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An International Comparative Analysis of Blood Collection Regulations with Evidence-Based Scientific Findings By Rachel Weissman Professor Darren Zinner, Advisor A thesis submitted in partial fulfillment of the requirements for the Degree of Bachelors of Science with Honors in Heath: Science, Society, and Policy Brandeis University Waltham, Massachusetts May 2015 BRANDEIS UNIVERSITY LIBRARIES ROBERT D. FARBER UNIVERSITY ARCHIVES & SPECIAL COLLECTIONS DEPARTMENT SENIOR HONORS THESIS RELEASE FORM I, the undersigned, grant the Robert D. Farber University Archives & Special Collections Department permission to have a copy of my senior honors thesis entitled: An International Comparative Analysis of Blood Collection Regulations with Evidence-Based Scientific Findings It is my understanding that the Department will govern its use according to its rules and regulations. Rachel Weissman _________________________________ Signature ___218 Lloyd Lane_________________ ___Wynnewood, PA_________________ ______________19096______________ Address _______Rachel Weissman____________ Print Name st ______May, 1 2015________________ Date _Health: Science, Society, and Policy___ Department ____2015__________________________ Year of Graduation I, the undersigned, grant the Brandeis University Libraries permission to reproduce copies of my senior honors thesis entitled: An International Comparative Analysis of Blood Collection Regulations with Evidence-Based Scientific Findings for research and inter-library loan use. It is my understanding that the Brandeis Libraries will inform patrons that the thesis must be used in accordance with Copyright Law. I also certify that I will save and hold Brandeis University harmless from any damages that may arise from copyright violations. Rachel Weissman _________________________________ Signature st _______May 1 2015________________ Date _______Rachel Weissman_________ Print Name Return to: Robert D. Farber University Archives & Special Collections Department Brandeis University Libraries Mailstop 045 P. O. Box 549110 Waltham, MA 02454-9110 2 Abstract Every 2 seconds, someone in the United States (US) requires a blood transfusion. There is currently no clinical replacement for human blood, leading to a high dependence on volunteer blood donors for the necessary transfusion products. On average, the donor population increases by 3% every year. However, the demand for blood products is growing at an annual rate of 6%, placing the US on a trajectory towards a continuous blood shortage. The donor population is currently limited by hundreds of eligibility requirements, which are implemented to protect the donor from adverse reactions, and protect the patient receiving the blood from transmitted infections. These regulations should be developed using the most current, widely accepted, evidence-based data. A comparison was completed to analyze the relationship between peer-reviewed clinical findings, and the US policies developed by the Food and Drug Administration, AABB (formerly the American Association of Blood Banks), and the American Red Cross. An additional analysis was conducted between international policies from 15 comparable countries and US’s policies. The US’s policies closely identify with policies implemented in Australia, Canada, and the United Kingdom (UK). However, the policies currently in place in the European countries included in the study, France, Austria, Spain, Italy, Switzerland, the Netherlands, and Germany, more closely reflected available scientific data, with more lenient policies concerning patient’s, who receive to donated blood, safety, and stricter policies regarding donor safety. Thus, compared to available scientific data, US policies are more lenient towards regulations meant to protect the donor, and stricter for regulations meant to protect the patient receiving the blood. These findings suggest reassessment and revision of the US blood collection policies to more closely follow current scientific knowledge, which will greatly increase the blood supply while maintaining safety. ADR- Adverse Donor Reactions FTD- First Time Donors RD- Repeat Donors TTI- Transfusion Transmitted Infection ARC- American Red Cross FDA- Food and Drug Administration 3 Acknowledgements I have the pleasure of being able to extend my gratitude to so many different people who took time out of their busy schedules to support me in this accomplishment. First I would like to thank Professor Darren Zinner. As my thesis advisor, he has supported me as I researched, analyzed, and wrote this work. His investment in both the research and me was endless. Without his consistent patience, guidance, trust, and encouragement, I would not have been able to complete this senior thesis. In addition to Professor Zinner, Professors Cindy Thomas and James Morris were invaluable contributors to this work. Along with Professor Zinner, they both expressed their lack of background in this relatively archaic topic, and yet they were completely willing to take on the positions of reader, learn along side me, provide unique insights, and sit on my thesis committee. I am so thankful for all three of these professors and their continued support throughout this process. Before starting my thesis, I conducted preliminary interviews of individuals who I felt had a unique perspective on the topic to help guide me as I began to form my research questions. Thank you Allison Weissman, Ben Berson, and Mr. and Mrs. Nelson for speaking with me about their experiences as blood donors. Thank you to Al Vernacchio who is a Sexuality Educator and spoke with me about the societal effects of some of the deferral criteria, and there relationship to discrimination, and thank you to Adam Berger a Blood Drive Coordinator at Brandeis, who spoke with me about the inner workings of a blood drive. During my research, I reached out to many different professionals involved in blood collection organizations from around the world. I did not expect the outpouring of interest I received. I am so appreciative for the kindness of Manel Gasto Rodriguez, of the Blood and Tissue Bank of Catalonia, Keltie Cameron-Choi, Assistant at Canadian Blood Services, Una O'Doherty with University of Pennsylvania, Vernice Wright, Membership/Sales Coordinator with AABB, Shira Katiy, Assistant to Blood Services Director of Magen David Adom in Israel, and Veronica Gendelman, Director of Magen David Adom in Israel. All of these individuals provided me with so much data, and aided me in my research process. I am especially grateful for Anne Eder MD PhD, Executive Medical Officer of American Red Cross, Brian Custer, PhD, MPH, Associate Investigator of Epidemiology and Health Policy Research at Blood Systems Research Institute, and Mindy Goldman MD, Director of Canadian Blood Services, who all set aside time to speak with me about my research. All of these individuals are leading researchers in this field, and I am humbled by the fact that they were willing to take time out of their day to speak with me for hours about their research, my research, and provided me with advice and guidance. There are very few people who have a background in this topic, and I am thrilled I was able to speak with the top researchers in the world. I would also like to thank my friends and family for the continued patience and support throughout this long process. In particular I would like to thank Miriam Fink, Yuya Yoshida, and Petra Nelson for helping me translate the hundreds of different documents I searched through. Finally, I would like to thank my parents for the incredible opportunities they have provided me with. My mother for her unwavering encouragement and reassurance, and my father for always being their when I needed him, and having an answer for everything. I am truly so lucky and thankful to have been able to go through this experience with such an incredible support system. 4 TABLE OF CONTENTS CHAPTER 1 • Introduction o Importance of Topic o Relevance for HSSP § Health § Science § Society § Policy • Blood Components o Red Blood Cells o Platelets o Plasma • Typology o Figure 1: Whole Blood, Red Blood Cell and Plasma Donor and Recipients, by Type • Blood Borne Infectious Diseases • Blood Tests and Screening o Figure 2: Timeline of Blood Test and Screen Implementations CHAPTER 2 • The US Blood Supply o Donor Demographics o Blood Shortages o Federal Involvement § The Food and Drug Organization § Advisory Committee § Code of Federal Regulations and Guidance to Industry o Private Involvement § AABB § The American Red Cross § Private Blood Banks, Centers, and Services • Figure 3: Blood Systems Hierarchy of Associated Blood Services, Centers and Banks CHAPTER 3 • Blood Donations o The Collection Process o Effects of Deferrals o Adverse Donor Reactions (ADR) • Transfusion Complications o Infectious Transfusion Complications § Table 4: National Average of Allogeneic Blood Transfusion Related Infections o Non-Infectious Transfusion Complications CHAPTER 4 • Goal • Hypothese • Methods o Table 5: Regulation Topics Categorized by Purpose o Categorization o Study Population 5 o § Inclusive Criteria § Exclusive Criteria § Included Countries and their Blood Collection Organizations Data Collection § Metrics CHAPTER 5 • Results o Regulations to Protect the Donor § 1. VITALS: Pulse, Blood Pressure, and Hemoglobin • Pulse o Figure 6: Required Pulse Range for Donors by Number of Countries with Regulation • Blood Pressure o Figure 7: Lower Limit for Systolic Blood Pressure o Figure 8: Upper Limit for Dystolic Blood Pressure o Figure 9: Lower Limit for Dystolic Blood Pressure • Hemoglobin o Figure 10: Minimum Hemoglobin Levels by Gender o Figure 11: Minimum Hemoglobin Levels for Females o Figure 12: Minimum Hemoglobin Levels for Males § 2. AGE: Minimum Age for First Time Donors (FTD), Maximum Age for FTD, and Maximum Age for Repeat Donors (RD) • Minimum Age o Figure 13: Reaction Rate (per 1000 donation) for First Time and Repeat Donors by Age o Figure 14: Minimum Age for First Time Donors • Maximum Age o Figure 15: Maximum Age for First Time Donors o Figure 16: Maximum Age for Repeat Donors § 3. BLOOD COLLECTION: Estimated Blood Volume, Volume and Frequency of Donation • Estimated Blood Volume (EBV) • Volume and Freqency of Blood Donation o Figure 17: Maximum Amount of Whole Blood Collected During a Donation o Figure 18: Maximum Frequency of Blood Donations for Females Over 18 Donating 400 mL or More o Figure 19: Maximum Frequency of Blood Donations for Males Over 18 Donating 400 mL or More § 4. PREGNANCY • Figure 20: Deferral Period After Childbirth § 5. CHRONIC DISEASES: Cancer, Heart and Lung Diseases, and Diabetes • Cancer • Heart and Lung Health Issues • Diabetes o Regulations to Protect the Patient § 6. EXPOSURE: Tropical Infecions (Malaria, Chagas Disease, Babesosis, West Nile Virus, Creutzfeldt-Jakob’s Disease, and Varient Cruetzfeldt-Jakob’s Disease) 6 Malaria Infection and Travel to Malaria Endemic Areas o Figure 21: Deferral After Travel to a Malaria Endemic Area • Chagas Disease and Babesiosis • West Nile Virus • Increased Risk of Classic Cruetzfeldt-Jakobs disease or Varient Creutzfeldt-Jakobs disease from Travel, Clinical Exposures, or Family History o Table 22: International CJD and vCJD Regulations § 7. EXPOSURE TO INFECTIOUS DISEASES: Sexually Transmitted Diseases (HIV/AIDS and Viral Hepatitis Infections), and Other Infections (Bacteria, Virus, Fungi) • Table 23: FDA US Guidelines for HIV and Hepatitis Virus Exposures • Direct HIV Exposure • MSM Exposure • Sub-Saharan Africa Exposure • Direct Hepatitis Exposure o Table 24: Viral Hepatitis A, B, and C Risk Factors, Prevalence, Indicidence, and Fatalities o Figure 25: Deferral After Sexual Activity with Hepatitis Carrier • Exposure through Broken Skin o Figure 26: Deferral Period After Peircing in Possibly Unsterile Setting o Figure 27: Deferral Period After Exposure to Another Person’s Blood o Figure 28: Deferral Period After Tattoo in Possibly Unsterile Setting • Exposure through Sexual Activities with High Risk Individuals o Figure 29: Deferral Period After Sex with a “High Risk” Individual by Deferral Length • Incarceration Exposure • Clotting Factor Concentrate Exposure and Other Contaminated Blood Products • All Exposures o Figure 30: Deferral Period After Cessation of “High Risk” Activity by Number of Countries with Regulation • Other Infectiond o Figure 31: Deferral Period After Completion of Antibiotics § 8. BLOOD QUALITY: Smallpox Vaccination • Vaccinia Virus from Smallpox Vaccine o Table 32: Deferral After Receiving the Smallpox Vaccine by Country Study-Wide Themes Between US Policies, Scientific Data and International Policies § Policies to Protect the Donor § Policies to Protect the Patient § Figure 32: Diagram of Policies’ Relationhips to Scientific Evidence and International Regulations • o 7 § § Table 33: Summary of Results Figure 34: Summary of Classification of the Comparison between US Policies, Scientific Data, and Internaitional Policies • Key for Figure 34 CHAPTER 6 • Discussion o Large Discrepancies Between US Policies and Scientific Data o Large Discrepancies Between US Policies and International Policies CHAPTER 7 • Policy Recommendations o Structure of Policy Decision Making and Important Factors for Consideration § Public Health Services § Donors Lying § Discrimination o Policy Suggestions § High Risk Exposure Policy Suggestions § Suggested Wording for Health Histories Questionnaire § vCJD Deferral Policy Analysis § Protection of Donors Policy Suggestion § Travel Regulations for Malaria Policy Suggestion • Limitations • Future Studies • Conclusion 8 CHAPTER 1 Introduction Importance of Topic For well over a century, people have relied on collected human blood and products to treat trauma, blood diseases, and chronic illnesses. There is no FDA-approved synthetic blood replacement that is capable of transporting oxygen. It cannot be manufactured commercially or collected from non-human sources. Blood is almost entirely collected from volunteer donors who altruistically provide this lifesaving treatment to critically ill patients. The critical concern of the use of blood, beyond its availability, is the possible transmission of pathogenic organisms by blood to the receiving patient. In the 1960’s, one third of blood transfusion recipients became infected with viral hepatitis due to contaminated blood. The HIV/AIDS epidemic increased this problem, further pointing to the need for gold standard blood testing and donor screening. If an individual is not able to donate blood, due to an exposure or high-risk activity, that individual is “deferred” from donating blood. Individuals can also be deferred for characteristics that make them or the recipient higher risk for experiencing an adverse health outcome from the donation process. The policies that dictate who can and cannot give blood have major effects on the national supply of blood, and can be detrimental when the number of willing and eligible donors is exceeded by the number of patients requiring human blood. Relationship to HSSP Health In 2011, blood transfusions were the most common health procedure carried out during hospitalizations.1 The rate of blood transfusions has increased by 138% since 1997, to nearly 3 million inpatient transfusion recipients, or 12% of all hospitalizations in 2011.1 The safety, efficiency, and reliability of the blood collection process is vital to maintaining the health of the country. 9 Science The driving factor behind blood donor eligibility should be the capacity for technology to screen out blood that might cause the spread of infections, specifically Hepatitis B Virus (HBV) and Hepatitis C Virus (HCV), Human Immunodeficiency Virus (HIV)/ Acquired Immunodeficiency Syndrome (AIDS), Chagas Disease, Syphilis, West Nile Virus (WNV), and Human T-Lymphotrophic Virus (HTLV). These tests are constantly being improved and adjusted to increase the specificity and sensitivity, as well as the detection ability for possible new infections, or new strains of infections, which could infect the recipient of the blood. The more specific the screens are, the shorter the deferral times need to be, and the quicker individuals can rejoin the donor population and begin donating again. Researchers are also constantly looking for possible ways to develop synthetic blood or a blood substitute that is able to carry oxygen to remove the need for human donors altogether. There have been a few possible breakthroughs in the search for an alternative blood source and some clinical trials have been carried out in the US and the UK. There was even one oxygencarrying substitute that was approved by the FDA, but it was soon retracted due to the complexity of its use and its substantial side effects. There are many synthetic products available that are able to fulfill other functions of blood, like hydration and volume. However there has not been a suitable oxygen carrying substitute to properly replace all of the needs of the country. Until this replacement is discovered, tested, produced, and made cost-efficient, patients will continue to depend on donated blood with the capacity to carry oxygen. Society Society’s perception of risk is well represented in blood donor eligibility policies and the acceptable capacity for risk is a major component of policy development. A line must be drawn where the risk outweighs the need, and vice versa. Deferral periods and lifetime bans remove huge populations from the donor pool. This is acceptable if it is also removing a proportionate amount of risk. As risks shrink to the range of one in a million, further reducing risk becomes 10 more and more difficult without the aid of technological breakthroughs. When just faced with epidemiological information and demographics about risk, removing high-risk populations becomes the only option. Policy Blood donation regulations are partly based on the laws in the Code of Federal Regulations Title 21 (CFR) and partly based of suggestions from the US Food and Drug Administration (FDA). The FDA oversees all US blood collection organizations to ensure the proper safety precautions are in place. The regulations suggested by the FDA are often adopted fully by collection agencies. Any type of change to the eligibility of donors, the screening process, or the collection process must be developed as policy and either included in the CFR as federal law or suggested by the FDA. Blood Components Red Blood Cells Red blood cells (RBC), also known as erythrocytes, transport oxygen collected from the lungs through the body via the circulatory system.2,3 RBC travel through the pulmonary vein to the capillaries of the lungs where the oxygen molecules bind with iron, a component of hemoglobin (Hb), which is the active subunit within RBC. The oxygenated RBC enter the heart through the pulmonary artery where they are pumped systemically. When the RBC arrive at the necessary tissue cells, the dissolved oxygen molecules diffuse through the membranes.2 The RBC then become deoxygenated and continue circulating until they become oxygenated in the lungs once again. The RBC life span lasts about 120-days and begins with their formation in the bone marrow, along with white blood cells and platelets, which are all formed from the same precursor stem cell through a process known as hematopoiesis.4 RBC transfusions are used in many medical situations, including trauma and surgery, as well as, treatments for chronic blood diseases, like anemia and sickle cell disease.3 RBC transfusion units are created by centrifuging whole blood and collecting the sedimented RBC, 11 which fall to the bottom of the centrifuge vial due to their high density. This process removes the majority of the plasma and platelets, which then can be used to create other blood products. Once RBC are isolated, they can be transfused into another individual. Most studies show RBC must be transfused within 42 days of collection or they no longer viable.5 Due to the short lifespan of RBCs, a significant portion of the RBCs in the unit will have reached the end of their 120 day lifecycle. The greater the time between the collection and transfusion, the lower the quality of the RBC; data suggest this can lead to poorer post transfusion outcomes.6 To maintain viability, RBC are stored in their liquid state at 6 degrees Celsius or lower.7 However this constant temperature is only imperative to the health of the RBC after 14 days postcollection. Before that time, the cells are more resilient and can withstand the changes in temperature that can be associated with transportation.7 Platelets The smallest component of whole blood, platelets, also referred to as thrombocytes, are the primary cells involved in the clotting process where they accumulate in the vessel under a wound to reduce blood loss.8 The importance of platelets can be observed when patients with a reduced concentration of platelets take longer to stop bleeding after an incision, compared to those with normal levels.9 Platelets also help to maintain homeostasis within the blood. The membrane of the platelets are covered with glycoprotein receptors that bind ligands like fibrinogen, von Willebrand factor, collagen, fibronectin, vitronectin and thrombospondin, all factors involved in controlling and regulating blood coagulation and clotting.9 Disorders affecting any of these receptors or ligands can cause increased bleeding time, absence of clots, or spontaneous changes in blood homeostasis.9 Platelets are used in surgery, but are more commonly included in treatments for cancer and organ transplants.3 They make up a small portion of the total volume of blood, which is why many whole blood donations are needed to make up a single transfusion dose. A transfusion dose is either made up of five units of platelets that have been separated from a whole blood 12 donation, also known as ‘pooled platelets’ or one platelet apheresis donation.8 Storage of platelets has been a challenge and transfusion units have been shown to be very sensitive to lack of oxygen, sedimentation, changes in pH, and bacteria growth.10 Consequently, platelets must be used within 5 days of collection.3,8 This timeline creates a constant demand, and collection agencies must work quickly to prepare platelets for transfusion. In most cases, platelets are stored between 20 and 24 degrees Celsius in plastic membrane bags with a specific surface-to-volume ratio, which allows for adequate oxygen diffusion.10 To make sure all of the cells in the unit are able to receive oxygen the bags are kept in an agitated state, even during transportation, to make sure the cells do not sediment and suffocate, causing cell death.10 Data have shown that exposure to temperatures below 18 degrees Celsius damages the cells, however, temperatures above this create the perfect environment for bacteria growth.10 Their susceptibility to bacterial contamination means each platelet unit must be carefully inspected for safety and quality before transfusion. Using a closed collection system, where separation and inspection happen within the collection bag and the sample is never exposed to open air, has minimized contamination risk.10 Platelet transfusions can also include some types of leukocytes, also known as white blood cells.10 There are five different types of leukocytes separated into two categories: granulocytes, named for their grain-like sacks of enzymes that digest microorganisms, and agranulocytes, cells devoid of these sacks. There are three types of granulocytes: basophils, eosinophils and neutrophils, and two types of agranulocytes: lymphocytes and monocytes.11,12 The major function of all leukocytes is in the immune system. These roles include defenses against infection from viruses, bacteria, fungi, protists and helminthes. Plasma Plasma makes up the majority of the volume of blood, and is the protein-salt liquid component of blood that is 92% water and contains proteins, glucose, clotting factors, electrolytes, hormones, CO2, antibodies, and other protiens.13,3 Plasma has multiple functions 13 within the body including transporting cells and other necessary components to the correct tissue, maintaining blood pressure, blood volume and pH balance to preserve homeostasis, and facilitating the exchange of minerals like sodium and potassium, which are critical components to many physiological mechanisms.13 Plasma is the most stable component of blood and can be stored for up to a year if frozen within 24 hours post-collection.13 Unlike RBC or platelets, plasma can be treated with solvents or heat to destroy viruses like HIV, Hepatitis B, and Hepatitis C.13 Donated plasma is often processed into ‘plasma derivatives,’ which are concentrations of specific proteins found in plasma. Some common plasma derivatives include Immune Globulins, used to treat very immunocompromised patients like those with X-Linked Agammaglobulinemia, Factor VIII concentrate, which contains the Antihemophilic Factor (AHF), and Factor IX concentrate and Anti-Inhibitor Coagulation Complex, both treatments for bleeding events in hemophilic individuals.13 Plasma is also used to create Cryoprecipitate AHF, also commonly referred to as Cryo. Like plasma, cryoprecipitate can be frozen and stored for up to one year after the collection and is manufactured by collecting the precipitate from thawing plasma.5,3 Cryo contains fibrinogen, factor VIII, factor XIII, fibronectin, and von Willebrand factor.14 Plasma and plasma derivatives have a wide range of uses, including treating shock and burn patients, as well as managing bleeding and immune disorders.3 Cryo has much more specific uses, like treating some chronic blood diseases like hemophilia and Von Willebrand disease, and it is also the only source for high concentrations of fibrinogen.3 Typology Blood is physiologically separated into four ABO types (A, B, O and AB) and two Rh factors (positive and negative). A patient must receive a compatible blood transfusion or they can experience complications like acute hemolytic transfusion reaction (AHTR) due to ABO incompatibility (see Transfusion Complications).15 14 Whole blood, RBC, and plasma have different transfusion-compatible blood types. Just looking at ABO types for RBC, Type O is the universal RBC donor and can have their blood transfused to any patient regardless of their blood type, while type A and type B can only be transfused into other individuals of the same type, as well as, AB individuals.2 AB individuals are universal RBC accepters, but are only able to donate RBC to other AB individuals who can receive any time of RBC transfusion.2 Plasma donations are the reverse of RBC. Type AB is the universal plasma donor, while type O is the universal plasma receiver.2 Types A and B can donate plasma to their respective types in addition to type O, while AB can only receive plasma from other AB individuals.2 Whole blood includes plasma and RBC so whole blood types can only be transfused to individuals of the same type.2 For example, type O can only donate whole blood to other type O individuals. There are no universal donors or receivers for whole blood transfusions. Rh antigen factors must also be considered for whole blood and red blood cells, but they do not apply to plasma.2 Each blood type can be Rh antigen factor negative or positive, and are annotated by and plus (+) or minus (-) sign following the ABO type. Negative means that the individual’s blood lacks Rh antigens. Negative blood can be donated to both positive and negative individuals, while positive can only be donated to other positive individuals. This is necessary because the presence of the Rh antigens will cause a Rh negative individual’s immune system to attack and kill the RBC, which are chemically associated with the foreign Rh antigens. The ABO type and Rh antigen factor must be considered and matched correctly before a transfusion is conducted (Figure 1). There are eight different types of RCB and whole blood (O+, O-, A+, A-, B+, B-, AB+, and AB-) and four types of plasma (O, A, B, and AB). Apheresis makes it possible to isolate and remove a specific blood component from an individual and return the remaining blood back into the body. For example, Red Cell Apheresis, often referred to as ‘Double Red,’ removes two pints of blood from a donor, one pint at a time, and separates out the RBC. The machine then returns the rest of the blood, including the 15 plasma and platelets, back to the donor and keeps the RBC. The lost volume is replaced by saline solution to maintain proper blood pressure and reduce the risk for adverse donor reactions (ADR). This process can be beneficial because it produces two ‘units’ of red cells to be given to a donor. It is safer for a patient to receive blood from a single donor, rather than multiple donors, because it minimizes the possible risks (see Transfusion Complications). Whole Blood, Red Blood Cell and Plasma Donor and Recipients, by Type, Figure 1 Can Receive Blood From: Can Donate Blood To: O+ O- O+ plasma O- plasma plasma A+ A- A+ plasma A- plasma plasma B+ B+ plasma B- plasma B- AB+ AB- plasma AB+ plasma AB- plasma plasma Type O blood is the most common in the US, accounting for 45% to 48% of the general population.2,5 Minority populations, like Hispanic-Americans and African-Americans, have a higher percentage of type O blood, 57% and 51% respectively.5 O- blood is the most highly demanded RBC type for medical purposes, because it is the only type of blood that can be used in emergency situations where the patient’s blood type is unknown.5 Only 7% to 9% of the US population has O- blood.5,2 Only 3% of individuals have AB+ blood, and while they can only donate RBC and whole blood to other AB+ individuals, they are universal plasma donors, which is often used in emergency situations with patients requiring huge volumes of blood and with ill newborns.2,5 16 Blood Borne Infectious Diseases Transfusion-transmitted infections (TTI) are infections caused by a blood transfusion contaminated with bacteria, viruses, parasites, or prions. These types of infections can be transferred through many different mechanisms, including association with blood cells, free floating cells in plasma, or introduction of the pathogen via the injection site on the donor’s skin. Many pathogens are able to survive within stored blood as long as the blood cells are being kept alive. In many cases, stored blood is the perfect proliferation environment for bacteria, which are carefully protected through temperature, aggregation, and glucose supplements. Blood Tests and Screening One of the main limitations for protecting the national blood supply is the restricted capacity to test for harmful, and possibly fatal, infectious diseases. This challenge is combated by strict eligibility practices, implementation of gold-standard tests, and treatments of the blood, when possible. Blood collection organizations routinely test for 7 infectious diseases: Hepatitis B Virus (HBV) and Hepatitis C Virus (HCV), Human Immunodeficiency Virus (HIV)/ Acquired Immunodeficiency Syndrome (AIDS), Chagas Disease, Syphilis, West Nile Virus (WNV), and Human T-Lymphotrophic Virus (HTLV).a The first blood screen was implemented in the 1940’s to test the collected blood for syphilis.16 While now more sensitive and specific, the same type of screen, an antibody test, is still currently used to test for syphilis. There has not been a single reported case of transfusiontransmitted syphilis in over 30 years. Antibody testing was also implemented to screen for HTLV in 1988, HIV in 1985, HCV in 1990, WNV in 2003, and Chagas Disease in 2007. HBV testing was first introduced in 1971 with the introduction of the B Surface Antigen test (HBsAg). As technology improved, the Hepatitis B Core Antibody test (HBc) was included in 1986. Nucleic Acid Testing (NAT), the current gold-standard in blood screening, was implemented in 1999 a Unless otherwise indicated, data for this sections is based on American Red Cross, Blood Testing, accessed 16 August 2014. 