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FDA Red Flags

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VIDEO OTOSCOPY OBSERVATION & REFERRAL:
The FDA Red Flags

by
Max Stanley Chartrand



Introduction
Within the eight brief “red flag” otological-screening provisions of the U.S. Food & Drug Administration Hearing Aid Rule we find inclusive, comprehensive and uniform standards of observation for professionals involved in evaluating hearing status, dispensing hearing instruments and assistive devices, and making medical referral1.
Codified into federal regulation in 1977, the wisdom and foresight contained in these provisions have withstood the test of both time and experience. To this day, the regulation in its current form continues to assure consumers that medically treatable cases of auditory deficit, except those exempted by informed consent2, can and will receive medical treatment before non-medical solutions are pursued.
Though statistics show that approximately 90% of the hearing impaired population over the age of 18 suffer from non-medically treatable forms of hearing lesions, a very important 10% of the population do need and often respond successfully to medical treatment, when referred by dispensing professionals3. In a 1993 FDA field survey, it was found that 69% of patients utilized the waiver, the remainder opting to see their physicians before purchasing hearing aids, or about three times as many patients that statistically would be expected to require medical intervention4.
More importantly, advancements in research, technology, and professional education continue to open greater understanding of the many conditions that can potentially come under the current red flags. This ongoing development of knowledge requires that all dispensing professionals take more careful note of prospective hearing aid patients’ medical and health status, including medications, and to work more closely with their family and ear physicians.

The advent of video otoscopy
Going from ordinary incandescent otoscopy to fiber optic to daylight-quality halogen-lamp technology has provided hearing health professionals with a great deal more information under routine inspection of the ears. But the single largest leap in technology came in the early 1990s with the advent of the video otoscope. This technology is still evolving as it enters the digital age. Freeze frame photography, wide-angle lens, blown-up onto high definition SVGA screens reveals even more microscopic information.
Video otoscopy is fast becoming a standard part of daily dispensing practice, as evidenced in recent surveys (see figure 2)5. Video otoscopy is also being built into real ear, programming and audiometric equipment, database patient management systems, and other diagnostic applications. If current trends continue it will only be a short time before video otoscopy is completely mainstreamed into every aspect of dispensing practice.

Improved observational capabilities suggest the need for increasingly more sophisticated continuing education and increased standards of practice, as well more interaction between allied professionals. It is the purpose of this paper to stimulate that movement, by listing a large array of oto-related conditions that may be better observed utilizing video otoscopy and through a more thorough case history interview than though conventional otoscopy.

Red Flag Review

These eight red flags provide for a host of conditions that may be observed during the patient case history and otoscopic examination. In most cases, the pathologies needing medical attention present within the external or middle ear. These include infection, allergy, trauma, deformity, and impaction. Other cases may involve possible cochlear, retrocochlear, or central pathologies. Therefore, it is important that dispensing practitioners be highly skilled in otoscopy, case history taking, and in recognizing potentially treatable conditions requiring medical referral.

“A (hearing health professional) should advise a client to consult promptly with a licensed physician, preferably a physician that specializes in diseases of the ear, if the (hearing health professional) determines through inquiry, actual observation, or review of any other available information concerning the prospective user, that the client has any of the following conditions (updated language in parentheses):

1. Visible congenital or traumatic deformity of the ear.
2. History of active drainage from the ear in the previous 90 days.
3. History of sudden or rapidly progressive hearing loss within the previous 90 days.
4. Acute or chronic dizziness
5. Unilateral hearing loss of sudden or recent onset within the previous 90 days.
6. Audiometric air-bone gap equal to or greater than 15 decibels at 500 Hz, 1,000 Hz, and 2,000 Hz.
7. Visible evidence of significant cerumen accumulation or a foreign body in the ear canal.
8. Pain or discomfort in the ear.”

Flag #1: Visible congenital or traumatic deformity of the ear.
Throughout the literature are identified myriad variations in size, shape, texture and coloration of the anatomy of the human ear, both normal and abnormal. Dispensing professionals should be able to recognize those differences, and to refer for congenital, acquired and traumatic deformities.
The term congenital connotes conditions that have existed since birth, i.e. whether developmental, deprivation or disease processes. Congenital ear deformities requiring reconstructive surgery are estimated at approximately 1 in 15,000 births in the U.S. population, such as the Treacher-Collins-Franschetti syndrome, a polygenic multifactorial developmental abnormality. Microtia and atresia may be accompanied by un- or under-developed middle ear ossicles, and orthodontic/mandible structures6.
Examples of acquired deformities are osteoma, hyperostosis, and exostosis7. Each represent a bony malformation of the external meatus canal often causing a narrowing or blockage of the canal opening toward the tympanic membrane. Traumatic deformity may involve a slap on the ear, blow to the head, violent explosion, extreme noise (>120dBSPL), hazardous chemical exposure, or embedment of a foreign object8. Deformities arising from trauma take forms too numerous to describe here. Evidence of bleeding, burns, swelling, discoloration, bone fracture, perforation, hemotympanum, and/or non-specific inflammation present reason for referral. Other trauma-induced conditions include cauliflower ear, perichondritis, and acquired atresia of the meatus.

Other deformities caused by disease may include:
-Precancerous, benign, and malignant tumors, growths
-Hematoma of the auricle
-Mastoiditis with subperiosteal abscess
-Herpes zoster oticus
-External or middle ear cholesteatoma
-Nodular melanoma
-Ulcerated squamous cell carcinoma
-Senile keratoma

Flag #2: History of active drainage from the ear in the previous 90 days.
Suppurative exudates refer to the flow of pus from any part of the ear9. Etiology is determined via laboratory tests. However, the dispensing professional should have at least a rudimentary understanding of these conditions, and their associated pathologies:
Nonspecific Inflammation of the Ear. Allergy, dermatitis and diabetes mellitus can lead to chronic inflammation, epithelial atrophy and dry scales. In such cases the keratin layer of tissue is missing or separating from the epithelium. Chronic cases bring cycles of swelling and purulence, which can significantly interfere with the patient’s ability to wear an earmold. Repeated episodes can cause maceration (soaking) of the meatal skin by purulent fluid until there is a reduction in elasticity of the skin and atrophy of the ceruminous and sebaceous glands. Keratin protein is also missing in most cases10. Disturbance of the pH balance of the tissue results, promoting growth of anaerobic amoeba (pseudomonas), fungus, yeast, and/or bacteria.
Bacterial and Viral Otitis Externa. Swimmer’s ear is the common reference to a variety of bacterial and viral external ear infections11. Because of long periods of maceration (soaking) of the ear canal tissue and deep penetration of viral organisms, there is often a deep-seated phlegmonous suppurative inflammation.
Pseudomonas. Refers to a specific genre of anaerobic gram-negative organisms that often produce a most stubborn form of external otitis, especially for diabetics (including pre-, latent or manifest diabetes), or others with significant pH imbalance or autoimmune deficiency12. Left untreated this serious form of infection may cause insidious osteomyelitis of the temporal bone. Further, because pseudomonas is highly resistant to antibiotic therapy, under conservative treatment it may insidiously progress to the skull base because of deep tissue involvement, making it a potentially fatal disease13. It is the experience of the author that many of these cases can be latent and longstanding, and easily missed during a cursory medical examination. However, upon the fitting of a hearing instrument, providing an anaerobic environment, can expose the presence of latent pseudomonas. In such cases, it is critical that the dispenser and otolaryngologist discuss their observations.
Staphylococcus Aureus. This bacterium is considered the most common form of acute or chronic external otitis affecting approximately 10% of the U.S. population each year, primarily children14. Often there is a history of trauma by scratching, gouging, or using cotton swabs just prior to symptoms. In acute cases, the external meatus may close entirely due to edema, exudates (pus) and desquamation (shed tissue) as the bacterial medium. Pain is often evident while manipulating the pinna or surrounding tissues. Staphylococcus usually responds well to antibiotic therapy.
Furuncles. Sometimes described as a boil or skin abscess, can cause pain and swelling as well as purulent exudates. In such cases, latent or manifest diabetes may be at the root.
Herpes Zoster Oticus. Herpetic vesicles around the pinna, in the ear canal, and, sometimes, on the tympanic membrane characterize this disease. Becoming increasingly more common, medical referral and treatment is advised.
Otomycosis. A fungus, usually fungal mycelium, causes this common condition. Complaints are of itching, rarely of pain. Hence, a high incidence of such cases may be seen in the dispensing practice. Such cases should be cautioned about the use of Q-tips, which can cause the growth of other (secondary) bacteria. If whitish-yellow exudates are visible, hearing aid use is discouraged until antifungal treatment is completed.
Eczema of the Ear. Similar to otomycosis, eczema may take either the bacterial or fungal forms15. Continual exposure to moisture and absence of keratin tissue causes growth of pathogenic bacteria or fungi, especially with an earmold inserted. Fluctuation between inflammation, swelling, and drainage, and drying, scaling, and general irritation, this disease must receive medical attention to be brought under control. Note: some forms of eczema are caused by contact dermatitis or allergy to hair sprays, cosmetics, eyeglass frames, earmold plastics, cortisone use or antibiotics.

