Microfluidic chip and isothermal amplification technologies for the detection of pathogenic nucleic acid

Microfluidic chip technology

Microfluidic chip technology can be used to integrate some or even all of the process units required for nucleic acid detection, such as sample pretreatment, nucleic acid extraction, target sequence amplification, and signal detection, into one single micron-scale chip [19]. Compared with the traditional laboratory-developed nucleic acid detection methods, this technology possesses advantages, including high integration, compactness, portability, less sample consumption, easy operation, and so forth. Hence, it has been widely used in various fields such as molecular biology, chemical analysis, clinical medicine, and food hygiene [20,21,22]. The continuous development and maturity of microfluidic chip technology can help solve the puzzles involving the separation of sample pretreatment, nucleic acid amplification, and detection steps as well as cumbersome operations, realize the automatic integration of nucleic acid detection, increase the detection efficiency, minimize operating errors, and reduce the detection costs and risks of aerosol contamination. Microfluidic technology has remarkably expanded the application field of in vitro diagnosis. More importantly, it provides technical support for the development of POCT devices applicable for various test settings.

The completion of the entire reaction process in microfluidic chips is dependent on the fluid driving system. Currently, the fluid driving of microfluidic chips is realized mainly through automatic or manual means [23,24,25].

Automation-driven microfluidic devices employ capillary force, vacuum-driven force, or chemical reaction–generated gas to distribute the reaction solution into the microchannels. In this case, the most common lateral flow chromatography test strips use the capillary force to drive the flow of reagents [26]. Fang Xueen et al .[27] developed a multiplex microfluidic system based on loop-mediated isothermal amplification (mμLAMP). For the assay, both the sample and LAMP reaction buffer were added to the central well and subsequently filled into all 10 reaction microchambers via capillary action. This system was capable of qualitatively and quantitatively analyzing the three subtypes of influenza A viruses (Fig. 1). In 2017, Renner developed a vacuum-driven microfluidic chip called B-chip for detecting Enterococcus faecium, S. aureus, Klebsiella pneumoniae, Acinetobacter baumannii, Pseudomonas aeruginosa, and Enterobacter spp (ESKAPE) pathogens [28]. This detection system comprised an inexpensive heater, a light-emitting diode, a fluorescent filter, and a plastic box. For the assay, the primers, probes, and enzymes were pre-packed into 16 detection wells, and the gas was discharged by vacuuming. Upon loading the samples, the reaction mixture was distributed into each well under the action of vacuum suction, while the excess liquid flowed into the waste liquid pool. This chip system dramatically simplified the liquid processing procedure using vacuum-driven fluid flow. Wang et al. [29] developed a centrifugal force– and vacuum-driven microfluidic device using gas-soluble polydimethylsiloxane (PDMS) as the device material (Fig. 2). The multi-directional transport of samples could be achieved with this device. Thus, the one-way transport of samples in centrifugal force–driven devices is no longer an unsolved problem. This device used centrifugal force to transport liquid samples into the chambers. Once pre-degassed PDMS material was exposed again to the air, it automatically absorbed the air in the internal microfluidic channel. As a result, a vacuum was formed in the channel to drive the sample liquid flow. Upon loading the reagents, the auto-driven microfluidic device automatically controlled the flow rate and quantity while no additional operation was needed. Hence, this system provided great convenience to users. However, it still had several limitations, such as a slow flow rate and long analysis time. Moreover, the auto-driven microfluidic device could hardly meet the requirements for the multi-directional transport of liquid because pressure could only be generated in one direction. All these weaknesses limited the scope of its application.

Fig. 1figure 1

MμLAMP for the point-of-care analysis of multiple genes. a Photograph of the 10 microchamber mμLAMP system in a PDMS-glass format. b Structure of the mμLAMP chip. Microchambers were connected to the corresponding thin microchannel via dimension gradient bridges with the whole shape like an octopus. c Direct naked-eye determination of the assay result via the insoluble byproduct magnesium pyrophosphate. d These results were further validated by the green fluorescence induced by the DNA-intercalating dye SYBR green I and (e) the characteristic ladderlike pattern of the LAMP product determined by agarose gel electrophoresis [27]

Fig. 2figure 2

Schematic diagram of the microfluidic device. a 3D and (b) 2D schematics of the operation principle using driving pressure by centrifugal force, ΔPd, or vacuum-driven pressure, Pv. The centrifugal pressure allowed the sample to be driven in a one-way direction, while the vacuum-driven force could be used in various directions to drag the sample without any rotation. c Comparison between the centrifugal flow and the vacuum-driven flow in each dead-end and open-end channel. The centrifugal pressure required an open-end channel to drive a sample, while the vacuum-driven pressure required a dead-end channel to drive a sample [29]