17 when it supplemented the Antibody Tests for HCV and HIV. Ten years later, NAT was able to supplement HBc to test for HBV as well (Figure 2). Both Antibody tests and NAT can have false negatives in specific cases where individuals are able to “control” their viral load, or in cases where antibodies have not yet been developed. By including multiple tests for the same infection, the likelihood of false negatives becomes extremely slim. HBV NAT (2009) Chagas Disease (2007) WNV (2003) HCV and HIV NAT (1999) HCV Antibody Testing (1990) HTLV Antibody Testing (1988) HBc (1986) HIV/AIDS Antibody Testing (1985) HBsAg (1971) Syphilis Antibody Test (1940s) Timeline of Blood Test and Screen Implementations, Figure 2 While blood screening has improved immensely, one insurmountable limitation is the ‘window’ or ‘eclipse’ periods associated with many infectious diseases. The window period is the amount of time directly after infection when the individual is still contagious but they test negative on available screens. This is due to the individual’s viral load being too low to detect, or from the lack of antibodies, which have not had adequate time to develop. The American Red Cross states their current version of NAT has reduced the average window for HBV and HIV to between 4 and 7 days. HCV is a little bit more difficult to screen for due to the long window periods. Using an enzyme immunoassay, HCV infections can usually be detected anywhere between 4 and 10 weeks after infection, and more than 97% of infected individuals will test positive using this test 6 months after infection.17 However, HCV can be detected as early as 2 weeks by observing viral RNA through PCR testing. It is also common to observe normal liver enzymes in individuals with chronic HCV for over a year after infection.17 Collection agencies must depend on strict eligibility regulations to address the window periods. During the collection, several small sample tubes are filled along with the unit of whole blood. Most blood collection organizations conduct their screening using a process known as 18 ‘mini-pooling.’ A testing facility will combine, or pool, of approximately 16 different samples.16 The mixture is then tested for each of the infectious diseases. If each test is negative, then all 16 donations are cleared. If the pool tests positive for one of the infections, the 16 donations are split into two groups of 8 and new pools are made and tested. The samples included in the mixture that tests negative are cleared. The donations involved in the positive mixture are divided into two new pools of 4 and tested again. This process continues until the positive donation is identified. Mini-pooling increases the efficiency of blood screening by up to 93%, by removing the need to test each donation individually for all 7 infectious diseases. 19 CHAPTER 2 The US Blood Supply Donor Demographics There are 30 million blood components (whole blood, plasma, platelets, RBC or Cryo) that are transfused every year in the US.5 Every 2 seconds, someone in the US requires a blood transfusion, totaling over 40,000 blood transfusions a day.5 A collected whole blood donation is approximately one pint of blood, but the average whole blood transfusion into a patient requires three times that amount. It is possible for a trauma victim to need 100 pints of blood over the course of their treatment.5 It is estimated that 41.0% of the US population is eligible to donate blood, totaling 122 million Americans.18 However, only 9.2 million Americans donate each year.5 Each whole blood donation, which contains one pint of whole blood, can produce up to three different blood products.5 Individuals can also donate specific blood components like RBC, plasma, or platelets, through apheresis. Apheresis donations have different eligibility requirements, which are implemented to reflect the necessary characteristics of the specialized equipment. While apheresis donations can be very beneficial in some cases, whole blood donations are by far the most common type of donation. Blood Shortages The increase in demand for blood is associated with the increase in complicated treatment plans for conditions like cancer and organ transplants. These complex medical interventions require more frequent transfusions or human blood components included in the care path. In September of 2014, the US experienced one of its worst blood shortages, with the American Red Cross supply 40,000 units below their daily need.19 This shortage was thought to be due to the difference in annual growth trends between donors and patients needing transfusions, 3% and 6% respectively.19 Shortages not only put individuals at risk, but also make entire communities more vulnerable to fatalities during natural disasters or accidents. In 20 situations where blood cannot be supplied to an unexpectedly large group, it must be rationed. Frequently, elective surgeries must be canceled or postponed due to lack of available blood.19 A study published in 2010 by the American College of Surgeons has found that elective surgeries that are postponed after the patient has been admitted into the hospital increases their risk of infections and their direct medical costs.20 A prospective study completed in Canada concluded that the risk for death increases the longer individuals must wait for coronary artery bypass grafting (CABG), one of the most common elective surgeries.21 Blood shortages may not directly cause fatalities, however, the long-term effects on traditional treatment paths can have detrimental outcomes for Americans seeking healthcare. Additionally, if the demand for blood continues to increase at a faster rate than the supply, the outcomes will continue to grow in severity. Federal Involvement The Food and Drug Administration The Food and Drug Administration (FDA), part of the U.S. Department of Health and Human Services, oversees all federal interests in food, tobacco, and medical products, which include drugs, medical devices, and human blood and tissue products. The regulations regarding blood and blood products fall under the jurisdiction of the Center for Biologics Evaluation and Research (CBER). CBER’s mission is: “To ensure the safety, purity, potency, and effectiveness of biological products, and cells, tissues, and gene therapies for the prevention, diagnosis, and treatment of human diseases, conditions, or injury.”22 CBER creates documents to reflect evidence-based best practices for safety and efficiency by conducting their own research, monitoring external and privately conducted research, carrying out surveillance on all aspects of the market, and employing specialists to analyze necessary data. One of the many goals of CBER’s office of Vaccines, Blood and Biologics is to regulate and establish standard practices for the collection of blood and blood components to be used for human transfusion.22 Additionally, CBER develops regulations that apply to the treatment of the blood products 21 themselves, including storage practices, quality standards, screening processes, and bestpractice product preparations for transfusion.23 CBER is also responsible for enforcing regulations, investigating and monitoring all accident and error reports, and inspecting relevant organizations and establishments, like blood collection organizations.23 The development of CBER’s regulations is conducted through multiple channels including Advisory Committees, input and recommendations from the industry, and collaboration with necessary public health organizations, both private and public. Advisory Committee The Blood Products Advisory Committee was mandated by the Federal Advisory Committee Act to advise the Commissioner of Food and Drugs and is a private external group of specialists who act as support for CBER in analysis of current and relevant data.24 The Blood Products Advisory Committee is made of the Chair of the Committee and 16 other voting members who are chosen by the Commissioner and represent all sectors of the blood collection, storage, processing, and supply markets. This includes individuals specializing in medical and biological disciplines like hematology, immunology, surgery, internal medicine, biochemistry, and epidemiology, and those involved in the more technical and logistical aspects of the processes, like engineers, physical scientists, computer technology specialists, statisticians, and blood bankers.24 One voting member, who is usually chosen by a consortium of consumer-oriented organizations, represents the general public and consumer interests.24 The Committee may also choose to include one non-voting member who represents industry interests to involve their perspectives in discussions.24 This Committee provides expert analysis of all technical data to help insure that all requirements and guidelines reflect the best possible methods to keep the market as healthy and efficient as possible. Code of Federal Regulations Title 21 and Guidance to Industry There are two sets of FDA publications that include regulations related to the blood collected and distribution process. The Code of Federal Regulations (CFR) Title 21 includes all 22 mandatory regulations that are federally enforced. They apply to any organization, public, private non-profit, and private for-profit, which collects, supplies, stores, or distributes blood and blood products. CFR covers a limited number of topics and focuses on the most technical aspects of the system, like gold standard tests to use during the blood screening process, and the proper storage temperatures for each component of blood.25 The Code of Federal Regulations Title 21, Blood Related Topics Addressed: 25 • Section 600: Biological Products: General • Section 606: Current Good Manufacturing Practice for Blood and Blood Components • Section 607: Establishment Registration and Product Listing for Manufacturers of Human Blood and Blood Products • Section 610: General Biological Product Standards • Section 630: General Requirements for Blood, Blood Components, and Blood Derivatives • Section 640: Additional Standards for Human Blood and Blood Products • Section 660: Additional Standards for Diagnostic Substances for Laboratory Tests • Section 864: Hematology and Pathology Devices • Section 866: Immunology and Microbiology Devices The mandatory and enforced regulations found in the CFR use specific language, like “shall” and “will,” to differ them from the second type of blood market related publication, the Guidance for Industries.25 The guidance documents use “should”, “can” and “may” to reflect these recommended regulations. While not mandatory, most collection agencies tend to implement them immediately after their publication. The FDA states the guidance documents are a summary of the “agency’s current thinking” on each specific topic.26 Each guidance document begins with an official statement clarifying that the publication, “does not create or confer any rights for or on any person and does not operate to bind FDA or the public.”26 They continue on to say that alternative approaches are possible and may be used as long as all regulations satisfy the requirements enforced by CRF 21.26 The guidance documents include large sections of background material and “rationale” sections to lay out the thought process behind each new suggested regulation.27 They also include any predicted implications these changes might have on the market.27 Despite the guidelines being optional, each organization’s 23 set of guidelines must first be approved by the FDA before they may enter the market. The FDA may reject the proposed guidelines if for any reason they do not represent the best possible way to protect donors and patients. Due to the FDA oversight over all collection agencies, there is very little variation seen between collection agency’s regulations in the US. Private Involvement AABB AABB, formally known as the American Association of Blood Banks, is a private organization whose primary goal is to research and develop standards for transfusion medicine. All those involved in the process of collection, storing, and distributing donated blood can join AABB as members and go through accreditation programs to be labeled AABB approved. AABB institutional members consist of 869 transfusion services, 210 blood centers, 217 hospital blood banks, 164 specialty facilities, and 69 corporate affiliates.28 The mission of AABB is to advance “the practice and standards of transfusion medicine and cellular therapies to optimize patient and donor care and safety.”29 AABB began their work and published their first issue of Standards for Blood Banks and Transfusion Services in 1957.30 Compliance with these standards is voluntary but reflect what AABB views as best practices.30 In addition to developing and publishing the market standards, AABB conducts research through the National Blood Foundation and publishes a peer-reviewed scientific journal, Transfusion, which is “the primary international vehicle for publication of scientific, technical and administrative papers relating to blood banking; transfusion medicine; hematopoietic; cellular and gene therapies; and tissue transplantation.”30 Both of these services have been valuable assets to the blood collection, storage and distribution research climate by providing the needed financial support and avenue for publishing relevant data. AABB developed the National Blood Exchange in 1953, which is a service that has attempted to create a network of blood sharing between unaffiliated facilities to combat shortages and surpluses across the country.31 This is the largest resource-sharing program to 24 exchange blood components, and they coordinate the distribution of over 185,000 transfusion units annually.31 The goal of this program is to increase efficiency and reduce waste, however, at this time it is only responsible for coordinating less than 1% of the nation’s blood meant for transfusions.5,31 AABB charges a 1% transaction fee from both buyer and seller, which brought in over $600,000 in FY2013.28,31 They have recently developed an online system where blood banks and hospitals can manage their supply and demand, further increasing the efficiency and interconnectedness of the market. This exchange improves national access to blood, especially during times of emergency shortages, like natural disasters. For situations that require this kind of assistance, AABB dispatches their Interorganizational Task Force on Domestic Disasters and Acts of Terrorism to transport the necessary blood products as quickly as possible to the affected areas without jeopardizing the supplying blood bank’s patrons.31 AABB influences the blood collection and distribution market in many different ways including standardization techniques, best practice education, outreach, research, encouraging utilization of existing resources, and combating area shortages. However, they are only one of the major private influencers involved in the blood collection and distribution process. The American Red Cross The American Red Cross (ARC) blood collection and distribution program began in 1940 as one of the services provided to fulfill their mission to prevent and alleviate suffering both nationally and internationally.32 The blood service program is only one of the five key main services ARC provides. The other four being international services, disaster relief, support for America’s military families, and health and safety services like first aid and CPR training.32 ARC is the largest private blood distributor, supplying on average 40% of the nations blood to approximately 2,700 U.S. hospitals.5 The majority of the blood is collected through more than 200,000 mobile blood drives ARC conducts annually with over 50,000 community sites.5 These mobile blood drives are held at high schools, colleges, community centers, military bases, offices, and places of worship. The remaining 20% of the blood is collected from ARC’s 25 permanent blood collection centers.5 During FY2013, ARC collected 5.7 million units of blood from 3.3 million volunteer donors.32 These units of blood were manufactured into over 8 million blood products, which were than distributed nationally.32 Private Blood Banks, Centers, and Services Blood banks, blood centers, and blood services are all private blood collection organizations operating independently or associated with regional hospitals. In most cases, blood centers are locations where blood is collected but then sent to another location for screening and storage. Blood banks are usually collection and storage facilities; they are also commonly the midpoint between blood centers and hospitals or transfusion services. Blood services are collection agencies with more than one location. These larger organizations usually deal with a cohort of hospitals who they are responsible for supplying entirely. The distinction between centers, banks, and services is not always clear, many centers and banks are privately run while being associated with a larger service. This is common practice when services purchase or buy the rights to individual centers or banks to increase their coverage. For example, Blood Systems, one of the largest private collection organizations in the nation, consists of one blood service and four blood centers, and spans 13 states with 52 collection locations.33 Some of these partnerships are affiliations, which allows more independence within the hierarchy, while others are acquisitions. In 2013, Blood Systems collected 924,695 whole blood units to be transfused to patients in regional hospitals.33 26 Blood Systems Hierarchy of Associated Blood Services, Centers and Banks, Figure 3 United Blood Services of AZ United Blood Services of ND United Blood Services of CA United Blood Services of LA United Blood Services of MS United Blood Services of MT United Blood Services United Blood Services of NV United Blood Services of NM United Blood Services of SD United Blood Services of TX United Blood Services of WA Blood Systems Blood Centers of the PaciSic United Blood Services of WY Blood Centers of the PaciSic Bay Area BonSils Blood Center Blood Centers of the PaciSic East Bay Blood Centers of the PaciSic North Bay Lifestream Blood Centers of the PaciSic North State Inland Northwest Blood Center 27 CHAPTER 3 Blood Donations The Collection Process The collection process is the first method collection organizations use to protect patients that will receive the blood from blood borne infections. They do this by screening donors for the possibility of transmitting an infectious disease through background questions and health history questions. When a donor arrives at a collection site, they are given booklets to read, which provides them with safety information, explains the collection process, and gives them information about ‘self-deferrals.’ Self-deferrals are a list of possible exclusion factors, like weight, medications, diseases, and behaviors, that would immediately restrict an individual from donating. This information is given to the donors to reduce the amount of resources and time wasted on an individual that is unable to donate. Once they enter into the health histories section, nurses test their vital signs, ask them questions about their past behaviors and exposures, and try to identify anything that would cause the donation to negatively effect them or the patient that receives the blood. During this time, nurses also assess the ability for the individual to donate blood safely and withstand the blood loss. Collection agencies aim to minimize the number of negative ADR experienced. If the individual is eligible to donate they will move to the second part of the process, where a phlebotomist disinfects the donor’s arm and collects a pint of whole blood. The collection usually takes about 10 minutes, and is dependent on the donor’s blood pressure and hydration level. Once the donation is complete the blood is sent to a blood bank to begin testing, the second half of how transfusion patients are protected, and the donor is given refreshments to increase hydration and blood sugar. Most collection sites require the donors to stay on the premises for at least 15 minutes following donation. This is done to monitor any ADR, which can be dealt with by the nurses in the controlled setting of the blood collection site. 28 Effects of Deferrals Deferrals that appropriately protect the donor or patient from ADR are completely necessary to have a safe and well functioning supply. However, if current policies are causing deferrals that are preventing eligible donors from donating the sustainability of the national supply comes into question. A study observing the effects of temporary deferrals found that only 25% of first time donors will return to try to donate again, if they were temporarily deferred. This quarter return rate is compared to the 47% of first time donors that will return to donate again after a successful first donation. This study explains the effects of different temporary deferrals on the donor population, concluding that deferrals of any kind, even short 24 hour deferrals, will greatly decrease the donor population, not just at the time of deferral but for all future donations.34 This information confirms the need to remove any unnecessary deferrals to maintain the current and future national blood supply. Attention has been turned towards ways to increase the minority presence in the blood supply. One motivation for this is the demand for blood that carries the sickle-cell trait, which is found primarily in people of African descent.18 Another important consideration is the high prevalence of type O blood in both African American and Hispanic donors compared to white donors.18 These efforts are being skirted by the high deferral rates for minority populations. A study comparing donor centers over a 3 year period found 12.4% of white presenting donors were deferred compared to 21.3% of Asian presenting donors, 19.7% of Black presenting donors, and 19.5% of Hispanic presenting donors.35 These results indicate that simply an increase in minority donor populations may not solve their contribution to the supply.18 Both Hispanic and African American individuals have significantly lower average hemoglobin levels compared to individuals of European and Asian descent. This leads to a substantial difference between deferral rates due to low hemoglobin for African Americans, Hispanics, and white presenting donors, 11.97%, 6.20%, and 3.65% respectively.18 Other discrepancies are deferrals due to STI’s, prison, tattoos, and IV drug use, all more frequent in minority populations.18 The 29 majorities of these deferrals are for at least 12 months, and disproportionately effect the minority populations. Adverse Donor Reactions (ADR) During a donation, the body is losing a significant volume of blood over a short period of time, potentially causing the body to react as if it is experiencing an acute injury. Through a four reflex pathway, including chemoreceptors and baroreceptors, the sympathetic nervous system triggers the release of epinephrine and norepinephrine. On the most basic level, hemorrhage causes increased heart rate, increased contractility, and arteriolar and venous constriction. This is one reason why some donors react badly to the donation process and will experience ADR due to the rapid drop in blood volume. Another source of ADR is the physiological manifestation of anxieties about the donation process, and hemophobia, also known as the fear of blood. Fainting due to blood loss is a trait that researchers believe adapted to respond and protect the body against anticipated blood loss.36 Loss of consciousness causes blood to travel away from the extremities to the head to restore oxygen flow to the brain.36 The most common type of fainting is vasovagal fainting, which is brought on by a trigger, like standing up quickly.37 It can also be a response to an emotional trauma, this type of fainting is termed “emotional fainting” because it is a physiological response due to a perceived outcome, rather than an active injury.36,37Many studies have found that individuals who express more fear about the donation process, or fear of blood in general, are at a higher risk to experience ADR, especially dizziness and loss of consciousness.38,36 A study conducted in 2012 suggested that assessment of a donor’s fear may be a better predictive measure for ADR than any other donor characteristic, like age, weight, or pulse.39 Females, first time donors (FTD), and young donors are all at an increased risk for emotional fainting.40 ADR affect the likelihood for donors to return and continue donating. This trend is especially evident for FTD. Approximately 30% of FTD who experience a mild ADR and 20% of 30 FTD who experience a moderate or severe ADR will return to donate again, compared to 40% to 47% of FTD who will return after having no adverse effects.41,18 ADR are categorized as mild, moderate and severe. Mild ARD are the most common and can include: • • • • • • • • • • increased respiration, rapid pulse, pallor and mild sweating, bruising at donation site, anxiety, dizziness, continuous yawning, nausea or vomiting arm soreness, or tingling of the arm or fingers.42 Moderate ADR can include loss of consciousness, repeated periods of unconsciousness, slow and/or faint pulse, and shallow respirations.42 Moderate ADR can lead to more severe outcomes if an individual injures himself or herself when losing consciousness. A severe ADR encompasses any of the other symptoms, in conjunction with prolonged periods of unconsciousness; they can also include convulsions, usually following periods of loss of consciousness.42 By far the most unlikely post-donation complication is death. The FDA requires all deaths connected to the collection or distribution of blood to be reported and investigated. Between October 1st, 2012 and September 30th, 2013 there were 7 post-donation fatalities.43 Investigations found that two of the deaths were unrelated to the donation, despite the close time proximity, and adequate evidence absolved any connection to the collection process.43 For the remaining five fatalities, a “temporal link” to blood collection was identified but a causal relationship could not be established.43 During this time frame, there were no fatalities definitively linked to the blood donation process.43 To avoid ADR, a list of physical characteristics is used to identify those at an increased risk. This includes blood pressure and pulse to ensure heart health, height and weight to 31 calculate estimated blood volume (EBV), hemoglobin levels, temperature, and age. A study published in 2013 measured the overall demographic breakdown of ADR and identified the most common symptoms post-donation. The study population was composed of 1,371 male FTD, 2,080 female FTD, 7,142 male repeat donors (RD) and 7,025 female RD.44 This study employed a survey that assessed both systemic ADR (fatigue, feeling faint, dizziness, loss of consciousness, etc.) and donation site ADR (bruising around needle site, arm soreness, tingling, numbness or weakness in fingers or arm, etc.). This study found that 32% of FTD and 14% of RD experienced some kind of ADR.44 For every race, age, and type of reaction, all ADR were most common in female FTD, and least common in male RD. “General arm symptoms” were the most common ADR in all demographics, effecting 28.0% of female FTD, 16.2% of female RB, 13.4% of male FTD, and 8.5% of male RD.44 When the data was controlled for age, results showed a significant association between ADR and young age. Donors ages 17 to 22 were 8.1 times more likely to experience systemic symptoms, and 4.1 times more likely to experience arm symptoms, compared to donors 50 and older.44 The strongest association identified was the increased likelihood of any type of ADR and EBV, calculated using the sex, height, and weight of a donor. The study found, 17.1% of female donors who’s EBV was less than 3.5 L experienced a systemic reaction, compared to 7.3% of female donors whose EBV was greater than 4.5 L.44 The study concluded that risk factors for ADR are young age, FTD, low EBV, and the female sex. The American Red Cross (ARC) states syncopal, or fainting, reactions occur between 0.13% and 0.27% of all donations.45 A major concern surrounding loss of consciousness is not the reaction itself but possible injuries the event may cause. On average, 8.8% of all syncopal reactions lead to an injury.45 Age and likelihood of a syncopal reaction causing an injury display an inverse relationship, with the younger donors experiencing a significantly higher rate of injuries due to fainting compared to the older donors.45 Females and FTD are also more likely to experience an injury due to a syncopal donor reaction compared to males and RD.45 32 Transfusion Complications Like any medical intervention, patients receiving blood transfusions are at risk for adverse effects due to the treatment. There are many precautions put in place to avoid as many transfusion complications as possible, including a closed and sterile collection system, strict eligibility requirements, and extensive blood testing. Transfusion complications can be categorized as infectious complications, which are caused by the donor passing along a virus, bacteria, parasite, or fungi via the blood to the patient, and non-infectious complications, which are due to a patient’s adverse physiological reaction to the transfusion. Transfusion transmitted infections (TTI) can be avoided by blood testing and extensive screening of blood donors. Noninfectious transfusion complications are avoided by preventive care prior to the planned transfusion and are usually addressed with general supportive care and observation. The most common causes of transfusion related mortality are the patient’s physiological response to the foreign blood. These conditions include transfusion-related acute lung injury (TRALI), hemolytic transfusion reaction, and transfusion-associated circulatory overload (TACO). These adverse outcomes are not due to the quality or source of the blood, but rather the transfusion process itself. Therefore, they cannot be avoided by changes in donor eligibility or the collection process. Reducing these reactions can be done in a clinical setting by identifying high-risk patients and increasing evidence-based practices. A study conducted by UCLA in 2011 found that less than 15% of allogeneic blood transfusion-related (ABT-related) deaths were caused TTI.46 During FY2012, the FDA reported three ABT-related deaths due to infections from contaminated blood.43 Infectious Transfusion Complications Screening and preventative measures for viral infections have been increasing both their specificity and sensitivity as new threats are identified and technology improves. Transmission risks for HIV, HBV, HCV, and HTLV have all been substantially reduced with the implementation of Nucleic Acid Testing (NAT).47 When screening is not feasible for specific viruses, other 33 techniques are employed to protect the patient from viral infections. For example, cytomegalovirus (CMV) is a major concern for immunocompromised patients, so all high-risk patients receiving blood transfusions are given specially prepared CMV-seronegative or leukocyte-depleted blood products.47 An area where there is still substantial risk for infection is bacterial contamination. Often, the source of the bacteria is from issues with storage and transportation, rather than from the donor. Platelets require the most specific and complex storage environments due to their fragility when separated from whole blood, which is why they are most likely to be contaminated with bacteria. Other areas of concern, which are addressed through donor eligibility, are protozoal infections (i.e. Malaria, Chagas and Babesiosis) and prion infections (i.e. vCJD).47 Table 4: National Average of Allogeneic Blood Transfusion Transmitted Infections (TTI) Infection HIV HBV HCV HTLV Bacterial infection from platelet transfusion Bacterial infection from RBC transfusion Transmission Risk Rate 0.5: 1,000,000 2-5: 1,000,000 0.72: 1,000,000 0.5: 1,000,000 20: 100,000 3.3: 100,000 Sources: Stramer SL. Arch Pathol Lab Med. 2007;131:702-707. Zou S, Stramer SL, Notari EP, et al. Transfusion. 