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      A Cluster of Ocular Syphilis Cases with a Common Sex Partner — Southwest Michigan, 2022

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          Summary What is already known about this topic? Untreated syphilis can lead to rare manifestations of ocular syphilis, otosyphilis, and neurosyphilis. Prompt diagnosis and treatment of syphilis can prevent systemic complications. What is added by this report? A cluster of five cases of ocular syphilis in women with a common male sex partner was identified in Michigan, suggesting that an unidentified Treponema pallidum strain might have been a risk factor for developing systemic manifestations of syphilis. What are the implications for public health practice? Maintaining a high index of clinical suspicion and obtaining a thorough sexual history are critical to diagnosing ocular syphilis, otosyphilis, and neurosyphilis. Coordination of disease surveillance with disease intervention specialist case investigation, partner notification, and treatment referral can interrupt syphilis transmission. Abstract Untreated syphilis can lead to ocular syphilis, otosyphilis, and neurosyphilis, conditions resulting from Treponema pallidum infection of the eye, inner ear, or central nervous system. During March–July 2022, Michigan public health officials identified a cluster of ocular syphilis cases. The public health response included case investigation, partner notification, dissemination of health alerts, patient referral to a public health clinic for diagnosis and treatment, hospital care coordination, and specimen collection for T. pallidum molecular typing. Five cases occurred among southwest Michigan women, all of whom had the same male sex partner. The women were aged 40–60 years, HIV-negative, and identified as non-Hispanic White race; the disease was staged as early syphilis, and all patients were hospitalized and treated with intravenous penicillin. The common male sex partner was determined to have early latent syphilis and never developed ocular syphilis. No additional transmission was identified after the common male partner’s treatment. Due to lack of genetic material in limited specimens, syphilis molecular typing was not possible. A common heterosexual partner in an ocular syphilis cluster has not been previously documented and suggests that an unidentified strain of T. pallidum might have been associated with increased risk for systemic manifestations of syphilis. A high index of clinical suspicion and thorough sexual history are critical to diagnosing ocular syphilis, otosyphilis, and neurosyphilis. Coordination of disease surveillance with disease intervention specialist investigation and treatment referral can interrupt syphilis transmission. Investigation and Results In Michigan, all reactive syphilis laboratory test results are routinely reported to the Michigan Disease Surveillance System (MDSS). Syphilis case investigation and contact tracing are centralized to the Michigan Department of Health & Human Services (MDHHS), whereas treatment and care are coordinated by local public health departments and health care facilities. On April 21, 2022, a local public health physician at Kalamazoo County Health and Community Services Department (KCHCSD) alerted MDHHS that two cases of ocular syphilis had been identified during the previous 5 weeks in two hospitalized women (patient A and patient B) who were from the same geographic area (Figure). An epidemiologic link was established between patients A and B when a common male sex partner was identified. MDHHS and KCHCSD, which includes a sexual health clinic with comprehensive testing, treatment, and counseling services, coordinated response and investigation of the patients in the cluster. Molecular typing to investigate the genetic strain of syphilis was not possible because of a lack of genetic material in the limited available specimens. This activity was reviewed by CDC, deemed not research, and was conducted consistent with applicable federal law and CDC policy.* FIGURE Investigation and response timeline of an ocular syphilis cluster with a common sex partner — southwest Michigan, 2022* <Figure_Large></Figure_Large> Abbreviations: ED = emergency department; KCHCSD = Kalamazoo County Health and Community Services Department; LHD = local health department; MDHHS = Michigan Department of Health & Human Services. * Patients D and E were exposed to the common male sex partner before his treatment. The figure depicts a timeline of an ocular syphilis cluster investigation and response in southwest Michigan in 2022. Clinical and Epidemiologic Characteristics of Cluster Patients Among all five women eventually identified in the cluster, prophylactic treatment was offered to every sex partner for whom contact information was available. Each of the five women in the cluster lived in a different southwest Michigan county and were aged 40–60 years (mean = 49.0 years) and identified as White race. All were hospitalized and received intravenous penicillin treatment (Table 1). All were HIV-negative, and none reported drug use or transactional sex. Reported routes of sexual exposure among the five women included anal (40%), oral (40%), and vaginal (100%). TABLE 1 Staging, clinical manifestations, and outcomes of a cluster of ocular syphilis patients — southwest Michigan, 2022 Patient* Syphilis stage† Ocular manifestation† Neurologic manifestation† Syphilis serologies CSF result Hospitalization Treatment§ A Primary Likely No TPPA reactiveUSR 1:32 Negative 3 days IV penicillin x 14 days B Secondary Likely Verified MIA reactiveUSR 1:64 VDRL 1:16 6 days IV penicillin x 14 days C Secondary Possible Verified TPPA reactiveRPR 1:512 VDRL 1:8 6 days IV penicillin x 14 days D Secondary Likely No TPPA reactiveRPR 1:256 Test not conducted 4 days IV penicillin x 14 days E Early latent Likely Likely IgG positiveUSR 1:512 VDRL 1:2 21 days IV penicillin x 14 days Common male sex partner Early latent NA NA IgG positiveUSR 1:64 NA None IM penicillin once Abbreviations: CSF = cerebrospinal fluid; IgG = immunoglobulin G antibody; IM = intramuscular; IV = intravenous; MIA = multiplex immunoassay; NA = not applicable; RPR = rapid plasma regain; TPPA = Treponema pallidum particle agglutination; USR = unheated serum regain; VDRL = venereal disease research laboratory test. * A sixth patient was determined to be unrelated to the cluster through case investigation and is not included. † Syphilis staging and ocular and neurologic manifestations