Manually driven microfluidic devices use human power to achieve fluid actuation via simple devices such as syringes, pipettes, and finger presses. Chen et al. [30] developed a finger-actuated microfluidic chip that could be used to simultaneously detect different types of bacterial pathogens. Upon loading the reagents, the valve was opened by simply pressing the finger on the top layer of the chip and the nucleic acid samples in the upper chamber subsequently flowed into the reaction chamber in the bottom layer for a reaction (Fig. 3). Xiang et al. [31] reported a hand-operated and syringe-driven microfluidic centrifuge called i-centrifuge (Fig. 4). This centrifuge was composed of a syringe-tip flow stabilizer and a four-channel parallel inertial microfluidic concentrator. Also, it had several advantages, such as low equipment cost, simple manual operation, high flow-rate processing, portable equipment size, and single use. Compared with the automatically actuated system, the manually actuated microfluidic device could apply variable pressures to the microfluidic channel, thus being conducive to the fluid control in the microchannel and capable of controlling liquid flow and direction in a more diversified manner. However, the connection between the manually actuated device and other components of the microfluidic system might complicate the whole system. Moreover, this system was inferior to the automatically actuated microfluidic chip in terms of automatic operation and precise liquid control.

Fig. 3figure 3

Images depicting integrated and finger-actuated microfluidic chip for point-of-care testing of multiple pathogens. a-d The schematic illustration of the overall experimental process including DNA extraction, amplification and detection. e A photograph of the custom-built peltier heater. f The portable fluorescent imaging system [30]

Fig. 4figure 4

a Photograph illustrating the operation of the hand-operated syringe-tip inertial microfluidic centrifuge (i-centrifuge) for continuous-flow cell concentration. b Working principle of the flow stabilizer for regulating varied input liquid flow to be at a desired stable flow rate. c Structure and working principle of the syringe filter-like inertial microfluidic concentrator [31]

Isothermal amplification techniques

Isothermal nucleic acid amplification technique is an in vitro amplification method for rapidly amplifying nucleic acids at a constant temperature using enzymes with distinct functions and specific primers. Since the early 1990s, various isothermal amplification techniques have been developed one after another. Compared with PCR, isothermal amplification has the advantages of simplicity, rapidity, and high efficiency, and does not require complicated thermal cycling equipment, thus, significantly reducing the requirements for the experimental environment and hardware conditions. Therefore, many scholars believe that isothermal amplification may potentially serve as an alternative detection technique to PCR. At present, the commonly used isothermal amplification methods mainly include LAMP, nucleic acid sequence–based amplification (NASBA), recombinase polymerase amplification (RPA), rolling circle amplification (RCA), helicase-dependent amplification (HAD), and so forth.

Loop-mediated isothermal amplification

LAMP was first reported by Notomi et al. in 200 0[32]. For the amplification, four to six primers need to be designed. At 60–65°C, a strand-displacing Bst DNA polymerase catalyzes the primer extension along the template and the strand displacement reaction for 1 h, ultimately giving rise to the target repeat fragments of different lengths. The amplified products can be detected using ELISA [33], gel electrophoresis, real-time turbidimetry, lateral flow test strips [34, 35], and fluorescent probe method [36, 37]. LAMP has become a research hotspot for the development of POCT in the last 20 years because of its advantages such as high sensitivity (two to five orders of magnitude higher than the traditional PCR assays), low instrument requirements, and judgment of the test results based on the visual observation of white turbidity or generated green fluorescence. However, LAMP has some disadvantages. First, false-positive results could be a serious problem due to aerosol pollution during amplification [34]. Second, it is difficult to design appropriate primers for the gene sequences of some pathogens because of relatively high requirements for primer design. Third, the final product usually comprises fragments of different lengths, thereby limiting its downstream application [38]. Thus, these disadvantages impact the promotion and practical application of LAMP to a large extent.