2009;49:1609-1620. Dodd RY, Notari EP, Stramer SL. Transfusion. 2002;42:975-979. Non-Infectious Transfusion Complications There are many different types of non-infectious transfusion complications. These can range from mild and relatively common, to severe and life threatening. The majority of the complications are due to the body’s response to the introduction of foreign cells. There are limited prevention methods because a body’s response is difficult to predict, rather many responses focus on supportive care to reduce any potential long-term damage. A nearly exhaustive list of possible non-infectious transfusion complications can be found in the appendix. 34 Acute hemolytic transfusion reactions (AHTR) can be life-threatening depending on the amount of blood transfused, the rate at which the blood was administered, and the health of the patient’s kidneys, liver, and heart.48 AHTR is caused by a patient receiving a transfusion that is an incompatible blood type. AHTR is a very serious complication and requires immediate medical attention where the primary goal is to maintain blood pressure, which may plummet during an AHTR event due to uncontrolled bleeding from mucous membranes and open wounds.48 While rare, AHTR has one of the highest mortality rates for transfusion related complications, highlighting the importance of correct blood product typing.15,48 Not all long-term effects of blood transfusion are understood. Some studies have shown a link between repeated transfusions and cancer, indicating that transfusions might play a role in increasing an individual’s susceptibility to cancer.15 Researchers hypothesize a relationship like this might be due to the suppression of the host’s immune system, which is necessary for successful transfusions, but also necessary for attacking mutated cancerous cells.15 The implications of microchimerism, a situation where foreign cells remain within the host for many years, are not well known either.15 Microchimerism is usually only seen in patients who have received massive transfusions, it is estimated that it can affect as much as 10% of this population, and the foreign cells may make up as much as 5% of the host’s circulating white blood cells.15 This is a concern because graft-versus-host disease, autoimmune disorders, and inflammatory disorders are all possible consequences of microchimerism.15 Additionally, several studies conducted retrospectively have resulted in an association between transfusions and an increased risk of renal injuries.15 35 CHAPTER 4 Goal The goal of this study was to empirically examine the variation of US federal guidelines and regulations associated with the deferral of donors. Donors are deferred if they have been exposed to something that might put the individual receiving their blood at risk, or if the donor themselves are at risk for experiencing an ADR. Regulations should reflect the best possible way to achieve the desired outcomes in production and efficiency, which is reducing as much risk as possible to both the donor and the patient, while still maintaining a stable blood supply. Many policies have been implemented to address the scientific uncertainty and risktolerance of the public at the time they were enacted. Since then, new scientific findings or screening breakthroughs have changed the true risk rates of possible contamination. However, policy inertia often makes it difficult to update regulations, especially because public perception may not align with the implications of evidence-based studies. Some groups, organizations, or countries may choose to update specific regulations when there is overwhelming evidence in addition to public support, while others may only be influenced by either public opinion or scientific data. Regulations concerning the blood collection process vary by country’s government policies, and are not uniform internationally. Hypotheses H1: Guidelines which closely align with available data and appropriately reflect the risk rate and transmission rate will be associated with less variation across international countries, and be the more common regulation observed. H2: Greater variation across organization’s guidelines will be seen when the scientific risks have not been quantitatively summarized into transfusion-transmitted risk rates due to lack of research or gaps in scientific knowledge. H3: Strict US policies, which have been clouded by non evidence-based information, will be more likely to differ from international regulations. These situations are most commonly 36 associated with exposures and risks that have been historically difficult to research, control, measure, or screen, or carry a large social stigma. H4: Guidelines that do not have concrete scientific data will provide information about the level of caution a country decides to take towards protecting the donors or patients receiving the blood. H5: Looking at all regulations, there will be less variation between countries whose guidelines consistently represent current scientific knowledge and greater variation between countries who are stricter or more lenient than scientific evidence suggests. Methods The current FDA guidelines and regulations associated with each risk factor will be identified and relevant background information will be provided. The regulations are separated into two categories, those to protect the donor from having an ADR, and those that protect the patient from contracting any type of TTI. Regulation Topics Categorized by Purpose, Table 5 Protect the Donor • Pulse • Blood Pressure • Hemoglobin • Minimum Age for FTD • Maximum Ages for FTD and RD • Estimated Blood Volume • Volume of Donation • Frequency of Donation • Pregnancy • Cancer • Heart and Lung Health Issues • Diabetes Protect the Patient • Risk of TTI: o Malaria o HIV/AIDS o Hepatitis Viruses o Classic Cruetzfeldt- Jakobs and Variant Cruetzfeldt Jakobs Disease o Chagas Disease o Babesiosis o West Nile Virus o Other Infections The FDA guidelines all included their reasoning for suggesting each guideline as well as the expected implications. This reasoning was compared to the data synthesized from scientific papers. Peer-reviewed scientific articles were analyzed to identify experimentally collected, evidence-based data applicable to the regulation. This included incidence, prevalence, 37 transmission rate, available screening, true risk, infectious period, latent periods, and demographics. Combining this information, the quantitatively collected risk for each threat was found. This data was then compared to the US federal policies to identify how closely the FDA policies reflected the available scientific data. Categorization • • • • If the FDA policies reflected the scientific data, they were categorized as appropriate. If the FDA policies were more cautious then scientific data suggested it should be, they were categorized as strict. If the FDA policies were less cautious then scientific data suggested it should be, they were categorized as lenient. If there were no FDA policies that addressed an identified risk to the donor or patient, that topic was categorized as absent in addition to one of the three above classifications to assess the necessity of the existence of the policy. Variation within the US between collection agencies is minimal. This is due to the US approval process for collection organizations, which is monitored by the FDA. While the majority of the details and metrics involved in determining eligibility are outlined within non-mandatory and unenforced guidance documents, almost all organizations choose to follow their recommendations in their entirety instead of finding alternate guidelines which fulfill the requirements enforced in CFR Title 21. The FDA approval process is done to make sure each organization is accounting for all of the necessary risk factors. While the FDA guidance documents are not enforced, the FDA can still deny any proposed regulation that deviates from their guidelines if they feel they do not adequately protect the patient or donor. Consequently, this study focused on comparing US policies to those of other countries. Study Population Inclusive Criteria Countries were included if they fit the following criteria: 1. Was within the top 50 countries with high human development, as defined by the United Nations Human Development Index (HDI) 49 38 a. HDI is “a composite index measuring average achievement in three basic dimensions of human development- a long and healthy life, knowledge and a decent standard of living.”49 b. See appendix for list of the top 50 on the HDI 2. Was one of the top 30 countries in health care spending per capita, this reflected all countries who spent at least US $1,950 per capita.50 a. Total health expenditure is the sum of public and private health expenditures compared to the total population. It includes health services like preventative care, curative care, family planning, nutrition and health activities, and emergency health services. It does not include spending on water and sanitation.50 b. See appendix for list of countries with health expenditure over US $1,950 per capita. 3. Had a population of over 7 million people.51 US federal regulations and guidelines were analyzed against international collection agencies of comparable standards. Comparable standards was defined as being the collection agency that supplies the largest percentage of blood meant for transfusion processes in each country in the study, as well as having met the requirements outlined in the inclusive and exclusive criteria. I identified countries with comparable demographics, populations, and risk factors to the US, based on the Human Development Index (HDI) in the belief that similarly-developed nations should have similar access to the necessary blood tests and collection infrastructure. This was done to control for countries whose regulations reflect their technological capability, rather than their idea of gold-standard safety precautions and the country’s risk tolerance. To insure independence in observations, only countries with their own independent blood collection organizations were included. Many small countries adopt neighboring country’s regulations and policies instead of developing their own national standards. For example, Ireland uses the UK’s policies. These criteria were accounted for by only including countries with 7 million people or more. The last necessary characteristic for comparison I included is an equivalent amount of spending for healthcare. This factor ensured countries had a similar view on health spending 39 per capita and results were not be skewed by poverty stricken countries whose blood supply reflected lack of access to medical care rather than their volunteer donor population. Inclusive criteria includes: Australia, Switzerland, the Netherlands, United States, Germany, Canada, Sweden, United Kingdom, Japan, Israel, France, Austria, Belgium, Italy, Spain, Greece Exclusive Criteria The above countries were excluded from the study if there were no collection organization that supplied at least one third of the nation’s blood. This was done to ensure an adequate source of data that reflected the nationally policies on blood collection. The collection agencies that were included were the largest blood collection organization in each country. These criteria removed Greece, who relies primarily on surrounding countries for not only their policies, but also a portion of the blood products themselves. Included Countries and their Blood Collection Organizations • • • • • • • • • • • • • • • Australia- Australian Blood Services Austria- Osterreichisches Rotes Kreuz (Austrian Red Cross) Belgium- Rode Kruis (Belgium Red Cross) Canada- Canadian Blood Services France- Etablissement Francais du Sang Germany- DRK Blutspendedienst Italy- Associazione Volontari Italiani Sangue (AVIS) Israel- Magen David Adom Japan-日本赤十字社 / Nihonsekijūjisha (Japanese Red Cross) Spain- Banc de Dang I Texitits Sweden- GeBlod Switzerland- Blutspende Srk Schweiz (Swiss Red Cross) The Netherlands- Sanquimn Bloedvoorziening United Kingdom- National Health Services Blood and Transplants United States- American Red Cross (ARC) Data Collection The eligibility data was collected from the included collection agency’s websites. If the website did not have all of the necessary information, the agencies were contacted individually. If information was still unavailable on that specific topic it was indicated on the data table by 40 shading out the box (see Appendix) and that country was excluded from the comparison for that specific policy. Metrics Variation was defined as: 1. Any difference in deferral time over 24 hours for any identified risk. a. i.e. a lifetime deferral versus a 12-month deferral for the same exposure, or a two day deferral versus a one day deferral for the same risk 2. Any deviation between allowed ranges for measured vital signs. a. i.e. allowed pulse range from 40-90 bpm versus 50-100 bpm 3. A absence of an applicable regulation for a factor that is addressed in another country as a risk and has deferral times associated with its exposure. a. i.e. 12-month deferral for use of clotting factors versus no stated or implemented regulation concerning clotting factors Graphs and Figures All data used to create the following graphs, figures and tables was gathered from the following organizations: Australian Blood Services, Osterreichisches Rotes Kreuz, Rode Kruis, Canadian Blood Services, Etablissement Francais du Sang, DRK Blutspendedienst Niedersachsen, SachsenAnhalt, Thuringen, Oldenburg und Bremen, Associazione Volontari Italiani Sangue (AVIS), Magen David Ado, 日本赤十字社 / Nihonsekijūjisha, Banc de Dang I Texitits, GeBlod, Blutspende Srk Schweiz, Sanquimn Bloedvoorziening, National Health Services Blood and Transplants, American Red Cross, United States Food and Drug Administration, AABB Unless otherwise notes, the above is an inclusive list of all sources for the graphs, figures, and tables, that do not have sources listed beneath them. 41 CHAPTER 5 Results There are hundreds of reasons a potential donor can be deferred from donating. Types of deferrals: A) short-term- allowing the potential donor to reattempt as soon as 24 hours later B) long-term- lasting a period of several years C) indefinite- meaning currently they are not eligible to donate but this policy may be subject to change as technology or understanding changes D) permanent- which is also referred to as a ‘lifetime ban’ Motivation for deferrals can be separated into two major categories, characteristics that would put the patient receiving the blood at risk, and risk factors a potential donor might have that would increase their likelihood of an adverse donor reaction (ADR). Regulations to Protect the Donor To avoid ADR, there are several eligibility requirements and recommendations that the FDA has developed. An analysis of the ARC’s donor data found that for every 1000 presenting donors, 92.53 are deferred for reasons meant to protect the donor. Of this population, 91.8 individuals will be deferred temporarily, and 0.73 individuals will be deferred indefinitely.52 This same study conducted over 5 years, found that only 61.2% of donors will return to donate again after being temporarily deferred for donor safety reasons during their last attempted donation.52 42 1. VITALS: Pulse, Blood Pressure, and Hemoglobin Pulse • Pulse must be between 50 and 100 bpm with few irregular beats to donate, outside that range will be a 24-hour deferral. Deferrals based on pulse are enforced to protect the donor's health and reduce the risk for presyncopal or syncopal reactions. The CFR Title 21 requires all donors to have a “normal” pulse to be eligible to donate, however they do not assign values to that range.25 ARC defines “normal” as a pulse between 50 and 100 beats per minute (bpm) with a regular rhythm.53 All individuals outside of this range will be identified as having an ‘atypical pulse’. The primary motivation for deferring donors based on pulse is to reduce the likelihood of donors experiencing a syncopal reaction. A study published in 1961 concluded a high pulse rate “to be significantly related to subsequent fainting.”54 Very few studies have found such a strong correlation; in fact, many have concluded that the association is very weak at best. AABB released a statement in 2009 arguing for the removal of the pulse and blood pressure regulations.55 When adjusted for confounding factors, a study published in 2008 identified a weak positive correlation between an elevated pulse (defined as greater than 90 bpm) and any type of ADR (OR=1.25 CI=1.16-1.34).56 The study also identified a negative correlation between a slower pulse (defined as less than 65 bpm) and ADR (OR=0.73 Required Pulse Range For Donors by Number of Countries with Regulation, Figure 6 CI=0.66-0.78).56 These results 50-‐110 suggest that a lower pulse is 50-‐100 actually associated with a reduced risk, and a high pulse is not the most reliable way to predict who is at a high risk for Not Measured Unknown 0 1 2 3 4 5 6 7 Number of Countries with Regulation (n=15, includes US) 43 ADR. The majority of individuals who are deferred for a high or low pulse would have been able to successfully donate, which is why the current US pulse regulations is classified as strict. Studies conducted since the 1930’s describing the association between pulse and the risk of ADR, have varied significantly.55 For this reason, it is not surprising that there is variation in this policy between countries who have their pulse regulation available to the public. Half of the countries did not have their regulation on pulse publically available, so with such a small cohort, it is unclear whether the current distribution, seen in Figure 6, would be maintained with more data. Some countries are beginning to transition out of using pulse to assess the eligibility of donors. The UK completely phased out the measurement of pulse before 2009, and the overall rate of donors experiencing pre-syncopal ADR was less than 2% in 2010.57 Observing the outcomes from the UK, Canada has recently announced the removal of their pulse regulation beginning in May 2015.58 The US regulation does not reflect the most currently available evidence-based findings, despite AABB’s statement, which advised the FDA to remove the blood pressure and pulse regulations, because they were not an appropriate risk-measurement of a person’s likelihood to experience an ADR.55 Blood Pressure • Blood pressure must be between 180/100 mmHg and 80/50 mmHg, outside that range will be a 24-hour deferral. Blood pressure measurements provide information about an individual’s heart health. The blood pressure measurement is composed of two parts, the systolic and the diastolic pressure, written “systolic/diastolic”. The systolic value provides information about pressure in the arteries as the heart beats. This is used to estimate the strength of the heart contractions. Diastolic blood pressure measures pressure in the artery between beats. This is done by constricting the artery and timing how long it takes for the vessel to fill completely with blood after it is released. The American Heart Association describes a normal blood pressure to be 44 equal to or less than 120/ 80 mmHg and above 85/55 mmHg.59 High blood pressure, also known as hypertension, is a clinical concern due to the excess force expanding the vessels and causing damage over time and the increased work of the heart muscle to maintain the pressure. Varying severities of hypertension lie between 120/80 mmHg and 180/110 mmHg.59 Hypertensive crisis occurs above 180/110 mmHg and requires immediate medical attention, as it can cause organ damage and other serious complications.59 The current ARC high blood pressure regulation sets the maximum at 180/100 mmHg, which implies anyone with high blood pressure who does not need emergency medical attention is eligible to donate.53 A study observing the ADR rate for individuals with high blood pressure found that donors whose systolic blood pressure was above 140 mmHg were less likely (OR 0.82, CI 0.74-0.9) to experience an ADR compared to individuals with a systolic blood pressure between 90 and 65 mmHg.56 Additionally, individuals with a diastolic blood pressure above 85 mmHg were nearly half as likely (OR 0.62, CI 0.57-0.66) to experience an ADR compared to individuals between 70 and 85 mmHg.56 These findings support the current regulation of having a maximum blood pressure regulation at the level where it becomes a medical emergency, making the US’s high blood pressure regulations appropriate. While high blood pressure can be a major health concern, low blood pressure is the factor that could potentially have an effect on a donor’s risk for an ADR. Low blood pressure is usually classified as equal to or below 85/55 mmHg, and is rarely a clinical concern unless an individual is experiencing symptoms, such as dizziness, fainting, blurred vision, or nausea.59 The majority of these symptoms are also symptoms of an ADR, so it is not unexpected that low blood pressure can be associated with severe bleeding, like what is experienced during a blood donation.59 Low blood pressure is also associated with pregnancy, heart or endocrine problems, septic shock, or anaphylaxis.59 Blood loss exacerbates the possible health concerns for individuals with low blood pressure. 45 105 Strictest Average Most Lenient 100 g/dL 95 90 minimum regulation to donate blood is 100 97.1 80/50 mmHg.53 This regulation actually falls below the American Heart 90 85 80 ARC’s blood pressure Lower Limit for Systolic Blood Pressure, Figure 7 Associations classification for clinically 85 80 relevant low blood pressure.59 When 75 US Regulation International Regulations (n=7) ScientiSic Evidence *Does not include countries with no enforced limit or unmeasured blood pressure 115 g/dL 110 105 100 blood pressure and risk of an ADR, a Upper Limit for Diastolic Blood Pressure, Figure 8 Most Lenient Average 100 Strictest 110 looking at the relationship between low study found that individuals whose diastolic blood pressure is below 70 110 mmHg are 1.38 (CI 1.23-1.54) times more likely to experience an ADR, 101 100 compared to individuals whose 95 US Regulation International ScientiSic Evidence Regulations (n=7) diastolic blood pressure is between 70 *Does not include countries with no enforced limit or unmeasured blood pressure 65 g/dL 60 55 50 and 85 mmHg.56 This is a slightly Lower Limit for Diastolic Blood Pressure, Figure 9 50 Strictest Average Most Lenient significant finding, however not a huge risk factor compared to other 60 55 54 first time donor status. Due to the 50 discrepancy between the lower blood 45 US Regulation International Regulations (n=5) ScientiSic Evidence *Does not include countries with no enforced limit or unmeasured blood pressure risk indicators like age, gender, and pressure limit and the clinically relevant cut off for low blood pressure, the US’s low blood pressure minimum will be labeled as lenient. Out of the nine countries, including the US, with available data for their systolic blood pressure upper limit, eight of them had an upper limit of 180 mmHg, and one did not have an 46 enforced upper limit. Ten countries had data available for their systolic blood pressure lower limit. There was more variation seen in this regulation, with two countries having no lower limit, the US having a lower limit of 80 mmHg and the remaining countries divided between 90 and 100 mmHg. There was very little variation between the eight countries with information available on their diastolic blood pressure upper limit. Three out of the nine countries with their diastolic lower limit regulation posted did not have a lower limit enforced. There is variation for every value of the measured blood pressure, and overall the US is within the range of the international collection organizations or the most lenient. Hemoglobin • To donate whole blood, the minimum hemoglobin level for all donors is 12.5 g/dL. Hemoglobin (Hb) is a critical component of blood and is one of the main determining factors of screening for healthy donors. To test donor’s Hb levels, collection agencies test a small amount of blood during the screening process. Normal levels vary by age, race, and gender, but on average, healthy females are be between 12.0 g/dL and 15.5 g/dL, and healthy males are between 13.5 g/dL and 17.5 g/dL.60 Despite these significantly different ranges, the FDA requires all donors, regardless of gender, to have a Hb level above 12.5 g/dL to donate.25 Low Hb is one of the primary reasons for donor deferrals. A study looking at ARC’s donor populations found that 78.91 individuals in every 1000 presenting donors will be deferred for low Hb levels.52 Hb levels are an important part of calculating an individual’s allowable blood loss due to its critical role of shuttling oxygen throughout the body. While Hb and iron levels are related, it is important to know that the two do not always properly reflect the health of the other. Iron deficiency does not directly translate into anemia, and vice versa. Individuals can be iron deficient with or without anemia, and iron deficiency is only one of the many causes of anemia. Anemia is often a symptom of an underlying condition, like vitamin deficiencies, kidney and liver disease, hypothyroidism, and some cancers.60 47 Iron depletion (ID) is currently the only well understood, long-term effect of high frequency blood donations. Iron stores within a donor’s body can be slowly depleted over time, if there is not adequate time for the body to recovery from the Hb loss.61 ID can lead to long-term negative health effects for the donors. RD, especially females of childbearing age, are at the highest risk for iron depletion anemia (IDA). Furthermore, ID is not always reflected on hemoglobin tests. Hemoglobin levels will remain relatively normal even when donors are suffering from the beginning stages of IDA. Hemoglobin tests often fail to detect ID, they only test the amount of hemoglobin currently circulating within the body. Deferral rates for low hemoglobin in RD do not reflect the high likelihood of ID in frequent donors. An inverse relationship between frequency of donations and rate of deferral due to low Hb level was identified.62 The researchers found that 12.3% of the cohort who donated between one and three times in the past two years were deferred for low Hb.62 This is a noticeably different rate than the cohort of individuals who donated ten or more times in the past year, of which only 5.1% were deferred for low Hb.62 The study identified a linear trend, with the rate of deferral for low Hb decreasing as the amount of blood donations within the two years increased.62 These same populations were tested for iron stores. The data shows a very substantial increase in the percentage of individuals with absent iron stores (AIS) within the cohorts with the highest donation frequency. Donors who have donated between one and three times in the past two years were 2.5 times more likely to experience AIS compared to individuals who have never donated blood.62 As the frequency of donations increased, the odds of AIS in donors increased as well. Compared to non-donors, individuals who donated ten times or more were 8.6 times more likely to experience AIS.62 There are many ways ID can be addressed in RD, including a longer minimum frequency between donations, to allow for ample time for the iron store to regenerate through diet, and a cap on the amount of blood an individual can donate per year. Many countries worry about the effect on their blood supply if they were to increase the minimum wait between 48 donations, or decrease donation maximum frequencies. Some countries have tried to implement an iron supplement program to increase iron intake directly after a blood donation to increase regeneration. However, studies Minimum Hemoglobin Levels by Gender, Figure 10 Female Minimum Hb 13.5 g/dL have shown that this Male intervention is not clinically 13.0 g/dL beneficial for non-anemic low 12.5 g/dL iron donors.63 12 g/dL The majority of countries Unknown 0 1 2 3 4 5 6 7 8 have two different regulations, Number of Countries with Regulation (n=15, includes US) one for men and one for 14 Minimum Hemoglobin Level for Males, Figure 11 13.5 13.5 g/dL 13 12.5 13 12.5 12 12 Strictest Average Most Lenient 13.5 women. This duality allows for an appropriate regulation to be made for both men and women. When there is one regulation for both genders, there is no 11.5 value that would avoid 11 US Regulation International Regulations (n=9) ScientiSic Evidence excluding a portion of healthy women and/ or allow a portion of potentially anemic men to donate. For example, the US regulation, 12.5 g/dL, defers women between 12.0 g/dL and 12.49 g/dL despite them being within their normal range. At the same time, this regulation also allows men who’s Hb is between 12.5 g/dL and 13.5 g/dL to donate, which is below the healthy range for men. Therefore, the US regulations do not properly reflect the available scientific data, and instead have chosen to be lenient towards minimum male donor Hb policies and strict towards minimum female donor Hb policies. 