Flag #3: History of sudden or rapidly progressive hearing loss within the previous 90 days.
Any sudden or rapidly progressive hearing loss would preclude dispensing activity until medical assessment. Many such cases need emergency attention, so it behooves the dispenser to refer to a physician immediately. Etiology could be trauma, infection, disease, cochlear stroke, allergy or ototoxicity. Below are listed some of the more frequently reported causes of sudden deafness:

Trauma
-temporal bone fracture
-labyrinthine (cochleovestibular) concussion
-direct injuries to middle or inner ear
-barotrauma (drastic air pressure changes)
-Caisson disease -acute acoustic trauma or catstrophe
-mechanical incursion
-foreign body incursion

Viral Disease
-mumps, measles, chicken pox
-influenza (neuritis statoacoustica)
-adenovirus, whooping cough
-scarlet fever, diphtheria, Coxsackie
-viral cochleitis, herpes zoster otitis
-epidemic parotitis, meningoencephalitis

Bacterial Disease
-Meningitis, bacterial labyrinthitis
-Richettsiae, Toxoplasma gondii

Ototoxic Aminoglycoside Antibiotics
Streptomycin, dihydrostreptomycin, neomycin
kanamycin, gentamycin, vanomycin, viomycin
paranomycin, tobramycin, amikacin sulfate

Other Ototoxic Drugs
-salicylates (aspirin), iodine
-sulfa drugs, quinine
-novocain, barbiturates, morphine, chloroform
-furosemide, mannitol, hydrochlorothiazide (diuretics)

Other Known Ototoxic Substances
-caffeine, alcohol, nicotine
-lead, mercury, arsenic compounds
-organic phosphate compounds, sulfur compounds
-tetrachloroflourocarbon compounds, carbon monoxide
-benzol, nitrobenzol, aniline dyes

Tumors of the Middle and Inner Ear
-glomus tumor, osteoma,
-middle ear carcinoma, cholesteatoma (benign)
-acoustic neuroma, vestibular schwannoma16

Meniere’s Disease, while a suspected cause of sudden deafness, will be discussed at greater length in the next section under “acute or chronic dizziness”. For our purposes here it is important to point out that the three symptoms comprising this malady (tinnitus, deafness, and vertigo) may converge simultaneously or occur separately. The normal course of the disease (or syndrome) is often sudden and episodic. Its most pronounced symptoms usually vanish by the time of examination, leaving in their wake a progressively damaged hearing and balance peripheral organ. Often considered idiopathic, the most common causes are recognized as allergy, especially food allergy, lipoproteinemia (high blood lipids), ototoxicity (medication), and vascular disease.
Psychogenic forms. The discussion pertaining to sudden deafness would not be complete without some mention of a non-organic form of “sudden deafness” or psuedohypoacusis. “Hysterical deafness” is the vernacular for the form arising from tragic personal loss or acute emotional trauma17.

Flag #4: Acute or Chronic Dizziness
There are numerous medical conditions that can cause complaints of “dizziness”. Many of the foregoing conditions mentioned above, whether disease, trauma, or ototoxicity may elicit such complaints. However, we must distinguish here between dizziness and vertigo. Dizziness may or may not involve ear pathology, but can be associated with nausea (vagus reflex in the stomach), giddiness (hyperventilation), faintness (asphyxia), or light-headedness (circulatory constriction). Vertigo, on the other hand, is a vestibular disorder affecting spatial nystagmus subjectively signaling an apparent (or visual) movement of the environment. Other forms may include ataxia and rototary vertigo18, both of which should be referred to a physician for immediate investigation. Perhaps medication is a cause, or serious otopathological illness, such as viral cochleitis, cochlear stroke, vestibular dysfunction, acoustic neuroma or Meniere’s.

Meniere’s Disease/Syndrome (or endolymphatic hydrops), as mentioned earlier, exhibits the triumvirate of tinnitus, deafness, and vertigo. Many sufferers complain of “roaring ears” and episodes of “dizziness” (vertigo), without an awareness of the hearing loss component. Post-attack symptoms may include nausea, vomiting, and fullness in the ear. In the early stages, hearing thresholds tend to be affected most in the low frequencies, while later stages may bring permanent deafness affecting the entire spectrum. Fluctuating thresholds require bracketing of audiometric readings until stabilized. Studies show incidence of Meniere’s to be approximately 80% of cases unilateral and 20% cases bilateral19. Episodes may last from a few minutes to several days. The pathogenesis of Meniere’s is found first in the quantitative imbalance of the cochlear-vestibular fluids, perilymph and endolymph. Separating the two fluids is the Reissner’s Membrane. When the resorption of the potassium-rich endolymph fluid is impeded, a build-up of pressure (hydrops) occurs, sometimes causing the Reissner’s membrane to rupture, and the mixing of the two asimilar fluids. This can lead to a more generalized and permanent form of the disease, leaving in its wake deafness, severe tinnitus, diplacusis (cochlear distortion), recruitment (abnormal loudness growth), and general vestibular dysfunction (vertigo).

Flag #5: Unilateral hearing loss of sudden or recent onset within the previous 90 days.
Much of what has been covered in flags #3 and #4 applies to this section. Many pathologies of the ear appear unilaterally. Trauma and disease are generally unilateral depending upon the degree of exposure bilaterally. Cases that appear suddenly (defined in the regulation as within 90 days from onset) should be medically assessed before proceeding with auditory rehabilitation.

Flag #6: Audiometric air-bone gap equal to or greater that 15 dB at .5KHz, 1KHz, and 2KHz.
While an air-bone gap of only 15 dB at 500Hz may not seem important in the overall scheme of things, when it also extends to 1,000Hz and 2,000Hz, a significant medically treatable condition may exist.
For instance, a simple Eustachian tube blockage or irritation such as found in a mild inhalant allergy or change of altitude (air pressure), can easily produce an air-bone gap of 15dB or greater at the relatively low frequency of 500Hz. Even barometric pressure changes have been found to cause similar affects in individuals. But, in each of these cases, involvement of the mid and high frequencies may indicate a deeper, more permanent problem. Some manifestations that may cause such an air-bone gap are:

·Closure of the tragus or atresia of the external ear.
·Obstructions in the external meatus such as: accumulated cerumen, exudates and debris accumulation, foreign object, otitis externa, fungus, pre-and cancerous growths, osseous formations, collapsed canal, or some mandible abnormalities.
·At the tympanic membrane: perforation, post-infection or surgical scar tissue, thickening from tympanosclerosis, extreme flaccidness, disarticulation, or fluid, cholesteatoma, glomus tumor, or air pressure arising from Eustachian tube dysfunction.
·Within the middle ear: disruption of impedance transformation or immobilized ossicles, otosclerosis, disarticulation, tensor tympani or stapedial muscle abnormalities, disruption of differential transfer at the oval or round windows, or fluid accumulation, otitis media, mastoiditis, cholesteatoma, glomus tumor, or again unequalized air pressure.


