Mem Inst Oswaldo Cruz, Rio de Janeiro, 110(2) April 2015
Original Article

Evaluation of parasitological and molecular techniques for the diagnosis and assessment of cure of schistosomiasis mansoni in a low transmission area

Liliane Maria Vidal Siqueira1,+, Luciana Inácia Gomes2, Edward Oliveira2, Eduardo Ribeiro de Oliveira2, Áureo Almeida de Oliveira1, Martin Johannes Enk3, Nídia Figueiredo Carneiro4, Ana Rabello2, Paulo Marcos Zech Coelho1

1Laboratório de Esquistossomose
2Laboratório de Pesquisas Clínicas, Centro de Pesquisas René Rachou-Fiocruz, Belo Horizonte, MG, Brasil
3Instituto Evandro Chagas, Ananindeua, PA, Brasil
4Centro de Controle de Zoonoses, Montes Claros, MG, Brasil

Page: 209-214 DOI: 10.1590/0074-02760140375
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This study evaluated parasitological and molecular techniques for the diagnosis and assessment of cure of schistosomiasis mansoni. A population-based study was performed in 201 inhabitants from a low transmission locality named Pedra Preta, municipality of Montes Claros, state of Minas Gerais, Brazil. Four stool samples were analysed using two techniques, the Kato-Katzu00ae (KK) technique (18 slides) and the TF-Testu00ae, to establish the infection rate. The positivity rate of 18 KK slides of four stool samples was 28.9% (58/201) and the combined parasitological techniques (KK+TF-Testu00ae) produced a 35.8% positivity rate (72/201). Furthermore, a polymerase chain reaction (PCR)-ELISA assay produced a positivity rate of 23.4% (47/201) using the first sample. All 72 patients with positive parasitological exams were treated with a single dose of Praziquantelu00ae and these patients were followed-up 30, 90 and 180 days after treatment to establish the cure rate. Cure rates obtained by the analysis of 12 KK slides were 100%, 100% and 98.4% at 30, 90 and 180 days after treatment, respectively. PCR-ELISA revealed cure rates of 98.5%, 95.5% and 96.5%, respectively. The diagnostic and assessment of cure for schistosomiasis may require an increased number of KK slides or a test with higher sensitivity, such as PCR-ELISA, in situations of very low parasite load, such as after therapeutic interventions.

Approximately 200-300 million people worldwide are infected by one of the five main species of Schistosoma. Of the infected, 120 million people are symptomatic and 20 million are afflicted with a severe form of the disease. Approximately 779 million people are at risk of contracting the disease (Steinmann et al. 2006) and 280,000 deaths per year are attributed to this disease and its complications (Van der Werf et al. 2003).

Schistosomiasis is an important public health problem and the development of simple, low cost and efficient diagnostic methods that may be used on a mass scale, especially in field work, is of fundamental interest. However, decisions about individual treatment, the study of morbidity due to schistosomiasis, the rapid identification of communities at risk of infection, evaluations of cure or reinfection after chemotherapy and the monitoring of control programs are actions that depend primarily on the results of more accurate and effective diagnostic tests (Utzinger 1999).

The conventional diagnosis of S. mansoni infection is performed using the microscopic detection of parasite eggs in faeces. The Kato-Katz (KK) technique is recommended because it is quantitative, low cost and easy to perform (WHO 1993). However, difficulties arise in individuals with low worm burden because of the small number of eggs shed in the faeces, daily variations of oviposition by female worms and only a small amount of sample is examined in a single slide, approximately 41.7 mg of faeces (Kongs et al. 2001). Many schistosomiasis control programs adopted this procedure, which results in an underestimation of true disease prevalence, particularly in low transmission areas and individuals with low worm burdens (Enk et al. 2008). It is scientifically well demonstrated that the presence of S. mansoni eggs in a faeces sample varies more on different days than between various slides, which indicates that the results of a larger number of faecal examinations would be ideal to more accurately evaluate infection prevalence (Utzinger et al. 2001). Therefore, the possibility of false negative results cannot be excluded by negative stool examinations performed using only a few samples and slides.

Advances in disease diagnosis are not satisfactory despite increased awareness of the disease. This decrement is reflected in the effectiveness of control programs, which has become a major public health challenge that requires innovative and more effective strategies, such as the use of alternative diagnostic methodologies that would enable estimates of prevalence rates that are closer to reality (Enk et al. 2008).