49 There is a significant amount of variation in the Hb regulations between countries. Many other countries adjust for the difference between genders and have implemented a more Minimum Hemoglobin Level for Females, Figure 12 12.6 12.5 12.5 12.4 g/dL 12.3 12.2 12 12 11.8 Strictest Average Most Lenient appropriate and applicable policy. The US regulation falls between the range of minimums implemented by the international 12 collection agencies for both genders. 11.6 US Regulation International Regulations (n=9) ScientiSic Evidence 50 2. AGE: Minimum Age for First Time Donor (FTD), Maximum Age for FTD, and Maximum Age for Repeat Donor (RD) Minimum Age • The minimum age is state dependent. Some states allow 16-year-olds to donate with parental consent. All states allow 17-year-olds to donate. Age has been one of the strongest characteristics tied with ADR next to gender, first time donor (FTD) status, and estimated blood volume (EBV). The minimum age for donation in the US varies by state. In most states, teenagers may begin donating on their 16th birthday with parental consent in the form of a signed waiver. All states allow 17 years old to donate without parental consent. The majority of 16 and 17 year old donors are FTD, which is associated with an increased likelihood of experiencing an ADR. FTD are 2.63 times more likely to experience a significant ADR compared to repeat donor (RD).64 When data was controlled for donor status, the association between young age and ADR was still present.64 Not only was this relationship evident, but age was found to have an even stronger association with ADR. Individuals under 18 are 3.05 times more likely to Reaction Rate (per 1000 donations) for First Time and Repeat Donors B y Age, Figure 13 experience an ADR compared to donors over 20 years old.64 Additionally, as shown in Figure 13, while FTD are more likely to experience an ADR compared to RD in the same Source: T. Wiltbank et. al. Transfusion. 2008. age bracket, younger RD are still at a higher risk for experiencing an ADR compared to older FTD.56 Once again, showing a stronger relationship between age and the likelihood of experiencing an ADR compared to FTD status. 51 Donors under 18 make up a relatively small portion of the donor population, accounting for 700,000 donors per year, or 8.09% of the total annual donor population.65 Individuals ages 16 to 19 account for approximately 40% of FTD, making this a more important population to the future of the blood supply, rather than the current supply due to their disproportionate contribution to the incoming population.41 On average, 32% of all FTD experience an ADR. Additionally, FTD are 25% less likely to return to donate if they experience an ADR, compared to FTD who did not experience an ADR. Each year, 280,000 FTD under 18 will experience an ADR. Only 30% of this population will return to donate again, accounting for a loss of nearly 200,000 donors annually. The increased likelihood of FTD between the ages 16 to 18 experiencing an ADR ends up having a significant and sustainable negative impact on the future population of blood donors, making the US policy lenient in comparison to scientific data. There are only two countries Minimum Age for First Time Donors, Figure 14 that allow individuals under 17 to 18.5 18 Age (Years) 18 17.5 17.5 17 16.5 16 16 16 donate 400 mL or more of whole Strictest Average Most Lenient 18 15.5 US Regulation International ScientiSic Evidence Regulations (n=14) blood, the US and Australia. The partial exception to this is Japan, where 16 year old males may begin donating 200 mL, however, they may not begin donating 400 mL until after their 17th birthday. The average for the minimum required age for FTD in the international study population was 17.5, with 9 out of the 15 countries’ first donation occurring after an individual’s 18th birthday. 52 Maximum Age • There is currently no maximum age for donation, as long as, the donor is in good health and meets all other requirements. In the US, there is currently no mandated maximum age to cease donations. Collection agencies state, as long as, a donor is in good health and meets all other eligibility requirements, age should not be a reason for deferral. The aging of the donor population has been a concern for the US as the baby boomer population moves towards their 60’s and 70’s. A study looking at ARC donor demographics over 9 years found troubling trends, noticing an annual 1.4% increase in RD over 50 and an annual 1.3% decrease in donors ages 25 to 49.35 As the donor population continues to age, the implications of a maximum age limit would have damaging effects of the future national blood supply. Many studies have looked at the relationship between ADR and age.66,35,67 A study conducted in Germany observed the effects of removing an upper age limit. They found RD over the age of 69 were approximately 6 times less likely to experience ADR compared to RD between the ages of 18 and 30.68 This reiterated the inverse relationship between age and likelihood of experiencing an ADR found in many other studies. However, the study also found that elders who did experience ADR were more likely to experience severe ADR and need at least 30 minutes until they felt fully recovered.68 This is compared to donors under 68 who were more likely to experience a moderate reaction and usually recovered in under 15 minutes.68 While the severity of reactions is a concern, the extremely decreased likelihood of an elderly donor experiencing an ADR greatly reduces the population of individuals who will experience these severe complications. In the process of changing their own policies, a Canadian study used data collected from the US to observe the effects of removing an upper age limit. In addition to the lack of ADR associated with older age, the publication also points to the discrepancies in their own policies regulating maximum age limits between “jurisdictions” in Canada as further evidence “that there 53 is no absolute scientific rationale underlying the upper age limit for donation.”67 While there is wide variation between countries’ maximum age limit for donations, the US policy appropriately reflects the current scientific information available. Additionally, the fact that other countries are changing their upper age limit to match the US’s policy further reflects the appropriateness of the policy. There is a large amount of Maximum Age for First Time Donors, Figure 15 72 Most Lenient Age (Years) 70 68 66 64 research is needed in this field to 63.3 Strictest 60 58 54 concerning age. This suggests further Average 62 56 variation found in all regulations 71 none US Regulation understand how to reduce the impact 60 of ADR on the younger donor none International Regulations (n=14) ScientiSic Evidence population to feel comfortable Maximum Age for Repeat Donors, Figure 16 Most Lenient Age (Years) 80 75 70 65 55 81 Average 69.2 Strictest 60 60 none US Regulation continuing to donate into their old age. 85 50 population, and how to support the RD none International Regulations (n=13) ScientiSic Evidence 54 3. BLOOD COLLECTION: Estimated Blood Volume, Volume and Frequency of Donation Estimated Blood Volume (EBV) • The minimum weight for all donors is 110 lbs. The FDA requires all donors to weigh at least 110 lbs. (50 kg) to make sure they have a large enough volume of blood to withstand the loss caused by the donation. US regulations restrict blood collection to 10.5 mL collected per kg of the donor’s weight. This allows for a maximum of 525 mL to be legally removed from an individual who weighs 110 lbs. While this greatly varies between individuals, the general understanding is no more than 15% of a person’s total blood volume, classifying the blood loss as “minor,” can be lost without an individual experiencing symptoms of massive blood loss.69 Estimated blood volume (EBV) is calculated using a donor’s height and weight. The average volume of blood for an adult is approximately 60 mL per kg. Studies have identified a very strong inverse relationship between EBV and ADR. A study analyzing over 400,000 donations identified characteristics that were most closely associated with ADR. They found that 3.49% of donors whose EBV was less than 3,500 mL experienced some type of ADR.56 As the EBV increased, the percentage of the cohort experiencing an ADR, with 2.35% of individuals with an EBV between 3,500 mL and 4,000 mL, 1.44% of individuals with an EBV between 4,000 mL and 4,775 mL, and 0.80% of individuals with an EBV of more than 4,775 mL experiencing an ADR.56 Another study with a total population of nearly 600,000 concluded that individuals with EBV of 3,500 mL were approximately 2.5 times more likely to experience an ADR compared to individuals with EBV above 5,000 mL.70 Results from observational studies strongly suggests low weight is closely related to an increased likelihood of ADR, making the US policy lenient in comparison to scientific data. High school drives have been notorious for having a high rate of ADR, the majority seen in smaller female students. To address this concern, ARC developed a sliding scale for height 55 and weight requirements, which applies to all high school students until their 18th birthday. The weight requirements affect males under 5’ and females under 5’6”. The sliding scale uses an inverse relationship between height and weight to control for the minimum EBV individuals need to donate blood. This is a policy implemented by ARC and is not something that was suggested by the FDA, however many other collection organizations are beginning to implement similar policies after seeing the reduction in ADR. Internationally, only two countries have chosen to implement a sliding scale for their younger donors that is similar to ARCs regulation. Canada’s scale applies to all individuals under 23 years old, and the UK’s scale applies to female donors under 20. Other then those scales effecting a specific minority donor population, there was no variation for the minimum amount of weight the donor must be to donate 400 mL or more of blood between the 15 countries in the study. All countries required individuals to weight at least 50 kg. Japan was the only exception, collection agencies allow donors to choose between two volumes to donate. In Asia the average body weight is 57.7 kg, which is significantly lower than Europe’s average body weight of 70.8 kg, North America’s average body weight of 80.7 kg, and Oceania’s average body weight of 74.1 kg.71 To combat this limitation, many Asian countries, Japan included, allow individuals to donate either 200 mL or 400 mL. The weight, age, and Hb requirements are lower for the 200 mL donations compared to the 400 mL donation, leading to a larger population of eligible individuals. Other countries included in this study do not experience this same pressure, and therefore have not been forced to create this two volume system. Overall, the policy that applied to the largest donor population in every country was a minimum weight of 50 kg. 56 Volume and Frequency of Donation • In the past 8 weeks have you donated blood, platelets or plasma? • In the past 16 weeks have you donated a double unit of red cells using an apheresis machine? The replacement of the donated blood varies by component, but the overall volume of blood is quickly equalized within hours by the flow of extravascular fluid into the circulating blood from surrounding tissue.b This increase in extravascular fluid results in the restoration of the lost plasma. RBC take longer to regenerate, several weeks before the loss is completely compensated for. The cell formation rate for a normal adult is about 200 billion RBC per day, 10 billion white blood cells per day, and 400 billion platelets per day. However, this varies widely by individual. RBC concentration is closely monitored and maintained by the body. For those who have recently experienced a loss of RBC, the cell formation, or erythropoietic activity in the bone marrow, will increase until the body returns to homeostasis. Approximately 1% of an individual’s RBC are created each day, while old RBC are simultaneously removed. For an average adult in homeostasis, erythropoietic activity produces a little less than one pint of RBC every week. However, if the body were to experience a large blood loss, erythropoietic activity can be increased 8 fold. This is not a sustainable formation speed, so prolonged periods of RBC reduction leads to anemia over time due to the depletion of iron stores. Platelet production can also be physiologically controlled by the body if it experiences a sudden drop in concentration, however it is not as closely maintained as RBC. Some long-term effects of repeat blood donations have been suggested through experimental and observational studies. A causal relationship between frequent donations and decreased iron has been well documented, and is especially present in women of childbearing ages. Multiple studies have also identified a higher prevalence of restless leg syndrome in repeat blood donors.72 This trend is primarily seen in men, and remains relatively unexplained. b Unless otherwise indicated, data for this sections is based on Schwartz, RS and Conley, CL. “Blood,” 151 Encyclopedia Britannica, 2014. 57 Most hypothesis of all long-term adverse effects stem from the reduction of iron stores over time. Therefore, implementing policies that reduce the strain put on donor’s iron stores would benefit the donor in the long run. Collection agencies in the US usually collect around 500 mL including the sample tubes used for screening and is among the group of countries that allow the largest volume of blood to be collected. The amount of blood that is removed from a person is significantly more than what scientific evidence suggests should be the upper 510 500 limit, making the US policy on volume 490 of donation lenient. Additionally, the mL 470 prevalence of IDA in American donor 450 suggests the minimum amount of days 430 between donations is not enough to 410 maintain the problem iron stores, consequently making the US frequency policy to be too lenient. Scientific evidence suggests no Maximum Amout of Whole Blood Collected During a Donation, Figure 17 Most Lenient Average Strictest 500 478.75 450 400 390 US Regulation International * ScientiSic Evidence Regulations (n=12) * Does not include Japan's smaller volume of 200 mL, which has different donor requirements than their standard 400 mL donation volume more than 15% of blood should be removed from the body during a blood donation and the average volume of blood for an adult is 60 mL per kg of body weight.69 The ARC chooses to collect only one volume from their donors. This differs from many other countries, which have a range of volumes collected based on a donors EBV. For example, Italy will collect 450 +/- 10% depending on the donor’s height and weight. Due to ARC’s limitation, the volume must accommodate their lightest allowed donor, 110 lbs. Using this information, ARC should be collecting no more than 450 mL of blood, including the samples for screening.c The scientifically c 110 lbs= 50 kg x 60 mL/kg[average blood volume per kg in an adult]= 3,000 mL of blood in a 110 lb adult 3,000 x 0.15 [suggested maximum percent of blood that is safely removed from a donor]= 450 mL of blood collected 58 suggested 15% of blood volume and the US’s law of 10.5 mL per kg do not coincide, leading to the discrepancy between the evidence-based volume and the actual volume collected. Maximum Frequency of Blood Donations for Males Over 18 Donating 400 mL or More, Figure 18 120 Frequency (Days) 100 80 60 56 40 Strictest Average Most Lenient 112 67.5 56 20 0 US Regulation International Regulations (n=12) ScientiSic Evidence Maximum Frequency of Blood Donations for Females Over 18 Donating 400 mL or More, Figure 19 120 Frequency (Days) 100 80 60 56 40 Strictest Average Most Lenient 112 75.5 56 20 0 US Regulation International Regulations (n=12) ScientiSic Evidence 59 4. PREGNANCY • Female donors: in the past 6 weeks, have you been pregnant or are you pregnant now? Very little research has been conducted analyzing the risk of blood donations during pregnancy, because any increased risk to the mother or fetus would not be advised. Therefore, the true safety has yet to be established using evidence-based findings. One small-scale study conducted in the late 1980’s observed 48 women in their third trimester who wished to donate blood.73 One major concern for blood loss during pregnancy is postpartum anemia and the need for a transfusion after birth. The incidence of postpartum transfusions was used as one metric to quantify the risk of donating blood while pregnant. They also monitored the mother and fetus’s heart and neurological patterns during the collection process for any abnormalities. Before the donations, the team identified 17 women who they believed were at a higher risk for needing a transfusion after childbirth.73 Out of the cohort of women, nine were ineligible to donate, and the remaining 31 women each donated between one and three times during the duration of their pregnancy, for a total of 61 donations.73 Out of the 61 donations, there was one ADR resulting in a brief loss of consciousness, and three donors ended up needing postpartum transfusions.73 Two out of the three women needing the treatment were identified as high risk before the donations.73 The donation itself was safe for both the mother and fetus, however, the long-term effects of donating blood while pregnant could end up having adverse effects on the mother’s health resulting in the need for postpartum transfusions. The large variation for countries’ deferral periods after childbirth is not unexpected due to the lack of scientific evidence. Some possible justifications for a deferral period is to give the mother’s body time to recover from the stresses put on the body during childbirth. Additionally, especially in the case of caesarian sections, the women often experience a moderate amount of blood loss, which would also support the need for a deferral period. While the US does not have a regulation surrounding breastfeeding, many other countries require women to wait to donate blood until after her child has been weaned. The validation for this regulation is because a 60 mother’s milk supply is based on her hydration. Donating blood removes a significant amount of fluid from the system, putting a woman’s milk supply in jeopardy. Due to the lack of Deferral Period After Childbirth, Figure 20 14 12 regulation, the level of appropriateness of the pregnancy deferral policy is 10 Months evidence to dictate an evidence-based Strictest Average Most Lenient 8 6 4 unknown, however the limited data 2 suggests it is lenient. 0 12 7.3 6 1.5 US Regulation unknown International Regulations (n=14) ScientiSic Evidence When evidence is lacking, the level of precaution a country takes in terms of their donor’s health becomes evident. The US has an extremely lenient policy compared to the other countries included in the study, falling significantly below the second most lenient policy and nearly 6 months below the average of international regulations, as seen in Figure 20. The leniency can also be seen surrounding regulations for deferrals after miscarriages and abortions, and policies related to breastfeeding, found in the Appendix. 61 5. CHRONIC DISEASES: Cancer, Heart and Lung Health Issues, and Diabetes Cancer • Have you ever had any type of cancer, including leukemia? Due to the minimal research done in this area, very little is known about the risks for the donor or the patient receiving the blood of cancer survivors donating blood. Multiple studies have concluded that donating blood is not a risk factor that would cause cancer, but few have looked as the possibility of cancer cells transferring from a donor who has or had cancer to a patient, or the health effects on the cancer survivor. Many cancer survivors feel compelled to donate blood once they have fully recovered because so many of their treatments often contained human blood components. In the US, individuals who have had malignant cancers unrelated to the bones or blood may donate after one symptom free year following a complete recovery from the cancer. Non-malignant cancers most likely will not cause a deferral after complete recovery, but some exceptions apply. Cancers, which effect the blood, such as leukemia, can potentially damage the individual’s blood production capacity long after complete remission. Additionally, some hypothesize that cancer cells within the blood could be transmitted to a transfusion patient. While there has never been a reported case of this occurring, the most likely situation it would occur in would be a cancer of the blood. Cancers of the bone also lead to a lifetime deferral, because they can cause long-term damage to the bone marrow, where blood cells are produced. This could potentially reduce a donor’s ability to replace the cells lost from the donation. Very little research is available on the outcome of cancer survivors donating blood. However, a retrospective cohort study observed over 12,000 transfusion recipients who were exposed to blood from “precancerous donors.”74 The entire study population contained over 300,000 transfusion patients, and the researchers concluded there was no evidence to suggest any additional cancer risk for the patients who were exposed to preclinical cancer via a blood transfusion.74 The study assumed that individuals who were diagnosed with cancer following a 62 blood donation would provide the necessary exposure to be able to observe a potential negative outcome. These results suggest that cancer cells within a blood transfusion do not increase the risk for the patient receiving the blood. For this reason, the regulation should be viewed as a policy that is put in place to protect the donor, rather than the recipient of the donated blood. The lack of scientific data available means this policy cannot be labeled at lenient, strict or appropriate, therefore its relationship to evidence-based data is unknown. However, from what is known about the physiological aspects of cancer, a year is not an adequate amount of time to determine complete health, suggesting this policy is lenient. While many countries allow individuals to donate blood after complete recovery from a non-malignant caner, the US is one of only two countries which allow donations from donors who have recovered from a malignant cancer not effecting the blood or bones. The other country that allows individuals who have had malignant cancers is Australia. However, Australia’s deferral period is significantly longer than the US deferral period, 5 years versus 12 months, respectively. In this situation, the US is the most lenient country. There is not a consensus on the reasoning behind regulations for individuals who have recovered from cancer. The UK explains their lifetime ban is to protect the patients receiving the blood, because the policy is based on “a theoretical risk that a cancer cell could be passed on in the blood.”75 However, they also note that they have yet to find “evidence to prove that this is a possibility.”75 Australia has a different motivation for their regulations surrounding donors who have recovered from cancer. They state the deferral is “to protect the donor’s health by ensuring as far as possible that the cancer is gone and will not recur.”76 Australia’s permanent ban on individuals who have had cancers effecting the blood or bones is also meant to be for the protection of the donor.76 All other countries included in this comparison have a lifetime ban for any type of malignant cancers. 63 Heart and Lung Health Issues • Have you ever had any problems with your heart or lungs? Diseases that effect the heart and lungs range drastically in severity, symptoms, and circulatory resilience. Deferrals based on the health of an individual’s circulatory system are done to protect the donor’s health and make sure they can withstand the blood volume loss, they are able to replace the missing cells adequately, and they do not risk experiencing a serious adverse health event from the body’s shock of the blood removal. The questions many collection agencies choose to ask are broad to assess the donor’s overall circulatory system health. Each collection site has different stipulations surrounding the deferral of individuals who have experienced a stroke or heart attack, or have other related conditions, like heart disease, heart failure, COPD, and chest pain. For most conditions, including heart attacks, chest pain, angina, a change in medication meant to treat symptoms from a heart related condition, or heart disease, ARC defers donors for 6 symptom-free months following their last episode.53 In general, chronic diseases do not effect an individual’s donation eligibility, as long as, they pose no risk to the patient receiving the blood, they are otherwise in general good health, and they meet all the other necessary requirements to donate blood. The connection between the risk for a heart attack and blood donation has been disputed for many years. Researchers who believe the act of donating blood could trigger amyocardial ischemic event put conservative risk estimates at slightly less than 1 in one million blood donations.77 This risk rate is slightly above the baseline risk for individuals between 45 and 70 years old, 0.3 per one million donations, but half of the increased risk associated with sexual activity for this population, which would be equal to is 2 in one donations.77 Other studies looking at the relationship between blood collection and heart attacks have concluded there is no associated or increased risk for healthy donors.78 Researcher’s analysis of studies which found a positive association when collecting data on this relationship believe the observed risk of cardiac events for some studies only occurred in donors who had preexisting heart 64 conditions, making a deferral of this population a possibility for reducing the potential risk.79 The existence of this finding suggests the US policy for heart and lung issues is lenient, however, due to the lack of data, the true relationship between the regulation and evidence- based data is unknown. All countries, excluding the US and Canada, have instituted lifetime bans for any individual who has experienced a heart attack, stroke, any type of heart disease, or heart failure. In some countries, chest pain, arrhythmias, pacemakers, or any type of cardiac surgeries also lead to a lifetime deferral. Canada allows “asymptomatic” individuals to donate blood, but they have a lifetime ban for any individual with coronary artery disease. The Canadian Blood Services explain their method of conducting health histories is done to assess a donor’s individual level of heath to decide if they are eligible to donate. In many cases, asymptomatic individuals will be eligible, however, site specific regulations differ in terms of length of time an individual must be symptom-free, the clinically relevant symptoms which would cause a deferral, and the deferral period for ineligible donors. The US has a much more generalized policy of a 6 month symptom-free period of time before individuals with circulatory disorders may donate. Canada and the US are the only sources of variation for the comparison of policies effecting individuals with circulatory disorders. The US’s nonspecific 6 month deferral period and Canada’s individualized deferral periods are the most lenient out of all of the countries included in this study. Diabetes There are three types of diabetes, Type 1 diabetes mellitus (Type 1), Type 2 diabetes mellitus (Type 2), and gestational diabetes. However, only the first two would be relevant to discuss in terms of eligibility for donating blood, because the last is a temporary condition associated with pregnancy. Type 1 diabetes, also known as juvenile diabetes, is associated with a body’s inability to produce enough insulin due to autoimmune destructive mechanisms in the pancreas. The cause of Type 1 diabetes is unknown, but individuals can keep their condition 65 well managed through injections of artificial insulin. Type 2 diabetes, also known as adult-onset diabetes, is characterized by the gradual development of insulin resistance, and represents 90% to 95% of all diabetes mellitus cases.80 Type 2 diabetes is a metabolic disorder and is thought to generally be caused by obesity, although there are some genetic factors that can predispose an individual to developing it. Treatment for Type 2 usually consists of diet and exercise to manage the high glucose levels, however, if the condition progresses, some individuals develop the need for oral medications or insulin. Similar to the previous two sections discussing chronic diseases, the relationship between diabetes and blood donations is relatively unknown. The purpose of some countries deferring individuals with diabetes is to protect them from ADR caused by changes in an individual’s glucose levels or insulin sensitivity. Studies have been conducted observing the relationship between insulin sensitivity and iron stores in blood donors. The results concluded that frequent blood donors had a higher level of insulin sensitively and a lower level of iron stores compared to non-donors.81 This study did not use diabetic individuals in their study population. Due to the lack of data available for diabetic blood donors, the relationship between evidence-based data and the US diabetic donor regulation is unknown. However, the fact that a relationship between insulin sensitivity and blood donation exists in non-diabetic donors, suggests a similar relationship might exist for diabetics. This relationship would suggest that Type 1 diabetics, who have reduced control over their insulin levels, might be put at risk when donating blood. So while this policy is labeled unknown, small amounts of data suggest the policy is lenient. A systematic review of the safety of Type 2 diabetics donating blood was conducted in the UK in hopes of providing relevant data to apply to their regulations surrounding the eligibility of diabetics. The researchers discussed their disappointment in the lack of research surrounding this topic. They concluded that none of the studies they identified suggested Type 2 diabetics would have any increased risk for ADR.82 Some studies have even concluded donating blood 66 might have preventative measures against Type 2 for men who have normal to high iron levels.83 Results showed frequent donors’ insulin and glucose metabolisms functioned at a higher level compared to non-donors. US and Australia are currently the only two countries that allow Type 1 diabetics to donate blood. All other countries may allow Type 2 diabetics to donate depending on their history with insulin dependence. In most cases, diabetic individuals may donate as long as their condition is well controlled using only diet and/ or oral medications. Similar to cancer, Australia and the US are the major outliers, and extremely lenient compared to the other countries included in the study. 