Flag #7: Visible evidence of significant cerumen accumulation/foreign body in the ear canal.
Until the advent of high-definition video otoscopy, this provision of the regulation has been the main focus of otoscopic discovery in dispensing practice. But as one may see from the foregoing, cerumen accumulation is only one of a multitude of possible concerns20.

“Impacted” cerumen presents several challenges:
·Conductive hearing loss, often accompanied by objective tinnitus, chronic cough (vagus), tearing eyes, interaural attenuation, and/or complaints of occlusion. If cochlear hearing is otherwise normal, the audiometric pattern is quite pronounced in the lows (usually about 40-60dB), rising to near normal in the highs. In cases of sloping of those with high frequency sensorineural impairment, air conduction thresholds tend to be “flat” in configuration.
·Obstructed otoscopy of the canal and tympanic membrane.
·Inability to perform impedance audiometry, acoustic reflex, electronystagmography (ENG), otoacoustic emissions, probe mic, and other tests in the clinical battery.
·An accurate ear impression cannot be taken.
·The use of a hearing aid is impossible or impractical.
·Other pathologies may be obscured, causing delay in treatment.

“Significant” (but not impacted) cerumen accumulation may present these challenges:

·While thresholds may not shift per se, other complications may occur, such as erroneous probe mic and tympanometry results, and a loss of natural ear canal resonance.
·Obstructed view of the canal and TM landmarks, incomplete otoscopy.
·Occlusion or fullness may still be a factor in some individuals exhibiting a sensitive vagus (Xth Cranial) reflex
·Interaural attenuation, if traces of cerumen adhere to the tympanic plexus region of the pars tensa.
·Difficulty in taking a proper ear impression, causing mechanical impaction.
·Other pathologies may go undetected.

Flag #8: Pain or discomfort in the ear.
In determining course of action with this flag, careful and informed judgment must be exercised. For instance, a number of spurious neurological artifacts unrelated to otological status can be identified by patients as “pain” or “discomfort”. Examples are: dental oversensitivity, TMJ, sinus allergy, and facial nerve artifact, any of which could be mistaken for pain in the ear. These often have cross-action with ear-related nerves at either the mandible or tympanic plexus of the tympanic membrane.
Having said this, however, it is important to note that even these reports can and probably should be reported if they are not already under the care of a physician. The evaluator should always inquire deeper as to past history of the complaint, as well as note if it has been medically evaluated, by whom, and the course of treatment.
To determine correlation between reports of pain or discomfort and actual otological events, visual assessment should also be made for presence of swelling, redness, exudates, etc. Pain arising from the trigeminal (jaw, teeth, gums) could as easily result from mandibular or orthodontic abnormalities, neighboring sinuses and lymph glands (facial), or a host of contusions, swellings, and infections only peripherally proximate to ear anatomy. Sinus allergy can cause an “earache”, etc.
Pain, nevertheless, is a motivating factor for patients to seek help. And though its management is generally outside the scope of practice of dispensing professionals, medical referral is often needed, because serious ear and non-ear related disease or pathologies might exist. On the other hand, serious ear disease, trauma, or acquired abnormality can also be the source of the complaint, and should certainly be referred for immediate medical assessment

An Opportunity to Build Interdisciplinary Teamwork
In the spirit of the FDA Hearing Aid Rule of 1977, one of the most important intentions of its framers was the building of cooperative community teams among hearing healthcare professionals21. Certainly, consumers of hearing healthcare come out better when local health professionals work together in best meeting their needs.
Two current initiatives---America’s Hearing Healthcare Team Initiative and the BHI Physician Referral Development Program---are just two of several major efforts to instill greater cooperation between the various disciplines. The FDA Hearing Aid Rule of 1977 was designed to assure the “glue” that will bring hearing health professionals together and foster that kind of teamwork. The focus is, as always, on the well being of the patient, with each member of the team working toward providing the best possible outcome.

Dr. Chartrand serves as director of research for DigiCare Hearing Research & Rehabilitation, and as instructor for the International Institute for Hearing Instruments Studies and the American Academy of Audioprosthology. Correspondence: P.O. Box 706, Rye, CO 81069, or by faxing (719)676-6882, digicarenet@aol.com.

References
1. U.S. Food & Drug Administration Rules and Regulations Regarding Hearing Aid Devices: Professional and Patient Labeling and Conditions for Sale, Part IV, Federal Registers, 9286-9296, February 15, 1977
2. U.S. Department of Health & Human Services, Title 21 Code of Federal Regulations: Part 801-Medical Device Labeling, 4/1/91
3. Bove, C., Administrative Meeting of the Enforcement Division of the U.S. Food & Drug Administration, Silver Spring, MD, (1993).
4. Author’s September, 1993 meeting with Division of Compliance Operations (HFK-116) to determine what constitutes appropriate compliance with waiver provision, Silver Spring, MD, (1993).
5. Hearing Review, Annual Survey, June, (2000).
6. Becker, W., Naumann, H.H., and Pfaltz, C.R., Ear, Nose and Throat Diseases, ed. Buckingham, R.A., New York: Theime Medical Publishers, Inc., pp. 134-136, (1989).
7. Jafek, B.W., Murrow, B.W., ENT Secrets, 2nd edition, Philadelphia: Hanley & Belfus,Inc., pp. 55-56, (2001).
8. Doyle, T.N., and Hoffman, J.E., “General Medical Considerations in Audiology”, Jack Katz, ed., Handbook of Clinical Audiology, 3rd edition, Baltimore: Williams & Wilkins, pp. 39-47, (1989)
9. Newby, H.A., and Popelka, G.R., Audiology, 5th edition, Englewood Cliffs, NJ: Prentice-Hall, Inc., pp. 64-66, 71, (1985)
10. Chartrand, M.S., “Video Otoscopy Observations Utilizing Miracell Botanicals”, Rye, CO: DigiCare Hearing Research & Rehabilitation, (2002).
11. Davis, W.E., “The external and middle ear”, in Otolaryngology-Head and Neck Surgery: Principles and Concepts, Templar, J., and Dais, W.E., ed., St. Louis: Ishiyaku EuroAmerica, Inc., pp. 34-36, (1987)
12. Wallach, J., Interpretation of Diagnostic Tests: A Synopsis of Laboratory Medicine, 4th edition, Boston; Little Brown & Company, (1986).
13. Fishman, M.C., Hoffman, A.R., Klauser, R.D., and Thaler, M.S., Medicine, 4th ed., Philadelphia: Lippincott-Raven, (1996).
14. Northern, J.L., and Downs, M.P., Hearing in Children, 4th edition, Philadelphia: Lippincott Williams & Wilkins, (1991). 15. Habif, T.P., Clinical Dermatology, 2nd edition, St. Louis: C.V. Mosby Company, pp. 28-31, (1990)
16. National Institutes of Health, Office of Medical Allications Research, Consensus Statement on Acoustic Neuroma, Vol. 9, No. 4, Bethesda, MD, 1991.
17. Chartrand, M.S., Hearing Instrument Counseling, 2nd edition, Livonia, MI: International Institute for Hearing Instruments Studies, pg. 106, (1999).
18. DeGowin, R.L, DeGowin & DeGowin’s Diagnostic Examination, 5th ed., New York: MacMillan Publishing Company, (1987).
19. Pulec, J., “Meniere’s Disease”, Hearing Disorders, 2nd edition, ed. Northern, J., Boston:Little, Brown, and Company, (1984).
20. Chartrand, M.S. & Chartrand, G.A., Nuts & Bolts in Hearing Aid Practice, continuing education course, Livonia, MI: International Institute for Hearing Instruments Studies, (2002).
21. Author’s discussion with two of the original 1977 FDA panel members regarding the intent of the hearing aid rule at Tri-State Convention, Portland, OR, (1988).





Pathogenic Bacteria Lecture Questions
Host-Parasite interactions

1. What stages occur during the pathogenesis of a microbial infection? Why is it important to understand the mechanisms involved at each stage of infection by any specific microbe? In order for a pathogen to establish an infection, it must first gain access to the host through contact and entry. It then establishes itself (colonization). Once a colony is developing, the infection spreads to other parts of the body. If the organism is able to survive, it may begin to cause damage (pathology) to the host.