Assays for the detection of antibodies and antigens are promising strategies that are complementary to the traditional parasitological examination. These methods are auxiliary assays that can determine therapeutic responses and the persistence of infection, but they are not used in population surveys, because sophisticated laboratory infrastructure is required and the majority of tests are in the validation process. Moreover, diagnostic strategies must be combined when these assays are used in low endemic areas to obtain a better estimate of the infection rate of Schistosoma in populations that are at risk of the disease and evaluate the effectiveness of interventions, such as chemotherapy (Cavalcanti et al. 2013).

Commercially available immunological tests include ELISA kits and indirect haemagglutination for the detection of antibodies. Recently, the Point-of-Care (POC-CCA®) test was evaluated to detect circulating cathodic antigens in urine samples (Rapid Medical Diagnostics, South Africa) and this test showed better sensitivity than the KK technique (Colley et al. 2013).

Molecular methods are useful for the detection of low parasitic loads and these tests are highly sensitive for the laboratory diagnosis of infectious diseases. Recent DNA detection assays are drawing attention because their robustness, which makes these assays applicable for community and individual diagnoses of schistosomiasis mansoni. The polymerase chain reaction (PCR) technique is based on the amplification of a highly repetitive DNA sequence for the diagnosis of Schistosoma mansoni infection in snails (Hamburger et al. 1991) and it was adapted for the diagnosis of schistosomiasis mansoni in human faeces by Pontes et al. (2002). This work standardised and evaluated the technique in endemic areas and it detected 1 fg of S. mansoni DNA. The specificity of this method was demonstrated by the absence of the DNA of other helminths (Ascaris lumbricoides, Ancylostoma duodenale, Necator americanus, Taenia solium and Trichuris trichiura), which commonly infect people in endemic areas. However, this technique requires several steps after DNA amplification, including gel electrophoresis, which limits the number of samples that can be conveniently analysed.

The same group of researchers developed a PCR-ELISA system for the detection of Schistosoma DNA in human faeces as an alternative approach to the diagnosis of light infections (Gomes et al. 2010). This system permits the detection of DNA amplified by PCR using an ELISA platform, which measures colorimetric intensity in a microplate reader. The proposed PCR-ELISA approach was used for the diagnosis of a population in an endemic area in Brazil and 30% were found to be infected compared with the 18% found using microscopic faecal examination. The genus specificity of PCR-ELISA was assessed using purified DNA from S. mansoni, Schistosoma haematobium, Schistosoma bovis, Schistosoma intercalatum, Schistosoma japonicum, Schistosoma magrebowiei and Schistosoma rhodaini adult worms. The advantage of PCR-ELISA compared with conventional PCR is that the combined technique uses standard equipment that is widely used for the processing of ELISAs and the reagents are easy to obtain commercially.

Therefore, this study evaluated the diagnostic performance of the KK technique plus the TF-Test® and the molecular assay PCR-ELISA for the laboratory diagnosis of schistosomiasis mansoni and assessment of cure in a low transmission area.


Study area and population - This study was performed in 2009 in the communities of Buriti Seco and Morro Grande, which pertain to Pedra Preta, a little village in a schistosomiasis endemic area of the rural region of Montes Claros, state of Minas Gerais, Brazil. This area was chosen because the population shows a low migration index (fixed resident population) and the infection rate in 2005 when the last treatment occurred was 12% according to data provided by the Control Centre of Diseases of Montes Claros. The populations of the two communities were included in this study, which included 201 participants, 93 women and 108 men, aged between one-96 years.

Diagnostic techniques - An in depth analysis of stool samples, including a combination of parasitological examinations, was performed before treatment to establish the infection rate. This initial analysis was called the “Reference Test”. Four stool samples from all participants were collected and analysed using the Kato-Katz® technique [Biomanguinhos-Oswaldo Cruz Foundation (Fiocruz), state of Rio de Janeiro, Brazil] and the commercial test TF-Test® (Immunoassay Com Ind Ltda, Brazil) as described by Siqueira et al. (2011). The PCR-ELISA assay was used on 500 mg of the first stool sample of each participant for comparison with the parasitological tests and evaluation of diagnostic accuracy ( Fig. 1).