67 Regulations to Protect the Patient 6. Exposure: Tropical Infections (Malaria, Chagas Disease, Babesiosis, West Nile Virus, Creutzfeldt-Jakob’s Disease, and Variant Creutzfeldt-Jakob’s Disease) Malaria Infection and Travel to Malaria Endemic Areas • In the past three years have you been outside the United States or Canada? • Have you ever had malaria? Although malaria was eliminated from the US in the beginning of the 1950’s, it still represents a huge international health burden, accounting for 150 million infections resulting in up to 2 million deaths annually.84,85 Malaria is an infectious disease caused by parasites that infects mosquitos who then act as a vector infecting people whose blood they subsequently feed on.86 The infection begins in the liver and then infects RBC as the disease progresses, making it transmittable through blood-to-blood contact. There are multiple strains of malaria which are associated with different endemic regions, latent periods, and severity.87 Non-immune individuals are those who grew up in non malaria-endemic (NME) areas. They were never exposed to the infection, and therefore, never developed any kind of resistance. Due to this susceptibility, they are more likely to develop a more severe case of malaria. In non-immune individuals, severe malaria develops anywhere between 7 and 15 days after infection, and can kill the individual in as little as 24 hours without medical treatment.87 Less severe forms of malaria can be difficult to diagnose in non-immune individuals because symptoms like elevated temperature, perspiration, and shivering are often associated the flu or other common viruses. Non-immune individuals will contract an acute version of the disease, which will become identifiable well within a year, depending on the strain. At that time more clinically relevant symptoms appear, like enlargement of the liver and spleen and mild jaundice.86 Diagnoses are made by observing the parasite in RBC.86 Human immunity will develop in individuals who have been exposed to the parasite by residence in malaria-endemic (ME) areas. This limited immunity reduces the risk of the more severe form of the illness and decreases the likelihood of death, however is does not completely 68 protect the individual.87 Immune individuals have still contracted the disease, and can still transmit the disease through blood-to-blood contact, but the multiple low grade activations of the disease makes it more likely to remain latent for a longer period of time, making diagnosis especially difficult. The CDC publishes the status of all ME countries for reference (see Appendix), with information about the risk for US travelers, the local malaria species, the recommended prevention method, any common drug resistant strains, and the individual cities and towns in each country with the highest risk for infection.88 This information is used by blood collection agencies to define travel regulations to reduce the risk of spreading malaria to patients. The travel and residence regulations for malaria apply to anyone who has traveled or resided in a ME area for more than 24 hours. The FDA defines residence in a ME country as “a continuous stay of longer than 5 years in a country or countries having any malaria-endemic area.”89 A potential donor who has resided in a ME country should be deferred for three consecutive symptom-free (CSF) years after moving to a NME country.89 If such an individual returns to a ME area before the three-year period is over, the deferral period resets, and they must wait another three CSF years before being eligible to donate.89 However, if such an individual fulfills the three CSF year deferral period before traveling to a ME area, they should only be deferred for one CSF year following their return.89 This is only the case if the travel was less than 5 years. If the trip was longer than 5 years, it would be considered residence, and the deferral period would be reset to three CSF years. The FDA suggests that individuals who have traveled to a ME area should be deferred for one CSF year, regardless of whether they took preventive chemoprophylaxis drug.89 The FDA suggests that an individual who has previously contracted malaria and undergone treatment should be deferred from donating blood for three CSF years after complete recovery.89 The deferral periods reflect the maximum amount of time the disease might remain undiagnosed and untreated within an individual for the strain with the 69 longest latent period. The FDA does not specify between different area’s most prevalent strain and their average latent period. A study conducted over 5 years found, on average, less than 9.6% of first time presenting donors will return to try to donate again if temporarily deferred specifically for malaria risks.52 This is compared to 63% of repeat donors who returned after being temporarily deferred for malaria risk.52 Using these percentages, the study predicts that in 5 years, ARC lost over 130,000 donors due to the low return rates after deferrals for malaria exposure.52 A loss of 130,000 donors over 5 years is associated with a loss of over 221,000 donations, and up to 663,000 blood products, the following year. This significant loss of completely eligible donors due to a temporary deferral is a common theme when looking at trends in donor behavior. The results enforce the need for as few unnecessary deferrals as possible, to not only protect the current blood supply, but also the future blood supply. In 2006, a study collected data from 6 nationally dispersed blood collection centers and estimated that for every 1000 presenting donors, 10.2 donors were deferred for malaria exposure due to travel.90,91 Of the 2,108 deferred donors recorded, the majority were exposed in “low risk” areas like Mexico (41%), the Caribbean (13%), and Central America (22%).90 The remaining donors were deferred due to travel to “high risk” areas like Africa and Oceania.90 Another study analyzing the same data estimates that over 60,000 donors are deferred annually for travel to ME areas in Mexico, while travel to ME areas in Africa is only responsible for 5,500 deferrals a year.91 In 2005, 444,936 Americans traveled to ME areas in Africa.91 Of this population, 611 travelers returned with malaria. In contrast, 4 million Americans traveled to ME areas in Mexico, yet only 5 people returned from Mexico with malaria.91 Additionally, only 0.03 in 10 million Americans who contracted malaria in Mexico remained asymptomatic after 90 days, compared 0.9 in 10 million Americans who contracted malaria in Africa who remained asymptomatic after 1 year.91 The difference in disease manifestations is due to the different strains found in the area. These results suggest travel to ME areas in Africa is associated with 70 “1100-fold higher risk for malaria” compared to the ME parts of Mexico.90,91 The study also found if deferral lengths due to travel to ME areas were reduced from 12 months to 3 months, an additional 56,000 donations would be added to the blood supply annually, with only one additional malaria contaminated unit collected every 57 years.91 This is comparable to the possibility of infectious units entering the blood supply from donors who have returned from ME areas in Africa with our current regulations. Between 1963 and 2011, 97 cases of transfusion-transmitted malaria were reported.85 An estimated two thirds of the cases were traced back to donors answering dishonestly, and would have been prevented if the guidelines had been followed.85 Therefore, these transmissions would still be present regardless of what policies were in place. Only one third, or 0.65 transfusion transmitted malaria cases per year, might have been addressed with a change in policies.85 The change in policy suggested by the study would increase this figure to 0.667 cases of transfusion transmitted malaria per year, or 2 cases per year if the infections caused by dishonest answers are Deferral After Travel to a Malaria Endemic Area, Figure 21 d included. This new rate of, 0.06 40 35 malaria infections per one comparable risk of all other transfusion transmitted infections of concern, like HIV, HBV, and HCV.e The absence Months 30 million transfusions results in a 25 20 15 10 12 5 0 US Regulation Strictest Average Most Lenient 36 9.2 4 African and Oceania Central and South America International Regulations (n=14) 12 3 ScientiSic Evidence d 1/ 57= 0.017 [increase in malaria infected donations per year if the deferral period was shortened from 12 months to 3 months for Mexico alone] + 0.65 [the number of annual malaria infections due to gaps left by the current policies]= 0.667 [cases of transfusion transmitted malaria if the deferral period was shortened from 12 months to 3 months for Mexico alone] e (2 [estimated number of transfusion transmitted cases of malaria if the deferral rate for travel to Mexico was shortened from 12 months to 3 months]/ 30,000,000 [number of blood products transfused every year]) X 1,000,000= 0.06: 1,000,000 [rate of transfusion transmitted malaria cases if the deferral rate for travel to Mexico was shortened from 12 months to 3 months] 71 of regulations that properly reflect the relative risk of transfusion transmitted malaria leads this specific policy to be categorized strict. There was a significant level of variation surrounding the restrictions for travel to a ME area between the international countries included in the study. The deferral period for 8 out of the 16 countries included in the study is 6 CSF months. Two countries, France and Australia have more lenient regulations, requiring only 4 CSF months. In the case of malaria based travel deferrals, Italy is the major outlier, with a much stricter deferral period of 3 CSF years. The average deferral regulation of the international countries included in the study is 9.2 CSF months following the individuals return. The US’s regulation is above this average with their 12 CSF month deferral period. Scientific evidence is not well reflected in any of the country’s policy, however it may identify closest with the 6 month deferral found the majority of the study population. Chagas Disease and Babesiosis • • Have you ever had Chagas disease? Have you ever had Babesiosis? Chagas disease, also known as American trypanosomiasis, is a disease caused by Trypanosoma cruzi, a parasite carried by the triatomine bug.92 While endemic to the Americas, Chagas disease has spread to other continents and effects between 7 and 8 million people internationally.92 The majority of infections take place is Latin America, where they refer to the Chagas vector as the “kissing bug.”92 Chagas disease initially presents with little, to no, noticeable symptoms, and begins approximately two months after infection.92 During this time, a large quantity of parasites circulate in the blood, making it easily transmissible via blood transfusion.92 One indication of infection is a “purplish swelling” or lesion around a single eye lid, however this occurs in less than half of all infections, and only in cases where the infection was caused by excrement entering an individual’s eye.93,92 During the second, and chronic phase of Chagas disease, the parasites accumulate in the heart and digestive muscle.92 The majority of 72 individuals are asymptomatic during this time but some will suffer from heart or digestive disorders.92 After several years, an infected individual will suddenly die of heart related complications due to the parasites’ degradation of the heart muscles.92 Chagas disease can be easily treated with benznidazole and nifurtimox.92 These drugs are nearly 100% effective if given right after infection during the acute phase.92 However, the effectiveness of the treatment decreases as the disease progresses, and the treatment itself is usually disruptive to an individual’s life, with 40% of individuals reporting adverse side effects over the two month treatment course.92 Because Chagas disease is endemic the North America, the US currently does not have any deferrals based on exposure and addresses this health concern by asking donors if they have ever been infected with Chagas disease. Anyone who has ever been infected is deferred from giving blood for life, regardless of treatment or time since recovery. The same policy is used for a very similar parasitic infectious disease, Babesiosis. Babesiosis is also a parasitic disease carried by a vector found in the US, and shares many other of the same traits as Chagas disease. The parasite, Babesia microti, is spread by the deer tick, which is commonly found during the warmer months in the Northeast and upper Midwest.94 Babesiosis parasites attack and destroy the RBC of an individual, causing hemolytic anemia, which can lead to jaundice-like symptoms.94 Other common complications include low blood pressure, hemolysis, low platelet count, and vital organ irregularities.94 In the majority of Chagas disease and Babesiosis cases, primary symptoms are usually mild, and can include fever, headache, muscle pain, and other non descript symptoms, making diagnosis difficult.92,94 Babesiosis infections vary in severity, but can be life threating to immunocompromised individuals, like the elderly, individuals without a spleen, or individuals with serious health conditions like cancer, HIV/AIDS, and liver disease.94 Treatment is available through a combination of anti-parasitic medications, however flare-ups have been observed, which suggests that even when asymptomatic, the individuals still carries the parasite regardless of treatment.94 73 Both the deer tick and the triatomine bug have been reported in about half of the US, specifically in the southern and eastern parts of the country.93,95 Because there is no vaccine for Chagas disease or Babesiosis, the best prevention method is vector control via insecticide spraying and avoidance of high risk areas.93 Other than through contact with the blood-sucking vector’s, Chagas disease and Babesiosis can be passed through blood transfusions, organ transplants, and from mother to child during birth.92,94 The presence of the vectors and parasites in the US has led to the implementation of screening for Chagas disease on all blood donations to reduce any possible transmission.93 However, there is currently no approved blood test to screen for Babesiosis.94 The lack of a sensitive and specific blood screen for Babesiosis has become increasingly concerning. ARC considers themselves “lucky” that an adequate and affordable screen for Chagas disease was developed so soon after it was flagged as a public health concern.96 The CDC estimates one in every 27,500 units of blood tests positive for Chagas disease.97 The quick implementation of the Chagas disease screen is awarded with curbing a predicted large spread of the infection throughout the US. Despite researchers’ and medical technology developers’ best efforts, an equally fitting screen has not be developed for Babesiosis. In some ways Babesiosis is currently the most uncontrollable infectious threat to the US blood supply. There has been a huge push to develop a blood test to protect patients receiving blood. In 2012, National Institutes of Health awarded the Boston based company Immunetics a $3.7 million contract to develop a blood test.98 They published their research in 2014 and concluded that, while the tests they were developing are showing positive results, there are many limitations to the current model, including questionable cost-effectiveness, and the “grey area” within the testing results leading to subjective diagnoses.99 While strides are being made, the lack of screen currently in place is putting patients at risk, posing a major public health problem. 74 Even while effective treatments for Chagas disease and Babesiosis exist, they may not completely clear an individual’s system from the parasites, maintaining the risk of transmission if the individual were to donate blood. The current US regulation indefinitely defers any individual who has been infected with Chagas or Babesiosis from donating blood.53 These regulations properly reflects the transmission risks of Chagas disease and Babesiosis, and therefore are appropriate regulations. The majority of countries also have a lifetime ban on anyone who was ever infected with Chagas disease or Babesiosis. Additionally, a travel deferral was seen in many of the countries. In most cases the travel deferral was grouped together with the deferral for West Nile Virus and lasted 4 CSF weeks after return from an endemic area like the US, Canada, and South America. West Nile Virus Similar to Chagas and Babesiosis, West Nile Virus (WNV) is also an infection carried by insect vectors, in this case, female mosquitos, who typically bite between August and September and are endemic to the US. Historically, WNV primarily infected birds, but it has since transferred to infecting humans and other mammals, like horses, cats, and other domestic animals, further increasing the risk that local mosquitos will transmit the infection. The first human WNV case in the US was reported in 1999, when individuals in New York City developed meningitis and encephalitis. WNV spread to 10 states by 2001 with 66 cases, and by 2002, over 4,000 people were infected leading to nearly 300 deaths.100 WNV continued to spread through the continental US, with nearly 10,000 reported cases in 2003, and over 250 deaths.100 By 2004, WNV was reported in 47 states.100 WNV typically becomes symptomatic between 2 and 14 days following infection via mosquito bite.100 Despite infection, nearly 80% of individuals will remain asymptomatic.100 The majority of symptomatic individuals experience very mild symptoms, including fever, eye pain, and body aches. 1 in 150 infected individuals develop the more severe form of the illness, and 75 between 4% and 14% of this population will die from the illness, with a higher mortality rate seen in the elderly.100 There is currently no treatment for WNV, however, medications can be given to reduce the effects of the symptoms. The first case of ABT-related WNV transmission was reported in 2002.100 Between 2002 and 2003, over 50 cases of confirmed or suspected transfusion transmitted WNV were reported to the CDC.100 In 2003, the FDA approved the first blood screen for WNV which could be used in a blood collection setting.100 Blood banks joined the trial period on a voluntary basis. Since then, WNV screening has become widely implemented, greatly increasing the safety of the blood supply, and aiding in the reduction of infections nationally. While a huge step forward in patient protection, it is suspected that 6 WNV infection blood components were released in 2003 despite testing negative for the infection.101 In retrospective analysis, these blood components carried very low viral loads but were still infectious, as indicated by subsequent patient infection. In 2009, the FDA published another guidance concerning WNV safety, encouraging the use of a new NAT which used individual donor screening, ID-NAT, rather than mini-pool screening, MPNAT.101 This switch would increase sensitivity, but also increase costs and reduce resources. To combat this conflict, the FDA encourages the use of MP-NAT followed by ID-NAT only if the pool is reactive to the first screen.101 If the pool is not reactive to the MP-NAT, the FDA suggests the entire group should be labeled negative and continue through the screening process. This is a great example of utilizing technology to create the most efficient and cost-effective process while still maintaining safety. Unfortunately, this system failed in 2012 when a man receiving treatment for cancer received WNV infected blood.102 The man subsequently died from encephalitis caused by the WNV infection. When the situation was investigated, it was discovered that during the MP-NAT the pool tested positive for WNV, but during the ID-NAT, none of the samples reacted. The IDNAT is considered the gold standard, so the results of that screen were used. Since this incident, the blood bank and organizations involved in this situation have implemented a new 76 policy where an entire pool of blood is discarded if no positive samples can be identified after a pool tests positive for WNV.102 This policy may lead to large amounts of waste depending on their mini-pool size. This policy has not been nationally implemented, and WNV infections do not ban an individual from donating for life, possibly mitigating the loss from this new policy. If a donor tests positive during the screening process, they are not permanently removed from the donor population. WNV can be successfully cleared from a donor’s system by their own immune system, allowing them to continue donating after their complete recovery. The FDA suggests donors should be deferred for 120 days (4 months) from the onset of symptoms or the day of diagnosis, whichever was at a later date.100 After this deferral period, individuals may reenter the donor population and the organization’s discretion. The current policies properly reflect both the testing capabilities and the risks of the illness, making the WNV regulation appropriate. International regulations addressing WNV are reflected in deferral periods following an individual’s return from the US. In all cases with data for regulations addressing travel to a WNV endemic area, those that have a deferral period have one that lasts 4 CSF weeks. Some countries also provided data about an individual’s reentry into the donor population after successfully completing treatment for a WNV infection. These deferral periods vary, ranging from 4 to 6 months. In the large majority of symptomatic cases, symptoms appear within 14 days of infection, making the 4 week deferral a proper reflection of this latency period while accounting for a buffer period of human recall error. Not all countries have implemented the WNV screen, because it is not cost-efficient in non endemic areas. Instead they depend on the deferral after return from an endemic area or identification of the illness during the health histories section of the blood collection process. 77 Increased Risk of Classic Creutzfeldt-Jakob disease or Variant Creutzfeldt-Jakob disease from Travel, Clinical Exposures or Family History • From 1980 through 1996, did you spend time that adds up to three (3) months or more in the United Kingdom? • From 1980 through 1996, were you a member of the U.S. military, a civilian military employee, or a dependent of a member of the U.S. military? • From 1980 to the present did you spend time that adds up to 5 years or more in Europe? • From 1980 to the present did you receive a blood transfusion in the United Kingdom or France? • Have you ever received a dura mater (or brain covering) graft? • Have any of your relatives had Creutzfeldt-Jakob disease? Classic Creutzfeldt-Jakob disease (CJD), a fatal neurodegenerative disease, is most commonly caused by a spontaneous mutation of normal prion proteins into abnormal prions.103 This incredibly rare disease affects one in a million people but is more likely to affect individuals 60 and over, where the incidence is 4.6 per million.103 While development of CJD is primarily random, an estimated 5-15% of cases are caused by inherited mutations in the prion protein gene.103 CJD is always fatal and progresses quickly causing early dementia and usually killing an individual within 6 months of the first symptoms.103 Transmission of CJD has been recorded in brain product transplants like a dura mater (brain covering) grafts and human pituitary-derived growth hormone injections.53 Variant Creutzfeldt-Jakob disease (vCJD) is diagnostically unrelated, but physiologically similar to CJD. Unlike CJD, which is endemic worldwide, vCJD has been associated with the bovine spongiform encephalopathy (BSE) outbreak, also known as “mad cow” disease, in Europe, specifically in the UK, where vCJD was first described in 1996.104 vCJD affects a younger population than CJD, primarily being observed in individuals under 30. It also progresses slower that CJD, usually killing the individual within 14 months.104 vCJD causes “prominent” psychiatric and behavioral symptoms and “painful dysesthesias.”104 Consumption of BSE infected beef puts individuals at a significantly higher risk for contracting vCJD, the human form of mad cow disease. Since the end of 2010, 184,500 BSE positive cattle were identified, effecting 35,000 different herds.105 Only a small portion of the infections were reported, 78 researchers estimate that, in total, approximately 4 million cattle were infected with BSE, and 3.3 million infected cattle entered Britain’s food supply.106 What concerns researchers the most is the estimated 1 in every 2,000 Britons who now carry the human form of mad cow disease, twice as many as previously thought in the late 1990’s.107 Little is known about disease progression and latent period, which adds to the difficulty in creating policies which appropriately protect the blood supply.107 Luckily, scientists have found that the prions, which cause the disease, were not as dominate as previously thought, causing a much lower mortality rate than expected. This suggests that many Britons are “subclinical carriers” of the abnormal prion, but will not develop the symptoms associated with the fatal disease.107 Since 1995, 117 Britons have died from vCJD.108 The majority of deaths took place between 1996 and 2004.108 The incidence of vCJD has dramatically decreased, since 2012, only one death in the UK has been attributed to vCJD.108 Additionally, there is not a single suspected or diagnosed case of vCJD currently alive in the UK.108 Despite the lack of active cases, research conducted on a similar prion disease, endemic to Papua New Guinea, found that prion diseases can remain latent for 50 years before the individual develops symptoms.109 There is a very limited understanding of this disease, which has lead to an extra precautionary response to other possible modes of transmission. The current understanding is that the disease has never been transmitted through standard person-to-person contact (i.e. cohabitation, shared cutlery, sexual intercourse, etc.). However, there have been at least 3 cases of transmission through a blood product donation from an asymptomatic donor.110 The donors subsequently developed vCJD and died, but at the time of the donation, the individuals had no clinical signs of vCJD.104,111 Researchers are unsure if subclinical carriers are able to transmit vCJD through blood transfusions.107 In all of the cases of transfusion-transmitted vCJD thus far, all of the donors were asymptomatic at the time of the donation, but did develop the fatal disease soon after the donation. In 2013, experts in the UK estimated that up to 1,000 79 people will die due to tainted blood in their national blood supply.112 The limited knowledge about the disease and the potential for an epidemic has encouraged the FDA to defer any donors who are at an increased risk for vCJD. The absence of a blood test to screen for CJD and vCJD means policy makers must depend on donor screening to protect the blood supply. To avoid transmission of vCJD and CJD through blood transfusions, the FDA suggests a permanent deferral of anyone who has been diagnosed with CJD, vCJD or BSE, and anyone at an increased risk for exposure to the fatal illness. Factors that increase risk of exposure are: • • • • • Dura Mater transplants, Human Cadaveric Pituitary-Derived Growth Hormone, Cornea transplants, and any other transplants where material could easily cross the blood-brain barrier, Xenotransplantation, or the transplantation, infusion, or implantation of animal organs, tissues, or cells, for example bovine insulin, blood products produced in the UK or France, travel or residence to Europe, especially the UK, and having blood relative who has been diagnosed with CJD, due to the genetic inheritance risk.27 The travel policies factor in the different locations an exposure could take place, the range of time an individual might be at highest risk, and the amount of time an individual had to spend in that area to be considered high risk. They suggest that potential donors should be indefinitely deferred if they have: • • • • cumulatively spent three or more months in the UK between 1980 and 1996, cumulatively spent five years in France between 1980 to the present, have been former or current military personnel or civilian family members who resided at a US military base in either Northern Europe (Germany, UK, Belgium, Netherlands) for six months or more between 1980 and 1990, or elsewhere in Europe (Greece, Turkey, Spain, Portugal, Italy) for six months or more between 1980 and 1996, or if the have cumulatively spent five or more years in Europe since 1980.27 vCJD can remain undetected but still infectious within a carrier, so all individuals at an increased risk of exposure should not donate. Additionally, anyone who received any type of blood product transfusion while in the UK or France since 1980 is also indefinitely deferred, regardless of the amount of time they spent in the countries.27 80 In terms of the US, BSE, vCJD, and CJD have had little effect on the population. In total, there have been 4 cases of BSE in cattle, none of which entered the food supply due to the “targeted surveillance” created to monitor BSE. Due to the lack of knowledge concerning transmission, latent periods, and disease progression, the current CJD and vCJD regulations will be considered appropriate, pending developments in blood testing and screening technologies. Table 22: International CJD and vCJD Regulations Australia Countries, Year Range, and Time Spent in vCJD Endemic Areas to Cause Lifetime Deferral 6 months in the UK between 1980-1996 Austria 6 months in the UK between 1980-1996 Belgium 6 months in the UK between 1980-1996 Canada 3 months in the UK or France between 19801996, 5 years in Western Europe since 1980, 6 months in Saudi Arabia between 1980-1996 Clinical Exposure that Result in Lifetime Deferral Cases of Iatrogenic CJD Family History of CJD Blood transfusion in the UK since 1980, Bovine Insulin, Human Growth Hormone/ Human Pituitary Hormone before 1986 Blood transfusion or other blood product since 1980, Human Growth Hormones/ Human Pituitary Hormone Human Growth Hormone since 1986, Blood Transfusion since 1980 Diabetics who have used insulin before 2006, Dura Matter 9 cases (5 from Dura Mater, 4 from Gonadotropin) Lifetime deferral 4 cases (3 from Dura Mater, 1 from Growth Hormone) Lifetime deferral Lifetime deferral 4 cases (all Dura Mater) Lifetime deferral 81 England and North Wales No deferrals Blood transfusion since 1980, Human Growth Hormone before 1985 79 cases (65 from Growth Hormone, 3 from Red Packed Cells, 3 from contaminated surgical instruments, 8 from Dura Mater) Lifetime deferral France 12 months in the UK between 1980-1996 Blood transfusion, Growth Hormone before 1989, Cornea transplant before 2001 Lifetime deferral Germany 6 months in the UK or Northern Ireland between 1980-1996 Dura Matter, Surgery or Blood Transfusion in the UK after 1980 133 cases (119 from Growth Hormone, 1 from contaminated surgical instruments, 13 from Dura Mater) 11 cases (10 from Dura Mater, 1 from Cornea Transplant) Israel 6 months in the UK between 1980-1996, 10 years in Portugal or Ireland since 1980 Dura Matter, Human Growth Hormone, Blood Transfusion in the UK since 1980 Italy Japan Spain 1 months in England between 19801996, 6 months in Europe or Saudi Arabia since 1980 12 months in the UK between 1980-1996 Lifetime deferral Lifetime deferral Human Growth Hormone, Dura Matter, Cornea Transplant Human Growth Hormone, Dura Matter, Blood Transfusions 9 cases (all from Dura Mater) Lifetime deferral 142 cases (all from Dura Mater) Lifetime deferral Human Growth Hormones before 1987, Dura Matter, Blood Transfusion in UK, Bovine Insulin 14 cases (all from Dura Mater) Lifetime deferral 82 Sweden Dura Matter Switzerland 6 months in the UK between 1980-1996 Blood Transfusion after 1980, Human Growth Hormone before 1986 The Netherlands 6 months in the UK between 1980-1996 Blood Transfusion after 1980, Human Growth Hormone United States 3 months in the UK between 1980-1996, US military and civilian family members who spent 6 months based in Germany, Belgium, Netherlands between 19801990 or Greece, Turkey, Spain, Portugal, Italy between 19801996, 5 years in Europe since 1980 Dura Matter, Bovine Insulin produced in the UK, Human Growth Hormone, Blood Transfusion in the UK or France since 1980 5 cases (3 from Dura Mater, 2 from contaminated EEG Needles) 7 cases (5 from Dura Mater, 2 from Growth Hormone) 34 cases (29 from Growth Hormone, 1 from Cornea Transplant, 4 from Dura Mater) Lifetime deferral Lifetime deferral Lifetime deferral Lifetime deferral Sources: Australian Blood Services, Osterreichisches Rotes Kreuz, Rode Kruis, Canadian Blood Services, Etablissement Francais du Sang, DRK Blutspendedienst Niedersachsen, Sachsen-Anhalt, Thuringen, Oldenburg und Bremen, Associazione Volontari Italiani Sangue (AVIS), Magen David Ado, 日本赤十字社 / Nihonsekijūjisha, Banc de Dang I Texitits, GeBlod, Blutspende Srk Schweiz, Sanquimn Bloedvoorziening, National Health Services Blood and Transplants, American Red Cross, United States Food and Drug Administration, AABB, Brown P, Brandel JP, Sato T, et al. Iatrogenic creutzfeldt-Jakob disease, final assessment. Emerg Infect Dis. 2012;18:901-907. There has never been a single case of vCJD that was not related to exposures in Western Europe. For that reason, many countries have instated lifetime travel bans to reduce the amount of potential vCJD carriers donating blood. The majority of countries reflect similar policies regarding bans for vCJD and CJD. All countries with data, excluding the UK, have lifetime bans for individuals who lived in the UK between 1980 and 1996, during the height of the outbreak. However, the length of time residing in the high risk area varies from 1 month to 83 12 months. Many countries also include bans for living in countries who were in close proximity to the UK, and suffered some of the same consequences of the mad cow outbreak in the 80’s, including France, where 25 individuals have died from vCJD since the outbreak began, and Ireland, who has experienced 4 vCJD related fatalities. There is very little variation for regulations surrounding other risk factors for vCJD and CJD. Between 5% and 10% of CJD are hereditary, leading regulators to instate a lifetime ban on individuals with a familial history of CJD in every country. The other well known risk factors also have little variation between countries, including lifetime deferrals for dura matter and cornea transplants, and human pituitary growth hormone treatments. Those three procedures account for over 450 CJD infections internationally. Any treatment which leads to transplant material coming into contact with the brain or cerebral spinal fluid, a specific type of iatrogenic infection, can put the recipient at risk. All other transplant materials would not allow the abnormal prions to pass through the blood brain barrier, keeping the patient safe from infection. Evidence suggests bans should be in place as a precaution for the transmission of vCJD and CJD. Current international regulations properly reflect the potential danger of a contaminated blood supply. 