To fight pathogenic organisms effectively, we must understand each step of the development of pathology if we want to block the orderly progression of an infection.

2. What are the normal flora in each region of the body? What factors modify the numbers and kinds of microbes in the normal flora?

Site Normal Flora
Blood none
Tissue none
Skin staphylococci, propionibacterium
Mouth streptococci, neisseria, moraxella
Nasopharynx Staph aureus and those of mouth
Esophagus transient mouth flora
Stomach few (if any)
Small intestine scanty, variable
Large intestine Bifidobacterium, lactobacillus, strep
Vagina skin / colon flora
Several factors can modify the "normal"flora of any organ system. The amount and type of nutrients available, pH, redox potentials, local acting anti microbials (bile, lysozyme, etc), and competition for nutrients among bacteria all contribute to the selection of the "normal" flora. As the host’s condition changes with illness, pregnancy, age, or geographic location, the "normal" flora will change. Some bacteria that are "normal" in one site can cause disease in another. (ex: E. coli in urinary tract-->infection)

3. For each model of microbial pathogenesis discussed in lecture, what kind of virulence factors are important?
Virulence factors inherent to bacteria (whether found on the chromosome, plasmid or in a bacteriophage) allow the bacteria to survive in conditions that kill other bacteria. The expression of these virulence factors is tightly regulated in response to environmental stimuli. Bacteria can mimic external signals that stimulate host cells, secrete toxins that damage host cells, block the release of neuromuscular signals, or inhibit host protein synthesis.

4. For each model of microbial pathogenesis discussed in lecture, what kind of microbial defenses are important for the host?
The host defense against bacteria is a broad system. Nonspecific and mechanical barriers such as the external epithelial layer, flushing action of secretions, and a hostile surface environment (lo pH, enzymes, etc) are the first line of defense against pathogens. The immune response mounted against pathogens that penetrate the host is the second line of defense. People who cannot mount a well rounded immune response are at much higher risk of developing life threatening infections.
Bacterial Toxins
1. How would you investigate whether a newly discovered pathogenic bacterium that causes pneumonia produces a toxin that is essential for pathogenesis?
By using the molecular version of Koch’s postulates, one could investigate the pathogenesis of a specific toxin by the following sequence:

1. Clone the gene for the suspected toxin

2. Inactivate the cloned gene in vitro by genetic engineering

3. Replace the wild type allele in the pathogenic microbe with the inactivated allele

4. See if the loss of the suspected toxin results in loss of pathogenesis


2. What are A-B type toxins? What are the functions of the two domains or subunits of such toxins?
Toxins that must cross the plasma membrane of host cells to reach an intracellular target are identified as A-B type toxins. They are bifunctional proteins with separate domains. The A domain is the "active" domain and the B domain is the "binding" domain. The toxins use normal membrane receptors as points of entry into the cell and susceptibility is determined by the presence or absence of the particular receptor on a specific cell. Most toxis bind their receptor and are then transported, by endocytosis, into the cytoplasm where they become active and attack their target.

3. What features are shared by ADP-ribosylating toxins? What features are unique for each toxin? What are some possible reasons that many toxins have ADP-ribosylating activity?
All of the ADP-ribosylating toxins catalyze the transfer of ADP-ribose from NAD to acceptor proteins. the NAD binding domain is highly cconserved among these toxins. But, they recognize different acceptor proteins and interact with target cells via defferent cell durface receptors. One could postulate that the reason many toxins use this mechanism is its effectiveness in rendering the host defenseless and lead to the death of the host cell. One could also postulate that the genetic information for this toxin has been passed from species to species over a long period of time and that each bacteria has modified the toxin to fit its particular needs.

4. How would you test for immunity to diptheria? To tetanus?
One could inject a previously immunized person (either one who has had an infection or one who has been immunized) with a small amount of the toxoid from the two diseases and see if an immune response develops. By measuring the antibody titer to the disease, one could quantitatively assess host immunity.

Enteric Bacteria
1. What is the purpose of culturing diarrheic stools onto media containing lactose?
This would allow one to discern the types of bacteria growing in a patients GI tract. Salmonella, Shigella, and Yersinia are all nonfermenters of lactose. MacConkey agar contains bile salts, lactose, dyes, nutrients and a pH sensitive indicator. Bacteria that can ferment lactose will produce acid, and cause the pH indicator to become hot pink. Bacteria that are unable to ferment lactose (Salmonella, Shigella, and Yersinia) will appear as clear or colorless on the plate.

2. What is meant by endotoxin? Describe the effects of such a molecule.
Endotoxin is the lipid A portion of LPS that causes endotoxic shock upon release in the host circulation. This presents as fever, intravascular coagulation, hypotension, complement activation, and B cell stimulation.

3. How are the enterobacteriacea serotyped? For what purpose is this done?
The enterobacteriacea are serotyped by agglutination with antisera to three different surface antigens (O, H and K/Vi). The differences seen on serotyping allow one to identify the bacterial species.

4. Compare the pathogenesis of Shigella sp. versus Salmonella typhi. How does each pathogen interact with macrophages? How does S. typhi disseminate thru the body? What is the basis for the colonic ulcers that occur during Shigella infection?
Shigella species passes thru the stomach and small intestine, when it reaches the colon it interacts with the M cell, an antigen presenting cell of Peyer’s patches. It causes death of macrophages in the lamina propria by inducing apoptosis. It is rarely disseminated into the bloodstream. The bacterial invasion of the colon results in acute inflammation and necrosis. This leads to the formation of abcesses and ulcers.
S. typhi enters M cells by endocytosis and eventually macrophages in the submucosal layer. These infected macrophages escape the colonic structure and eventually seed the bloodstream. Infections usually spread systemically and come to a focus in the liver and spleen.

5. Compare the reservoirs, infectious dose, and risk groups for Shigella, Salmonella typhi, Salmonella enteriditis, and Y. enterocolotica. Where in the world are S. flexnerii, S. sonnei, and S. typhi isolated?


Bacteria Reservoir Infectious dose Hi risk group Location
Shigella humans 200 institutions or crowding worlwide
S. sonnei humans 200 children US / 1st world
S. flexnerii humans 200 institutions or crowding American Indians / 3rd world
Sal. typhi humans 106 children / elderly 3rd world
Sal. enteriditis animals 104 picnics worldwide
Y. enterocolitica animals >109 people who eat undercooked meat Europe / Scandinavia

6. How might one prevent transmission of S. typhi, Shigella and S. enterocolitica? For which of these pathogens is there a vaccine?
All of these diseases can be prevented by practicing improved sanitation and hygiene. Basic preventive medicine measures can prevent these illnesses (hand washing, latrines away from food prep sites, pest control, etc). There is a vaccine against S. typhi.

7. Which of the enterobacteriaceae can cause mesenteric lymphadenitis?
Yersinia sp. causes mesenteric lymphadenitis.


Enterics II
1. What are the different ways that E. Coli can cause diarrhea and enteritis? Which bacteria use which mechanism?
E. coli can cause diarrhea via several mechanisms. ETEC produces heat labile and heat stable toxins that affect the small bowel, producing a watery diarrhea without blood. EIEC causes diarrhea identical to a Shigella infection, bloody and loaded with neutrophils. EPEC causes the "attaching and effacement" lesions that lead to a watery diarrhea. EHEC causes bloody diarrhea without WBCs in the stool.

2. What is the mechanism of heat labile toxin (LT), stable toxin (ST), and Shiga toxin?
LT activates adenylate cyclase and cAMP in the intestinal cell (this is identical to the action of cholera toxin).
ST activates guanylate cyclase and cGMP in the intestinal cell.
Shiga toxin is cytotoxic and enterotoxic. It inhibits eukaryotic protein synthesis and has neurotoxic effects as well.

3. Why are US travelers generally susceptible to ETEC infection but not to EPEC infection?
EPEC infects susceptible people of all ages who are exposed to the pathogen. EPEC only infects small children, possibly due to selection of specific host characteristics by the pathogen that are present in infants, but not present in adults.

