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Analytical Reviews in Clinical Biochemistry: The Quantitative Analysis of Cholesterol W Richmond Ann Clin Biochem 1992 29: 577 DOI: 10.1177/000456329202900601 The online version of this article can be found at: http://acb.sagepub.com/content/29/6/577.citation

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Ann CUn Biochem 1992; 29: 577-597

Review Article

Analytical reviews in clinical biochemistry: the quantitative analysis of cholesterol W Richmond From the Department of Chemical Pathology, St Mary's Hospital, Praed Street, London W21PG, UK Studies on the occurrence and chemical nature of cholesterol can be traced'v to the observation, circa 1733, of the partial solubility of gallstones in alcohol! and the subsequent crystallization" of an unsaponifiable substance' from this source. It was named cholesterine by Chevreul" in 1816according to its origin [Greek: chole, bile, steros, solid] and first identified in human blood in 1838by Lecanu.? Its discovery in atheromatous arteries by Vogel in 18438 was an early indication of the pathological significance of this important compound. Introduction of the name cholesterol and identification of cholesterol esters in plasma followed Berthelot's work (1859) showing 'cholesterine' to be an alcohol. 9 The exact empirical formulae was established by Reinitzer in 1888. 10 Elucidation of the chemically reactive portions of the molecule was completed by 1904 with the identification of a double bond!' and demonstration that the alcohol group was secondary. 12 The colour reactions of cholesterol with strong acids were first noted by Salkowski (1872).13 Many variants of this type of reaction were reported and applied empirically to quantitative analysis over the next century as will be discussed in detail later. The immense task of elucidating the structural formula of cholesterol began circa 1900 and took 30 years work by the most notable chemists to unravel. Weiland and Windaus received the Nobel prize in 1928 for their brilliant work in this field. X-ray crystallographic studies by Bernal in Cambridge (1932)14 indicated however that the Weiland structure gave a molecule of the wrong dimensions. Rosenheim and King working at Mill Hill used this information and additional chemical evidence produced by Diels and Gadke" to deduce the correct cyclopentano phenanthrene structure in 1932. 16 •17 This review was commissioned by the Analytical Methods Working Party of the Scientific Committee of the Association of Clinical Biochemists. The views expressed are those of the author and are not necessarily those of the Scientific Committee.

Cholesterol was first demonstrated in plasma lipoprotein complexes by Macheboeuf (1929).18 Developments in electrophoresis (Tiselius, 1941),19 analytical ultracentrifugation (Gofman et ai, 1949),20 and preparative ultracentrifugation (Havel et al, 1955)21 demonstrated the existence of different lipoprotein fractions and enabled their classification according to electrophoretic mobility and density. Low density lipoproteins and high density lipoproteins were shown to be the major cholesterol transporting fractions. By 1950 a great deal of evidence had accrued to support the hypothesis that serum cholesterol concentrations tended to be higher in individuals presenting with coronary heart disease than in normals matched for age, sex, weight, etc.22 ,23 Furthermore, it had become evidentthat atherosclerosis was prominent in disease states, notably diabetes" and nephrosis,2s accompanied by hypercholesterolaemia. The relationship between low density lipoproteins and atherosclerosis had been demonstrated by Gofman using the ultracentrifugation techniques developed by his group." He claimed that the correlation between these measurements and atherosclerosis was much closer than that between blood cholesterol concentrations and this disease. The majority opinion of the United States National Heart Advisory Council, following a large cooperative study completed in 1956, was that lipoprotein measurements presented no advantage over cholesterol analysis in identifying individuals prone to develop coronary heart disease." Cholesterol measurements were thus established as an important aspect of aetiological and epidemiological studies while lipoprotein studies would make an important contribution to understanding the complexities of cholesterol transport and lipoprotein metabolism. THE MEASUREMENT OF TOTAL AND FREE CHOLESTEROL IN SERUM The chemical approach The reaction of cholesterol with strong acid under dehydrating conditions to give coloured products 577