84 7. Exposure to Infectious Diseases: Sexually Transmitted Diseases (HIV/AIDS and Viral Hepatitis Infections), and Other Infections (Bacteria, Virus, and Fungi) The current policies surrounding exposure to HIV/AIDS and Hepatitis Viruses in the US range from 12 months for tattoos and piercings, to a lifetime ban for IV drug users (IDU) and men who have sex with other men (MSM). The main infections of concern are HIV, HCV, and HBV. With any of these diseases, if an individual becomes infected, the specific mode of transmission (i.e. via anal or vaginal sex, accidental prick with contaminated needle, or cohabitation) has no effect on the length of time it would take for an individual to test positive with the current screening. The difference between the exposures is the likelihood that an individual would be exposed to the infections. The likelihood that an individual becomes infected with HIV after getting an ear piercing is substantially different than the likelihood of an individual becoming infected after having sexual intercourse with a prostitute. The concern arises with newly infected individuals who might falsely test negative due to the window period, or the time directly after infection, where an individual has not developed enough viral markers to test positive, despite being infectious. The FDA has two groups of risk factors, those which allow for reentry after a specific amount of time, and those that are too high of a risk for new infections so the populations are banned from donating blood. The FDA has already detailed “high risk” exposures that will cause a deferral but not a lifetime ban. For exposures that allow individuals to reenter the donor pool, there is no scientific evidence that supports the need for deferral periods that last any longer then the window period on the tests. Different deferral times for different exposures remove potentially eligible donors from the population instead of allowing them to attempt reentry as soon as the blood tests will read accurately. FDA US Guidelines for HIV and Hepatitis Virus Exposures, Table 23 High Risk Activity Contact with Blood- splash in eyes or mouth, needle stick New sexual partner Multiple partners Deferral Period After Last Exposure 12 month deferral None None 85 Prostitution- receiving compensation for sex Engaging in sex with a prostitute IV illicit drug user (IDU) Sex with IDU Non-injection illicit drug use Piercing in a setting where sterility is questionable Tattoos in a setting where sterility is questionable Tattoo by licensed profession in sterile setting Piercing by licensed profession in sterile setting Incarceration Sex with HIV positive individual MSM Females who have had sex with MSM HIV-O exposure from habitation HIV-O exposure from sex with individual who was born or lived in HIV-O endemic area HIV-O exposure from travel HIV-O exposure from medical care in Western Africa HIV Infection Hepatitis Infection- HAV Hepatitis Infection- HBV Hepatitis Infection- HCV Hepatitis exposure from cohabitation Hepatitis exposure from sex Antibiotics Lifetime 12 months Lifetime 12 months None 12 months 12 months No wait if in a state that approves tattoo parlors No wait if in a state that approves piercing parlors 12 months if stay was over 72 hours 12 months Lifetime, probable switch to 12 months after last exposure in near future 12 months Lifetime if Cameroon, Central African Republic, Chad, Congo, Equatorial Guinea, Gabon, Niger or Nigeria after 1977, unless using specific FDA approved test, ARC does not defer Lifetime if Cameroon, Central African Republic, Chad, Congo, Equatorial Guinea, Gabon, Niger or Nigeria after 1977, unless using specific FDA approved test, ARC does not defer Lifetime if Cameroon, Central African Republic, Chad, Congo, Equatorial Guinea, Gabon, Niger or Nigeria after 1977, unless using specific FDA approved test, ARC does not defer Lifetime if Cameroon, Central African Republic, Chad, Congo, Equatorial Guinea, Gabon, Niger or Nigeria after 1977, unless using specific FDA approved test, ARC does not defer Lifetime deferral Lifetime deferral if diagnosed with viral hepatitis after their 11th birthday Lifetime deferral if diagnosed with viral hepatitis after their 11th birthday Lifetime deferral if diagnosed with viral hepatitis after their 11th birthday 12 months (HAV, HBV, or symptomatic HCV, or unknown viral hepatitis) 12 months (HAV, HBV, or symptomatic HCV, or unknown viral hepatitis) No deferral after last dose of antibiotic 86 Other type of infection Used clotting factor concentrates Sex with someone who has used clotting factor concentrates more than once After complete recovery, varies by collection site 12 months for one time medical use, 5 years if used multiple times 12 months Source: U.S. Food and Drug Administration, American Red Cross, AABB Direct HIV Exposure • • In the past 12 months have you had sexual contact with anyone who has HIV/AIDS or has had a positive test for the HIV/AIDS virus? Have you ever had a positive test for the HIV/ AIDS virus? The last confirmed case of HIV transmission via a blood transfusion was in 2008.114 The case was investigated to find the source of error. The donor was contacted and researchers discovered he had answered falsely to some of the questions during health histories. He admitted that he often had anonymous sexual contact with both men and women while intoxicated, and had done so prior to his donation.114 Due to the lack of time between his infection and his donation, the donation occurred during the window period causing him to test negative. Prior to this case, there have been three other cases of HIV infections caused by blood transfusions since the addition of NAT.114 All cases have been linked to the window period. The number of reported cases is significantly lower than the estimated risk of HIV contraction via blood transfusion, which is approximately 1 in 2 million.114 The CDC suggests this discrepancy is due to multiple factors, including under reporting, and the inability to rule out other sources of infection. Additionally, a selection bias might be present due to the population of people needing blood transfusions. Individuals who would require blood transfusions have a significantly higher mortality rate than the general public, this suggests that many patients might have died before any symptoms of HIV arose to suggest infection. While HIV positive individuals only make up 0.16% of the US adult population, the effect on the blood collection market has been remarkable. 87 Currently, 1.2 million Americans are infected with HIV, of those individuals, 1 in 7 are unaware of their infection.115 The CDC estimates that approximately 50,000 Americans become infected with HIV every year.115 HIV disproportionately effects minority races, males, MSM, IDU, those who received blood products in the early 80s, and individuals in their 20s.115 African American and Black Americans experience the highest prevalence and incidence of HIV infections compared to any other race. Despite accounting for 12% of the US population, African American and Black individuals represent 44% of all new HIV infections and 41% of the total HIV infected population.115 This is approximately 3.5 times more than their expected representation within the infected population if the disease burden was uniform across races, and 8 times more likely than white American males. The CDC states, 1 in 16 African American male adults are infected with HIV.115 Latin Americans are also unequally represented in the infected population. Males are 2.9 times more likely to become infected with HIV, and females are 4.2 times more likely, than their white American counterparts.115 Women are significantly less likely to become infected with HIV. Female Americans represent 23% of all living HIV positive individuals and 20% of new infections.115 The majority of female infections are attributed to heterosexual sex and IV drug use, 84% and 16% respectively.115 Females are twice as likely to become infected with HIV through heterosexual sex than males after sex with an HIV positive partner. This is thought to be due to the increased surface area of the vagina, and the fact that semen can remain within the vagina for days, exposing the women for a longer period of time. There have been two well studied and reported cases of transmission between women who have sex with other women (WSW) in the US.116 Both cases were closely observed to see if any other risk factors were present which might have caused the infection and none could be identified in either case. Currently all scientific data concludes WSW transmission of HIV is extremely unlikely.116 All large scale epidemiological studies have never identified any infections within their study population that could be solely due to WSW; often other risk factors, like injected drug use and heterosexual sex, were present.116 88 MSM Exposure • (Female donors) In the past 12 months have you had sexual contact with a male who has ever had sexual contact with another male? • (Male Donors) From 1977 to the present, have you had sexual contact with another male, even once? In 2012, MSM accounted for 4% of the male population, however they represent 80% of new HIV infections among males ages 13 and older.117 The MSM community has been hit the hardest by the HIV/AIDS epidemic, accounting for 57% of the individuals living with HIV/AIDS in 2011.117 To make matters worse for this population, the number of infections in young MSM increased by 20% between 2008 and 2010, and only 66% of the MSM HIV/AIDS population were aware of their infection status.117 These statistics have been disproportionately high since the outbreak of the epidemic, which led to a lifetime ban on all MSM if the activity happened after 1977. The lifetime ban on MSM is estimated to eliminate 2,600,000 otherwise eligible donors from the population.118 If the ban were to be lifted, an additional 3.5 million blood products are predicted to be added to the national blood supply annually.f The MSM lifetime ban has been a controversial topic, especially since 2013, when Senator Warren and 86 other congress and senate members sent a letter to the Department of Health and Human Services calling for an end to the MSM ban. The letter makes use of evidence-based studies from the American Medical Association (AMA) and the Advisory Committee on Blood Safety and Availability, and concludes that the MSM ban is “medically and scientifically unwarranted.”119 Senator Elizabeth Warren has publically stated, "For me, this has been a basic issue of fairness and of science - blood donation policies should be grounded in science, not ugly and inaccurate stereotypes.”120 The FDA has finally responded to the Congressional pressure, and in 2015 announced plans to repeal the lifetime ban in favor of a 12 month deferral since a male individuals last male sexual encounter. f 10% [percent of population who donate blood]/ 38% [current percentage of population that is eligible to donate] = 0.26 X 2,600,000 [number of individuals who would be eligible to donate if the MSM ban is lifted] = 684,210 X 1.7 [average number of donations an individual makes per year]= 1,163,157 X 3 [maximum number of blood products that can be made from a single donation] = 3.5 million additional blood products in the national supply 89 Replacing the lifetime ban with a 12-month deferral rate sets a new acceptable risk rate for active donors. Once again, the mode of transmission has no effect on the ability for the blood screens to test for the infection or the possibility of spreading the infection to other individuals. Once MSM activity has been moved into the “high risk” but not banned group, the level of acceptable risk will change drastically. The MSM community makes up 2% of the US population but 57% of the existing HIV infected population, 28.5 times their expected proportion if sexual preference had no effect on the likelihood of infection. The proposed switch from a lifetime ban to a 12 month deferral has raised the allowed risk rate to nearly 30. Sub-Saharan Africa Exposure • Have you ever been in Africa? Sub-Saharan Africa has been the hardest hit area in the world, accounting for 70% of all HIV infections internationally.121 In 2012, 25 million individuals living in Sub-Saharan Africa were living with HIV.121 Additionally, 1.2 million Africans died of AIDS-related complications, and 1.6 million Africans became infected.121 Unlike the US, the majority of infected individuals in this region are women. Adding to the burden, less than 40% of HIV positive individuals are receiving treatment.121 Due to this high prevalence of HIV, individuals who were born, or lived in SubSaharan Africa are subject to a lifetime deferral with some organizations. This concern is due to a rare strain of HIV, HIV-O, which is endemic to Western Africa. While the most current tests have been able to detect HIV-O, some countries are still skeptical and have deferral periods for individuals who have traveled and immigrated from Sub-Saharan African, as well as their sexual partners. ARC has no deferrals related to travel to HIV endemic areas, however, many of the same areas are also ME areas and consequently cause a deferral for that exposure. Not only do the deferral periods differ, but the way countries distinguish between exposed and unexposed varies greatly as well. Austria has implemented a lifetime ban on individuals who spent at least 6 months in an area where HIV positive individuals make up more than 1% of the population. Canada specifies a lifetime deferral based on the individual’s place of 90 birth. They deferral individuals who were born in Cameroon, Central African Republic, Chad, Congo, Equatorial Guinea, Gabon, Niger, and Nigeria since 1977, in addition to their sexual partners. Other variations are seen in Belgium and Germany, who defer individuals who have spent 6 months or more in a HIV-O endemic area. However, the deferral periods between these two countries differs greatly; Germany’s policy is a 4 month deferral, while Belgium’s policy is a 5 year deferral. The data available for this topic are limited, and the reasoning for this is unclear. Many countries do not have any policies regarding travel or immigration to Africa, while others do but this only becomes evident after an extensive questioning about travel during the health histories process. The lack of consensus for this policy suggests a lack of understanding about the true risks of HIV-O. Many policymakers see Africa as the source of new strains, and worry that current tests will not be able to pick up strains which have never been seen in America before. However, scientists ensure the tests are generalized to test for HIV, not each specific strain, maintaining their safety. Due to the fact that this policy is based in prediction as much as it is based on past experience, this amount of variation is not surprising. In this situation, the US policy is one that appropriately represents the available data, allowing individuals from Africa to donate if the tests are approved by the FDA for this purpose. Direct Hepatitis Exposure • In the past 12 months have you had sexual contact with a person who has hepatitis? • In the past 12 months have you lived with a person who has hepatitis? • Have you ever had hepatitis? Hepatitis infections are characterized by inflammation of the liver, often caused by a virus, and is the leading cause for liver cancer and liver transplantation. An estimated 4.4 million Americans are currently living with chronic Hepatitis, the majority of these individuals are unaware of their infection status.122 There are five main types of Hepatitis viruses: Hepatitis A Virus (HAV), Hepatitis B Virus (HBV), Hepatitis C Virus (HCV), Hepatitis D Virus (HDV), and Hepatitis E Virus (HEV).122 Hepatitis A and E are most commonly caused by ingestion of 91 contaminated food or water, while the other three types are associated with exposure to bodily fluids.122 HBV and HCV are the most concerning for blood safety because they lead to a chronic form of Hepatitis which can be easily passes through blood to blood contact decades after the primary infection.122 HDV is uncommon in the US, and is caused by an RNA-structured virus which can only infect individuals who are already infected with HBV, which aids the HDV in replication.122 HEV is also very uncommon in the US but is common in many other parts of the world.122 Both HDV and HEV are serious liver infections with long term health effects.122 Viral Hepatitis A, B, and C Risk Factors, Prevalence, Incidence, and Fatalities, Table 24 HAV HBV HCV Risk Factors MSM, IDU, International Travelers, however nearly 50% of individuals infected in the US have no risk factors MSM, unprotected sex with multiple partners, IDU, history of other STI’s Blood transfusions, IDU Prevalence HAV is not a chronic form of Hepatitis, 10%-15% of HAV infected individuals will experience a relapse of symptoms within the 6 months after infection Incidence 3,000 estimated acute (new) infections in 2012 Fatalities 80 individuals in the US with HAV listed as COD in 2013 0.7- 1.4 million chronic cases in the US in 2012 18,800 estimated acute (new) infections in 2012 1,873 individuals in the US with HBV listed as COD in 2013 2.7- 3.9 million chronic cases in the US in 2012 24,700 estimated acute (new) infections in 2012 19,368 individuals in the US with HCV listed as COD in 2013 Source: Centers for Disease Control and Prevention, Division of Viral Hepatitis The US federal law allows individuals who have been infected with HBV before their 11th Birthday to donate if fully recovered. However, this does not reflect the current knowledge about HBV. Only a portion of HBV infections become chronic, and the likelihood of this happening is inversely related to the individual’s age. Studies have found 90% of infected infants and 30% of infected children under 5 year old develop chronic HBV.122 This is compared to between 2% and 6% of adults whose acute HBV infections become chronic.122 HBV can be transmitted through blood transfusions even if the donor is asymptomatic. 92 HCV often goes undiagnosed because 60% to 70% of newly infected individuals experience mild symptoms, if any.122 15% to 25% of HCV infected individuals will spontaneously clear the infection from their body without treatment, but the cause of this immune response is relatively unknown. Chronic HCV infections develop in 70% to 85% of cases, however only 60% to 70% of chronically infected individuals have diagnostically relevant liver disease.122 The majority of HCV transmissions occur through blood to blood contact, like blood transfusions or IV drug use. The association between infection and sexual activity has been less clear. Some studies have estimated that 15% to 20% of HCV infections occurred in individuals with multiple sexual partners with no history of IV drug use or blood transfusions.122 These findings suggest HCV infections are possible through sexual contact, but are less efficient at transmitting the disease, compared to other sources of infection. Additionally, HCV is not more prevalent in MSM than heterosexual males.122 However, co-infections of HCV and HIV are relatively common, especially for IDU, HCV infections are reported in 50% to 90% of HIV positive IDU.123 HCV effects HIV positive individuals in a much more aggressive way and causes liver damage and disease quickly, often resulting in death. International comparison exposed uneven degrees of variation between responses to HAV, HBV, and HCV infections. All countries that specified by type, which was all but Israel, which stated they had a 5 year deferral for Hepatitis infections, had a lifetime ban on HCV. The two exceptions for this finding was Spain and the US, which allowed individuals who contracted HCV were last diagnosed their 12th and 11th birthday, respectively, to donate. This means individuals who contacted HCV before a specific age, and have not shown any signs of chronic infection since, can donate normally when they become of age. HAV and HBV had significantly more variation. HAV deferrals ranged from 3 months after recovery, a policy found in the Netherlands, to a lifetime deferral, as with the US’s policy banning all forms of viral hepatitis, including Epstein Barr Virus. The slight majority of countries had a deferral of 6 months following recovery from HAV. When looking at HBV, the large majority of countries, including the US if 93 14 12 Deferral After Sex with a Viral Hepatitis Carrier, Figure 25 12 Months 10 8 6 4 Strictest Average Most Lenient birthday, had lifetime ban. Sweden and Belgium both allowed HBV individuals to 12 reenter the blood donor population once 8.3 blood tests showed no signs of infection. 4 4 2 0 US Regulation contracted after an individual’s 11th International Regulations (n=12) *Does not include Italy, which has a lifetime ban ScientiSic Evidence Variation between lifetime bans and the possibility of donor reentry greatly effects the country’s overall donor population. Deferrals based on exposure showed dramatic amounts of variation as well. Deferrals after sexual activities with a Hepatitis carrier ranged from 4 months, in Austria, France, Germany, and Spain, to a lifetime ban in Italy. When the lifetime ban is excluded from the data, the average deferral for international collection organizations was 8.3 months, compared to US’s much stricter policy of 12 months. Deferral after cohabitation closely paralleled the deferral after sexual exposure and can be found in the Appendix. Exposure through Broken Skin • Have you ever used needles to take drugs, steroids or anything not prescribed by your doctor? • In the past 12 months have you come into contact with someone else’s blood? • In the past 12 months have you had an accidental needle-stick? • In the past 12 months have you had a tattoo? • In the past 12 months have you had ear or body piercing? Blood to blood exposure via contaminated needles during a piercing, while receiving a tattoo, or while injecting drugs is a possible way to transmit HIV/AIDS and the Hepatitis Viruses. STI’s are transferred through blood to blood contact and require only a small amount of virus to become infected. IDU account for 8% of new HIV infections and 15% of all HIV positive Americans. The best estimate for the number of IDU in the US is approximately 2 million, or 0.65% of the population.124 Therefore, the actual population of IDU who are HIV positive is 16 times the expected population if the activity was not a risk factor. 94 The risk of infection after exposure through a needle prick varies by infections. There is no risk of HBV infection after a needle stick contaminated with HBV infected blood if the individual who was exposure has received a Hepatitis B Vaccine or receives one directly after expsoure.125 If they have not, such an exposure would cause 6% to 30% of the individuals to become infected with HBV, depending Deferral Period After Peircing in Possibly Unsterile Setting, Figure 26 12 on the antigen status of the HBV blood source.125 HCV carries less risk for 12 Months 10 transmission. Studies have found only 8 4.4 4 2 1.8% of individuals who are stuck with 6 6 4 US Regulation Strictest Average Most Lenient International Regulations a needle contaminated with HCV 4 ScientiSic Evidence n=14 Deferral Period After Exposure to Another Person's Blood, Figure 27 12 12 10 Months However, IDU lifestyle of frequent exposure over a long period of time has made HCV very common within 14 12 infected blood will develop HCV.125 8 6 6 4 4 Strictest Average Most Lenient this population, effecting approximately one third of IDU between the ages of 18 and 30, and 4 2 0 US Regulation International Regulations n=14 ScientiSic Evidence 70% to 90% of older or former IDU.125 The spread of HCV via shared needles peaked in the 70s and 80s before individuals were educated about the risk of blood borne viruses.125 HIV has the lowest risk for infection after a needle stick contaminated with HIV/AIDS positive blood. On average 0.3% of individuals who are stuck with a HIV contaminated needle will develop HIV.125 It is important to note these are the risks if an individual is stuck with a needle that positively contains infectious amounts of the viruses, not the risk that a needle 95 would be contaminated, which would vary based on location, type of needle exposure, and 14 hygiene routines. Deferral Period After Tattoo in Possibly Unsterile Conditions, Figure 28 12 Exposure to contaminated blood 12 through a splash in the eyes or mouth, Months 10 contact with skin, or drops close to a 8 6 4.7 4 6 4 2 0 US Regulation Strictest Average Most Lenient International Regulations open cut rarely leads to any type of 4 infection. Only a few cases of HCV and HBV transmissions have been reported ScientiSic Evidence n=13 from blood to eyes, mouth, or skin contact, however, while very rare, it is possible.125 The risk of a HIV infection after HIV blood comes into contact with an individual’s mouth or eyes is on average 0.1%.125 Exposure to HIV infected blood coming into contact with intact skin is expected to pose a very small risk, less than 0.1%.125 There is very little variations between countries’ policies regarding drug use. In 14 out of the 15 countries included in the comparison, illegal IV drug use led to a lifetime deferral for the presenting donor. Some countries also have deferrals for exposures due to non-IV illegal drug use, like cocaine and marijuana. When discussing these specific regulations with a blood collection organization representative from a country with deferrals for non-IV illegal drug use, they explained that while the action itself was not a risk factor for TTI, the activity suggests the individual is more likely to partake in other high risk activities that would increase the possibility of acquiring a TTI.58 This would make the use of non-IV drugs an indicator for the existence of other risk factors, rather than a risk factor itself. 