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Morphological Assessment of Embryo Viability Michael Abeyta, BS, TS (ABB)1

Barry Behr, PhD, HCLD2

1 Department of Obstetrics and Gynecology, Stanford Fertility and

Reproductive Medicine Center, Palo Alto, California 2 Department of Obstetrics and Gynecology, Stanford University Medical Center, Palo Alto, California

Address for correspondence Barry Behr, PhD, HCLD, Department of Obstetrics and Gynecology, Stanford University Medical Center, 900 Welch Road, Suite 14, Palo Alto, CA 94304 (e-mail: [email protected]).

Abstract

Keywords

► ► ► ►

morphology embryo implantation in vitro fertilization

Morphological assessment is discussed in the context of significant literature at all stages of in vitro development, beginning with the oocyte and culminating at the blastocyst stage. Current evidence is used to debate the inclusion of commonly observed morphological features in grading schemes. The biological rationale behind observed phenomena such as multinucleation and fragmentation are also explored. Current limitations as well as technological advancements that increase our ability to assess viability are highlighted. Particular attention is paid to the relationship between developmental timing and assessment schemes. Failure to standardize assessment timing and inclusion criteria is glaring weaknesses of the literature that currently make consensus unattainable. Mounting evidence suggests that the future of static assessment is very likely to be influenced by information gathered from preimplantation genetic screening and other invasive techniques as well as from continuous monitoring tools such as time lapse.

Choosing the optimal number of embryos to transfer back to the uterus is a highly variable and complex endeavor. Whatever the stage and timing of embryo transfer may be, the embryo selection process is at a crossroads of societal, economic, scientific, and moral debate. Although medical and socio-economic concerns pressure the drive toward single embryo transfer (SET), this is often juxtaposed with the logistical considerations of the infertile couple, who may lack the time or financial resources to attempt multiple cycles and thus desire an “instant family” (twins) or are willing to risk high-order multiple gestation to maximize their chance of achieving a pregnancy. Interwoven with these factors is the competitive pressure among clinics to increase success rates and overall efficiency, thereby fueling the desire to optimize the embryo selection process. Some countries impose limitations on the number of embryos that can be created, shifting the emphasis toward selection of the highest quality oocytes, while in countries without such limitations, supernumerary oocytes and embryos have allowed for selection at the other extreme, the blastocyst stage. No matter the developmental stage, by and large,

Issue Theme Selecting the Best Embryo; Guest Editor, Valerie L. Baker, MD

morphological assessment remains the primary method used to distinguish embryo quality and ultimately, viability. The main advantage of morphological assessment lies in the noninvasive nature. Embryos can be monitored with minimal impediment to the process of development, yet this type of assessment is far from ideal. Embryo grading is riddled with subjectivity. Even within the same clinic embryologists often struggle to establish consistency in grading.1–3 Inter- and intraobserver variability can vary enough to affect decision making, directly impacting IVF program success.2 Subjectivity aside, static morphologic assessment is merely a snapshot from the dynamic process of embryo development. While an interphase cell is morphologically static, and embryos do follow fairly predictable patterns of cleavage, time-lapse imaging has shown that during the cleavage stage, fragmentation percentage varies over time as some fragments can be reabsorbed into cells.4,5 The blastocyst stage is similarly dynamic as the embryo contracts and expands to facilitate the hatching process.4 From a single static observation, random chance alone can therefore cause a poor quality embryo to be mistaken for a good one, and vice versa.

Copyright © 2014 by Thieme Medical Publishers, Inc., 333 Seventh Avenue, New York, NY 10001, USA. Tel: +1(212) 584-4662.

DOI http://dx.doi.org/ 10.1055/s-0033-1363553. ISSN 1526-8004.

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Semin Reprod Med 2014;32:114–126

The solution to these limitations may lay in a combination of approaches, ranging from dynamic assessment (timelapse) to cumulative scoring of embryos. This article will discuss the present and future tools at our disposal for the morphological assessment of embryos at the various stages of development, and analyze the relationship between these morphological assessment techniques and viability.

The Oocyte Without the stripping away of the cumulus little can be gathered about the appearance of the oocyte itself, as the zona pellucida, oolemma, and presence or absence of a polar body can be difficult to visualize. Yet, the vast majority of the cellular machinery driving early embryo development comes from the oocyte,6,7 which suggests that increasing our understanding of the oocyte and its follicular environment would enhance our ability to predict those oocytes that would result in top quality, viable embryos. The cumulus, coronal layer, and even follicular size and fluid content at the time of retrieval have been the target of research all aimed at understanding the retrieved oocyte. The very first opportunity for morphological assessment is not of the oocyte itself but rather the developing follicle on ultrasound. Studies of follicle size clearly show that larger follicles correlate with a higher likelihood of oocyte maturity.8–10 However, there is disparity in design and follicle size groupings among these studies, making it difficult to interpret other outcomes as clearly. One notable study by Bergh et al looked at the influence of large and small follicles on fertilization, cleavage, and pregnancy rate, separating intracytoplasmic sperm injection (ICSI) and in vitro fertilization (IVF) cycles.8 Interestingly, the pregnancy rates were lower when well developing embryos from small follicles were transferred in IVF cycles. This was not seen in ICSI cycles, where small and large follicles that produced top quality embryos created pregnancies at equal rates. The results of this study suggest that ICSI provides a selection advantage over IVF by eliminating immature oocytes from consideration for transfer because they are not routinely injected. In conventional insemination cycles, some of the immature follicles fertilize, and although they are capable of producing morphologically “normal” embryos, the study suggests that they have reduced viability. Rosen et al classified follicle size groupings and looked at fertilization and day 3 morphology as outcome measures.9 Although cell number on day 3 was similar among the groupings, they saw a progressive decline in fertilization and a corresponding increase in fragmentation as follicle size decreased in both ICSI and IVF cycles. Both studies demonstrate the influence of stimulation on oocyte and embryo quality. The cumulus oocyte complex (COC) retrieved at follicular aspiration is composed of the oocyte and its supporting cumulus/granulosa cell layers. The coronal layer is in direct contact with the oocyte via gap junctions11 and relays important signals to the oocyte from the hormone producing granulosa cells.12 Visually, the degree of expansion of this cell layer is a predictor of oocyte maturity, where few layers of