4. What is the natural habitat of Vibrio and Campylobacter species? What are some common sources of infection with these pathogens?
Vibrio is abundant in marine and surface waters. Drinking water that is infested with the pathogen or eating aquatic life from infested waters causes disease in humans.
Campylobacter is a normal GI commensal of many animals. Consumption of water that is infested with the pathogen or eating animals contaminated with the pathogen causes disease in humans.

5. Describe the spectrum of disease caused by Vibrio Cholerae. Name two virulence factors utilized by this pathogen and describe the physiological basis behind the intestinal secretion caused by this organism.

Cholera can range from an asymptomatic "carrier" state to full blown "cholera gravis" that is life threatening due to the massive loss of fluid. The bacteria use a specific pillus (Tcp) to attach to the brush border of epithelial cells. The bacteria then produce the cholera toxin that activates adenylate cyclase and increases the intracellular cAMP level. This leads to increased secretion of Cl-, K+ and HCO3- from cells and decreased NaCl coupled absorption. The outward flow of ions from the intestinal cells leads to an osmotic loss of water.

6. Where is cholera endemic? Who is at risk? What vaccines are available?
Cholera is endemic to Indian, southern Asia, Africa, Indonesia, South / Central America and the southern U.S. coastline. Children in endemic areas are at greatest risk of developing the disease. There is a parenteral whole cell killed vaccine available that has some drawbacks.

7. What is the first and formost important form of treatment for a cholera patient?
Oral or IV fluid and electrolyte replacement is the most important treatment of cholera.

8. Describe the type of stools that can result from infection with Campylobacter jejuni. What are
the special conditions needed to culture this organism?
Stools from an infected person resemble those of a person with Shigella. They can be bloody and contain neutrophils. This organism must be cultured in CO2 and ¯ O2.
Enteric Bacteria III

1. Describe the pathogenesis of H. Pylori, including the host response to infection. What are some of the major virulence factors used by this pathogen?
H. pylori is ingested and passes into the stomach. It penetrates the gastric mucosa and colonizes the stomach’s epithelium. Damage to the epithelium leads to superficial inflammation and is followed by deep inflammation. The bacteria excrete urease that allows the bacteria to survive in the low pH of the stomach. The bacterial flagella may assist in the penetration of the mucosa and a vacuolating cytotoxin may assist in damaging cells.

2. Compare the epidemiology of H. Pylori infection among people of the 1st and 3rd worlds. How is the infection transmitted?
H. Pylori is found in the feces, oral cavity and dental plaques of infected individuals. The disease is transmitted by ingestion of the pathogen.

3. What clinical tests can one use to diagnose H. Pylori infection?
Detection of urease in gastric biopsies can aid in the diagnosis. Patients can be given radiolabeled urea and the detection of radiolabeled CO2 on exhalation can also assist in diagnosis.

4. Who is most susceptible to uncomplicated UTI? To complicated UTI?
Uncomplicated UTIs occur in otherwise healthy people. They are usually (80%) caused by E. coli. Complicated UTIs are found in people who have urinary catheters, are immunosuppressed, or have an anatomical or functional defect that interferes with the normal voiding of urine.

5. What role does the urease produced by P. Mirabilis play in urinary tract disease? How might lateral flagella enable P. mirabilis to establish pyelonephritis?
The urease produced by P. Mirabilis can lead to the formation of kidney stones and subsequent blockage of the urinary tract. The lateral flagella allow the organism to swim upstream in the urinary tract and hold on oncce they reach their site of colonization.

6. How are UTI diagnosed in the lab? What is the importance of a "clean catch" specimen?
Urine specimens are collected after the stream of urine has begun, and are then cultured. If bacteria are isolated, a UTI is suspected. Presence of multiple organisms may imply contamination.

7. Which members of the Enterobacteriaceae are common contaminants of parenteral fluid?
Shigella, ETEC, EIEC, EHEC, Vibrio cholerae, and Campylobacter jejuni are all potential contaminants of parenteral fluids.

8. What is bacteremia? Sepsis? endotoxic shock?
Bacteremia is defined as the presence of viable bacteria in the bloodstream. Sepsis is defined as the presence of bacteria or toxic bacterial metabolites in the bloodstream or tissues. Endotoxic shock is the systemic reaction to an overwhelming presence of bacterial toxins in the bloodstream.

9. What are the lab characteristics of Psuedomonas aeruginosa? Where is it found in nature? How is it transmitted?
Psuedomonas aeruginosa are aerobic, gram (-) rods that are oxidase (+). They oxidize but do not ferment glucose and posssess polar flagellum. The ar found ubiquitous in nature and are transmitted in fluid media. They cause opportunisitic infections in patients with compromised inate immunity (surgical wounds, trauma, eye injury, IV catheters, patients with sepsis).

10. How might the polysaccharide capsule of K. pneumoniae assist in establishing infection? What is responsible for the mucoid appearance of Psuedomonas aeruginosa isolates in CF patients?
The polysaccharide capsule of K. pneumoniae assists the organism in establishing infections by inhibiting the actions of host immune responses and antimicrobial agents. The mucoid appearance in CF patient is due to the production of and alginate capsule that is very "sticky."

11. What is the mechanism of action of Psuedomonas aeruginosa exotoxin A?
Psuedomonas aeruginosa exotoxin A is a potent inhibitor of mammalian protein synthesis. Its mechanism is identical to diptheria toxin, in that it ADP-ribosylates EF-2 and prevent protein synthesis.

Anaerobes
1. Compare and contrast the mode of action of botulinus toxin and tetanospasmin.
Botulinum toxin interferes with the release of acetylcholine at the neuromuscular junction by cleaving components of the neurosecretory apparatus ® flaccid paralysis.

Tetanus toxin (tetanospasmin) cleaves vAMP and prevents the release of glycine from inhibitory interneurons in the spinal cord ® spastic paralysis.

2. What is infant botulism? What are the proposed mechanisms of pathogenesis?
Infant botulism occurs when the infant’s gut is colonized by C. botulinum that produces toxin in vivo. This leads to generalized hypotonia ® "floppy baby" syndrome.

3. Which of the organisms discussed are gram positive, spore forming anaerobes? Gram negative anaerobes? Gram positive anaerobes?
The clostridia species are gram-pos spore forming rods. Bacteroides species are gram-neg obligate anaerobic bacillus. Bacillus anthracis is an aerobic, gram positive rod.

4. What are the primary virulence determinants of B. Anthracis?
Virulent strains of Bacillus anthracis produce an anti-phagocytic poly D-glutamic acid capsule that increases its ability to survive in the host. They also produce three separate proteins (EF, LF, and PA) that combine to form a toxin. Edema factor (EF) is a calmodulin dependent bacterial adenylate cyclase. Lethal factor (LF) has no known enzymatic activity. Protective antigen (PA) is a tissue binding component required for significant disease in the infected host.

5. How is tetanus prevented? How is botulism prevented?
Vaccination with tetanus toxoid causes the host to produce protective antibodies for the disease. Botulism is prevented by using a trivalent antitixon vaccine and by proper food handling and preparation techniques.

6. How does C. perfringens alpha toxin work?
C. perfringens alpha toxin is a lecithinase that causes hemolysis of the RBC in circulation, destroys platelets and causes widespread damage.

7. Discuss the pathogenesis of botulism, pseudomembranous colitis and C. perfringens food poisoning.
Botulism, pseudomembranous colitis and C. perfringens food poisoning are all similar in that they involve ingestion of vegatative cells or spores. The cells or spores undre anaerobic conditions in the gut mature to produce an enterotoxin that has either systemic or local effects.

8. What is the most common bacterial species in the human gut?
Bacteroides spp.

9. What is the "preeminent" anaerobic pathogen in humans?
Bacteroides fragilis is the preeminent anaerobic pathogen in humans. This is based on virulence, ubiquity in various sites, and resistance to antimicrobials. It causes abcesses and tissue destruction on a regular basis.

Staphylococci
1. Which species of Staphylococci are medically relevant to human disease?
S. Aureus, S. epidermidis and S. saprophyticus are medically relavant to humans.