as defined by the 2018 Council of State and Territorial Epidemiologists syphilis case definition. § Outpatient IV penicillin treatment, often by continuous infusion pump, enabled IV treatment duration to exceed duration of hospitalization. Patient A was referred to KCHCSD in March 2022 by an ophthalmologist for a reactive treponemal antibody test result. Patient A noted blurred vision, fear of blindness, and no improvement in genital lesions with valacylocvir, which the patient had been taking for presumed recurrent herpes simplex virus infection. She received a diagnosis of primary and ocular syphilis, and care was coordinated with hospital A for treatment. An interview identified a recent male sex partner whom patient A had met online. Patient A stated she had no other sex partners during the previous 12 months. Patient B was identified by KCHCSD’s communicable disease surveillance team in April 2022, having been admitted to hospital A for neurosyphilis. Before admission, she reported headache, mild hearing loss, and worsening blurry vision and double vision for 4 weeks; she had been treated in ambulatory care settings with amoxicillin, oral and intranasal steroids, and antiinflammatory medications, and was referred to an emergency department by an ophthalmologist who noted cranial nerve abnormalities. Patient B named the same recent sex partner named by patient A; patient B also met this partner online. A second named partner of patient B was contacted and received a negative syphilis test result. Patient C received a reactive syphilis test result and was reported by a clinician to a local health department in southwest Michigan in May 2022. Patient C had a full body rash and peeling skin on the palms of her hands; she reported spots drifting through her field of vision (floaters) and photophobia. The patient was prescribed oral steroids, evaluated by an ophthalmologist, underwent a magnetic resonance imaging study of the brain, and was treated with 1 dose of intramuscular penicillin. MDHHS disease intervention specialists † and a local public health physician coordinated inpatient evaluation at hospital A, where the patient was found to have cranial nerve abnormalities. Patient C named the same male sex partner named by patients A and B; patient C also met this partner online. After follow-up by disease intervention specialists, patient C named three additional sex partners, and reported that each of these partners told her that they had received a negative syphilis test result. Patient D received a diagnosis of ocular syphilis from an ophthalmologist in June 2022, after referral to hospital B for worsening vision. During the preceding months, patient D had experienced genital sores and a rash on her hands and abdomen, for which steroids were prescribed. Patient D named the same male sex partner named by patients A, B, and C as a sexual contact during January 2022. Two other sex partners of patient D received negative syphilis test results. Patient E sought evaluation at hospital B’s ophthalmology clinic in May 2022 for visual floaters, seeing flashing lights, and worsening vision after cataract surgery 3 months earlier. She received a reactive treponemal test result, but a nontreponemal test was not performed. Since only a fraction of reactive treponemal test results identify active infections that can be transmitted to others, MDHHS protocols defer certain investigations until additional results are reported. In July, patient E was admitted to hospital B with neurosyphilis and ocular syphilis. A reactive cerebrospinal fluid venereal disease research laboratory result triggered an MDHHS investigation. During February–April 2022, patient E had sexual contact with the same male partner reported by patients A, B, C, and D. Two other partners of patient E were unnamed; therefore, they could not be contacted. Common Male Sex Partner The common male sex partner of patients A–E was contacted by telephone and text message on multiple occasions by MDHHS disease intervention specialists during March–May 2022. He provided limited information, stated that he had traveled out of Michigan, and did not attend a scheduled appointment for evaluation in April. In May 2022, after patient C named the same male partner as patients A and B, a local public health physician reviewed the common partner's electronic medical records and discovered that he had sought care at hospital A's emergency department in January 2022 with ulcerative penile and anal lesions. At that time, he was treated with acyclovir for presumed herpes simplex virus infection, a nucleic acid amplification test for herpes simplex virus was negative, and no syphilis serology tests were ordered. After a MDHHS disease intervention specialist renewed contact with him, the common partner scheduled and kept an appointment at KCHCSD in May 2022. Upon evaluation, no signs or symptoms of syphilis were found, and he reported no visual or hearing impairment. On sexual history, he reported having multiple female sex partners during the previous 12 months, but he declined to disclose their identities; he reported no male or transgender sexual contact. He received a diagnosis of laboratory-confirmed early latent syphilis and was treated with 1 dose of intramuscular penicillin. In follow-up interviews, both patient A and patient B stated that the male sex partner had a sore on his penis in January 2022. Additional Ocular Syphilis Patients Public health officials used MDSS to compare patients in this ocular syphilis cluster to other patients with ocular syphilis occurring during a similar time frame (Table 2). Among 43 ocular syphilis patients who were not part of the cluster, 19% were HIV-positive, 2% reported injection drug use, and 7% reported transactional sex. TABLE 2 Demographic and clinical characteristics for ocular syphilis cluster patients and other ocular syphilis patients from a similar time frame — southwest Michigan, 2022 Characteristic No. (%) Patients incluster, southwest Michigan Patients not in cluster, Michigan Time frame March–July January–August Total (no.) 5 (100)* 43 (100) Sex Men 0 (—) 32 (74) Women 5 (100) 11 (26) Age range, yrs (mean)† 40–60 (49.0) 22–75 (43.6) Age group, yrs 20–29 0 (—) 5 (12) 30–39 0 (—) 14 (33) 40–49 3 (60) 12 (28) 50–59 2 (40) 5 (12) ≥60 0 (—) 7 (16) Race Asian 0 (—) 1 (2) Black or African American 0 (—) 11 (26) White 5 (100) 26 (60) Other race 0 (—) 4 (9) Unknown 0 (—) 1 (2) Hispanic ethnicity Non-Hispanic 5 (100) 39 (91) Hispanic 0 (—) 1 (2) Unknown 0 (—) 3 (7) Sexual