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tightly packed cells are usually a sign of immaturity and multiple expanded layers correlate with maturity.13 In addition to predicting maturity based on the morphology of granulosa cells, there is also data to suggest a correlation with oocyte competence.14 Research has sought to understand the signaling and metabolic activity of these supportive cells with the hope of determining the molecular fingerprint of a good quality oocyte.15–17 One recent study was able to correlate telomere length in cumulus cells with oocyte and embryo quality.18 Another study found that increased levels of oxidative stress in granulosa cells adversely affected IVF success.17 If molecular markers such as these could be related back to COC morphology, it would allow for the noninvasive selection of the best oocytes for insemination. The possibility of such a link has yet to be explored in a prospective study. Studies have assessed many of the physical characteristics of the stripped oocyte, including the overall size and shape, the zona pellucida shape and thickness, oolemma texture and color, and polar body size, shape, and degree of fragmentation.13,19–23 Giant oocytes (approximately 30% larger than normal oocytes) have been shown to be chromosomally abnormal and should therefore be excluded from injection and uterine transfer.24 Another study proved the source of the chromosome abnormalities from fertilized giant eggs to be digynic triploidy.25 In addition, a meta-analysis of 14 studies, including 3,688 ICSI cycles found a significant reduction in fertilization when oocytes displayed the presence of vacuoles, a large perivitelline space, refractile bodies, or large first polar body.23 It is estimated that more than 50% of retrieved oocytes contain one or more of these abnormalities, on average.26,27 The mechanisms leading to these morphological abnormalities are largely speculative, but the strong correlation with outcomes led the Alpha Scientists/European Society of Human Reproduction and Embryology (ESHRE) special interest group workshop to conclude that the ideal oocyte should have a uniform zona pellucida enclosing a spherical, uniform, and translucent cytoplasm which is free of inclusions and has a size-appropriate polar body.28 In addition to the morphology, the mere presence or absence of the polar body and the timing of extrusion has predictive value.29,30 Corroborating the theories from the Bergh study on follicle size, De Vos et al found that when in vitro matured metaphase I (MI) oocytes were injected, they fertilized at a lower rate, but produced similar quality embryos to metaphase II (MII) oocytes. However, when forced to transfer the embryos from in vitro matured MIs, only one pregnancy occurred from 15 transfers.29 Shu et al found that in patients who had no mature oocytes at the time of cumulus removal, the injection of MI oocytes that failed to progress to MII, along with those that converted to MIIs had severely reduced fertilization, pregnancy, and implantation rates.30 The two pregnancies (from 46 cycles) both resulted in spontaneous abortions. Twenty of the cycles resulted in complete failed fertilization. The inefficiency of pregnancies in these two studies demonstrates the severely compromised viability of oocytes with asynchronous nuclear and/or cytoplasmic maturity.31 They also suggest that the time between retrieval and cumulus stripping can play an important diagnostic role. Seminars in Reproductive Medicine

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Morphological Assessment of Embryo Viability

Morphological Assessment of Embryo Viability

Abeyta, Behr

While waiting for several hours after retrieval before stripping may increase the percentage of mature oocytes, perhaps immediate stripping provides an additional selection tool, separating the most viable oocytes (MIIs) from the compromised oocytes (MIs that may later convert to MIIs). Further research is necessary to determine if additional time with cumulus cells intact would increase the viability of MI oocytes that convert to MII in comparison with in vitro matured oocytes without cumulus. One of the most intriguing advancements in IVF over the last decade was the adaptation of polarized light microscopy (PolScope) for the study of the MII oocyte.32 Through a combination of polarizing optical hardware and digital imaging software, birefringence of highly structured macromolecules can be observed noninvasively.33 Two structures of the oocyte that exhibit birefringence are the meiotic spindle and the zona pellucida. Historically, visualization of the meiotic spindle required destruction of the oocyte,34–36 but the Polscope allows for visualization of changes in real time and direct correlation to downstream outcomes.37 Clinically, the presence or absence of the meiotic spindle at the time of ICSI has helped to partially explain fertilization failure,38–40 and knowing the location of the spindle can aid in avoiding oocyte damage.41 The size, shape, and maximum birefringence of the spindle have all been suggested in the literature as important indicators of oocyte competence.38,42 However, viewing of the spindle image changes as the oocyte is rolled around. It can be difficult to find the optimal position for data collection of each egg. This can create variability in data collection and has made it difficult to establish clear thresholds or design multicenter studies. Assessment of the zona pellucida with polarized light microscopy has been limited up to this point due to the minimal importance of the zona in ICSI cycles. However, Held et al recently showed that zona pellucida birefringence parameters were inversely related to blastocyst development in bovine oocytes and could be correlated back to COC morphology scores.43 This work points toward a potential role for zona pellucida birefringence imaging in clinical IVF.