Nucleic acid sequence–based amplification

NASBA is an in vitro nucleic acid amplification technique reported by Compton in 1991 [39]. For the amplification, the template is preheated at 65°C for 5 min to remove the secondary structure of RNA, and the amplification reaction is then conducted at a constant temperature of 42°C in a standard reaction system. The first primer serves as the initial reverse-transcription primer, which simultaneously serves to add a T7 promoter to the resulting cDNA. After cDNA synthesis, the RNA in the newly formed heteroduplex is degraded by RNase H allowing the second DNA primer to hybridize, resulting in a dsDNA after extension by reverse transcriptase (RT). This dsDNA can then be transcribed by T7 RNA polymerase. As the resulting RNA can in turn be reverse-transcribed, exponential amplification occurs [40] . The amplified products can be detected mainly by electrophoresis, ELISA [41], or the molecular beacon method. NASBA has the advantages of high specificity and sensitivity. Moreover, the samples are not easily contaminated during the amplification, and the detection of RNA viruses is not susceptible to interference from DNA in the template. Hence, it can be used to detect RNA viruses such as respiratory viruses [42, 43] and hepatitis A viruses [44]. Nevertheless, NASBA is a relatively high-cost method. Besides, the technology is mostly in the research stage, and a true constant temperature for the amplification is not realized due to the requirement of preheating treatment prior to the testing.

Recombinase polymerase amplification

RPA is an isothermal amplification technique established by Piepenburget et al. in 2006 [45], which involves recombinase T4 uvsX, polymerase Bsu, single strand-binding protein gp32, and two primers. Once the protein–DNA complex formed by the binding of recombinase to the primer via the homologous sequence in the double-stranded DNA, the recombinase catalyzes the DNA strand exchange reaction. Subsequently, the primer-directed DNA synthesis is initiated by the polymerase, and exponential amplification of the target region on the template occurs. Meanwhile, the replaced DNA strand binds to single strand DNA-binding to prevent further replacement. Moreover, the thermal denaturation of the template is not required for RPA, and the amplified product can be obtained within 30 min at 37–42°C. The results of RPA can be assessed using a number of assays, including agarose gel electrophoresis, real-time detection of fluorescent probes [46], and lateral flow chromatography [47]. RPA has become the fastest-developing isothermal amplification technique in recent years due to its rapidity, high sensitivity, and mild reaction conditions at a constant temperature. It has some limitations such as relatively long primer probes, difficulty in designing the primers, and restrictions on the storage of enzymes. However, it is considered the most promising alternative option to PCR as a key member of isothermal nucleic acid amplification techniques [48].

Rolling circle amplification

RCA is an isothermal amplification reaction catalyzed by a DNA polymerase with strand displacement activity at a constant temperature of 37°C [49]. A padlock probe is hybridized with the target sequence through the action of DNA ligase and then ligated into a circular template. Upon being aligned with the circular template, the primer is extended along the loop through the action of DNA polymerase, and the previously generated extension chains are constantly replaced. Ultimately, repetitive long single-stranded DNA products are generated. RCA can be applied to the detection of pathogenic microorganisms [50, 51], with the advantages of single reaction primers and high specificity. However, the DNA ligase used for the circular reaction in RCA has relatively high requirements on the reaction system. Also, the technique is cumbersome and unable to meet the needs of inexpensive detection due to its high cost. Moreover, a rapid detection cannot be achieved because of several hours of reaction time, while the padlock probe and DNA template in the reaction system produce strong background signals that can affect the detection limit. In fact, as an isothermal amplification technique, RCA needs to be optimized in various aspects such as probe design, background elimination, cost, and time [52].

Helicase-dependent amplification

Helicase-dependent amplification (HAD) is a helicase-based isothermal nucleic acid amplification technique developed by New England Biolabs in the USA [53]. This technique mimicks the in vivo DNA replication process at a constant temperature of 65°C in vitro. Single-stranded DNAs are generated from double-stranded DNAs by DNA helicase. Two specific primers, P1 and P2, bind to the respective targets to form a partial DNA duplex and are extended through the action of DNA polymerase. As a template, the newly synthesized DNA duplex is unwound by a thermostable helicase and then enters into the next round of amplification reaction, thereby fulfilling DNA amplification under isothermal conditions. HDA can only be applied to the amplification of short-length DNA fragments. Also, it has some disadvantages such as low amplification rate and time-consuming process (60–120 min), which limit its practical application in POCT.

In the last 20 years, continuous progress has been made in developing various isothermal nucleic acid amplification techniques and signal detection strategies for more sensitive, simple, and rapid detection of pathogenic nucleic acids. In this study, we comparatively analyzed the amplification time, temperature, advantages, and disadvantages among several main isothermal amplification techniques (Table 1).