behavior Heterosexual men 0 (—) 9 (21) Heterosexual women 5 (100) 8 (19) Men who have sex with men 0 (—) 11 (26) Sex with anonymous partner 0 (—) 10 (23) Sex without a condom 5 (100) 26 (60) Met partner on social media 5 (100) 8 (19) Syphilis staging and manifestation and comorbidity Primary 1 (20) 2 (5) Secondary 3 (60) 7 (16) Early 1 (20) 5 (12) Late latent 0 (—) 29 (67) Neurosyphilis codiagnosis 3 (60) 11 (26) STI comorbidity and history HIV-positive 0 (—) 8 (19) Previously documented STI CT, NG, or syphilis 1 (20) 13 (30) Residence § Southeast Michigan 0 (—) 22 (51) Southwest Michigan¶ 5 (100) 5 (12) Allegan County 1 (20) 1 (2) Berrien County 0 (—) 1 (2) Branch County 1 (20) 0 (—) Kalamazoo County 1 (20) 3 (7) Saint Joseph County 1 (20) 0 (—) Van Buren County 1 (20) 0 (—) Other risk factors Reported injection drug use 0 (—) 1 (2) Unhoused 1 (20) Unknown Transactional sex 0 (—) 3 (7) Abbreviations: CT = Chlamydia trachomatis; NG = Neisseria gonorrhea; STI = sexually transmitted infection. * A sixth patient was determined to be unrelated to the cluster through case investigation and is not included. † Age ranges were rounded to the nearest 10 years to prioritize privacy; age mean for patients in cluster did not use rounded age values. § Southeast Michigan includes Macomb, Oakland, and Wayne counties; for this analysis, southwest Michigan includes Allegan, Barry, Berrien, Branch, Calhoun, Cass, Eaton, Kalamazoo, Saint Joseph, and Van Buren counties. ¶ Ocular syphilis cluster cases occurred in five of the 10 total southwest Michigan counties. A sixth patient, identified in April 2022, was determined to be unrelated to the cluster because no sexual link to the five other ocular syphilis cases or the common sex partner was found. This male patient sought treatment at KCHCSD, and received a diagnosis of secondary syphilis with ocular and otic manifestations, and was admitted to hospital A. A cerebrospinal fluid nontrepenomal antibody test was reactive, and the patient was treated with 14 days of intravenous penicillin. He named two male sex partners, which did not include the same common male sex partner reported by the five female patients. Public Health Response In late April 2022, MDHHS and KCHCSD distributed an infographic to Michigan health care providers via local and state public health sexually transmitted infection email distribution lists regarding signs and symptoms of ocular syphilis, otosyphilis, and neurosyphilis. The MDHHS infographic prompted one physician to notify the sixth patient that his symptoms might indicate ocular syphilis; this resulted in the patient’s seeking medical evaluation. In early May 2022, KCHCSD issued a health advisory to area clinicians and to surrounding counties via the Michigan Health Alert Network describing 1) the ocular syphilis cases to date; 2) signs and symptoms of ocular syphilis, otosyphilis, and neurosyphilis; 3) recommendations for obtaining thorough sexual histories, conducting medical evaluations, reporting cases to public health, and consulting with specialists; and 4) recommended treatment options. In early June 2022, KCHCSD, MDHHS, and the New York City STD/HIV Training and Prevention Center presented a training webinar on syphilis diagnosis and treatment, highlighting the southwest Michigan ocular syphilis cluster to county health department nurses, physicians, and sexually transmitted infection staff members from across Michigan. Discussion The association between five women with ocular manifestations of syphilis and a common male sex partner is an unusual occurrence and suggests that an unidentified strain of T. pallidum might have been associated with increased risk for systemic manifestations of syphilis in these patients. This ocular syphilis cluster is the first documented with epidemiologic linkage among cases attributable to heterosexual transmission. In 2019, a study of 41,187 syphilis cases from 16 jurisdictions with complete reporting, including Michigan, found that incidence of systemic manifestations were rare (neurosyphilis, 1.1%; ocular syphilis, 1.1%; and otosyphilis, 0.4%) ( 1 ). A cluster of ocular syphilis was reported in Seattle in 2015 among four men who have sex with men, three of whom were HIV-positive and two of whom were sex partners ( 2 ). Among 139 suspected ocular syphilis cases with partner data from four U.S. jurisdictions during 2014–2015, none of the partners had ocular syphilis ( 3 ). Although ocular and neurosyphilis can occur at any stage of syphilis, a 2019 U.S. prevalence estimate found that these clinical manifestations occurred more commonly during late-stage syphilis, and were most prevalent among persons aged ≥65 years and those reporting injection drug use ( 1 ). In contrast, among cases in the current reported cluster, all patients had early-stage disease, and were aged 40–60 years, and none reported injection drug use or transactional sex. Although approximately 40% of patients with ocular or neurologic manifestations of syphilis in the 2019 prevalence estimate were HIV-negative, all patients in this cluster were HIV-negative. The rate of primary and secondary syphilis in Michigan increased from 3.8 per 100,000 persons in 2016, predominantly in southeast Michigan, to 9.7 in 2022, with increasing incidence in southwest Michigan. Although the majority of primary and secondary syphilis cases in Michigan in 2022 occurred in men (77%), and 39% were in men who have sex with men, the proportion of cases occurring in women increased from 9% in 2016 to 23% in 2022. The rate of primary and secondary syphilis among women in Michigan has increased from 2016 to 2022 (from 0.3 to 2.2 per 100,000 among White women and from 2.6 to 15.5 per 100,000 among Black or African American [Black] women). § Differential ascertainment bias might contribute to more frequent identification of ocular syphilis, otosyphilis, or neurosyphilis among White persons than among those who identify as Black or Hispanic in the United States ( 1 ). Although all five patients in the observed cluster were non-Hispanic White women, differential ascertainment bias and rising syphilis incidence among Michigan women do not explain the finding of a common sex partner. Michigan has not changed case-based syphilis surveillance reporting methodology, but did implement a systemic manifestation checklist and algorithm in 2020 to improve precision in classifying ocular, otic, and neurologic manifestations, to align with 2018 Council of State and Territorial Epidemiologists’ syphilis surveillance definitions. ¶ Sexually transmitted infection transmission depends upon biologic host and pathogen factors, individual and population risk behaviors, shared social networks, and disease prevalence ( 4 , 5 ). Recommended treatment reduces the duration of infectiousness, thereby interrupting transmission ( 4 ). Disease clusters might be explained by strain-specific pathogen factors or shared host susceptibility characteristics; however, no shared host susceptibility characteristics were identified among patients in this cluster. In addition, no disease transmission linked to the cluster was identified after treatment of the male sex partner, and no ocular syphilis patients with sexual linkage to others who also developed ocular syphilis have since been identified in Michigan. These limited observations suggest the possibility that a specific strain of T. pallidum might have been associated with ocular and neurosyphilis among the observed patients and ceased to circulate after these patients and their common partner were treated. However, without cluster-specific or wider geographic T. pallidum molecular typing surveillance, this hypothesis cannot be confirmed. Molecular typing studies linking ocular or neurologic manifestations to specific T. pallidum strains produced mixed findings ( 6 , 7 ). Successful T. pallidum DNA detection by nucleic acid amplification is most feasible from a primary ulcer or moist secondary lesion ( 8 , 9 ), but in this cluster, only patient A had primary syphilis at the time of diagnosis. Optimized specimen collection procedures and development of standardized T. pallidum DNA detection techniques from secondary lesions, serum, whole blood, and cerebrospinal fluid might enhance future evaluation of oculo- or neurotropic potential of T. pallidum strains ( 9 ). A local health department with a sexual health clinic, public health physician, and integrated communicable disease surveillance team facilitated initial clinical diagnosis of cases, hospital care coordination, communication to state disease surveillance teams, and treatment of the common sex partner. Case investigation by state disease intervention specialists and partner notification led to the identification of the common sex partner and facilitated treatment referral, resulting in interruption of disease transmission across county jurisdictions. Implications for Public Health Practice Coordination of disease surveillance with disease intervention specialist investigation and treatment referral can interrupt syphilis transmission. Maintaining a high index of clinical suspicion and obtaining a thorough sexual history are critical for diagnosis of ocular syphilis, otosyphilis, and neurosyphilis in all clinical settings.** Prompt diagnosis and treatment of syphilis can prevent systemic complications, including permanent visual or hearing loss. Persons at risk for syphilis should be evaluated for neurologic, visual, and auditory symptoms; likewise, a careful neurologic examination and neurologic, visual, and auditory symptom evaluation should be conducted among persons with syphilis infection. An immediate ophthalmologic evaluation should be facilitated for persons with syphilis and ocular complaints. Any cranial nerve dysfunction should prompt a lumbar puncture and cerebrospinal fluid evaluation before treatment, if possible. †† The CDC 2021 Sexually Transmitted Infections Treatment Guidelines offer recommendations for treatment of ocular syphilis, otosyphilis, and neurosyphilis ( 10 ).

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          Sexually Transmitted Infections Treatment Guidelines, 2021

          These guidelines for the treatment of persons who have or are at risk for sexually transmitted infections (STIs) were updated by CDC after consultation with professionals knowledgeable in the field of STIs who met in Atlanta, Georgia, June 11–14, 2019. The information in this report updates the 2015 guidelines. These guidelines discuss 1) updated recommendations for treatment of Neisseria gonorrhoeae, Chlamydia trachomatis, and Trichomonas vaginalis ; 2) addition of metronidazole to the recommended treatment regimen for pelvic inflammatory disease; 3) alternative treatment options for bacterial vaginosis; 4) management of Mycoplasma genitalium ; 5) human papillomavirus vaccine recommendations and counseling messages; 6) expanded risk factors for syphilis testing among pregnant women; 7) one-time testing for hepatitis C infection; 8) evaluation of men who have sex with men after sexual assault; and 9) two-step testing for serologic diagnosis of genital herpes simplex virus. Physicians and other health care providers can use these guidelines to assist in prevention and treatment of STIs.
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            Ocular Syphilis — Eight Jurisdictions, United States, 2014–2015

            Ocular syphilis, a manifestation of Treponema pallidum infection, can cause a variety of ocular signs and symptoms, including eye redness, blurry vision, and vision loss. Although syphilis is nationally notifiable, ocular manifestations are not reportable to CDC. Syphilis rates have increased in the United States since 2000. After ocular syphilis clusters were reported in early 2015, CDC issued a clinical advisory (1) in April 2015 and published a description of the cases in October 2015 (2). Because of concerns about an increase in ocular syphilis, eight jurisdictions (California, excluding Los Angeles and San Francisco, Florida, Indiana, Maryland, New York City, North Carolina, Texas, and Washington) reviewed syphilis surveillance and case investigation data from 2014, 2015, or both to ascertain syphilis cases with ocular manifestations. A total of 388 suspected ocular syphilis cases were identified, 157 in 2014 and 231 in 2015. Overall, among total syphilis surveillance cases in the jurisdictions evaluated, 0.53% in 2014 and 0.65% in 2015 indicated ocular symptoms. Five jurisdictions described an increase in suspected ocular syphilis cases in 2014 and 2015. The predominance of cases in men (93%), proportion of those who are men who have sex with men (MSM), and percentage who are HIV-positive (51%) are consistent with the epidemiology of syphilis in the United States. It is important for clinicians to be aware of potential visual complications related to syphilis infections. Prompt identification of potential ocular syphilis, ophthalmologic evaluation, and appropriate treatment are critical to prevent or manage visual symptoms and sequelae of ocular syphilis.