Zygote Scoring The formation of pronuclei (PNs) is a regimented process that provides a predictable window for morphological viewing between 12 and 20 hours.44–46 It is critical that assessment takes place during this window as it is the only noninvasive measure we have of normal fertilization. Haploid and triploid embryos are known to cleave and sometimes progress as far as the blastocyst stage with excellent morphology. Therefore, in the absence of this assessment, abnormally fertilized oocytes could be selected for embryo transfer. Beyond assessing fertilization, many attempts have also been made to correlate PN morphology and timing with developmental potential. Scott and Smith originally introduced a PN stage scoring system which took into account the relative position and size of the PNs, the positioning of the nucleoli, and the appearance of the cytoplasm (presence or absence of a halo) at 16 to 18 Seminars in Reproductive Medicine

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hours postinsemination. A second observation at 24 to 26 hours postinsemination factored in developmental progression (nuclear membrane breakdown and cell division).47 The cumulative score from all categories ranged from 7 to 25. An average, or corrected score (CS) per patient was calculated by adding the scores of all embryos transferred and dividing by the number of embryos transferred. In this initial study, when the CS was  15, the pregnancy rate was 71%, compared with just 8% with CS  14. This system was subsequently revised twice into what is known today as a “z-score,” which only includes a single observation at fertilization assessment and categorizes zygotes into four groups based on developmental potential.47,48 Tesarik and Greco45 similarly proposed a scoring system for the detailed analysis of PN morphology. They argued that previous work by Tesarik and Kopecny49 had shown the biological relevance of nucleolar precursor body (NPB) dynamics and therefore zygote scoring should provide a reliable indication of downstream developmental competence. This scoring system differed from the work of Scott in that it was based solely on the synchronization of events between the two PNs rather than cumulative scores from multiple features. They recognized that NPB polarization is a progression and therefore it was the synchronized movement toward polarization that was important for a single static observation. On the basis of retrospective analyses of embryos with identifiable implantation outcomes from day 3 transfers, they characterized several distinct patterns of PN morphology as either normal or abnormal (described by Tesarik and Greco45). From pattern 0 zygotes, which displayed synchronous progression of NPBs, they found a significantly decreased likelihood of developmental arrest and a significant increase in both good morphology embryos and implantation rate. Attempts to validate PN grading systems based on the criteria above have had mixed results. Although several studies have demonstrated PN scoring to be predictive of blastocyst formation and quality,48,50,51 others have found either no difference versus day 2/day 3 embryo quality46,52–54 or even inferior results with PN scoring compared with scoring on other days.55 Another study found that subclassification of the type “0” pattern from the original scoring system of Tesarik and Greco further improves selection.56 In summary, the results from use of PN scoring systems are inconclusive. However, this is not unexpected considering the lack of consensus on several study criteria. First of all, many of the studies were retrospective analyses. Second, there are multiple grading systems being used, with varying degrees of overlap. Furthermore, there is a glaring lack of control for timing of observation. Although many studies noted above have shown polarization of nucleoli to be favorable and Nagy et al demonstrated that in ICSI cycles, the polarization status changes over time,46 currently no studies go as far as proving that NPB polarization status at different times postinsemination are better, worse, or equal. In addition, data showing a delay in PN formation with IVF versus ICSI57 warrant the creation of optimization curves for PN progression with ICSI versus conventional insemination. Another area of debate is the role of polarization in the human embryo relating to the

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location of sperm entry, positioning of the PNs, NPBs, and polar bodies.7,44,58–61 Until these questions are definitively answered, there cannot be consensus on a PN scoring system.

Early Cleavage Timing of the first cell division was introduced as an independent marker of viability by Shoukir et al and Sakkas et al.62,63 In the original study, embryos were assessed at 25 hours postinsemination. Those embryos in which cleavage to the two-cell stage had occurred were designated as “early cleavage” (EC) embryos. This was based on earlier work by other groups reporting that the earliest that human embryos reach the two-cell stage is between 20 and 27 hours postinsemination.64–66 When comparing transfers where one or more embryos contained an EC embryo to those transfers without any EC embryos, they found the implantation rate to be threefold higher in the EC group and pregnancy rate doubled that of the non-EC group. On the opposite extreme, Van Blerkom demonstrated the relationship between delays in PN progression with delayed or failed progression to the two-cell stage.67 These studies beg the question of whether EC is actually optimal cleavage, and non-EC is actually delayed cleavage. The dilemma is determining the most appropriate time for observation and how best to capture these results. Using a time-lapse imaging system, Meseguer et al proposed an optimal first cleavage window of 25 to 28 hours and showed that embryos cleaving before this optimal window failed to implant.68 Montag et al then demonstrated how a single static observation within this time frame would not only select the 42.3% of optimally cleaving embryos (from their dataset) but also an additional 27.1% of embryos that cleaved earlier than 25 hours that would fail to implant according to Meseguer et al.69 As with PN scoring systems, differences in timing between ICSI and IVF embryos should be considered with EC.

Cleavage Stage Assessments When IVF was in its infancy, Edwards et al64,70 began observing and documenting the characteristic patterns of embryo development at the cleavage stage. Today, there are several morphological characteristics that are routinely documented at the cleavage stage. Among those most often identified as predictive are multinucleation, cell number, fragmentation, blastomere size, and symmetry. Although we have known for quite some time that these are key indicators, our knowledge of the factors influencing each continues to evolve.