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has been widely used for the quantitative determination of cholesterol. Of the many variants of this reaction reported, the LiebermannBurchard and Zak reactions have found the widest application in clinical analysis. The former was described initially by Liebermanrr? in 1885, and applied to cholesterol analysis shortly after by Burchard.P Cholesterol was allowed to react with sulphuric acid and acetic anhydride in chloroform solvent in the original studies, but the Liebermann-Burchard reaction is now carried out in an acetic acid-sulphuric acid-acetic anhydride medium. The Zak reaction was first applied to cholesterol analysis by Zlatkis et al. in 195329 and is carried out in an acetic acid-sulphuric acid medium. In this reaction, however, ferric ions must be present to obtain the required coloured species as explained below. Early mechanistic studies on colour production by the action of acids on cholesterol have been reviewed by Kritchevesky.f It was suggested that the mechanism of the sulphuric acid-initiated colour reactions of cholesterol involves an initial dehydration to cholestadiene followed by the formation of coloured sulphonated dimers which can undergo further polymerization. Subsequent studies suggested that a more probable mechanism involved the oxidation of cholesterol to a pentadiene.P More recently, Burke et al. 31 have presented evidence for the mechanisms of the Zak and Liebermann-Burchard colour reactions proposed in Fig. 1. According to these proposals, which are based on the correlation of spectral and mass spectrophotometric data with S02 and Fe 2+ measurements, both reactions have a common initial step, i.e. protonation of the 3{j-hydroxy group in cholesterol and subsequent loss of water to give the carbonium ion of 3,5-cholestadiene. Serial oxidation of this carbonium ion, by S03 in the Liebermann-Burchard reaction and Fe 3+ in the Zak reaction, yields the cholestapolyene carbonium ions shown. Thus it was suggested that the red product (>.. max 536 nm) typically measured in the Zak reaction is predominantly the cholestatetraenylic species, and the blue-green product in the Liebermann-Burchard reaction (>.. max 620 nm) is predominantly the pentaenylic species. These studies indicate that the colour reactions of cholesterol produce a number of products with varying absorptivities. This is an undesirable situation in quantitative analysis, and indicates the need to use these reactions under strictly controlled conditions. Furthermore, these reactions are very non-specific and require some

Dienylic ccticn A mcx- 412 nm

Pentcenylic cction A mcx- 620 nm

~ •••

T2

+ Fe

., + .- •• Trienylic cction Amox-47Bnm

SO OH 2

~! ...

+S0 2

~

I

"'" ~ Cholestchexcene sulphcnic ccid A mcx-410nm

!

,~

~

Tetrceny lic cction Amcx- 563nm

FIGURE 1. Proposed mechanisms of the Zak and Liebermann-Burchard reaction. JJ

degree of purification of the analyte before they can be applied successfully to the quantitative measurement of cholesterol in biological tissues or fluids. Despite these limitations methods have been proposed for the determination of cholesterol in serum based on the colour reactions described above. In some, colourimetric reactions have been applied directly to serum 29,32-34 while in others cholesterol is isolated from serum and purified to various degrees prior to colourlmetric measurement. In many procedures cholesterol is separated from protein by solvent extraction prior to colourimetric determination.P 4· 6 mmol/L, in type III hyperlipidaemia, or when chylomicrons are present in the sample. Alternatively, LDL cholesterol can be calculated from the difference between measurements of cholesterol before and after selective precipitation of LDL.19S-198 LDL cholesterol, derived from three measurements by the Friedwald formula or by two measurements in direct precipitation procedures, is a rather imprecise measurement and there has been much debate about the validity of the Friedwald formula. 199-202 None the less, it is a bonus when calculated from three useful measurements and has found acceptance in assigning risk and making decisions on therapy. 171 Total HDL cholesterol can be measured with acceptable precision.P! Accuracy is difficult to define, however, because of heterogeneity HDL and the qualitative differences between fractions obtained by selective precipitation and ultracentrifugation. For example Lp(a) , an apoBcontaining lipoprotein, is isolated in the HDL fraction prepared by ultracentrifugation but is removed together with LDL and VLDL in precipitation procedures.P' Apo E containing HDL is precipitated by dextran sulphate-Mgt" but not by the heparin-Mn-:' reagent.P' Considerable matrix effects are evident in control materials (author's unpublished studies) and significant differences are obtained on patients' samples with different precipitation procedures although the results are highly correlated. 184.18S.187.20S Rate zonapos and density gradientl06 ultracentrifugation studies on HDL sub fractions prepared by precipitation indicate that although the ultracentrifugation and precipitation techniques give similar results for total HDL cholesterol, they assigned different distributions to HDL subfraction cholesterol. No interferences from precipitating reagents have been reported in the reference cholesterol method. Manganese ions can cause turbidity to develop in certain enzymic reagent systems.P? This can be readily overcome by incorporation of EDTA in the reagent. Dextran sulphate of high molecular weight (500 (00) has been shown to give low results in another enzymic system!" possibly by inhibition of pancreatic cholesterol esterase. 208 No other interferences by the precipitating reagents in cholesterol assays have been reported. It has been demonstrated, however, that increased plasma concentrations of EDTA resulting from incomplete filling of blood