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              Molecular Typing of Treponema pallidum: A Systematic Review and Meta-Analysis

              Introduction Syphilis has been resurgent in many parts of the world in past decades [1]–[3]. This important sexually transmitted infection can facilitate the transmission of HIV infection [4], [5], increase the risk of adverse pregnancy outcomes [6], and cause substantial economic impact [7], [8]. Understanding the epidemiology of syphilis is important for estimating disease burdens, monitoring epidemic trends, and evaluating intervention activities. Molecular typing is a powerful tool for determining diversity and epidemiology of infections, especially for Treponema pallidum (T. pallidum), an organism that cannot be cultured in vitro [9]. In addition, molecular typing has the potential to enhance clinical care, prevention, and control efforts by contributing to a better understanding of T. pallidum acquisition and transmission [10]. The first molecular typing method was introduced by the United States Centers for Disease Control and Prevention (U.S. CDC) and is based on the interstrain variability of acidic repeat protein gene (arp) and T. pallidum repeat gene subfamily II (tprE, G and J, hereinafter referred to as tpr) [11]. The typing result is named subtype [11]. Besides the above two genes, a recent study in San Francisco introduced a third gene named rpsA that could be targeted to improve the discriminatory ability of the typing system or to further delineate the common strain type [12]. Moreover, another recent study developed a third gene named tp0548 with a better discriminatory typing power, and the typing result is named strain type [13]. Previous studies of T. pallidum molecular typing have used multiple specimens from patients with different stages of syphilis. It has been reported that specimens from moist skin lesions have a higher yield of typeable DNA [14], [15], that the lower efficiency of arp gene PCR assay may be related to poor full typing efficiency [14], [16], and that specific T. pallidum subtypes are likely associated with macrolide resistance or neurosyphilis [12], [13], [17]–[19]. This study aimed to systematically review and investigate the published research on molecular typing of T. pallidum in order to: (1) determine more suitable specimen types for the molecular epidemiological study of syphilis; (2) determine T. pallidum subtype distribution across geographic areas; and (3) summarize available information on subtypes associated with neurosyphilis and macrolide resistance. Methods Literature search Two independent researchers (RRP and JL) searched five databases (PubMed, Embase, EBSCO, Google Scholar, and CNKI) to identify published studies from 1998, when the first typing method was introduced, through 2010. Search terms included “Treponema pallidum,” or “syphilis,” combined with the subject headings “molecular,” “subtyping,” “typing,” “genotype,” and “epidemiology.” References cited in the retrieved articles were evaluated for inclusion, but duplicate reports were excluded. The search was conducted in four stages (identification, screening, eligibility, and inclusion) according to PRISMA guidelines [20], [21]. Eligibility criteria and validity assessment The inclusion criteria consisted of the following items: (1) original studies published from 1998 through 2010 in any language; (2) description of the source of clinical specimens; (3) utilization of the arp and tpr genes, or an additional third gene for molecular typing; (4) description of typing methods; and (5) report of absolute number of each subtype category. Two researchers (RRP and JL) assessed the eligibility and validity of the studies independently according to the criteria. Any disagreement was resolved by involving of the third researcher (ALW). Data extraction We extracted the following data from each study using a standardized form (Table 1): (1) first author and publication year; (2) country and location where the study was conducted; (3) study population; (4) specimen collection period; (5) clinical stage of syphilis; (6) specimen type (primary ulcer, secondary lesion, whole blood, plasma, blood collected from scraping the ear lobe [hereinafter referred to as ear lobe scraping], and cerebrospinal fluid [CSF]); (7) gene for confirming T. pallidum DNA in PCR assay (tpp47, bmp or polA); (8) number of specimens collected, and number of each type of specimen collected, if available; (9) number of specimens with positive T. pallidum DNA, and number of each type of specimen with positive T. pallidum DNA, if available; (10) number of specimens with positive amplification of arp or tpr; (11) number of fully-typed specimens, and number of each type of fully-typed specimen, if available (fully-typed specimen is specimen that can be fully typed by two genes–arp and tpr or by three genes–arp, tpr, and rpsA or tp0548); (12) number of each subtype identified; (13) macrolide resistance data, if available; and (14) subtype associated with neurosyphilis, if available. 