Multinucleation Once the first mitotic division takes place, subsequent visualization of nuclei by routine microscopy is only possible at interphase. At this stage of the cell cycle, there should only be one nucleus visible per cell. A multinucleated blastomere (MNB) is one that contains multiple nuclei. Multinucleation is more frequently documented on day 2 than day 3, but it is unclear whether the actual frequency of multinucleation is

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greater on day 2 than day 3. It has been suggested that observation of MNBs on day 2 may be easier due to the larger size of blastomeres and the increased visibility when fewer cells and fragments are present, as is often the case on day 2 relative to day 3.71 Munné and Cohen performed fluorescence in situ hybridization analysis on blastomeres from discarded/arrested embryos and found several patterns of multinucleation.72 The patterns illustrated three possible mechanisms for the origin of multinucleation73–75: Mitotic replication without cytokinesis would explain instances where each MNB nucleus has the same genetic constitution as their mononucleated sibling blastomeres. Fragmentation of nuclei without previous deoxyribonucleic acid (DNA) replication would explain how a MNB would have the sum total of chromosomes in the multiple nuclei as found in mononucleated sibling blastomeres. Finally, a defective mitotic spindle, potentially associated with multiple rounds of DNA replication was theorized to explain instances where the number of a particular chromosome was double, triple, or quadruple the copy number of mononucleated cells, and the replicates of this same chromosome were randomly distributed among the MNB nuclei. Van Royen et al linked MNB occurrence with stimulation issues that affect the oocyte such as decreased cycle length and increased follicle stimulating hormone total dose.71 It has also been suggested that subpar laboratory conditions can cause multinucleation.76 However, multinucleation in human embryos appears to be a common phenomenon both in vivo and in vitro. Hertig et al observed the presence of MNBs in four out of six early embryos recovered from the female genital tract,77 and several researchers have documented MNB in at least one embryo from roughly two-thirds of all cycles assessed in vitro.73,78 Tesarík et al used thymidine labeling techniques in combination with electron microscopy to analyze the ultrastructure of MNBs.74 On the basis of the observation of chromatin aggregates outside of the nuclei, they postulated that embryos use lysosomes to actively expel extrachromosomes as a repair mechanism. Low levels of ribonucleic acid synthesis from MNBs at the eight-cell stage suggest irreparable developmental arrest of these blastomeres but may allow the sibling mononucleate blastomeres to continue on. Whether or not repair mechanisms exist, it is clear that when present, multinucleation should always be noted. Among the observed negative consequences of multinucleation are increased rate of aneuploidy,79–82 impaired cleavage,71 increased fragmentation,71 and decreased implantation rates.71,83,84 The abundance of literature suggests that embryos with MNBs should be excluded from consideration for transfer when other mononucleated embryos are available in sufficient numbers.82

Cell Number (Cleavage Rate) It is universally accepted that on day 2 after insemination that an embryo should be at the two- to four-cell stage and that by day 3, an embryo should reach the six- to eight-cell stage. However, the amount of time individual embryos take to reach these milestones varies, and as such, many researchers Seminars in Reproductive Medicine

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Morphological Assessment of Embryo Viability

Morphological Assessment of Embryo Viability

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have sought to understand the importance of this variability as it relates to the implantation potential of the embryo. Guerif et al found that although there was a significant correlation between day 2 cell number and blastocyst formation, no relationship existed between day 2 morphological score and implantation among blastocyst SETs after controlling for blastocyst morphology.85 They offered as an explanation a possible growth discordance between early stages compared with after the activation of the embryonic genome, with the latter being more reflective of embryo viability.86 Several studies have shown blastomere number on day 2 to be an independent predictor of implantation potential, with four cells being the optimal cell number.87–89 Holte et al found cleavage rate to be the most powerful independent morphological predictor of implantation by multiple regression analysis.88 In agreement with many earlier studies,87,90–94 a superior viability of four cells on day 2 was observed, while also demonstrating a more pronounced decline in implantation rate for cell numbers below four than above it. Related to the issue of cleavage synchrony, Scott et al retrospectively found that all viable pregnancies in a controlled dataset of day 2 transfers came from two and four cell embryos.89 Pregnancies did occur, albeit at a significantly reduced rate in embryos that were at 3 and > 4 cells 42 hours postinsemination. However, zero made it to delivery. In this study, they found day 2 parameters to be more predictive than morphological scoring on any other day in regard to take home baby rate. The decreased viability of three cell embryos on day 2 may partially be described by abnormal cell division, as witnessed through the use of time-lapse monitoring. Wong et al recently described a prediction model for development to the blastocyst stage based on early cell cycle parameters.95 Among the important factors was length of time at the three-cell stage. It is known that normal cleavage from two to four cells goes through a brief three cells intermediate before cleavage to four cells.87 A prolonged period at the three-cell stage may indicate reduced blastocyst formation95,96 and implantation potential.68,97 It has also been postulated that blastomeres are most fragile immediately before cytokinesis.87,98 Embryos with odd cell numbers are presumably in that fragile state. An increased likelihood of damage during transfer may explain the reportedly reduced implantation rates found when transferring odd numbers compared with even. In addition, some triploid embryos have been shown to abnormally cleave directly from one to three blastomeres, followed by a long delay (8.7–12.7 hours) before cleaving again to four cells.95 This demonstrates a potential link between abnormal cytokinesis patterns and aneuploidy. Quite possibly, several three cell embryos transferred in the aforementioned studies fall into this category. The importance of cell number extends to day 3 as well. However, there does appear to be a slightly more liberal range of optimal cell number on day 3 as opposed to day 2. Alikani et al found that the optimal range for blastocyst development was between seven and nine cells.99 Racowsky et al found seven to eight cells correlated with highest blastocyst viability Seminars in Reproductive Medicine