Table 1 Comparative analysis of various isothermal amplification methodsPathogen detection techniques based on RPA in combination with microfluidic chips

Integration of isothermal amplification technology into microfluidic chips or portable devices greatly improves nucleic acid–based on-site pathogen detection, thus, facilitating the development of POCT diagnosis based on nucleic acid detection [54]. A comprehensive comparison of technical characteristics among several isothermal amplification methods reveals that RPA combined with microfluidic chips has huge potential in developing more portable and mature POCT techniques due to its advantages of short detection time and low and constant temperature. The techniques for pathogenic microorganism detection based on RPA in combination with microfluidic chips have been widely studied and applied in various fields, including medicine, food industry, and molecular biology.

The lateral flow dipstick (LFD) assay is a relatively common portable detection technique categorized into microfluidic chips in a broad sense. RPA combined with lateral flow (LF) test strips possesses the advantages of rapidity and portability in the POCT and has been widely studied. Zhou et al. [55] developed an on-site detection method RPA-LFD for Bursaphelenchus xylophilus based on RPA in combination with LF test strips (Fig. 5). The assay can be completed in around 30 min at 38°C. Notably, the detection limit can be as low as 1 pg of purified B. xylophilus genomic DNA, and the assay displays a high specificity. Although RPA-LFD assay has the advantages of short detection time, low instrument dependence, and suitability for on-site testing, it is limited by a relatively high detection cost (approximately 50 yuan/test, which is higher than that for PCR assay). Zhao et al. [56] developed a method for specifically detecting Mycobacterium bovis DNA using RPA combined with LFD. The successful detection of M. bovis DNA with this assay can be achieved within 30 min at 39°C. Strikingly, this assay displays a detection limit of 20 copies/μL as well as a sensitivity four times as high as that of real-time quantitative PCR (qPCR). Sandeep et al. [57] established an RPA-LFD assay for detecting Mycoplasma ovipneumoniae, which helped obtain visual test results within 20 min at 39°C. In particular, this assay showed a detection limit of 9 copies/reaction, comparable to the sensitivity of real-time fluorescence quantitative PCR, while it had a higher specificity. The direct exposure of the test strips to the environment during the assay procedure could easily lead to a risk of aerosol contamination. In fact, this problem could be effectively solved by sealing the test strip into the microfluidic chip.

Fig. 5figure 5

Schematic representation of the recombinase polymerase amplification combined with lateral flow dipstick (RPA-LFD) assay. A Principle of RPA. B Schematic representation of the LFD working principle [55]

In 2014, Kim [58] developed a centrifugal microfluidic assay device by integrating RPA, LF test strips, and a disk microfluidic chip (Fig. 6). In this device, the three main steps, including pathogen nucleic acid extraction, DNA amplification, and visualization of the results, are integrated on one single chip. The assay can be completed within 27.5 min. Notably, this assay displays a detection limit of 10 CFU/mL or 102 CFU/mL for Salmonella in phosphate-buffered saline or milk, and the test results can be directly interpreted using the test strips integrated in the chip. This device possesses the advantages of high integration of multiple detection steps, which greatly simplify the test procedure. Meanwhile, the entire procedure is carried out in a sealed chip. As a result, a possible contamination caused by the opening of the test tube during the traditional test strip assay can be effectively avoided. Given that this device is relatively complex in design and bulky, further improvement in portability needs to be done.

Fig. 6figure 6

Schematic diagram of RPA and disk chip combination. The chip integrates nucleic acid extraction and amplification, and the results are detected using the integrated side flow chromatography strip [58]

Liu et al. developed an MI-IF-RPA assay for rapid COVID-19 detection by integrating reverse-transcription RPA (RT-RPA) and LF test strips on one single microfluidic chip [26] (Fig. 7). RT-RPA-amplified reaction components in chamber (I) are mixed with the running buffer of chamber (II) in chamber (III), and then delivered to the LF detection strips for biotin- and FAM-labeled amplified analyte sequences. Around 30 min later, the results can be interpreted with naked eyes. Strikingly, this assay displays a detection limit of 1 copy/μL or 30 copies/sample for SARS-CoV-2-armored RNA particles. The validation of clinical samples and comparison with RT-PCR revealed that the MI-IF-RPA assay had a sensitivity of 97% and a specificity of 100%. The enclosed design for the MI-IF-RPA assay can effectively prevent possible aerosol contamination. Compared with the centrifugal microfluidic assay device mentioned earlier, the MI-IF-RPA system has a significantly reduced instrument volume and improved portability. However, the nucleic acids must be extracted from the samples before the test. As a result, more operation steps are required for this assay, and its promotion and application have been limited to a certain extent.