10.1371/journal.pntd.0001273.t001 Table 1 Overview of 16 studies on molecular typing of T. pallidum clinical strains. First author, publication year Country, location, study populationa Specimen collection period Clinical stage of syphilisb Specimen typec Gene for T. pallidum detectiond No. of specimens No. of subtypes identified All DNA + arp + tpr + Full typee Pillay A, 1998 [11] f U.S., 10 cities, GUD patients; Madagascar, primary syphilis; South Africa, 3 cities, GUD patients N/A P PU tpp47 N/A 55 55 38 38 7; 8; 3 Sutton MY, 2001 [24] U.S., Arizona, SP 03/1998–10/1999 P, S, L PU, WB polA 85 56 N/A N/A 45 10 Pope V, 2005 [25] U.S., North and South Carolina, SP 11/1999–01/2003 P, S PU, SL polA 61 27 N/A N/A 23 7 Katz KA, 2010 [12] g U.S., San Francisco, SP 11/2004–11/2007 P, S PU, SL polA 74 71 69 70 69 8 Marra CM, 2010 [13] h U.S., Seattle, 87% MSM; Madagascar; U.S., San Francisco; U.S., Baltimore; China, Nanjing; Ireland, Dublin 1999–2008; 2003–2008; 2001–2007; 1999–2001; 2006–2007; 2002 P, S, L PU, SL, WB, CSF N/A N/A N/A N/A N/A 84; 20; 19; 15; 10; 10 8; 6; 4; 5; 2; 4 Martin IE, 2010 [18] Canada, Alberta and Northwest territories, SP 02/2007–04/2009 P, S, C PU, SL, WB, PSi, SSi, CSFi, VEFi bmp, tpp47 and polA 449 43 43 36 36 4 Cruz AR, 2010 [26] Colombia, Cali, from a network of public sector primary health care providers 2003–2009 S SL, WB polA 38 20 6 8 6 4 Zeng TB, 2004 [27] China, Hengyang and Jiangmen, SP 02/2002–01/2004 P PU polA 85 69 57 63 57 8 Zhan LS, 2005 [28] China, South Hunan Province, SP 02/2002–08/2004 P PU polA 52 43 43 41 38 10 Zheng HP, 2005 [29] China, Guangzhou, MSP 2002–2004 P PU bmp 62 54 47 49 47 7 Martin IE, 2009 [17] China, Shanghai, GUD patients 12/2007–05/2008 P PU, WBi bmp, tpp47 and polA 57 38 36 38 36 4 Pillay A, 2002 [16] South Africa, 5 cities, MSP 1996–2000 P PU tpp47 or polA 1954 201 161 175 161 35 Molepo J, 2007 [19] South Africa, Pretoria, patients in neurology ward 06/1999–09/2000 LN CSF tpp47 50 28 13 15 13 4 Florindo C, 2008 [14] Portugal, Lisbon, SP 2004–2007 P, S PU, SL, WB bmp and polA N/A 86 N/A N/A 42 3 Castro R, 2009 [15] Portugal, Lisbon, SP 06/2003–07/2005 P, S, L PU, SL, WB, PS, ELS polA 212 90 N/A N/A 62 5 Cole MJ, 2009 [30] U.K., Scotland, MSM 08/2006–12/2007 P, S GU, AU, OU polA N/A 75 61 64 58 6 a Study population: GUD-genital ulcer disease, SP-STD patients, including males and females, MSP-male STD patients, and MSM-men who have sex with men. b Clinical stage of syphilis: P-primary syphilis, S-secondary syphilis, L-latent syphilis, C-congenital syphilis, and LN-late neurosyphilis. c Specimen type: PU-primary ulcer, WB-whole blood, SL-secondary lesion, including secondary skin lesion and/or mucosal lesion, CSF-cerebrospinal fluid, PS-plasma specimen, SS-serum specimen, VEF-vitreous eye fluid, ELS-ear lobe scraping, GU-genital ulcer, AU-anal ulcer, and OU-oral ulcer. d Gene for T. pallidum detection: tpp47-47 kDa protein gene, bmp-basic membrane protein gene, and polA-DNA polymerase I gene. e Full type was based on two genes (arp and tpr) or three genes (arp, tpr, and rpsA or tp0548). f Eight laboratory strains were excluded, remaining 55 clinical strains were included for analysis. g Introducing a third gene, rpsA. h Introducing a third gene, tp0548. Laboratory strains were excluded. i T. pallidum DNA was not amplified successfully by screening PCR assay. Statistical analysis DNA extraction efficiency was defined as a proportion of T. pallidum positive specimens out of all extracted specimens. Molecular typing efficiency was defined as a proportion of fully-typed specimens out of T. pallidum positive specimens. We performed a pooled analysis of subtype distribution by country location. One study identified subtypes in three countries (U.S., Madagascar, and South Africa), so the subtypes were disaggregated [11]. We used Statistical Package for the Social Sciences for Windows (SPSS, version 18.0, Chicago, IL, USA) and Comprehensive Meta-Analysis software (CMA, version 2.0, Biostat Inc., Englewod, NJ, USA) for statistical analysis. Point estimates with corresponding 95% confidence intervals (CI) for DNA extraction efficiency and typing efficiency were carried out for each individual study if available. A chi-square test (p<0.05 indicating statistical significance) was applied to compare the different categories. Q test (p<0.10 indicating statistical significance) and I2 value (ranging between 0% and 100%, with lower value representing less heterogeneity) were calculated to measure between-study heterogeneity [22]. A random-effects model was used to perform the subgroup analysis. Publication bias was assessed by the Begg rank correlation test (p<0.05 indicating statistical significance) [23]. Results Study selection As shown in Figure 1, 370 potential abstracts were identified, and 111 duplicate records were removed. Of the remaining abstracts, all were screened, and 226 that did not study the molecular typing of syphilis were excluded. Thirty-three full-text articles were assessed for eligibility and of those, 16 studies were included (Table 1) [11]–[19], [24]–[30]. No additional eligible studies were identified by checking the references of retrieved articles. Fourteen studies used two genes (arp and tpr) for molecular typing [11], [14]–[19], [24]–[30], and two recent studies used three genes (arp, tpr, and rpsA or tp0548) [12], [13]. 10.1371/journal.pntd.0001273.g001 Figure 1 Search strategy of published studies according to PRISMA guidelines. DNA extraction efficiency DNA extraction efficiency ranged from 10.3% to 95.9% based on 12 studies (Figure 2) [12], [15]–[19], [24]–[29]. The median was 60.9% with an inter-quartile range (IQR) of 43.0%–82.3%. Blood specimens resulted in a lower yield of T. pallidum DNA compared to skin specimens (30.0% vs. 85.7%, χ2 = 245.2, p<0.001). No obvious publication bias was observed (Begg rank correlation test, p = 0.11). 10.1371/journal.pntd.0001273.g002 Figure 2 Forest plot of DNA extraction and molecular typing efficiency from 15 studies. Proportion represents DNA extraction efficiency or full typing efficiency. Lower limit and upper limit represent 95% confidence intervals. Strong evidence of heterogeneity (I2 = 98.4%, p<0.001) was observed between studies. Subgroup analysis by specimen type partly reduced the heterogeneity (Table 2). Primary and secondary lesions and ear lobe blood specimens had an average higher yield of T. pallidum DNA (83.0% vs. 28.2%, χ2 = 247.6, p<0.001) compared to plasma, whole blood and CSF. DNA extraction from CSF was more efficient than from whole blood and plasma (33.6% vs. 24.5%, χ2 = 13.4, p<0.001). Whole blood and plasma had the lowest DNA extraction efficiency, with no significant difference between the two (25.0% vs. 13.0%, χ2 = 1.0, p = 0.32). 