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(rather than formation), with < 7 and > 8 cells showing significantly lower viability.100 These and other studies demonstrate that both highly advanced and delayed cleavage rates may be suboptimal on day 3.90

Cell Symmetry Uniformity of blastomere size and the spatial relationship between blastomeres make up the symmetry component of many cleavage stage grading systems.101,102 A normal mitotic cleavage pattern is expected to ultimately result in an even number of blastomeres, with an equal distribution of cytoplasm (and therefore evenly sized blastomeres). At the cleavage stage, each successive round of cell division leads to smaller cells because there is no net gain in material.103 It is important to realize that slight asynchrony in the timing of divisions, which is normal,95,104 can be randomly captured by a static observation. Therefore, an important distinction must be made between even cell numbers of unequal size and odd cell numbers with unequal size. The latter is a typical observation before cytokinesis, where one larger cell will soon divide, creating cells of equal size to the others that have already undergone that same round of cell division.105 However, when there are larger cells in an embryo with an even number of blastomeres, it is likely due to either an unequal distribution of cytoplasm among daughter cells, individual blastomere dysfunction/arrest, or fragmentation.106 This would explain the findings from several researchers of reduced developmental and implantation potential of asymmetric embryos,87–89,93,103,106–108 as well as an increased likelihood of aneuploidy.109–112

Fragmentation To summarize multiple early definitions, fragmentation has been described as the expulsion of anucleate, membranebound cytoplasm during EC events.90,113,114 Fragmentation is primarily recorded as a cumulative percentage, although work by Alikani et al suggests that the spatial arrangement of the fragments is a predictor of implantation potential and as such devised a unique scoring system factoring in both the size and relative distribution of the fragments.114 Fragmentation has been linked to increased risk of chromosomal abnormalities,112,115–118 which explains why countless studies have associated increasing degree of fragmentation with negative IVF outcomes such as decreased blastocyst formation and implantation rates.21,87,93,100,114 Despite such a strong inverse relationship, there remains little consensus on what threshold of fragmentation is the best predictor. Some studies have shown that < 10% fragmentation is an important cutoff,119–121 while others report < 15%114 or < 20%.92,94,122 The subjectivity of assessing fragmentation undoubtedly plays a role in the lack of consensus, but the biological mechanisms of fragmentation may also provide a clearer explanation and possibly expose the need for a revised definition of fragmentation. Several studies related to the biological basis of fragmentation have been presented in the literature, encompassing divergent mechanisms that suggest multiple origins of fragmentation. This would explain the seemingly inconsistent

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fates of individual embryos with different patterns and timing of fragmentation.60 Fragmentation has been associated with depletion of essential organelles, such as mitochondria123,124 or proteins located in polarized domains.60 Similarly, membrane components such as high-density lipoprotein125–127 and E-cadherin128 have been shown to be related to fragmentation. In addition, telomere shortening primarily due to high levels of oxidative stress in dysfunctional mitochondria has been suggested as a cause of fragmentation.129 In mice, which have extremely long telomeres relative to humans and typically do not exhibit fragmentation, artificial shortening of telomeres induced signs of reproductive aging seen in humans, including an increased incidence of fragmentation.130,131 It is unclear whether apoptosis leads to fragmentation132,133 or is perhaps a downstream consequence of fragmentation,60,128 but the involvement of aberrant cell division in fragmentation has become increasingly clear,134 as multiple researchers have shown that fragmentation is directly tied to the process of cell division.135,136 Chavez et al determined that fragmentation patterns differ between meiotic errors and mitotic errors, with triploid embryos and those with meiotic errors typically exhibiting fragmentation just before first cytokinesis, while embryos with mitotic errors often fragment later.5 The phenomenon of fragment reabsorption into blastomeres has been demonstrated repeatedly,4,5,137 but contrary to the long-standing definition of fragments, Chavez et al have recently shown the localization of chromosomes within fragments, both unencapsulated and also encapsulated in what they have termed micronuclei.5 They postulate that fragment reabsorption by the same cell has the potential to restore euploidy, while fusion to another cell would result in complex abnormalities. This proposed mechanism would suggest that mechanical removal of fragments would result in inconsistent outcomes, depending on the composition of the fragments.60,114,138,139 An automated tracking algorithm has been created to provide objective analysis of fragmentation.5 This may enhance our ability to perform statistical analyses of fragmentation patterns quantitatively to refine and standardize grading criteria in the future.