96 Exposure through Sexual Activities with High Risk Individuals • In the past 12 months have you had sexual contact with a prostitute or anyone else who takes money or drugs or other payment for sex? • From 1977 to the present have you received money, drugs, or other payment for sex? • In the past 12 months have you had sexual contact with anyone who has ever used needles to take drugs or steroids, or anything not prescribed by their doctor? • Have you ever had sexual contact with anyone who was born in or lived in Africa? • In the past 12 months have you had sexual contact with anyone who has hemophilia or has used clotting factor concentrates? Unprotected sex is the major source of HIV transmission. The likelihood of becoming infected with HIV during anal intercourse depends on whether the HIV individual is receiving anal intercourse from an HIV positive individual, in which case the risk is 1.4% (1 in 77 exposures), or the reverse, where the HIV positive individual is the inserting partner.126 The likelihood for the insertive partner to receive HIV from an HIV positive recipient during anal sex varies. For circumcised men, the risk is 0.11% (1 in 909 exposures), uncircumcised men have a much higher risk of 0.62% (1 in 161 exposures).127 Women involved in insertive vaginal sex with an HIV positive male is estimated to be 0.08% (1 in 1,250).128 Heterosexual sex for males is less risky then homosexual insertive sex, with a risk of 0.04% (1 in 2,500).128 However, it is important to note these are only averages and there are many different factors which can effect the likelihood of transmission. It is known that during the acute HIV infection, in the weeks following an individuals infection, they are far more likely to spread the infection. This is due to two reasons. One, because the majority of individuals are unaware of their infection at this point and may not be taking proper precautions, and secondly, an individual’s viral load is much higher directly after infection. A 10-fold increase in viral load is associated with a 2 to 3 times increased risk of transmitting the disease.129 The risk of a newly infected male transmitting HIV through penetrative vaginal sex is up to 2% (1 in 50) and through penetrative anal sex, up to 20% (1 in 5).130 Other factors can also increase the likelihood of infection, including other current STI’s, menstruation, and rougher sex, which might cause abrasions or tearing.130 It is unknown what the true risk for transmission through performing oral sex is, however it is assumed to be 97 increased for individuals who have recently brushed their teeth, flossed, or any other activity which might cause small cuts in the mouth.130 HBV is 50 to 100 times easier to transmit than HIV.131 However, HBV is the only STI that has a vaccine to prevent infection.132 This vaccine can also be taken directly after exposure to greatly reduce the likelihood of an infection.132 Unlike HBV, the risk of HCV has long been disputed. Very few cases have ever been reported where the only risk factor has been unprotected sex.130 Due to the very small prevalence, a true risk rating is unknown.130 Policies that address sex with any high-risk individual are largely focused on reducing the possibility of an donor unknowingly transmitting the disease because they themselves do not partake in the high risk activity. All countries have some policies that implement deferral periods after sexual activity with a high risk individual. These deferral lengths are highly variable and can be seen in Figure 29. If these policies properly reflected scientific data you would expect all exposures to be no more than 4 months, which on the graph would show as only the orange column. This is not what is seen through analysis, and instead huge amounts of variation is observed. A red dot has been placed over the column in which the US regulation is included. In the majority of the cases, the US is included within the majority however there are also very few countries with stricter policies. This would then mean in the majority of the cases, 9 out of the 10, the US is above the international average. The outlier policy is based on sex with a new partner that does not partake in any high risk activities. In this case the US is still within the majority, however there are countries with a deferral policy, increasing the international average, and making the US fall below the average, as more lenient. The policies regarding exposure to TTI after sexual activities with a high risk individual do not properly reflect the scientific data available. If policymakers decide to implement a temporary deferral, instead of a lifetime deferral, it should reflect the maximum amount of time necessary for the tests to read positive, especially for infections that commonly go undiagnosed for long periods of time. 98 Deferral Period After Sex with a "High Risk" Individual by Deferral Length, Figure 29 Unknown Lifetime 5 years 12 months 6 months 4 months None Number of Countries with Regulation (n=15, including US) 9 8 7 6 5 4 3 2 1 0 HIV Positive Partner MSM Female MNM Hep Positive Partner Born in New Partner Partner is/was Partner is IV Partner Africa a Prostitute Drug User Type of Exposure Partner is Partner uses Hemophilic Clotting Factors US Policy Evidence-‐Based Policy Incarceration Exposure • In the past 12 months have you been in juvenile detention, lockup, jail or prison for more than 72 hours? HCV is a huge problem within the incarcerated community. There are currently 2.2 million Americans in jails or prisons, and a third of them are infected with HCV.133 Incarcerated individuals are also 2.4 times more likely to be HIV positive than the general public.134 In 2008, 1.4% of incarcerated individuals were living with HIV/AIDS, totally nearly 22 thousand in both federal and state prisons.134 The majority of HIV positive individuals contracted HIV before they were incarcerated, but many of them received their first diagnosis by the prison doctors.134 For those that contract HCV and HIV while incarcerated, modes of transmission are through consensual or forced sex, exposures through shared contraband and drug paraphernalia, and contaminated needles for tattoos and piercings. Additionally, the infections cannot be killed through boiling, heating or cleaning with common cleaners like peroxide or alcohol, making the disease even easier to spread in situations with limited resources.133 This tells policy makers that incarceration is not specifically a risk factor, but it is an indicator for other high risk activities which are more prevalent in that population. Similar to the way some countries use illegal non-IV drug use as an indicator for high risk activities, incarceration time is also an used as a possible characteristic of individuals at an elevated risk for TTI. Less than half of the countries included in the study have deferral policies based on incarceration, they are Australia, Canada, Germany, and the US. The US is one of the strictest countries in comparison to the other countries involved in the study simply by the fact that the regulation exists. Using the notion that acceptable risk is the highest risk associated with a non-deferred donor population, African American and Black individuals are 8 times more likely to contract HIV than white Americans. Race is a stronger risk factor for HIV than incarceration, which is associated with an increased risk of 2.4. However, incarcerated individuals are 30 times more likely to be infected with HCV than the general public, which is a significant risk. Clotting Factor Concentrate Exposure and Other Contaminated Blood Products • Have you ever used clotting factor concentrates? Contaminated blood products date back to the 60’s where individuals receiving a blood transfusion had a 33% chance of contracting HCV.135 Tainted blood products were one of the first identified sources of infectious disease transmissions associated with the AIDS epidemic. Between the late 70’s and mid 80’s between 6,000 and 10,000 hemophiliacs became infected with HIV, and 6,000 to 10,000 hemophiliacs became infected with HCV.135,136 Both infections had contaminated the clotting factor concentrates hemophiliacs used for treatments. In 1985, a technique to treat clotting factor concentrates for HCV and inactivate any potential virus became available, and by 1987 it was widely used, nearly removing the HCV risk associated with the treatment.135 In the late 90’s a tainted supply of clotting factor concentrates caused a small outbreak of HAV, resulting in 4 cases and a major recall of affected products.137 This specific outbreak was thought to be caused by an asymptomatic newly HAV infected blood donor. The incredibly sophisticated screens and tests available have reduced the risk of HIV and HCV infection from blood products to 0.72 and 0.5 per one million transfusions, respectively.138 However, exposure to clotting factor concentrates can be a deferral period between 12 months and a lifetime ban, depending on the collection site. This incredibly small risk is well below some of the other non-deferred risk factors, like race, age, and new sexual partners, making this policy not scientifically warranted if using previous policies as a gauge for acceptable risk. Unexpectedly, all of countries with data available for clotting factor concentrate use have a lifetime ban in place. However, these products are used to treat bleeding disorders, like hemophilia, which would lead to a lifetime deferral regardless of whether or not the individual used clotting factors. While these policies may not properly reflect the risk of TTI in this population, the population should still be deferred for their own safety and because their blood would not be useful for a transfusion. 101 All Exposures Even though risk factors supported the exclusion of individuals involved in “high risk behaviors” in the past, testing capabilities make it possible to reduce the deferral times greatly to only account for the window period. Using the most sensitive tests available, the HIV and HCV eclipse periods have been reduced to between one and two weeks. ARC states that due to their testing methods and mini-pooling process, their testing window for HIV has been reduced to 9 days. Typical blood screening for donated blood include multiple tests for HIV, which all measure different indicators for the disease. This is done to account for anomalies some individuals have, like the ability to control their viral load, or the lack of antibodies. Currently, the longest window period for one of these tests is 6 weeks. HCV and HBV testing has experienced the same technological advances as HIV testing. HBV testing has reduced the window period to generally the same time span as HV testing, however, HCV still has a relatively lengthy window period of 4 to 10 weeks. Because of this longer window period, deferrals for these infections must reflect the HCV, rather than the HBV or HIV, window period. The difference in deferral lengths due to type of exposure does not properly reflect the screening capabilities or latency periods for diseases, making these exposure deferrals too strict (see table 33 for a more specific breakdown of labels). An individual who contracted HIV through MSM activities and an individual who contracted HIV through sex with a hemophiliac will have the same risk of testing negative despite their infectious status 3 weeks after infection. The specific mode of infection is irrelevant, therefore different deferral lengths for different possible sources of infection do not reflect the capabilities of current screening technologies and the advancing knowledge about window periods. If organizations are using gold-standard screens and tests, the maximum deferral length should be no more than 4 months, allowing for a month of buffer time for HCV as a precaution. High risk activities are separated into two groups, those that cause a temporary deferral and those that cause a lifetime deferral. Lifetime deferrals should be done in cases where it is 102 thought to be inefficient due to the amount of wasted resources collecting contaminated blood which must then be removed and destroyed. This is applicable in the case of IDU, where one third of the population is infected with HCV. In this situation, a third of the resources being used to collect blood from this population will have been wasted because the collected blood is not usable. Once high risk categories are separated into these groups, the risk factors associated with each activity must properly reflect the range of acceptable or unacceptable waste and risk. The large majority of countries agree that individuals with HCV, HBV, or HIV, IDU, MSM, and individuals who have been compensated for sex (engaged in prostitution) should all be deferral for life. A smaller majority of the countries also have a lifetime ban for individuals who have used clotting factor concentrates more than once. The rest of the risk factor deferral periods vary greatly among the countries involved in this study, and range from one month to five years or indefinitely. On average, the US was either equal to or higher than the strictest international policy for the majority of the risk factors. Most of the European countries included in the study, Austria, Belgium, the Netherlands, Italy, Spain, Germany, France, and Switzerland, were closer to reflecting the testing capabilities and, therefore, had more appropriate regulations. Overall, the US’s policies meant to protect the patient from HIV and the Hepatitis Viruses are too strict, do not properly reflect the current scientific data, and are greatly reducing the national blood supply. 103 Deferral Period After Cessation of "High Risk" Activities by Number of Countries with Regulation, Figure 30 Unknown Lifetime 5 years or After Complete Recovery 12 months 6 months 3-‐4 months </= 1 month -‐ None Number of Countries with Regulation (n=15, including US) 16 14 12 10 8 6 4 2 0 Type of Exposure US Policy Evidence-‐Based Policy Other Infections • • Are you currently taking an antibiotic? Are you currently taking any other medications for an infection? Antibiotic use by donors is not a concern to recipients of blood products. In fact, half of the individuals in inpatient care are given antibiotics as treatment, a quarter of them are on two or more different types of antibiotics.139 The concern surrounding antibiotic use is the transmission of the infection the antibiotics are treating. Any type of infection can be lethal to those with compromised immune systems. The contagious period for viruses varies with different types of illnesses, symptoms, and an individual’s immune system. The flu has been found to have a short contagious period of, on average, one day, according to a study published in 2012.140 The study also found that less than 5% of individual’s were contagious for more than 2.9 days.140 Researchers concluded isolating the ill individual for 16 hours after the symptoms arose would prevent 50% of the secondary infections.140 Most medical professionals suggest a 24 hour isolation period following the onset of symptoms to reduce the spread of the flu.141 Some more serious viruses, like mononucleosis, tuberculosis, and meningitis, can be infectious for weeks following the first symptoms.141 The general understanding with viruses, like the flu, the common cold, and coughs, is that once the fever has subsided, the individual is no longer contagious.141 In most common viruses the contagious period begins with the primary symptom of the illness.141 For example, the common cold becomes contagious once mucus begins to accumulate in the nose, and ends when the fever is resolved. It is the same principal for a virus that causes a cough, beginning with the cough and ending with the resolution of the fever. Once the temperature has returned to normal, after 24 hours, the majority of common viruses are no longer infectious, despite any residual symptoms.141 For bacterial and fungi Deferral Period After Completion of Antibiotic Use, Figure 31 infections being treated with 30 antibiotics, it only takes 24 hours 25 Days after the first dose for an individual to Strictest Average 10.2 Most Lenient 0 0 International Scienti=ic Evidence Regulations (n=13) 28 20 stop being contagious.141 While the 15 majority of infections are neutralized 10 after 24 hours on antibiotics, ARC 5 requires individuals to finish their 0 0 US Regulation regimen of treatment before donating blood.53 This is to make sure the donors have been completely cured of the infection, and to make sure the donor is healthy enough to withstand the blood loss. This regulation properly reflects the current understanding of infectious periods and antibiotic use, making this policy an appropriate representation of evidence-based science. Despite large amounts of data on latency periods and contagious periods, and well understood physiological mechanisms, there was still a large amount of variation between the countries included in the study. The deferral period for antibiotic use was one of the most inconsistent policies observed. The average, deferral time was 10.2 days, however, the range spanned from no deferral after the treatment was complete, in the case of Canada, the US, and Spain, to 28 days for Germany and Austria. The most common deferral period was 14 days, which was the case for France, Italy, Sweden, Switzerland, and the Netherlands. These specific results were relatively surprising, and not consistent with the availability of data, nor reflective of current knowledge. 106 Study-Wide Themes Between US Policies, Scientific Data, and International Policies Of the 50 different policies observed during this study, 14 were policies meant to increase the safety for the patient receiving the blood, and 36 were meant to protect the donor from an ADR. The US treats the safety of the donors and the safety of the patients receiving the transfusion very differently. When the two groups were compared to the average of the international policies, two opposing themes became evident. Policies to Protect the Donor 10 out of the 14 US policies (71%) meant to protect the donor, were more lenient in comparison to the average international policy. Out of the remaining 4 policies, 2 were average in comparison, and 2 were stricter in comparison. The US policies to protect the donor are meant to reduce the amount of ADR, which can reduce the donor population, cause health risks to the donors and those around them, and cause inefficiencies in the collection process when nurses have their time consumed by tending to ADR, rather than continuing to collect blood. In many cases, the US was the most lenient in the comparison, as seen in the lower limit for systolic blood pressure, maximum age for RD and FTD, deferral after childbirth, heart and lung issues, cancer, and diabetes. When the US was not below the most lenient international country included in the study, it was either equal to the most lenient (as was the case for diastolic blood pressure minimum, volume of blood collected, minimum amount of days between donations for both men and women, and minimum age for FTD) or below the average of international collection organizations (like in the case of the minimum hemoglobin level for men). Only two US policies were equal to the strictest international policy, minimum hemoglobin level for women, and blood pressure upper limit. Policies to Protect the Patient The US has extremely strict policies concerning patient safety, especially in comparison to many of the European countries. These discrepancies seem to stem from an unnecessarily long deferral period for exposures related to HIV and Hepatitis Viruses, which are most likely a 107 reflection of the eclipse period for outdated and replaced blood test. Additionally, the social stigma behind TTI like HIV and the Hepatitis Viruses may also influence policymakers to develop stricter regulations to put worried constituents at ease. Of the policies meant to protect the patient, 17 were strict, 15 were appropriate, and 5 were lenient. This is a completely different pattern then the relationship between level of leniency and protection of donors. Deferring an individual for 4 months versus 12 months makes no difference in risk to the patients receiving the blood, because both would have the same level of risks for false negatives, or other systematic errors. Furthermore, with many of these illnesses, individuals either become aware of their condition during the acute phase, often in the few weeks following the infection, or they find out through an unrelated blood test, STI test, or, for some, when donating blood. Many people with chronic diseases like HCV and HIV can go years without being aware of their condition. Therefore, a longer deferral period will not increase the likelihood that an individual will become aware of their infection before they are eligible again and refrain from donating. With the implementation of NAT, the only outcome of longer deferral periods is preventing individuals from entering the donor population for several additional months. Deferral periods longer than the eclipse period, that are not lifetime bans, are scientifically unwarranted, and increase the inefficiency of the system. 108 Diagram of Policies’ Relationships to Scientific Evidence and International Regulations, Figure 32 Stricter than scientific data suggests regulations should be -Pulse -IV Drug Use -Lower Blood Pressure Limit -Lower Age Limit -Volume of Donation -Frequency of Donation -Male Hb Lower Limit -Cancer -Diabetes -Malaria Exposure from Residence -Hepatitis Exposure from Cohabitation orSexual Partner -vCJD and CJD Clinical Exposure - Upper Blood Pressure Limit -vCJD Travel Exposure -CJD Family History -Chagas Disease -West Nile Virus -Babesosis -Non IV- Drug Use Stricter than international average regulation -Upper Age Limit -Heart and Lung Issues -Malaria Infection -Peircing or Tattoo in Sterile Environment -HIV-O Exposure from Travel or Sexual Partner -Antibiotic Use -Recovery from infection -Temperature Range -Female Hb Lower Limit -Jail -Engaging in Prostitution -MSM -Female MSM -Sex with a Prostitute -Sex with an IV Drug User Exposure -Malaria Exposure -Peircing and Tattoo in -Contact with Blood Unsterile Enviroment - Sex with HIV Positive Partner -Use of Clotting Factors -Sex with Hemophiliacs or Individuals who Use Clotting Factors -Weight -New Sexual Partner -HCV Infection -HBV Infection Regulations to Protect the Donor Regulations to Protect the Patient 109 Summary of Results, Table 33 Regulation Topic Classification Categorization Pulse Strict Blood PressureUpper Limit Blood PressureLower Limit Age- lower limit Appropriate Age- upper limit Appropriate Volume of Donation Frequency Lenient Weight Lenient HemoglobinFemale HemoglobinMale Heart and Lung Problems Pregnancy Strict Protects the Donor Protects the Donor Protects the Donor Protects the Donor Protects the Donor Protects the Donor Protects the Donor Protects the Donor Protects the Donor Protects the Donor Protects the Donor Protects the Donor Protects the Donor Protects the Donor Protects the Patient Protects the Patient Protects the Patient Protects the Patient Protects the Patient Protects the Patient Protects the Patient Protects the Patient Cancer Diabetes Malaria- Travel Lenient Lenient Lenient Lenient Unknown, Appropriate Unknown, Lenient Unknown, Lenient Unknown, Lenient Strict MalariaResidence Malaria- Infection Lenient vCJD- travel Appropriate CJD- family history vCJD and CJDclinical exposure Chagas Disease Appropriate Babesiosis Appropriate Appropriate Appropriate Appropriate Comparison to International Average Average Most Lenient Country (with data available) UK Stricter UK More Lenient UK More Lenient Australia, US More Lenient US, Austria More Lenient US More Lenient US, Canada Average n/a Stricter More Lenient Australia, Israel, France Israel More Lenient US, Canada More Lenient US More Lenient US More Lenient Australia, US Stricter Australia, France More Lenient The Netherlands, Australia, UK Australia More Lenient Average Average Spain, France (excluding UK) n/a Average n/a Average n/a Average n/a 110 West Nile Virus Appropriate Protects the Patient Protects the Patient Protects the Patient Average Smallpox Vaccine Contact with Blood Lenient Absent, Lenient Protects the Patient Average Engaging in Prostitution Strict Protects the Patient Stricter Engaging in Sex with a Prostitute IV Drug Use Strict Stricter Average Japan Sex with an IV Drug User Non-IV Drug Use Strict Protects the Patient Protects the Patient Protects the Patient Protects the Patient Austria, Belgium, France, Germany, Italy, Spain Australia, US, Austria, Israel, Canada, UK Austria, Germany, Spain, France Australia, France New Sexual Partners Stricter Piercing- sterile environment Appropriate Protects the Patient More Lenient Piercingunsterile or unsure environment Strict Protects the Patient Stricter Tattoos- sterile environment Tattoos- unsterile or unsure environment Appropriate Protects the Patient Protects the Patient More Lenient Jail Strict Protects the Patient Stricter HIV Positive Partner Strict Protects the Patient Stricter MSM Strict Protects the Patient Stricter Austria, Germany, Spain Australia, UK, France, Italy, Spain, US, Switzerland Austria, US, Spain, The Netherlands, France Austria, Belgium, UK, France, Germany, Italy, Spain, Switzerland Spain, France, US Austria, Belgium, UK, France, Germany, Italy, Spain, Switzerland All excluding Australia, Canada, Germany, US France, Germany, Italy, Spain Italy, Spain Strict Strict Absent, Appropriate Strict Stricter Stricter Average Stricter US, Canada, Israel Spain 111 Females who have sex with MSM HIV-O Exposuretravel HIV-O Exposuresexual partner Hepatitis Infection- HCV Hepatitis Infection- HBV Strict Protects the Patient Stricter Appropriate Protects the Patient Protects the Patient Protects the Patient Protects the Patient More Lenient Sweden, Spain, Japan, Italy, France Germany More Lenient Germany Average Israel Average Hepatitis Exposurecohabitation Hepatitis Exposure- sexual partner Antibiotics Strict Protects the Patient Stricter Sweden, Belgium, Australia Austria, Germany, Spain Strict Protects the Patient Stricter Appropriate More Lenient Recovery from Infection Use of Clotting Factor Concentrates Sex with a Hemophiliac Sex with an Individual that uses Clotting Factor Concentrates Temperature Appropriate Protects the Patient Protects the Patient Protects the Patient Appropriate Lenient Lenient Strict Strict Strict Appropriate More Lenient Austria, Germany, Spain, France US, Spain, Canada Australia, US Stricter Italy, Austria Protects the Patient Protects the Patient Stricter Austria, UK, France, Spain Austria, UK, France, Spain Protects the Patient More Lenient Stricter Belgium, The Netherlands, Spain, Italy, France 112 Summary of Classification of Comparison between US Policies, Scientific Data, and International Policies, Figure 34 Key for Figure 34 Key 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 Regulation Pulse Blood Pressure-‐ Upper Limit Blood Pressure-‐ Lower Limit Age-‐ lower limit Age-‐ upper limit Volume of Donation Frequency Weight Hemoglobin-‐ Female Hemoglobin-‐ Male Heart and Lung Problems Pregnancy Cancer Diabetes Malaria-‐ Travel Malaria-‐ Residence Malaria-‐ Infection vCJD-‐ travel CJD-‐ family history vCJD and CJD-‐ clinical exposure Chagas Disease Babesiosis West Nile Virus Contact with Blood New Sexual Partners Engaging in Prostitution Engaging in Sex with a Prostitute IV Drug Use Sex with an IV Drug User Non-‐IV Drug Use Piercing-‐ sterile environment Piercing-‐ unsterile or unsure environment Tattoos-‐ sterile environment Tattoos-‐ unsterile or unsure environment Jail HIV Positive Partner MSM Females who have sex with MSM HIV-‐O Exposure-‐ travel n 9 8 8 15 15 13 15 15 10 10 12 15 13 10 15 11 11 13 15 15 15 15 11 14 10 13 12 15 12 14 15 15 15 15 12 13 15 15 8 40 41 42 43 44 45 46 47 48 49 50 HIV-‐O Exposure-‐ sexual partner Hepatitis Infection-‐ HCV Hepatitis Infection-‐ HBV Hepatitis Exposure-‐ cohabitation Hepatitis Exposure-‐ sexual partner Antibiotics Recovery from Infection Use of Clotting Factor Concentrates Sex with a Hemophiliac Sex with an Individual that uses Clotting Factor Concentrates Temperature 10 15 15 9 13 14 12 11 11 10 12 115 CHAPTER 6 Discussion Large Discrepancies Between US Policies and Scientific Data When comparing the US policies to current scientific data and available testing capabilities many discrepancies are uncovered. The most glaring inconsistency is the difference between deferral times and testing eclipse periods. There are specific groups that have been identified as too high risk to consider allowing to donate. In these cases, it is simply because allowing these groups to donate would not be cost-efficient, due to the large percentage of blood that might have to be destroyed after testing positive for TTI. All populations included in the lifetime deferral group should have a risk rate above a predetermined value. All populations who fall below this value, but are still a safety concern, should be deferred for the maximum eclipse period to ensure accurate tests. Currently, the US has lifetime bans or temporary deferrals on populations whose risk rate is lower than populations who have no deferrals. For example, the risk rate associated with the use of clotting factor concentrates is insignificant compared to the increased risk of being a young American male living in an urban area. A risk rate must be identified to define the cut off risk rate between a deferral and no deferral, and the exact target of these deferral policies must be decided. Currently, African American men are 8 times more likely to become infected with HIV than their white counterparts. 