10.1371/journal.pntd.0001273.t002 Table 2 Subgroup analysis of DNA extraction and molecular typing efficiency by specimen type. Specimen type Efficiency % (95% CI) No. of studies Heterogeneity I2 (%) p-value DNA extraction Primary ulcer 86.4 (80.0–90.9) 7 48.9 0.07 Secondary lesion 75.0 (57.8–86.8) 4 0 0.71 Ear lobe scrapinga 65.6 (47.9–79.8) 1 Plasma 13.0 (0.5–81.2) 2 82.8 0.02 Whole blood 25.0 (13.5–41.6) 5 76.7 0.002 Cerebrospinal fluid 33.6 (4.1–85.6) 2 67.5 0.08 Molecular typing Primary ulcer 82.8 (75.3–88.3) 9 66.7 0.002 Secondary lesion 71.9 (50.2–86.6) 4 0 0.57 Ear lobe scrapinga 76.2 (54.0–89.7) 1 Plasma 62.5 (44.9–77.3) 1 Whole blood 34.5 (17.7–56.4) 4 65.0 0.04 Cerebrospinal fluid 46.4 (29.2–64.6) 1 a Blood collected from scraping the ear lobe. When the blood specimens were disaggregated by clinical stage based on three studies, blood specimens from patients with secondary syphilis had higher yield of DNA than blood from patients with primary or latent syphilis (55.8% vs. 34.1% vs. 33.6%, χ2 = 7.3, p = 0.007) [15], [17], [26]. Molecular typing efficiency The difference of PCR efficiency between the arp and tpr genes was not statistically significant based on 11 studies (χ2 = 5.2, p = 0.88) [11], [12], [16]–[19], [26]–[30]. Typing efficiency ranged from 30.0% to 97.2% among 15 studies (Figure 2) [11], [12], [14]–[19], [24]–[30], with the median of 80.4% and IQR of 68.9%–87.0%. Publication bias was not statistically significant (Begg rank correlation test, p = 0.11). Subgroup analysis by specimen type was also conducted to reduce the obvious heterogeneity between studies (I2 = 84.7%, p<0.001) (Table 2). Primary and secondary lesions and ear lobe blood specimens had an average higher efficiency of full molecular typing (80.9% vs. 43.1%, χ2 = 102.3, p<0.001) compared to plasma, whole blood, and CSF. Plasma ranked in the middle of all blood specimens in terms of typing efficiency. The typing efficiency of whole blood was the lowest, with no significant difference compared with CSF (34.5% vs. 46.4%, χ2 = 1.3, p = 0.25). One study that disaggregated specimens by clinical stage showed that molecular typing efficiency was borderline insignificance between specimens from primary, secondary, and latent syphilis (85.7% vs. 83.3% vs. 55.1%, χ2 = 6.2, p = 0.05) [15]. Subtype distribution Fifty-seven subtypes of T. pallidum were identified from 14 studies [11], [14]–[19], [24]–[30]. For the arp gene, a range of 2 to 22 tandem repeats (except 9 and 21) were found. For the tpr genes, patterns a to m and p were found. Additionally, for the tp0548 gene, sequences c to g and i were found [13]. For the rpsA gene, a range of 8 to 10 and 12 tandem repeats were found [12]. South Africa, the U.S., and China had the most abundant variety of subtypes, and 38 subtypes were identified in 177 specimens, 19 subtypes were identified in 81 specimens, and 15 subtypes were identified in 178 specimens, respectively. The pooled analysis based on country showed that the distribution of the 27 most common subtypes had substantial geographic variation (Figure 3). Overall, 14d, 14f, 14a, 13d, and 15d were most prevalent. The limited data on subtypes associated with neurosyphilis and macrolide resistance precluded completion of one study aimed to investigate the neuroinvasive and macrolide resistant subtypes. 10.1371/journal.pntd.0001273.g003 Figure 3 Distribution of the most common subtypes across eight geographic areas from 14 studies. Discussion The World Health Organization (WHO) recently estimated 10.6 million new cases of syphilis each year, and the emergence of macrolide resistant strains has increased the importance of molecular epidemiological investigations [31], [32]. Globally, molecular typing of T. pallidum clinical strains has helped characterize syphilis outbreaks [24], [30], evaluate subtypes associated with neurosyphilis [13], [19], monitor macrolide resistance [12], [17], [18], differentiate between relapse and re-infection episodes [13], and better understand the geographic, temporal, and population distributions of T. pallidum [11], [13], [30]. Despite the public health and clinical benefits of molecular investigation of syphilis, limited numbers of studies in a few epidemic countries have focused on the molecular typing of T. pallidum since the first typing assay appeared. Our review showed that extracting DNA from blood specimens resulted in a lower yield compared to skin lesions. This is consistent with another study that directly compared the two methods [33]. Previous studies indicated that this may be largely related to the lower T. pallidum load in blood than that in skin lesions [9], [34]. Moreover, PCR-inhibitory substances are more likely to exist in whole blood [35]. Our analysis showed that moist skin lesions from patients with primary or secondary syphilis were suitable for molecular investigation of syphilis. Additionally, ear lobe blood specimen could be an alternative when there are no visible skin lesions. Previous studies reported results of partial molecular typing due to low success rate of the arp gene PCR assay [14], [16], [36]. Our analysis revealed that the efficiency of PCR assay between the arp and tpr genes was not statistically significant. The specimens that had most efficient molecular typing were the same specimens that yielded higher T. pallidum DNA–primary ulcer, secondary lesion, and ear lobe scraping. CSF from patients with late neurosyphilis resulted in 46.4% typing efficiency. Although the typing efficiency is not high, the typing results of CSF highlight the potential for typing neuroinvasive strains. Interestingly, ear lobe scrapings had the highest DNA yield and typing efficiency among blood specimens, with no significant difference compared with primary ulcers and secondary lesions. Because the ear lobe is rich in capillaries, poor in sensory nerves, and can be easily accessed [37], it has promising prospect for blood specimen collection. Since there has been only one study verifying the molecular typing efficiency of ear lobe blood specimens, the results should be validated using a larger sample size. A surprising level of genetic diversity of T. pallidum was evident, with predominance of several subtypes worldwide. 