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A limited number of morula grading systems have been proposed and/or used for embryo selection.142–145 When comparing transfer of only top quality day 3 embryos versus top quality day 4 embryos, Tao et al demonstrated a significantly increased implantation rate on day 4 (46.4 vs. 21.4%) while simultaneously reducing the number transferred.142 Heavier emphasis was placed on the day 2/day 3 score and day 4 shape and fragmentation than the degree of compaction. Ebner et al modified Tao’s system, eliminating cleavage stage scores and further classifying the degree of compaction. They demonstrated that the loss of cell volume in morulae due to either fragmentation or exclusion of entire blastomeres significantly decreased pregnancy rates on day 5. In addition, day 4 embryos showing full compaction without fragmentation formed significantly more top-quality blastocysts than fully compact morulae with fragmentation.145 In another study, researchers retrospectively compared SETs on day 4 to day 5 SET resulting in similar ongoing pregnancy rates of 38.7 and 32.1%, respectively.143 The day 5 grading system was as described by Gardner and Schoolcraft,146 whereas the day 4 system was novel, distinguished by degree of compaction and presence or absence of anomalies (vacuolization, fragmentation, excluded cells). In a recent study of practical significance, Ivec et al sought to understand the viability of developmentally delayed morulae.147 Morula grading I to III was based on the degree of fragmentation, categorized < 5, 5 to 25, and > 25%, respectively. Compared with day 4 morulae, the day 5 morula group formed significantly less clinically usable blastocysts (35.2 vs. 74.8%; p < 0.01). There was a significant negative association between fragmentation category and usable blast formation on both days. Fragmentation was negatively correlated with inner cell mass (ICM) size and number of trophectoderm cells. Delayed morula formation was associated with reduced ICM volume. More data are needed before strong conclusions can be drawn regarding the value of morula transfer, but it does appear that degree of compaction and fragmentation are key components to any morphological grading system for day 4.

Day 5 and Day 6 Assessment Day 4 Grading Although not commonly assessed, normally developing embryos are expected to reach the morula stage on day 4 postinsemination. The morula is characteristically known for the loss of discernible individual cell borders. The visual loss of cell borders is part of the compaction process and is due to the formation of tight junctions between adjacent cells as part of the process of forming a transport epithelium.140 Quite routinely, what is referred to as early compaction is noted in day 3 embryos. This often occurs between the 8- and 16cell stage and has been proposed to be a positive predictor of implantation when combined with < 10% fragmentation,141 although Desai et al did not find a significant correlation.102 To make a clear distinction from the day 3 compacting embryo, the morula exhibits the presence of compaction in addition to having undergone a fourth round of cell division (16-cell stage).

The blastocyst stage is initiated with the onset of cavitation. Formation of a blastocoel, or fluid filled cavity, coincides with cell differentiation into two distinct types, the ICM, which will form the fetus, and the trophectoderm, which will later form the amnion. As the blastocoel increases in size internal pressure builds, forcing the zona pellucida to stretch until it breaks. The expansion process culminates in complete escape (hatching) from the zona pellucida. An early attempt to evaluate blastocysts by Dokras et al placed emphasis on typical versus atypical developmental sequence.148 There were only three categories: BG1—normal developmental sequence (as described above) and distinct differentiation. BG2—atypical cavitation pattern but resulting in similar morphology to BG1. BG3—atypical/incomplete cavitation and incomplete cell differentiation. This system was not initially used for selection, but rather as a descriptive analysis. Gardner and Schoolcraft later expanded upon this concept by Seminars in Reproductive Medicine

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Morphological Assessment of Embryo Viability

Abeyta, Behr

creating a grading system that described in detail both the degree of expansion and the quality and organization of the two differentiated cell types.146 The value of this grading system lies in the fact that the three different measurements can be quantified at any given time point and analyzed for individual importance in selection. Many researchers have subsequently validated the Gardner’s system, showing improved implantation rates when highly scored blastocysts are available for transfer.149,150 Balaban et al compared the systems of Dokras and Gardner and found that Gardner’s system led to significantly higher implantation rates and multiple pregnancies.149 Comparisons of PN and cleavage stage selection versus blastocyst selection have had mixed results, especially when comparing cumulative pregnancy rates,89,122,151 but as blastocyst culture has improved it has become clear that morphological selection at the blastocyst stage provides the highest implantation rates for fresh transfers.149,151,152 Several researchers have further scrutinized assessment of the ICM and trophectoderm in attempts to find the key characteristics of each. Richter et al found that both ICM size (larger) and shape (oval) were highly predictive of implantation,153 while two recent studies representing more than 1,800 single-blastocyst transfers found that the trophectoderm is significantly predictive of implantation and live birth in multivariate analyses.150,154 Further work is necessary to determine the relative weight of each characteristic and implications for miscarriage; particularly when top scoring blastocysts are not available. Although the majority of blastocyst transfers occur on day 5, it is currently common practice to extend culture until day 6 while waiting for preimplantation genetic screening (PGS) results or due to developmental delay of cavitation. The causes and consequences of delayed development are often considered, but difficult to interpret due to confounding variables such as culture conditions and issues with endometrial synchrony. Hill et al154 found that single morula transfers when no blastocysts were available on day 5 resulted in a 67% miscarriage rate and only 13% take home baby rate. Some have suggested that developmental delays lead to distorted sex ratios,155,156 higher rates of aneuploidy,156,157 and there are conflicting reports of postthaw viability.158–160 Nonetheless, viable pregnancies have occurred from day 6 transfers (with PGS) and frozen embryo transfers of day 6 frozen blastocysts with adequate efficiency to suggest this practice will continue.