2. How are S. Aureus infections acquired? What are some of the risk groups for S. aureus invasive disease?
Most infections of staphylococci occur from autoinfection of strains that reside on the skin and mucous membranes (nose, perineum and urinary tract). Patients whose innate immunity has been compromised are at increased risk for developing invasive S. aureus infection. Patients who are diabetic, elderly, alcoholic, abuse IV drugs, have cystic fibrosis and those with indwelling catheters are at increased risk. Surgical patients and others who have open wounds are also at increased risk.

3. Describe the toxins produced by S. aureus. What other virulence factors are important in S. aureus disease?
I. Toxins
-Heat stable enterotoxin------------------->food poisoning
-Exfoliatin---------------------------------->scalded skin syndrome
-TSST-1----------------------------------->Toxic shock syndrome
-Alpha hemolysin (a -toxin)------------->RBC lysis

II. Extracellular products
-Coagulase--------------->causes clot that walls off bacteria from bloodstream
-Leukocidin------------->permeabilizes and kills PMNs and macrophages
-Hyaluronidase--------->hydrolizes host extracellular matrix and allows organism to move

III. Surface components
-Peptidoglycan layer---------------->septic shock
-Ribitol-techoic acid---------------->antigenic and binds fibronectin
-Protein A--------------------------->binds Fc portion of IgG --->antiphagocytic activity
-Clumping factor------------------->fibrinogen binding receptor
-Cell surface bound coagulase---->causes bacteria to be coated with fibrin and ¯ phagocytosis

4. How does one distinguish Staph species from Strep species in the lab?
The catalase test distinguishes Staph species from Strep species in the lab by testing the ability (inherent enzymatic machinery) of the bacteria to catalyze the reaction H2O2®H2O + O2. The enzyme required is "catalase." Staph species are catalse (+) and strep species are catalase (-).

5. What are some epidemiological tools used to study Staph epidemics?
Bacteriophage typing is based on the fact that staph species are lysogenic and carry phages to which they are immune but that are lytic for other species. Plasmid profiles allow one to characterize genetic info carried on plasmids (antibiotic resistance, etc). DNA fingerprinting can also be used to characterize the genetic info in a given strain and compare it to other strains.

6. How do Staph acquire antibiotic resistance? What is signified by MRSA? What are the public health implication of vancomycin resistant S. aureus isolates?
Penicillin resistance (and sometimes erythromycin) is due to a b -lactamase that is coded on a staph plasmid. Other low molecular weight plasmids encode resistance to tetracycline, chloramphenicol and kanamycin. Methycillin resistant staph aureus (MRSA) resistance to antibiotics is coded for in the bacterial chromosome. Emerging vancomycin resistance is probably due to genetic transfer from Enterococcus species.

7. What type of infection do S. epidermis and S. saprophyticus cause? How does one distinguish these species from S. aureus in the lab?
S. epidermis causes nosocomial infections in patients with indwelling catheters and prosthetic devices. S. saprophyticus is responsible for 10-20% of primary UTI in females. S. epidermis and S. saprophyticus are coagulase (-) and can therefore be distinguished from coagulase (+) S. Aureus in the lab.


Streptococci
1. What are the major virulence determinants for Strep pneumoniae? Strep pyogenes? What immune mechanisms protect the host against these organisms?
The most important virulence factors for Strep pneumoniae are the capsular polysaccharides. They are antigenic, anti-phagocytic, and a loss of the capsule leads to a loss of virulence. Strep pneumoniae also produce pneumolysin that injures pulmonary endothelial cells.
The most important virulence factor for Strep pyogenes is the production of M protein. It binds to the host epidermis and is anti-phagocytic. The capsule of this organism also contains hyaluronic acid that prevents the host from attacking it (would lead to autoimmune response to host tissue).
Humoral immunity (opsonization, phagocytosis, and development of an antibody titer) are the most important factors in protection for the host.

2. What are the primary disease caused by Strep pyogenes? Strep pneumoniae? Strep agalactiae? Group D streptococci? Viridans (a -hemolytic) strep?
Strep pyogenes (group A)----------------------->impetigo, wound infections, pharynigitis, cellulitis, necrotizing fascitis, myositis, rhuematic fever
Strep pneumoniae-------------------------------->pneumonia
Strep agalactiae (group B)--------------------->neonatal meningitis
Group D streptococci--------------------------->UTI, bacteremia (post urologic surg), endocarditis,
wound infection
Viridans (a -hemolytic) strep------------------->endocarditis, dental caries

3. What are the morphologic and physiological characteristics of all streptococci? In the clinical lab, how would you distinguish Strep pneumoniae from viridans (a -hemolytic) strep?
All streptococci species are gram (+) spheres that grow in pairs or chains. They are non-motile and are catalase (-).
In the clinical lab one could distinguish Strep pneumoniae from viridans (a -hemolytic) strep based
on the fact that Strep pneumoniae is optochin sensitive and viridans strep is not. Furthermore, viridans will not grow in 6.5% NaCl/bile esculin.

4. Why is it clinically important to distinguish the enterococci from other group D streptococci?
Enterococci share many characteristics with other group D streptococci and are normal flora on the skin and in the GI tract. Enterococci that move to other sites in the body often cause disease (UTI, bacteremia, endocarditis, wound infection) and may exhibit strong antibiotic resistance. The other group D streptococci are normally non-virulent and display very little antimicrobial resistance.

5. Describe the extracellular and cell-associated products of Streptococcus pyogenes. How are these products used in the diagnosis of group A strep infections?
One can purchase commercially antibodies to group A strep that are linked to a staph species via protein A. When this combination is added to a group A strep sample, agglutination occurs. This confirms the presence of the group A strep.
Group A strep also render a (+) PYR (pyrrolidonyl arylamidase) test.


Neisseria I
1. What are the major virulence determinants of meningococci? What are the primary host defense mechanisms against these organisms?
The meningococci are obligate extracellular parasites. They cannot survive inside PMNs. The meningococcal capsule is antiphagocytic and is the major virulence determinant.
The host defense mechanism against meningococci is primarily a humoral response.

2. How would you isolate and identify N. meningitidis in the clinical lab? How would you distinguish it from normal flora neisseria?
Neisseria in general are gram (-) cocci that occur in pairs. They are non-motile and are non-spore forming. Pathogenic species will not grow at 220 C or on a growth agar without blood. They do require 5-10% CO2 for optimal growth. Non-pathogenic species grow well at 220 C or on a growth agar without blood. They do not require 5-10% CO2 for optimal growth.

3. What are the most common causes of bacterial meningitis by age in the US?

Age #1 #2 #3 #4 #5
<1 month group B strep listeria monocyt strep pneum
1-23 months strep pneum neisseria menin group B strep haemophilus flu
2-18 yrs neisseria menin strep pneum haemophilus flu group B strep listeria monocyt
19-59 yrs strep pneum neisseria menin haemophilus flu listeria monocyt group B strep
>60 yrs strep pneum listeria monocyt neisseria menin haemophilus flu group B strep

4. Compare and contrast the meningococcal vaccines with the pnuemococcal vaccines (Who gets them? How effective are they? etc).
The meningococcal vaccine is available with A, C, Y and W-135 capsular polysaccharides. It is not a good immunogen for children >2 yrs of age. There is no group B vaccine as yet because the capsular polysaccharide is a poor immunogen even for adults.
The pneumococcal vaccine contains polysaccharide from each of the 23 serotypes. It is also better for patients that are >2 yrs of age. It is highly recommended for people at hi risk® elderly , immune deficiency, chronic disease patients, sickle cell anemia, splenectomized, alcoholics.

Neisseria II
1. How does uncomplicated gonorrhea usually manifest in a male? In a female of reproductive age? In a pre-adolescent female?
Uncomplicated gonorrhea in a male is characterized by urethritis. The patient will present with frequent, urgent and painful urination. A yellow, mucopurulent discharge containing neutrophils and gram (-) diplococci is seen. The incubation period is 2-7 days after contact with an infected partner.
Uncomplicated gonorrhea in a female of reproductive age is characterized by cervicitis. This is an inflammation of the endocervical canal epithelium. A mucopurulent discharge is often seen. Bartholin’s glands can also become infected and develop into an abcess.
Uncomplicated gonorrhea in a pre-adolescent female is characterized by vulvovaginitis.