Fig. 1: flowchart of stool examinations according to different diagnostic techniques for establishing infection rate and the follow-up of positives after treatment. KK: Kato-Katz; PCR: polymerase chain reaction.


Kato-Katz® - The KK test was applied using 18 slides that were prepared as follows: 12 slides of the first sample and two slides of the second, third and fourth samples were analysed for a total of 750 mg of faeces for each participant (18 x 41.7 mg).

TF-Test® - The TF-Test® was performed on the first three samples using portions of 500 mg, totalling 1,500 mg of faeces, which was processed with 3 mL of ethyl acetate and one drop of detergent and centrifuged for 2 min at 500 g.

PCR-ELISA assay - DNA from 500-mg stool samples was isolated using the commercial kit QIAamp® DNA Stool Mini Kit, following the manufacturer’s recommendations (Qiagen GMbH, Germany). A 121-bp repetitive sequence of S. mansoni (Hamburger et al. 1991) was amplified using a forward biotinylated primer (5’-GATCTGAATCCGACCAACCG-3’) and reverse primer (5’-ATATTAACGCCCACGCTCTC-3’), according to the protocols described by Gomes et al. (2010). The amplicons were detected in an ELISA plate sensitised with streptavidin using a fluorescein 5?-labeled probe (5’-TGGTTTCGGAGATACAACGA-3?) with available reagents in the commercial kit PCR Plate Detection, according to the manufacturer’s recommendations (Sigma, USA). All experiments were performed in duplicate and data represent the mean values. Positive controls extracted from S. mansoni eggs and negative controls (water and negative control of PCR) were added to each PCR-ELISA assay. The receiver operating characteristic curve (ROC) determined the cut-off value of 0.116. Individuals with a mean absorbance above the cut-off were considered positive. The human beta-actin gene was amplified using the primers Aco1 (5’-ACCTCATGAAGATCCTCACC-3’), biotinylated in the 5’ region and Aco2 (5’-CCATCTCTTGCTCGAAGTCC-3’) as a control for variations in the efficiency of DNA extraction and PCR-amplification. Products were detected using a fluorescein 5?-labeled probe (5?-TCTCCTTAATGCACGCACG-3?) in the PCR-ELISA system as described by Gomes et al. (2010).

One stool sample of each treated participant was analysed after treatment to establish the cure rate using the KK technique examining 12 slides per sample and the PCR-ELISA assay, which used 500 mg of the same stool sample.

Comparisons of different diagnostic approaches - Diagnostic parameters were calculated using three different approaches for comparison; (i) two-slide KK examination, which is the current recommendation of the Brazilian Ministry of Health for the national schistosomiasis control program, (ii) 12-slide KK examinations to observe the diagnostic parameters using the same amount of faecal material and (iii) the Reference Test described above as an approximation of the real infection rate to evaluate test performance.

Statistical analysis - The software OpenEpi, v.3.03 (Dean et al. 2014) was used for statistical analyses. Co-positivity and co-negativity values were calculated with 95% confidence intervals (CI) for each of the three approaches. The level of diagnostic agreement between different diagnostic techniques was determined using the kappa coefficient. Landis and Koch (1977) demonstrated poor concordance when this coefficient was lower than 0.20, weak concordance between 0.21-0.40, moderate concordance between 0.41-0.60, good concordance between 0.61- 0.80 and excellent concordance when higher than 0.81.

Treatment of positives - All participants who were positive for schistosomiasis as detected using the parasitological techniques were treated with a single dose of 60 mg/kg praziquantel for children and 50 mg/kg for adults. Infections with other helminths were treated using a single dose of 400 mg albendazole, as proscribed by the Brazilian Ministry of Health.

Cure assessment - Cure assessments were performed 30, 90 and 180 days post-treatment. Sixty-nine of the 72 positive patients were followed up 30 days after treatment, 67 patients were followed up after 90 days and 61 patients were followed up after 180 days. One stool sample from each participant was analysed using the KK technique (12 slides per sample) and the PCR-ELISA assay, which was applied to 500 mg of the same stool sample.