Sequential Grading Systems A greater understanding of the morphological features that coincide with in vitro development of the human embryo has led to many refinements in embryo scoring and selection. However, there is a lack of consensus on the optimal days and features, which is why many researchers have sought to increase predictive power by creating sequential grading systems that combine the scoring of morphological features from multiple days. The graduated embryo score (GES) proposed by Fisch et al is an example of a cumulative, weighted scoring system. Their Seminars in Reproductive Medicine

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algorithm, a 100-point system that included zygote scoring and EC on day 1, and blastomere number, symmetry, and fragmentation on day 3, was found to correlate with higher blast formation rates.161 Applying this algorithm prospectively for embryo selection of day 3 and day 5 transfers, they found that GES performs better than a single day 3 observation.122 Neuber et al similarly found that a sequential assessment scoring system increased the prediction of good blastocyst formation, and later demonstrated improved selection over a static observation on day 3.162,163 Their system placed equal weight on PN alignment, EC, D2  4 cells, and D3  7 cells with low fragmentation scores. Prediction power increased with each milestone met, with embryos meeting all four criteria, the most likely to form good blastocysts (54.2% likelihood) and embryos meeting none of the criteria being significantly less likely (5.6%). In a prospective study, Rienzi et al randomly assigned patients to either day 3 or day 5 transfer.164 The day 3 transfer group had embryos chosen based on a sequential score of PN grading (described by Tesarik and Greco), day 2/day 3 cell number, blastomere size, fragmentation, and MNB status. The best features were given the lowest scores, and the embryos with the lowest cumulative scores were chosen for transfer in this group. For day 5 transfers, the embryos were chosen solely based on blastocyst morphology. With two embryos transferred in each study group, they found that the day 3 sequential scoring system performed as well as the blastocyst group, and had a significantly improved outcome compared with blastocyst transfer when including the cumulative fresh and frozen transfer data (per oocyte retrieval) due in part to the increased number of frozen embryos on day 3. Sela et al uniquely looked at all possible cleavage patterns for each cell number on days 2 and 3 and incorporated them into a sequential scoring system that also included zygote scoring, EC, day 2/day 3 cell number, and fragmentation.105 The purpose of assessing cleavage pattern was to determine the influence of nonsynchronous cleavage (three, five–seven cells) with varying degrees of cell size asymmetry. The scoring system was used to retrospectively compare embryos from 100% implantation transfers versus 0% implantation transfers. They found that certain combinations of cell size asymmetry that were associated with nonsynchronous cleavage reflected the normal developmental course and were therefore considered as part of a good cleavage pattern (►Fig. 1). Univariate and multivariate analyses both demonstrated the added benefit of including cleavage pattern in the scoring system. The area under the curve (AUC ¼ 0.707) and correct classification were highest when cleavage pattern was assessed on both day 2 and day 3. Although many researchers were able to demonstrate significantly improved selection with sequential scoring, others have questioned the usefulness of such systems. Racowsky et al tested seven candidate models for their ability to accurately select embryos for day 3 transfer.119 These models were composed of days 1–3 observations either alone or in combination. Discrimination using receiver operating characteristics curve showed that the AUC was lowest on

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day 1 alone (AUC ¼ 0.683) and highest with combination of all three observations (median AUC ¼ 0.737), although this was only marginally better than day 2 (AUC ¼ 0.733) or day 3 (median AUC ¼ 0.732) alone. The final, best-fit model for day 3 observation included variables for age, donor egg status, cell number, fragmentation, and symmetry. It was suggested that day 3 observation alone was sufficient since this was the day of transfer and marginal increases from other days is offset by the additional time and potential detriment to embryos by increasing the number of observations. Finally, the argument was made that AUC  0.7 should be set as a benchmark for minimally acceptable discrimination. Failure to meet this benchmark led Guerif et al to conclude that the combined day 1 and day 2 evaluations of PN morphology, EC, cell number, and fragmentation were insufficient predictors of embryo viability.85 In a large prospective study based on 4,042 embryos, despite independent associations of each factor to blastocyst development, the combined AUC of 0.688 was weak, suggesting that the early parameters provided no additional benefit toward the selection of viable blastocysts over blastocyst morphology alone.

Discussion Although much of the focus has been on the results of the studies, the methodologies employed are glaringly inconsistent in three critical areas: grading criteria, design/statistical analysis, and timing of observation. Undoubtedly, these inconsistencies have contributed to the lack of consensus regarding the utility of individual and sequential scoring systems. Influential organizations such as the Society for Assisted Reproductive Technologies (SART) committee and the Alpha scientists have both attempted to increase uniformity in embryo grading. The SART committee has published a grading scheme used for reporting of day 3 transferred embryos to SART that will not only allow for direct comparison of clinics but also the creation of a vast dataset that would otherwise be impossible from custom tailored grading schemes.165,166 However, further refined, tightly controlled studies employing appropriate statistical analyses are necessary before we can definitively say what criteria should be included in any morphological assessment. When considering universal adoption of a grading system, we must be cognizant of interand intraobserver variability with each component of the system and the ultimate embryo fate decision. Research has shown that fragmentation percentage,3 localization of frag-

mentation,1 and cell symmetry3 are all prone to poor agreement among observers. Simpler systems with easily described criteria are ideally suited for widespread use. Yet to maximize the predictive value of a scoring system, we must find a means of accurately incorporating all independent measures that increase success rates. Noninvasive computer-assisted cell counting167 and fragmentation scoring programs5 may contribute to the standardization process. The gold standard for assessing the predictive power of any test criteria is a prospective randomized control trial. Unfortunately, very few of such studies have been performed in the arena of morphology grading criteria. The vast majority of cumulative scoring systems mentioned here were tested retrospectively, and compounding the issue, they were created based on retrospective analyses of individual grading criteria. In addition, the bias of what is perceived to be the ideal embryo often prevents those embryos perceived as lower quality from being transferred prospectively. To reach true significance, a study should be appropriately powered and include a multivariate analysis (particularly in multifactor grading systems) to account for the interaction among variables. A properly designed morphology study should also seek to create clear traceability of results back to individual features of the embryo. This can only be achieved if the embryos are cultured individually from start to finish. An elective SET provides clearest outcomes, whereas an all implantation versus no implantation study design introduces greater statistical vulnerability to random chance variables such as transfer technique or endometrial receptivity and to possible interactions between the transferred embryos. There is also a loss of large amounts of potentially useful data from the partial implantation groups. The evidence presented for the value of morphological assessment at the different stages clearly illustrates the importance of timing. Embryo development is a highly orchestrated sequence of events that begins in the oocyte and resumes at fertilization. Therefore, insemination time should set the clock for observation timing. However, a significant distinction must be made between fertilization with conventional insemination and ICSI. The direct injection of spermatozoa into the oocyte with ICSI allows for a more precise account of fertilization timing. Research by Nagy et al has shown that there are delays of PN formation and first cleavage with conventional insemination compared with ICSI embryos.168 This delay is attributed to the additional time required by the spermatozoa to reach and penetrate the oocyte.108 Therefore, assessments of PN formation should be delayed by Seminars in Reproductive Medicine