2. What are the clinical manifestations of ascended reproductive tract infection in males and in females? What post-infection complications might result?
Ascended reproductive tract infection in males can lead to epididymitis and prostitis. Endometritis, salpingitis and pelvic inflammatory disease are common in females with an ascended infection. These infections all can lead to sterility if severe and/or untreated. They can also lead to ectopic pregnancy in women.

3. What other organisms cause acute urethritis in men and urethritis / cervicitis in women? How would you differentially diagnose these agents?
Chlamydia trachomatis, ureaplasma urealyticum, trichomonas vaginalis and Herpes Simplex Virus all cause urethritis in men and women. The diagnosis of the causative agent in a given case is based on a gram-stain of a sample taken from the patient. One should attempt to grow pathogens on culture, conduct antibody titer count and examine genomic information in order to form a definitive diagnosis.

4. How would you isolate and identify N. gonorrhea in the clinical laboratory? How would you distinguish it from N.meningitidis?
First, one obtains a specimen from the patient. This can be done by swabbing the infected site (urethra, cervix, anus, etc.). Organisms are then cultured and classified. N. gonorrhea are gram (-) diplococci, oxidase (+) and nonmotile.
N. meningitidis is also gram (-) and grows on maltose. N. gonorrhea grows on glucose but not maltose.

5. Discuss the evolution and mechanisms of gonococcal resistance to penicillin. What other antimicrobial agents are used to treat gonorrhea? Has resistance developed to these agents? What are the mechanisms of gonococcal resistance to these agents?
Gonococcal resistance to penicillin is carried on a small plasmid. This genetic information for production of a penicillinase was probably acquired from H. ducreyi. Resistance can also occur in the form of altered penicillin binding proteins that are chromosomally encoded.
Tetracycline is also used to treat gonococcal infection, but genetic information can transfer such that the penicillin resistance also affects sensitivity to tetracycline. This leads to a double resistant organism.
Fluoroquinolone treatment is effective, but resistance is developing due to an altered DNA gyrase.

6. Which surface components of the gonococcus undergo phase and antigenic variation?
The pili, opacity proteins, and the lipooligosaccharides undergo phase and antigenic variation.

7. What are the epidemiological implications of phase and antigenic variation of the gonococcal pili?
Because the outer pili of the gonococcal species are highly variable, it is very difficult to design a vaccine that can target a conserved structure. N. gonorrhea do not possess a capsule and this also increases the difficulty in developing a vaccine.

Mycobacterial infections
1. How is the cell mediated immune (CMI) response involved in mycobacterial infection?
A host infected with mycobacteria fights the organism through activated macrophages that kills the infectious agent. CD4+ T-cells secrete lymphokines that activate the macrophages. CD8+ T-cells release bacilli from unactivated phagocytes and allow the organisms to be ingested by activated macrophages. Patients who have AIDS are at increased risk of developing mycobacterium tuberculosis infection because they are CD4+ deficient and cannot fight off the pathogen.

2. What characteristics of tuberculosis and leprosy are important when considering the epidemiology of these diseases?
Tuberculosis is a significant disease in the grand scheme. Worldwide, there are 5-8 million new cases per year and 2-3 million deaths. The concentration of TB is increased in areas of poverty, overcrowding and generally poor living conditions. TB is developing significant resistance to antibiotic therapy. Less than 10 viable bacilli in the airway of a susceptable host can cause disease. Because TB declined continuously for several years, public awareness of the disease waned. As TB reemerges as a resistant infectious agent, large scale epidemics could occur.
There are 12 million cases of leprosy worldwide. Unlike TB, a large dose of bacilli is required to cause infection in a susceptable host. Leprosy is sensitive to dapsone, but resistant strains are present.

3. Compare and contrast the two polar forms of leprosy.
Tuberculoid leprosy elicits a highly specific CMI response. Bacilli in this form of the disease growin the skin, but they also invade Schwann cell and macrophages that can lead to peripheral neuropathy.The host is able to kill (CD4+ T-cells) the bacilli and granulomas form around sites of dermal infection.
Patients who develop lepromatous leprosy are deficient in cell mediated immunity. Growth of the pathogen proceeds relatively unimpeded (unless the patient is treated with medication) and is spread via the host’s lymphatic system. Skin lesions are extensive, symmetrical, and diffuse. The face, lips, forehead, ears and nose are the most common sites of infectious lesions. Damage from this form of the disease is often disfiguring and irreversible.


Corynebacteria and listeria

1. How would you process a clinical specimen to identify C. diptheria? What properties distinguish it from Staph Aureus and from Strep pneumoniae?
C. diptheria produces grey to black colonies on selective medium that contains tellurite. It is an aerobic, gram (+) rod that is not spore forming and is catalase (+). Staph aureus and Strep pneumoniae are gram (+) cocci. Staph aureus is catalase (+) and Strep pneumoniae is catalase (-).

2. How do the properties of the A and B domains of diptheria toxin contribute to its mode of action in intoxicating susceptible human cells?
Diptheria toxin is secreted as a single polypeptide that is proccessed by proteolysis into two subunits. Fragment B binds to receptors on the plasma membrane of susceptible cells and initiates uptake of the toxin by receptor mediated endocytosis. Fragment A is transported to the cytosol where it ADP-ribosylates EF2 and inhibits protein synthesis by the infected cell. This reaction is virtually identical to the pathogenic toxin of psuedomonas aeruginosa but the two toxins recognize different receptors.

3. What are the roles of antitoxic antibodies in treatment and prevention of diptheria?
Antitoxic antibodies neutralize the toxicity of diptheria toxin. Usually, a person who is suspected or confirmed to have a case of diptheria is given horse antitoxin. One can also be vaccinated against diptheria and prevent infection by the use of the diphteria toxoid immunization that is available.

4. What environmental and host factors predispose to infection by Listeria monocytogenes? How would you distinguish Listeria monocytogenes in a cultured clinical specimen from Streptococcus penumoniae or from Corynebacterium diptheria?
Persons who are HIV (+) and/or are immunosuppresed are at increased risk of infection from Listeria. Most infections in humans are food borne, but infection of a pregnant woman can lead to abortion, stillbirth, and transplacental infection of the infant.
Listeria monocytogenes is a short, gram (+) rod that is non-sporulating, aerobic to microaerophilic and is catalase (+). Strep pneumoniae is a gram (+) cocci that is catalase (-). Corynebacterium diptheria produces grey to black colonies on selective medium that contains tellurite. It is an aerobic, gram (+) rod that is not spore forming and is catalase (+).


Haemophilus, Moraxella and Bordetella
1. What are the primary virulence determinants of Haemophilus influenzae? Bordetella pertussis? What immune mechanisms are important in defense against these organisms?
The primary virulence determinant of Haemophilus influenzae is a capsular polysaccharide that is antiphagocytic. Non-encapsulated forms are normal flora of the URT that can cause some diseases (otitis media, sinusitis, conjunctivitis, etc).
The primary virulence determinants of Bordetella pertussis are toxins. The primary toxin activates the mebrane adenylate cyclaase of eukaryotic cells via ADP-ribosylation of regulatory protein G1. This leads to an increase in cAMP and increased fluid secretion in the URT. Bordetella pertussis also produces adhesive factors and a tracheal cytotoxin.
Anti-capsular antibodies (humoral immunity) against Haemophilus influenzae are protective. They coat the pathogen and mediate complemtn dependent phagocytosis / lysis.
Protection against Bordetella pertussis is somewhat elusive. Antibodies are produced during active infection with the disease and from immunization. Naturally acquired immunity is not lifelong, second attacks are common. Newborns and infants that are not immunized are highly susceptible, reflecting a low level of antibody being passed from the adult mother to the newborn child.