Ethics - The Ethical Research Committee of the Research Centre René Rachou/Fiocruz (CEPSH/CPQRR 03/2008) and the National Brazilian Ethical Board (Scientific Opinion 784/2008, CONEP 14886) approved this study. The objectives of this study were presented and explained to all participants and written consent was obtained from each individual, who signed a form prior to enrolment in this study.


Seventy-two of the 201 stool samples examined were positive using the Reference Test. Two-slide KK examination of the same sample, which is the current recommendation of the Brazilian Ministry of Health for the national schistosomiasis control program, detected 16 positives (8%), examination of 12 KK slides detected 29 positives (14.4%), 18 KK slides detected 58 positives (28.9%), 32 positives (15.9%) were detected using the TF-Test® and 47 positives (23.4%) were detected using PCR-ELISA (Fig. 2). The comparison of PCR-ELISA with two KK slides, which corresponded to 83.4 mg of faeces, revealed that the co-positivity of PCR-ELISA was 93.75% (CI: 71.67-98.89%) and the co-negativity was 82.7% (CI: 76.6-87.47). The comparison with 12 KK slides of the same sample, which corresponded to 500 mg of faeces (41.7 mg x 12 = 500 mg), demonstrated a co-positivity of PCR-ELISA of 89.66% (CI: 73.61-96.42%) and a co-negativity of 87.8% (CI: 82.06-91.87%) (Table I).


Fig. 2: diagnostic performance of parasitological and molecular techniques using stool samples, Pedra Preta, municipality of Montes Claros, state of Minas Gerais, Brazil, 2009. KK: Kato-Katz; PCR: polymerase chain reaction.




Out of 47 positives detected by PCR-ELISA using 500 mg of the first sample, 12 were not identified by the Reference Test. Thirty-seven positives only were detected by the Reference Test, however the first assay was achieved with a single sample and the parasitological combination with four samples.

The kappa index was calculated to evaluate agreement among the methods. Two KK slides showed moderate agreement with PCR-ELISA (kappa index of 0.405) and 12 slides showed a substantial agreement (kappa index of 0.616) (Table II). The PCR-ELISA assay showed moderate agreement with the Reference Test (kappa index of 0.426) (Table III).



The cure rate 30 days after treatment using the KK technique was 100% and one positive individual was detected using PCR-ELISA (cure rate of 98.5%). Three positive individuals were detected using PCR-ELISA 90 days after treatment (cure rate of 95.5%), but these patients were not identified using analysis of 12 KK slides. The cure rate 180 days after treatment was 98.4% using KK (1 out of 61) and 96.5% using PCR-ELISA (2 out of 61), with a final cure rate of 95.1% (3 out of 61) (Table IV).


Evaluations of PCR-ELISA assay showed promising results. This assay proved a valuable tool for the diagnosis of schistosomiasis despite its relatively high cost. PCR-ELISA can be applied to comparisons between diagnostic methods and it is very useful to confirm suspicious cases that were not detected using conventional parasitological methods and evaluate cure control after chemotherapeutic treatment.

The PCR technique is widely used for the diagnosis of several human diseases, but its application in neglected diseases, especially schistosomiasis, were explored only recently. Pontes et al. (2002) first described the use of PCR in faecal samples for the diagnosis of schistosomiasis. Some authors obtained high sensitivity and specificity (Pontes et al. 2003, Allam et al. 2009) compared to routine parasitological examinations, such as the KK technique (Katz et al. 1972).

The positivity rate detected using PCR-ELISA was 23.4% in the present study, which was higher than the 14.4% using KK technique (12 slides). However, three participants who exhibited shedding eggs in faeces (diagnosed using the KK technique) were not identified using PCR-ELISA, which may be explained by the absence of eggs in the samples examined by PCR assay, the presence of Taq DNA polymerase enzyme inhibitors or failure in extraction, although the positive internal control (human beta-actin gene) was detected in these samples. Further, the DNA from these negative PCR-ELISA samples were diluted 1:10, 1:20 and 1:40 and assayed again to exclude the possibility of inhibiting the reaction, but the results were identical to the initial assay.