Fig. 7figure 7

Schematic illustration of the MI-IF-RPA system for COVID-19 detection. Samples containing COVID-19 target genes are loaded into the small reservoir (I), where they are isothermally reverse transcribed, amplified, labeled with biotin and FAM, then bound to the anti-FAM antibody. The samples are then mixed (III) with running buffer from the large chamber (II) for capillary diffusion across detection bands in the lateral flow chamber (IV) [26]

In 2016, Choi developed a centrifugal direct-RPA microdevice for the rapid detection of multiple foodborne pathogens in milk samples [59]. In this device, the flow direction and rate of the fluids can be modulated by designing channel configuration and adjusting the rotation speed to fulfill nucleic acid isolation, isothermal amplification, and fluorescence assay (Fig. 8). This microdevice consists of three identical functional units with four reaction chambers for each unit. Thus, 12 direct-RPA reactions can be performed simultaneously. Moreover, specific and simultaneous detection of multiple pathogens can be achieved on a single microdevice. For assaying milk samples, the sensitivity of this device can reach 4 cells/3.2 μL within 30 min. At present, this device can only be applied to detect Gram-negative bacteria because it is unable to disrupt the outer peptidoglycan layer of Gram-positive bacteria for nucleic acid extraction. Huang et al. developed a microfluidic chip detection system using two-stage isothermal amplification, including first-stage RPA and second-stage LAMP, which provided a simple molecular diagnostic method for the real-time and parallel detection of multiple targets in clinic, with a minimum detection limit of approximately 10 copies [60] (Fig. 9). In this case, the microfluidic chip–based two-stage isothermal amplification integrates the advantages of both RPA and LAMP, while avoiding their disadvantages. Thus, this system can be used to detect various types of nucleic acid samples, including DNA and RNA, in a simultaneous and timely manner. Strikingly, it requires fewer reagents and involves low cost and no cross-contamination, thereby facilitating the detection of clinical samples that may contain both bacteria and RNA viruses, as well as accurate classification for timely diagnosis and treatment. Besides, the flow and transfer of the samples can be achieved by adjusting the number of revolutions. However, this assay is time-consuming and usually takes 1 h to obtain the test results.

Fig. 8figure 8

Schematic illustration of the centrifugal direct-RPA microdevice. A An assembled image, B a disassembled image, C a real digital image of the microdevice, and D an enlarged schematic of each unit and its components [59]

Fig. 9figure 9

Illustration of the entire flow control of the chip. a Initial state of the chip with the RPA mix (red dye) and LAMP mix (blue dye) ,dried primers. b RPA mix was divided into quantitative chambers at 2000 rpm for 30 s. c RPA product was transferred into the amplification chamber as the template for LAMP. d LAMP mix was primed into the siphon valve by the capillary action at 100 rpm for 30 s. e LAMP mix was transferred into the separated sub-volumes at 2000 rpm for 30 s. f LAMP mix was distributed into reaction chambers at 6000 rpm for 60 s [60]

Wearable biosensors that can be directly worn or attached to the body surface or integrated into clothing and accessories are gradually popularized and applied due to their good portability, providing a new strategy for real-time and sustainable health monitoring. Yang et al. combined the flexible microfluidic technique with RPA and developed a novel bandage-type wearable microfluidic-RPA sensor for the rapid and intuitive detection of Zika virus nucleic acids [61] (Fig. 10). In the sensor, the human body temperature contributes to the required temperature for RPA reaction. The nucleic acid sample is incubated for 10 min, and the fluorescence is excited by irradiation with a mini ultraviolet flashlight. A smartphone can be used to record the images, and the test results are interpreted with naked eyes. In the meantime, Kong et al. developed a wearable microfluidic device based on human body temperature–triggered RPA reaction for simple and rapid amplification of HIV-1 DNA [62] (Fig. 11). The test results could be obtained within 24 min with the help of a mobile phone–based fluorescence detection system. The detection limit was 100 copies/ml. This wearable RPA-microfluidic detection device has the advantages of being fast, sensitive, and easy to use, thus, contributing to the development of POCT, especially the self-detection of pathogens. For assays using the two devices mentioned earlier, nucleic acid extraction from body fluid samples needs to be carried out prior to the testing. In these cases, the automatic and real-time detection of pathogens cannot be achieved.

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