14d was most prevalent, except in the U.S. (ranked third) and Portugal (ranked second). The abundant variety in subtype distribution across geographic areas could reflect regional sexual network patterns. However, the predominance of 14d may indicate some linked transmission, and 14d may be an original circulating subtype in many parts of the world. The association between specific subtypes and neurosyphilis can lead to a detailed understanding of the molecular mechanisms underlying neurosyphilis, and neuroinvasive subtypes can be a laboratory marker for increased risk of neurosyphilis. Though successful typing from CSF has made this kind of research possible, data is still limited. Our systematic literature search identified only two studies on CSF typing. One identified 14a, 3e, 2i, and 17e in CSF from patients with late neurosyphilis [19]. Another study showed that 14d/f was significantly associated with neurosyphilis when compared with other strain types (p = 0.02) [13]. However, the typing efficiency of CSF specimens was relatively lower than other specimen types, and the characteristics of specimens in which subtypes could not be identified were not available. Future investigations using a larger sample size and more sensitive typing method for CSF are warranted. A single mutation conferring macrolide resistance of T. pallidum has been reported in the U.S. [12], [38]–[40], Dublin [38], Canada [18], [33], [41], Shanghai [17], [42], and the Czech Republic [43], [44]. However, resistance has not been found in some African countries (Madagascar, Tanzania, and Uganda) [45]–[47]. Previous studies showed that antibiotic selection may contribute to increased macrolide resistance [39], [40], and resistant mutations were present in at least 2 separate strains of T. pallidum using a molecular marker (51 base pair insertion) [39]. Further investigation of resistant subtypes using molecular typing can help elucidate the molecular mechanism of macrolide resistance, but data is still not abundant. Three of the included studies mentioned resistant subtypes. One study in Shanghai found 100% (38 patients) macrolide resistance, and subtype 14f was predominant [17]. Resistance rate was 19.4% (7/36) in West Canada, and all resistant subtypes were 14d [18]. In San Francisco, 67.7% (42/62) were macrolide resistance, and subtype 14d9 was predominant [12]. To our knowledge, this is the first literature review and meta-analysis of globally published papers on molecular typing of T. pallidum. Because the quality of included studies varied, the following limitations should be acknowledged. First, the sample size of fully-typed specimens was small in most studies (median of 44 and IQR of 36–61), resulting in limited statistical power and limited information on transmission networks. Second, although stratified analysis can partly reduce the between-study heterogeneity, modest heterogeneity still existed. This may have been due to study-specific factors, such as specimen quality and laboratory condition. Third, because genital specimens were available more easily from males than females, the enrollment of males was predominant in the included studies, which used genital ulcers for typing. Differences in subtype distribution between males and females may have not been detected. Finally, our study included only published studies and abstracted data from articles, not raw data, which may have resulted in some selection bias. Future molecular epidemiological research of syphilis should be informative for effective syphilis prevention and control programs. Possible studies should be at least focused on: (1) identification of high-risk populations to trace transmission networks and treat high-risk infection sources; (2) verification of subtypes associated with macrolide resistance and neurosyphilis to aid diagnosis and treatment; and (3) research on the invasiveness and virulence of different T. pallidum subtypes in order to better understand of the pathology of syphilis. Supporting Information Checklist S1 PRISMA Checklist. (DOC) Click here for additional data file.
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                MMWR Morb Mortal Wkly Rep
                MMWR Morb Mortal Wkly Rep
                WR
                Morbidity and Mortality Weekly Report
                Centers for Disease Control and Prevention
                0149-2195
                1545-861X
                24 November 2023
                24 November 2023
                : 72
                : 47
                : 1281-1287
                Affiliations
                Kalamazoo County Health and Community Services Department, Kalamazoo, Michigan; Department of Family and Community Medicine, Western Michigan University Homer Stryker M.D. School of Medicine, Kalamazoo, Michigan; Michigan Department of Health & Human Services; Division of STD Prevention, National Center for HIV, Viral Hepatitis, STD, and TB Prevention, CDC.
                Author notes
                Corresponding author: William D. Nettleton, wdnett@ 123456kalcounty.com .
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                10.15585/mmwr.mm7247a1
                10685383
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