collection tubes cause serious overestimations of HDL3 cholesterol due to chelation of divalent cations in the precipitating reagents and consequently incomplete precipitation of HDL2. 209 Despite these analytical limitations a low total HDL cholesterol remains an important risk factor for coronary heart disease''" particularly in women"? and individuals with elevated plasma triglyceride concentrations.i!' HDL2 cholesterol, being derived from the difference between two measurements at relatively low concentration, is an imprecise measurement and is not likely to be accepted as a diagnostic or prognostic test until the physiological functions of HDL subfractions are more clearly understood. Factors to be considered in the selection of precipitation procedures for HDL cholesterol measurement include: (a) The quality and availability of precipitation reagents (b) Freedom from interference in cholesterol reagent systems (c) The ability to give stable precipitates at high triglyceride concentrations (d) The degree of dilution of sample by the precipitating reagent Polyethylene glycol (PEG) and phosphotungstateMg2+ reagents are readily available in 'kit' form. These systems have no reported interferences with cholesterol reagents and are tolerant of high sample triglyceride concentrations. The sample is diluted threefold by these precipitants, however, which necessitates measuring cholesterol at low concentrations. The viscosity of the PEG solutions is a potential source of imprecision and/or inaccuracy with some pipetting systems. An advantage of the heparin-Mn-" and Dextran Sulphate-Mg-" systems is their low dilution of sample (10%). However, they are less tolerant of high triglyceride concentrations. Mn 2+ ions can interfere with some cholesterol reagents and the source of heparin of defined activity is critical. Similarly, the molecular weight of dextran sulphate is important. The author has found the procedure described by Warnick et a/. 186 using dextran sulphate of 50 ()()() molecular weight [Dextralip 50, from Sochibo, Villacoublay, France] to be a most robust procedure providing an economic method with minimal sample dilution.

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Analytical reviews in clinical biochemistry THE BLOOD SAMPLE FOR LIPID AND LIPOPROTEIN STUDIES The selection, collection, and storage of blood samples for lipoprotein analyses has been extensively reviewed by Bachorik.i'f A brief summary is given here. Patients should be following their normal eating habits and should not be investigated during an acute illness or pregnancy. For the assessment of cholesterol status alone a fasting sample is not essential. A 12 h fast is mandatory for a profile including triglyceride measurements or lipoprotein studies. Venipuncture should be carried out on patients who have been in the sitting position for at least 5 min. The tourniquet should be used for as brief a period as possible and released before withdrawing the sample. Either plasma or serum can be used but it should be noted that the osmotic effects of low molecular weight anticoagulants shift water from erythrocytes to plasma causing a reduction in lipoprotein concentrations.i" Samples anticoagulated with EDTA at a final concetltration of 1· 5 mg/mL give results 3070 lower than simultaneously obtained serum samples. Blood bottles should be filled to the correct volume to minimize variation caused by this effect. Variations in sample EDTA concentrations can also seriously affect selective lipoprotein precipitating procedures involving divalent cations.P? EDTA does have the advantage however of chelating heavy metals such as Cu 2 + that promote auto-oxidation of unsaturated fatty acids and cholesterol. EDTA is also an inhibitor of phospholipase C that can arise from bacterial contamination. EDTA is therefore the preferred anticoagulant if samples have to be stored prior to lipoprotein analysis and can be added to serum samples for this purpose. Samples should be allowed to clot in glass tubes at room temperature for 45 min. Serum or plasma should be separated from cells within 3 h. Plasma can be stored at 4 DC for total cholesterol and triglyceride analyses or frozen at - 20 DC or below for longer periods. There is a great deal of conflicting evidence, however, on the stability of HDL during frozen storage.!" Lipoprotein fractionation should be done as soon as possible on fresh samples. CONCLUSION The complex structure and heterogeneity of lipoproteins present the major difficulty in the formulation of enzymic reagent systems which are

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required to disrupt these complexes, achieve complete hydrolysis of cholesterol esters, and ensure the quantitative oxidation of cholesterol by cholesterol oxidase. Matrix effects introduced by freezing, lyophilization or the addition of nonhuman materials make it difficult to produce calibration and control sera which do not introduce varying degrees of bias in different reagent systems. Consequently, although excellent precision can be achieved with the many enzymic reagent kits now available, accuracy and inter-laboratory consensus are more elusive. Laboratories should therefore be careful to select calibrators and reagent systems with proven performance from reputable manufacturers and apply these on sound analytical principles to minimize interference. Accuracy should be assessed with certified reference materials and by comparison of results on fresh patient sera with those obtained by a reference procedure or a procedure with proven accuracy. After a century of use in clinical analysis the application of the Liebermann-Burchard reaction, with all its limitations, in reference procedures should also be reviewed. Accurate spectrophotometric measurement of ~4 cholestenone following chemical hydrolysis of cholesterol esters, extraction and enzymic oxidation of cholesterol as proposed by Trinder'P' deserves serious consideration as a practicable alternative. This procedure is within the scope of every laboratory with an adequate spectrophotometer and could be refined by the application of HPLC to the measurement of ~4 cholestenone. It is also evident that excellent accuracy and precision are attainable by gas chromatography and it is likely that this technique will find increasing application in reference laboratories.

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Accepted for publication 18 February 1992

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Analytical reviews in clinical biochemistry: the quantitative analysis of cholesterol.

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