RNA.
(B) Droplet-based quantitative PCR for a single cell to
mRNA purification and gene expression
analysis. (C) Chip-based digital RT-PCR for
absolutequantification of mRNA in single
cells. (D) Droplet-based dPCR for miRNA
quantitation assay. (E) Paper-based LAMP system
made by polydimethylsiloxane for molecular
diagnostics. (F) Forensic science, DNA
profiles on a chip. (G) BioFire, detection of
bacteria and viruses on a chip.Reproduced with permission from [38,50,68,69].We also predict that paper-based systems for PCR or LAMP will be in high demand for
molecular diagnostics (Figure 3E) [70]. Forensic science will be routinely
conducted on location at crime scenes performing DNA profiling on a chip (Figure 3F) [71]. Detection systems are already commercially available, such
as BioFire for the detection of bacteria and viruses on a chip.Further, commercial products of such detection systems are already available, even
though not many, such as BioFire, exist for the detection of bacteria and viruses on
a chip (Figure 3G) [69]. We predict that more microfluidic
PCR-based systems will be developed and commercialized.The miniaturization of PCR will continue with the development of new systems
integrating sample preparation with the qPCR, moving toward truly portable
sample-to-answer systems for POC applications. The COVID pandemic sped up this
development, causing a boom in POC systems by converting existing devices such as
LAMP-based ID NOW originally developed for influenza into a SARS-CoV-2 diagnostic
tool by changing primers [72,73]. There will likely be more POC devices
developed for SARS-CoV-2 and later converted into diagnostics for other RNA viruses.
As of 26 May 2020, there are 81 kits and systems approved by the US FDA under
‘emergency use authorizations’, with most based on molecular biology,
typically using real-time RT-PCR [74].
Further elaboration of CRISPR-based methods [55,56] to detect and
differentiate amplification products can be expected, as this methodology has
successfully been applied in various fields of biology.The diagnoses systems could eventually be linked together forming an ‘internet
of things’, as demonstrated in PCR previously. The new systems
could be standalone or based on a smart phone with an Android operating
system [75]. It has an advantage that the
camera can be either controlled externally or internally and it can communicate with
the temperature and illumination control via Bluetooth. Once the image is captured,
the Android system could process it and send it to a control center via a
wireless network [76]. There are portable
systems besides PCR that might be used; other DNA multiplication techniques, such as
LAMP and recombinase polymerase amplification are more energy efficient than
PCR.We can also envision portable dPCR systems with fast turnaround for clinical
diagnostics [77], forensic science [71,78]
and environmental research, avoiding time-consuming sample transfer to large
facilities that risks sample degradation.
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