2. What are the in vitro growth requirements for H. influenzae? How do these compare with H. ducreyi? B. pertussis?
Haemophilus influenze requires X (hemin, heat stable) or V (can be replaced by NAD / NADP, heat labile). These factors are provided by chocolate agar. The organism grows best in 5-10% CO2.
Heamophilus ducreyi also grows best on enriched chocolate agar in 10% CO2 and at 350 C.
Bordatella pertussis requires enriched media that binds fatty acids. Bordet-Gengou agar (contains potato extract, 30% blood and glycerol) is ideal.

3. What is the chemical composition of the type b capsule? How does this compare with the capsule of S. pneumoniae? B. anthracis? E. coli K-1?
The Haemophilus influenzae type b capsule is composed of polyribose-ribitol phosphate (PRP).
The capsule of S. pneumoniae is composed of a very diverse group of polysaccharides, choline, acetyl, and phosphate groups. Over 80 different combinations have been classified.
The capsule of Bacillus anthracis is D-glutamic acid polypeptide.
E. coli K-1 species produce a capsular polysaccharide that contains sialic acid and is structurally identical to the group B polysaccharide of Neisseria meningitidis.

4. What are the similarities and differences in mode of action of cholera toxin, diptheria toxin, and pertussis toxin?
Cholera toxin, diptheria toxin and pertussis toxin are all ADP-ribosylases. Their most significant difference is their target. Cholera toxin affects the stimulatory G protein (GS)of the adenylate cyclase complex. Pertussis toxin attacks the inhibitory protein (GI) of the same complex. Diptheria toxin affects elongation factor 2 (EF2) that leads to a blockage of host cell protein synthesis.

5. Compare the vaccines against pertussis and H. influenzae type b with regard to composition and efficacy.
The current pertussis vaccine is composed of a mixture of purified, inactivated B. pertussis products. It is very effective in producing immunity to the disease and has only local side effects.
The H. influenzae type b (Hib) vaccine is a conjugation of Hib with diptheria toxoid. It is highly effective and serves as a model for the development of future vaccines.

6. How does B. pertussis colonize the respiratory tract? Is it an invasive organism? How does the
pathogenesis of pertussis compare with that of diptheria? Cholera?
B. pertussis colonizes the ciliated bronchial epithelium without invading the tissue. It does this via filamentous attachment. The bacteria first attach to and immobilize the cilia. The ciliated epithelial cells are then slowly destroyed by bacterial toxins.
The diseases caused by infection with Vibrio cholera and corynebacteria diptheriae are due to the production of ADP-robosylating toxins by the organism that lead to altered host cell function.

Mycoplasma and legionella infections
1. How do mycoplasms differ from other bacteria? What characteristics do they have in common? How do these organisms appear under a microscope?
Mycoplasm do not have a cell wall. They are much smaller than other bacteria, and contain DNA genomes. Under a microscope, mycoplasm stain poorly or not at all and because of their small size, they are difficult to see.

2. What are the major disease syndromes caused by mycoplasma? What pathogenic mechanisms are involved?
Mycoplasma pneumonia causes primary atypical pneumonia (walking pneumonia). Mycoplasma hominis causes genital infections. Many other clinical syndromes (wheezing, pharyngitis, rhinitis, erythema multiforme, myringitis, otitis media, et al) are associated with mycoplasma infection.
Mycoplasma enter the respiratory tract via inhalation and attach to cells in the lower part of the tract. The pathogens remain extracellular and intefere with ciliary action. The immune response to infection may lead to an autoimmune attack on the host in some cases.

3. What are the most common clinical signs of infection with M. pnuemoniae?
One sees non-specific pulmonary infiltrates, fever, malaise, myalgia, sore throat, and cough (nonproductive, productive, or paroxysmal).

4. Why do you think that Legionella pneumoniae was not discovered until the mid 1970’s? What are its characteristic properties?
Legionella pneumoniae is a motile, gram (-) rod that is difficult to stain. It is very difficult to culture due to restrictive growth criteria (requires cysteine and iron). Because it is very small (.5-.7mm wide and 2-20mm long) and difficult to stain, isolation and identification is very difficult.

5. What are some ecological niches for L. pneumoniae? How is it transmitted?
Legionella pneumoniae hides in air conditioning equipment that uses water internally (cooling towers and condensers). Shower heads, faucet taps, and vegetable misters can also harbor the organism.
The pathogen is transmitted by inhalation of the aerosolized bacteria. It is not easily (if at all) spread from person to person.

6. How is legionellosis diagnosed in the lab?
Demonstration in culture of the bacteria taken from tissue or secretions is useful for diagnosis. Bacteria can be demonstrated in tissue by using a silver impregnation technique that highlights the intracellular pathogen. Direct immunofluorescence can detect the organism in pleural fluid or lung tissue. A 4-fold rise in the antibody titer of a suspected patient is strong evidence for infection.

Chlamydial infections
1. Why are chlamydial infections often misdiagnosed?
Chlamydial infection can range from a chronic / persistent infection to acute infection, or totally inapparent to the host. The symptoms of chlamydial infection are common to many other STDs. Microscopic examination of specimens in an attempt to identify the organism is very difficult because of the size of the pathogen. Growing these organisms in culture is very difficult. The diagnosis of chlamydia is usually made when a patient presents with symptoms of STD and no gonococci can be demonstrated in a specimen. Many times, an infection with gonococci masks an infection with chlamydia.

2. Why are chlamydial infections often inappropriately treated?
Because chlamydia is difficult to diagnose, treatment for the patient’s symptoms can be ineffective against the pathogen. If one treats for a gonococci infection without including antimicrobials against chlamydia, the infection may not be cleared by the host.

3. How would you interrupt the cycle of transmission of trachoma? Nongonococcal urethritis? Psittacosis? Lymphogranuloma venereum?

4. How do reticulate bodies (Rbs) differ from elementary bodies (Ebs)?
EB RB
Morphology small and dense large, homogenous
Size .25 mm .6-1.0 mm
Stage extracellular/infectious intracellular/replicative
Osmotic fragility --- +++
Metabolic activity --- +++
Outer membrane cross-linked not cross-linked

5. What antibiotics are most effective in treating chlamydial infections? Why?
Doxycycline (tetracycline) is the anitbiotic of choice. Chlamydia do not possess a peptidoglycan layer in their cell membrane. Therefore, antibiotics directed toward cell wall synthesis are ineffective. Chlamydia is an intracellular pathogen and tetracycline is effective against it because the drug is very hydrophobic. This decreases its ability to enter and attack host cells. However, once inside the host cell the drug is actively taken up by the pathogen whose ribosomes are very sensitive to its action.


Spirochetes
1. What features do all spirochetes have in common? What features distinguish the genera Treponema, Borrelia and Leptospira?
Spirochetes are spiral shaped organisms that don’t gram stain. They are also very difficult to culture in vitro. The periodicity of the coil and the overall size of the organism varies among the genera and species in the spirochete family. Spirochetes are prokaryotes with inner and outer membranes. They also display corkscrew motility.
Treponema are 5 to 15 mm in length with regular spirals 1mm in length and an amplitude of .3 mm.
Borellia is a large spirochete 10 to 30m m long and .3 m m wide. It contains 15 to 20 axial flagella. The spirals are irregular with a 2 to 4 m m wavelength.
Leptospira is a slim (.15m m) spirochete 5-15 m m long. It displays a single axial filament, fine closely wound sprials, and hooked ends.
2. What are the clinical stages of syphillis? Where are the organisms located during each stage? What are the host responses to infection at each stage? How is the diagnosis of syphillis established by lab tests?
10 syphillis presents with a hard, painless genital chancre that is teeming with infective organisms. Patients in this phase are at increased risk of spreading HIV. Lymphocytes, monocytes and plasma cells surround the lesion. The chancre heals spontaneously but systemic infection remains.
20 syphillis presents with papulosquamous rashes on the soles, palms, and mucous mebranes. Painless, mucosal warty lesions in the perineal and genital area, known as condyloma lata, is seen in this stage. Regional adenopathy and tenderness may be present.
Latent syphillis is an asymptomatic infection (carrier).
30 syphillis appears as early as 5 years, and as late as 20 years, after the initial infection. Patients present with syphilitic aortitis, CNS effects, and gummas