PCR-ELISA detected 20 positive cases that were not identified using the KK technique (12 slides). Our data corroborate the findings of Allam et al. (2009) who showed that PCR detected 23% positive cases amongst negative samples for S. mansoni using the KK technique from individuals living in a hypoendemic area. Similar results were found by Rabello et al. (2002) and by Pontes et al. (2003) using conventional PCR and visualisation on gel electrophoresis. These authors reported that 16 out of 194 participants exhibited positive PCR, but did not present eggs in faeces, whereas two positive participants using the KK method were negative using PCR. Pontes et al. (2003) explained that the positive cases that were not detected using PCR could occur during the DNA amplification reaction as a result of various factors, such as amplification inhibition by faecal compounds, DNA degradation during transportation from the field to the laboratory or the absence of eggs in the sample examined.

A study by Gomes et al. (2010) demonstrated that PCR-ELISA assay analysis of stool samples from 206 individuals from an endemic area compared with 12 KK slides from a single sample revealed a sensitivity of 97.4% and specificity of 85.1%, which are higher than the values in our study. This difference may be explained by factors that are inherent in the experimental procedures, which may generate errors related to the detection of parasite DNA, its degradation during biological sample collection or absence in the sample analysed. The need for well-trained technicians who rigorously apply quality control measures at all stages of the reaction should be stressed to avoid false-negative or false-positive results from contamination.

Molecular methods may suffer a loss of standardisation (reproducibility) and strength when “in house techniques are used. These criteria are required for the possible application of these methods in control programs (Gomes et al. 2009). Faecal samples are difficult to use for molecular analyses. The commercial kit QIAamp® DNA Stool Mini Kit was used in this study for DNA extraction from stool to avoid methodological interferences in the procedure. Physical methods (e.g., separation of rooms and materials and the use of laminar flow hood with ultraviolet light) were utilised throughout the experiment to minimise the chances of sample contamination. This technique requires laboratory infrastructure and a more complex operating engagement. Therefore, it is indicated for diagnosis of Schistosoma spp in special situations, when high sensitivity and specificity are required and infrastructure is available (Rabello et al. 2002).

A greater number of parasitic infections with low viral load are detected using diagnostic methods with increased sensitivity. Seventy of the 72 (97.2%) individuals infected by S. mansoni presented low worm burden [1-100 eggs per gram (epg)], one individual showed medium parasite burden (156 epg) and another patient showed a high intensity of infection (555 epg) as evaluated using the Reference Test.

The assessment of cure after treatment using the KK technique and PCR-ELISA assay showed a decrease of infected individuals. Different reasons may explain the differences in cure rates between these techniques. For example, DNA from dead worms or eggs remaining in tissues can be excreted in faeces for a period of time after treatment. Another reason is that the sensitivity of the PCR-ELISA for the detection of low parasite burdens is greater than the KK technique (Wichmann et al. 2013). The lower cure rate six months after treatment may be explained by the temporary interruption of the oviposition by female worms as a result of treatment and a resumption of oviposition at a later time. These individuals also may have been re-infected because of the constant exposure they may suffer in the endemic areas.

Managers of control programs in areas of low transmission must choose between the KK technique with various samples or PCR-ELISA assay to detect the largest number of infected individuals using a single sample. Notably, the first technique is less expensive, but the latter technique is more accurate. The cost of PCR reagents is US $10 per faecal sample (Gomes et al. 2010), but these costs are greatly reduced when the technique is utilised on a large scale. PCR also provides good precision (reproducibility and repeatability), is genus-specific and may estimate worm burden, which correlates with the values of epg of faeces determined using the KK technique.

The results obtained using PCR-ELISA support the development of a promising diagnostic method that only uses a faecal sample. This technique represents an important step forward to support studies on epidemiology and disease control, especially when the cost would be reduced by the use of industrial scale production. The assessment of cure in situations of very low parasite load, such as after therapeutic interventions, may require increased numbers of KK slides or a test with higher sensitivity than PCR-ELISA. This study also demonstrated a low positivity rate during follow-up after treatment, which indicates that an in-depth diagnostic survey is more effective and it may likely prevent successive treatments.


To Vera de Paula Ribeiro, from the Laboratory of Schistosomiasis, CPqRR, to referees review of the English, for the cooperation of the technical team of the Control Centre of Diseases of Montes Claros, and to the population of Pedra Preta, for their collaboration during the field work.


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Financial support: FAPEMIG, CAPES, CNPq, FIOCRUZ
+ Corresponding author:
Received 10 October 2014
Accepted 26 January 2015

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