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Figure 1 Definition of good embryo cleavage patterns. Dark gray indicates a blastomere after the first even cleavage; white indicates a blastomere after the second even cleavage; and light gray indicates a blastomere after the third even cleavage. (Reprinted with permission from Sela et al. 105).

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2 hours and EC by approximately 4 hours for embryos fertilized by conventional insemination.108 This distinction is overlooked in most if not all grading systems currently published. Accelerated and delayed embryo development on days 2 and 3 have both been shown to negatively impact implantation, further reinforcing the importance of appropriately incorporating timing into any grading system. The literature sorely lacks prospective studies focused on the optimization of the timing window for static morphological assessment as it relates to selection of viable embryos. Time lapse should help to create biologically relevant embryo assessment time frames. The technology possesses two key requirements to ideally perform the necessary studies: (1) the embryos are cultured individually from fertilization to selection for transfer and (2) the assessments are in essence continuous, eliminating both laboratory workflow issues and the bias of perceived best observation time. Yet the knowledge we gain directly from technologies such as time lapse, PGS, proteomics, and metabolomics do not operate in confinement. Overlap of these technologies in both cross-platform validation studies and in a combined prospective manner is where the greatest leaps in progress will occur in morphological assessment. Precise and accurate grading criteria are necessary attributes in the drive toward universal adoption of SET. Perhaps we have all the tools to make this a reality, but have yet to harness their full potential.

11 Downs SM. A gap-junction-mediated signal, rather than an

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Morphological Assessment of Embryo Viability

Morphological Assessment of Embryo Viability

Abeyta, Behr

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Larsen FW. Blastocyst development rate impacts outcome in cryopreserved blastocyst transfer cycles. Fertil Steril 2008; 90(6):2138–2143 El-Toukhy T, Wharf E, Walavalkar R, et al. Delayed blastocyst development does not influence the outcome of frozen-thawed transfer cycles. BJOG 2011;118(13):1551–1556 Hashimoto S, Amo A, Hama S, Ito K, Nakaoka Y, Morimoto Y. Growth retardation in human blastocysts increases the incidence of abnormal spindles and decreases implantation potential after vitrification. Hum Reprod 2013;28(6):1528–1535 Fisch JD, Rodriguez H, Ross R, Overby G, Sher G. The Graduated Embryo Score (GES) predicts blastocyst formation and pregnancy rate from cleavage-stage embryos. Hum Reprod 2001;16(9): 1970–1975 Neuber E, Rinaudo P, Trimarchi JR, Sakkas D. Sequential assessment of individually cultured human embryos as an indicator of subsequent good quality blastocyst development. Hum Reprod 2003;18(6):1307–1312 Neuber E, Mahutte NG, Arici A, Sakkas D. Sequential embryo assessment outperforms investigator-driven morphological assessment at selecting a good quality blastocyst. Fertil Steril 2006; 85(3):794–796 Rienzi L, Ubaldi F, Iacobelli M, et al. Day 3 embryo transfer with combined evaluation at the pronuclear and cleavage stages compares favourably with day 5 blastocyst transfer. Hum Reprod 2002;17(7):1852–1855 Racowsky C, Stern JE, Gibbons WE, Behr B, Pomeroy KO, Biggers JD. National collection of embryo morphology data into Society for Assisted Reproductive Technology Clinic Outcomes Reporting System: associations among day 3 cell number, fragmentation and blastomere asymmetry, and live birth rate. Fertil Steril 2011; 95(6):1985–1989 Vernon M, Stern JE, Ball GD, Wininger D, Mayer J, Racowsky C. Utility of the national embryo morphology data collection by the Society for Assisted Reproductive Technologies (SART): correlation between day-3 morphology grade and live-birth outcome. Fertil Steril 2011;95(8):2761–2763 Newmark JA, Warger WC II, Chang C, et al. Determination of the number of cells in preimplantation embryos by using noninvasive optical quadrature microscopy in conjunction with differential interference contrast microscopy. Microsc Microanal 2007;13(2): 118–127 Nagy ZP, Janssenswillen C, Janssens R, et al. Timing of oocyte activation, pronucleus formation and cleavage in humans after intracytoplasmic sperm injection (ICSI) with testicular spermatozoa and after ICSI or in-vitro fertilization on sibling oocytes with ejaculated spermatozoa. Hum Reprod 1998;13(6): 1606–1612

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Morphological assessment of embryo viability.

Morphological assessment is discussed in the context of significant literature at all stages of in vitro development, beginning with the oocyte and cu...
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