1 in every 16 African American men, or 6.25% become infected with HIV, making this population’s risk the highest allowed risk rate for a non-deferred population. Straight males who have had a one time exposure via a HIV positive prostitute has a risk rate of 0.04%. Between these two populations, African American males are not deferred. It is clear policymakers would never create regulations determined by race, because it would be based in discrimination and add another level of institutionalized racism. However, the lifetime MSM deferral, which effects the majority of the male gay and bisexual community, are deferred for having a sexual relationship with their partner. Even if an individual is in a monogamous 116 relationship, or uses protection, they are still subject to a lifetime deferral. Deferring someone based on their race, and deferring someone based on their sexuality, are equally damaging to public interest, and are both based in discrimination. If deferral policies are going to be completely evidence-based, the risk rates must accurately define the level of acceptable risk, and policies must abide by these ranges. It is up to policymakers to decide if public interest is outweighed by public safety. If this is the case, it must be uniform throughout deferral policies, no group of individuals should be singled out for something out of their control, like sexuality, birthplace, and race. Deferring straight males who have had a one time exposure to a prostitute, and MSM has a lesser effect on the blood supply than deferring all African American males. Therefore, it is understandable that these risk groups would be deferred to increase the safety of the blood supply, even by a minute amount. However, if this is the case, the deferral period should reflect the true risk of the exposure, and only defer for a maximum of 2 weeks after the event, if the concern is HIV. Policymakers need to develop regulations which are reflective of current scientific data and other policies put in place. Additionally, they need to balance public interest and public safety in a fair, non-discriminatory way. Large Discrepancies Between US Policies and International Policies Overall, there are many overlapping policies, which indicate policies are either all a reflection of the same current scientific data, or they are a reflection of each other. The later possibility was seen in the prior analytical sections. For example, Canada looked to the UK for data on pulse and its role in donor screening, and to the US for the analysis on age maximums. There were several countries whose policies were very similar, suggesting these countries share some contributing factor, like acceptable levels of risk, their view on social aspects of policy making, or they integrate scientific data in similar ways. When looking at countries’ leniency, clusters of countries seemed to share similar policies. Canada, UK, Australia and the US shared many of the same lenient policies, the 117 majority of which addressed donor safety concerns, compared to the continental European countries. Spain, France, Austria, and Italy were often found grouped together when they had the most lenient policies, all of which assessed the risk of exposures that would put the patient receiving the blood at risk. Every country had at least one policy which was the most lenient. However, there were a few countries who, overall, were more lenient in the comparison. Only two countries, Spain and France, had the most lenient policies for more than one third of the 50 policies included in the study. The majority of these lenient policies were for topics which were meant to protect the patients receiving the blood. When looking at policies meant to protect the donor, either Australia, the UK, or the US were the most lenient policy in all but one of the topics covered in the study. Japan and Sweden had the least amount of lenient policies in the comparison. It is now important to look at the outcomes of these policies to understand the effect of each county’s regulations, and the level of success their implementation has provided. First, to look at the safety of the donors, the number of ADR can give information about the organization’s ability to screen out high risk individuals and protect them from negative heath outcomes. Australia reports 2.2% of donors experience ADR after donating blood. Italy’s READ project, meant to record and monitor the number of ADR, concluded 0.69% of donors experience an ADR.142 With so many different classifications and severities of ADR it is difficult to make any conclusions from these risk rates. It is interesting, however, that Australia was one of the most lenient countries regarding patient safety, especially in comparison to Italy, who often had stricter policies for donors, but more lenient policies regarding risks for patients. This suggests more stringent policies meant to protect the donor might have positive effects on the rate of ADR. The outcomes of the policies meant to protect the patients can be compared with the number of infectious diseases transmitted through blood transfusions. Looking at countries that used a 4 month deferral period for exposures to HCV, HBV and HIV, the rates of TTI in patients 118 were not uniformly higher than countries who used the 12 month deferral period. Using values from a Eurosurveillance report, the rates for the several of the countries included in the study can be compared. France, Germany, Spain, and Italy use a 4 month deferral period for the majority of their exposure based deferrals. Their rates for HCV, the infection with the longest eclipse period, were 0.1, 0.23, 2.33, and 0.5 per one million respectively.143 UK, Canada, and the US had 12 month deferral periods for a majority of their exposure based deferral periods. Their rates for HCV were 0.7, 0.72, and 1.3 per one million respectively.138,143,144 For all infection risk rates of HIV, HCV, and HBV, Spain was the major outlier, with significantly higher rates compared to other countries with similar policies. This might be due to a few common regulations missing from Spain’s blood collection organization’s policies, like the lifetime deferral of MSM, which was a major source of HIV positive blood in the US before the ban was implemented. France, Germany, and Italy all have a risk rate of at least half of the UK, US and Canada. These findings suggest instating longer deferral periods will not increase the safety of the blood system, however, the deferral periods themselves are imperative to a safe blood system. 119 CHAPTER 7 Policy Recommendations Overarching Questions for Policymakers: Important Factors for Consideration Questions 1: Should blood donation incorporate public health screenings? Some argue that screening blood donors is a public health service to inform high-risk individuals of their infection status. However, it is important to differentiate between different types of health based non-profit organizations. While blood collection agencies do inform individuals if their blood tests positive for a type of infection, that is a service, not their primary purpose. This is why ARC often states individuals should not donate blood if they are doing so to get a blood test. This is an inefficient use of their resources and other public health organizations can provide individuals with this service. The possibility of a public health aspect should not be included in policy making for donor eligibility. Question 2: Can you rely on the honesty of individuals in the blood screening process? An incredibly important component of the blood collection process is dependence on donor’s honesty. When discussing policies and regulations, the possibility of donors lying during their health histories section inevitably comes up. However, the entire system to gauge exposures is currently based on trusting the donors. Hypothetical populations of donors who would lie about exposures to new policy suggestions, would have also lied with the current system in place. These individuals cannot be controlled by specifically worded questionnaires and the system must depend on the screening in place to identify any risks. Therefore, the argument that donors might lie holds no clout and must not deter the efforts of policymakers. Question 3: What type of deferrals are discriminatory? Policymakers must make the decision about whether they want to defer populations based on specific activities that put an individual at risk, or based on demographics and absolute risk statistics, which can be discriminatory and harmful for the diversity, fairness, and stability of the US blood supply. If the safety of the blood supply was the only priority, the FDA might consider policies that ban African American and Hispanic men, because the absolute risk of these populations is greater than the absolute risk for currently deferred populations. However, policy makers would never use race to distinguish between who can and cannot donate blood, as it creates a harmful stereotype and is based in discrimination. A lifetime deferral for MSM and individuals born in Sub-Saharan Africa is also a form of discrimination. Just as it would be ignorant and inappropriate to assume actions based on race, it would be the same to assume actions based on sexual preference and place of birth. Instead, the high-risk action itself should be deferred. The activity that puts MSM individuals at risk for HIV is unprotected anal sex with a new partner. Therefore, unprotected anal sex with a new partner should cause a deferral of at least 9 days if HIV is the only concern, or 4 months if HCV is also a concern. Similarly, being in prison is not the activity that causes HCV infections, it is activities that take place at a higher frequency within the prison that cause these infections, including unprotected anal sex, sharing needles, and unsterile tattoo equipment. Discrimination based on being part of a population with a high prevalence of TTI needs to be a cause for a deferral in all cases, or in no cases. The inclusion of high risk demographic should not be cherry picked if policies are going to reflect the gold standard in protection, avoid discrimination, and respect the rights of individuals. Policy Suggestions High Risk Exposure Policy Suggestions All questions should be focused around the transmission activity itself to reduce confusion and increase specificity, which in hope, would cause the correct population to be deferred and reduce the amount of healthy people turned away. Conservative estimates put condom misuse, slipping, or breaking, at approximately 2%, a statistic which is supported by the finding that condoms are 98% effective with perfect use.145 However, it is well known that perfect use is not universal. Researchers have found condoms are 85% effective with “typical use,” leaving a 15% chance of failure for the general public using 121 condoms.146 Specifically in terms of HIV, scientific studies have found condoms are 100,000 times more effective at protecting an individuals from HIV then using no protection at all.147 If an individual were to have protected sex with a completely random individual, someone whose infection status is unknown, their risk for contracting HIV is miniscule. There are countless different variables that can effect the likelihood of an individual contracting HIV, including, but absolutely not limited to, gender, circumcision, likelihood of a partner being HIV positive, the effectiveness of condoms, an HIV positive partner’s viral load, when they became infected, and the type of protection an individual typically uses. If brought to the most general level, accounting for gender, risk of condom malfunction, transmission risk, and likelihood of a random sexual partner being HIV positive, assumed by the prevalence in the US, 0.16%, the risk varies by type of sexual act, and ranges from a risk rate of 3.36 x 10-6 for receptive protected anal sex to 9.6 x 10-8 for males involved in protected penetrative vaginal sex (See appendix). Additionally, the higher risk activities affect a smaller percentage of the population than the less risky activities. Over the course of a year, only 3.2% of men and 12.4% of women 16 and over engage in anal sex as the receiving partner, compared to 60% of men and 57.5% of women 16 and over who engage in vaginal sex.148 This suggests any type of condom protected sex should not lead to a deferral if the worry is exposure to HIV, which is the case specifically for MSM. Policies to protect the patient are in place to account for the eclipse period following infection, which historically, has been the source of most TTI that are screened for. The main infections of concern are HCV, HBV, and HIV. Hepatitis viruses are becoming increasingly less concerning now that HCV is curable and HBV is preventable with a vaccination. HBV can now be avoided if all recipients of blood transfusions received a vaccine directly before or after they are exposed to the donated blood. There has been a major push to increase HBV vaccinations, due to the chronic, and therefore expensive, nature of the disease. Including HBV vaccines when individuals receive blood transfusions will not only eradicate the possibility of subsequent 122 HBV infections, but it will also increase the percentage of the population receiving the vaccine. Unfortunately, HCV does not have a vaccine, however, very successful treatments have recently become available, reducing some of the potential long term destruction a blood transfusion might have on an individual. In comparison, HIV has no cure nor any type of vaccine. However, out of the three TTI, HIV’s eclipse period is the shortest, lasting only 9 days. While all infections, regardless of how preventable or treatable they are, should receive the same amount of robust attention, knowing that research and clinical care is improving to reduce the effects of possible TTI should encourage policy makers to continue to be open to new scientific breakthroughs which reduce the possible negative effects of transfusions. So far, synthetic human blood has eluded researchers, but other avenue to increase the supply of blood is to increase eligibility by eliminating transmission risks in other ways. Pending further breakthroughs, the deferral period should still reflect the longest common TTI eclipse period, which can be up to 3 months for HCV infections. While not necessarily scientifically warranted, “buffer time” is important to reduce the amount of donors who might be mistaken about how long ago the exposure was. If the exposure was a week early then they remember, it might be a significant problem if the deferral period is set at 3 months. However, if it is set at 4 months, there is room for human error. To make policies reflect the screening capabilities, HIV and Hepatitis exposures should be separated into three distinct groups: exposures that warrant no deferral, exposures which cause a 4 month deferral, and exposures which cause a lifetime ban. Suggested Wording for Health Histories Questionnaire: • In the past 2 weeks (14 days) have you had sex with an individual who is/ was at high risk* for being HIV positive? * “High Risk” Includes: § An individual who partakes in unprotected anal sex § An individual who shares needles § An individual who has frequent unprotected sex with multiple partners § An individual who lived in or was born in Sub-Saharan Africa (if proper FDA approved blood tests are not used) 123 • In the past 4 months, have you lived with, or had sex with, an individual who was a chronic carrier of viral hepatitis*? * Hepatitis A, B, C, or E Virus, CMV, other unknown forms of viral jaundice and hepatitis • Have you ever shared a needle* with another individual, even with a family member or someone you believe to be infection free? * Often, shared needles are used to inject drugs and to receive tattoos or piercings • Have you been incarcerated (juvenile detention, prison, lock-up, jail) in the past 4 months? o If yes thanà while you were incarcerated, did you ever engage in any activities that would put you at a higher risk* for contracting the Hepatitis C Virus? * “High Risk” Includes anything that would have exposed you to another individuals bodily fluids, including, but not limited to: • engaging in anal intercourse • sharing of needles • receiving a tattoo or piercing • an accidental needle stick • or a violent interaction with another inmate. * You do not need to disclose any more information other than confirming an exposure, you will not be asked any further questions on said topics • It would benefit everyone to have the exact date of the last day before an individual must be exposure free for each risk. For example, when organizations provide computers for donors to answer the health history questionnaire, having the exact date of “4 months ago” printed below each question with a deferral policy of 4 months on the screen will allow for greater accuracy. vCJD Deferral Policy Analysis It is estimated that deferrals due to CJD and vCJD caused ARC to loose nearly 100,000 donors between 2001 and 2006.52 In every 1000 presenting donors in the US, 2.49 will be deferred for travel restrictions related to vCJD.52 If the travel ban were lifted, the maximum risk of vCJD entering the blood supply is 1.2 in one million, but the change in regulation would increase the donor population by nearly 23,000. The risk becomes substantial when you factor in the number of average blood donations per year for each donor and the maximum amount of blood products that can be manufactured from a single donation. Lifting the travel ban would potentially expose nearly 60 people to vCJD infected blood per year (see Appendix). This is far 124 too large of a risk to the blood supply, despite the additional 116,000 blood products that it would bring. Therefore the current vCJD travel restrictions should be kept in place. One beneficial aspect of this regulation is that, due to the limited time range, it will become irrelevant within the next 20 to 30 years, when all individuals who lived in the UK during the epidemic will no longer be donating. The more time that passes, the less the blood supply will be effected by the travel restriction. Within 10 years, all individuals under 45 will be able to donate despite having lived in Britain during their lifetime. Donors 45 and younger make up over half of the blood supply, reducing the effect of the vCJD related regulations drastically.65 Protection of Donors Policy Suggestion There are a few US policies in place to protect the donor that are scientifically unwarranted and just reduce the number of eligible donors. Pulse is an example of these types of policies. The UK has not used pulse for over 6 years and has not been met with a significant increase in ADR. The current hemoglobin minimum level for women is the second area of unnecessary stringency. The policy does not currently reflect the healthy ranges of hemoglobin levels for the different genders, potentially putting some males at risk, and deferring healthy females. Overall, the stricter areas do not compensate for the degree of leniency towards donors’ health. It is well understood that donors who experience ADR are less likely to return to donate again, by reducing the number of ADR overall, the US will be preserving the future of their donor population, in addition to their current donors’ health. The most serious area of leniency concerns the long-term health of donors. Frequent donations reduce donor’s iron stores, potentially causing IDA. This is especially prevalent in women of childbearing age, who’s iron levels already fluctuate constantly. Areas that could that address the sustainability of hemoglobin and iron levels in donors would be a change in the allowed frequency of donations, a higher minimum hemoglobin levels, and a lower volume of donation. EBV can also be included as a contributing factor to identifying the maximum volume of blood that can be safely removed from a donor. The majority of countries vary the volume of 125 blood collected based on the donor’s EBV. This customized collection procedure increases the efficiency of the system while simultaneously protecting the donors in the highest possible capacity. Varying the collection volume has not greatly reduced other countries’ overall collections because donors with larger EBV donate a larger volume that compensates for the donors who donate a slightly smaller volume. Additionally, the donors who would have experienced an ADR if more blood was removed do not have this experience, and are therefore more likely to continue donating, further preserving the future blood supply. The volume the CFR allows for collection does not agree with the evidence-based calculation of the amount of blood that can be safely removed from the body, greatly increasing the likelihood of donors experiencing an ADR. Further leniency is seen when looking at the difference in policies concerning donations after recovery from cancer, heart and lung problems, pregnancy, and diabetes. In all of these situations, adequate scientific data was not available to back up possible policy options, and the US was forced to make decisions based on advice from collection organizations, the Blood Products Advisory Committee, and policymakers’ judgment. In these cases, the level of precaution each country chooses to take for their donors can be viewed, because their acceptable risk is the main driving factor for these policies, not scientific data. For these 4 topics, the US is either equal to, or more lenient than, the most lenient country in the international cohort. The international countries included in the study created significantly more cautious policies in response to the lack of scientific data compared to the US. Overall, in comparison to both scientific data and international collection agencies, the US policies regarding donor safety are lenient and potentially put donors’ health at risk to increase the eligible population in the short term. Travel Regulations for Malaria Policy Suggestions Malaria regulations should be consistently updated to reflect the riskiest areas for Americans to travel and exclude any low risk regions, which are a major source of deferrals. 126 Deferrals based on travel to Mexico should not be equivalent to travel to Africa. Using the statistics and risk rates addressed in a previous chapter, reducing the deferral period for travel to low risk ME areas, like Mexico, the Caribbean, and Central America, from 12 months to 3 months, would increase the blood supply by 60,745 donations per year (Calculations in Appendix). This increase in donations is not just due to the reduced deferral period itself, but also the reduction of people who experience a deferral, who are statistically less likely to return to donate again even once they are eligible. The calculated total risk of 0.06 infections per million transfusions is only increased by one additional infectious unit entering the blood supply every 57 years. The outcome of this policy change would an additional 3.5 million donations for each additional malaria infected unit introduced into the blood supply, making it a very attractive area for policymakers to address to increase the eligible population. 127 Limitations This study collected data from 15 countries, including the US, which spanned nearly 10 different languages. The language barrier was extremely difficult to overcome. The majority of translations were done online, using secondary sites to confirm the first sites translations. When translations did not match, native or fluent speakers were contacted to aid in translation. Possible misunderstandings during translation may have led to some discrepancies between the study data and the true policy. Additionally, some countries did not have data available for all policies addressed, these situations are marked in grey in the data found in the appendix. This missing data might have effected the international average, biasing the results. Other limitations include possible inconsistencies between statistics. For studies looking at deferral rates, risk rates, and demographics, values might have slightly differed based on the time of publication and the study population. In attempt to control for these situations, the values calculated using a research setting which most closely mimicked the topic in discussion was used. However, the generalizability of the values may have been pushed past the researchers’ intended limits. This limitation may also be seen when comparing TTI transmission rates between the countries. Data were limited for viral TTI rates for all countries and the surveillance time of many of the studies varied, limiting the effectiveness of comparison. The values calculated in this study are meant to give a general idea of the scope of the risk associated with an increase in the blood supply. They are not meant to be exact calculations which perfectly represent the true outcome of a policy change, just the magnitude and direction of the change according to scientific data. Finally, the topics included in the study and the summaries included with each section are not meant to be an exhaustive list of all possible reasons an individual can be deferred. Medications and clinical treatments were not included in the study because those policies often differ between collection sites and are not nationally implemented. The material included in each 128 section is meant to provide the reader with the crucial information to look at the current policies in a critical way, they are by no means a complete summary of the policy history of each topic. Future Studies An interesting area of further study would be the donor’s perception of his or her own safety. Some donors believe donating blood should imply consent and the risk of consequential ADR are the choice of the donor, because it is their body. When speaking with donors, there were many who had experienced ADR, and still continued to donate. I myself have severe panic attacks when donating blood. However, like many other donors, I feel that 10 minutes of being uncomfortable should never outweigh the possibility of saving an individual’s life. Furthermore, some donors feel as though it is their personal right to decide whether they are healthy enough to donate. Viewpoints of FTD, RD, and non-donors would provide interesting insight about the purpose, perception, and opinions donors have about regulations pertaining to their own safety. Additionally, looking at the way in which the public’s perception of safety is reflected in the policies as they are reassessed would give valuable information about the policy climate surrounding blood collection regulations. This study generally looked at many different policies in comparison to scientific data and international collection organizations. It highlighted important areas to look to improve the US blood supply. Future studies would benefit from looking at individual policies in an intensely critical way to provide the necessary data to encourage policy change. Conclusion There is significant variation seen across international blood collection organizations. Countries who prioritize donor safety tended to have more lenient policies concerning patient safety, and vice versa. In many cases, topics which had very strong scientific data available had less variation between countries, regardless of their preference towards donor or patient safety. To increase the quantity and safety of the US blood supply, reducing deferral periods for TTI exposures to a length of time which reflects the eclipse period of blood tests will significantly 129 increase the blood supply, without changing the level of safety for patients receiving the blood. Additionally, making regulations concerning donor safety more conservative may aid in the reduction of ADR and long-term negative health outcomes, and preserve the future blood donor population. The current US system has historically been able to meet the demand for blood. However, as the demand for blood increases at a faster rate than the growth of the donor population, the national supply will quickly become depleted, making the current system unsustainable. Policy changes to increase the size and stability of the donor population is the solution to address potentially detrimental effects of a blood shortage. 130 Appendix I) Top 50 Countries on the Human Development Index II) Top 30 Countries for Healthcare Spending per Capita III) History of Transfusions IV) Non-Infectious Transfusion Complications: Rates, Symptoms, Treatment and Prevention V) International Comparison Raw Data VI) Additional Figures and Graphs VII) Calculations VIII) Prevalence of Deferral Characteristics in America’s Adult Population IIX) Glossary of Common Acronyms IX) Donor Health Questionnaire X) Center for Disease Control and Prevention Malaria Exposure Traveler Map 131 I) Top 50 Countries on the Human Development Index 49 1. Norway 2. Australia 3. Switzerland 4. Netherlands 5. United States 6. Germany 7. New Zealand 8. Canada 9. Singapore 10. Denmark 11. Ireland 12. Sweden 13. Iceland 14. United Kingdom 15. Hong Kong, China (SAR) 16. Korea (Republic of) 17. Japan 18. Liechtenstein 19. Israel 20. France 21. Austria 22. Belgium 23. Luxembourg 24. Finland 25. Slovenia 26. Italy 27. Spain 28. Czech Republic 29. Greece 30. Brunei Darussalam 31. Qatar 32. Cyprus 33. Estonia 34. Saudi Arabia 35. Lithuania 36. Poland 37. Andorra 38. Slovakia 39. Malta 40. United Arab Emirates 41. Chile 42. Portugal 43. Hungary 44. Bahrain 45. Cuba 46. Kuwait 47. Croatia 48. Latvia 49. Argentina 50. Uruguay 132 II) Top 30 Countries for Healthcare Spending per Capita 50 1. Norway 2. Switzerland 3. United States 4. Luxembourg 5. Monaco 6. Denmark 7. Australia 8. Canada 9. Netherlands 10. Austria 11. Sweden 12. Japan 13. Belgium 14. France 15. Germany 16. Finland 17. Iceland 18. San Marino 19. Ireland 20. United Kingdom 21. New Zealand 22. Andorra 23. Italy 24. Spain 25. Singapore 26. Israel 27. Greece 28. Qatar 29. Cyprus 30. Slovenia 133 III) History of Transfusions 1628- William Harvey describes the circulatory nature of blood within the body.149 1657- Christopher Wren conducts experiments where he injects different fluids into the veins of animals.149 1665- Richard Lower conducts the first successful blood transfusion between dogs.150 June 1667- Jean-Baptiste Denis conducted the first ever animal to human blood transfusion in Paris. He theorized about the use of the procedure, to not only correct blood loss, but also to treat diseases.149 November 1667- Lower and Edmund King carry out the first animal to human blood transfusion in England. The subsequent events of both the English and Parisian patients deaths led to a ban of blood transfusions in Paris and England. Blood transfusions were not revisited again for 148 years.149 1816- John Henry Leacock publishes his dissertation which argued that both parties in a blood transfusion must be of the same species to be successful.149 1828- Inspired by Leacock’s research, obstetrician James Blundell brought blood transfusions back into clinical practice by using the technique to treat post-partum hemorrhaging.149 1840- Samuel Armstrong Lane carries out the first successful blood transfusion to treat hemophilia with help from Blundell.150 1853-1864- Blundell, Alexander Wood, Joseph Roussel, and James Aveling all participated in the development of new blood transfusion devices. One limitation for treatments was the inclination for the blood to clot during the transfusion. Thomas Smith and James Braxton-Hicks each developed their own methods of addressing this challenge.149 1873-1880- American doctors infuse milk as a “blood substitute,” it has very limited successes. Saline infusions replace milk in 1884.150 1901- Karl Landsteiner discovers three different blood types, A, B and O. Alfred von Decastello and Adriano Sturli identifies the forth, AB, a year later.149 1914-1915- Belgian Adolph Hustin, Argentinian Luis Agote, and American Richard Lewisohn all contribute to developing the correct concentration of sodium citrate, which could be added to blood to inhibit clotting without harming the patient.149 1918- The first blood bank is established by Osward Robertson. He was the first to discovery the benefits of adding glucose to the blood to preserve its integrity.149 1933- Lewisohn and Nathan Rosenthal collect data on the implications of using unsterile equipment during the transfusion process. They were the first to describe transfusionassociated infections.149 134 1937- The first large-scale blood storage center is established in response to the Spanish Civil War.149 1939- London’s Army Blood Transfusion Service establishes the Army Blood Supply Depot (ABSD). In its first year, ABSD processes over 33,000 donations.149 1940- Landsteiner, continuing his research for 40 years, concludes his career with the discovery of the Rh blood group alongside Alexander Wiener.149 1947- The American Association of Blood Banks, now known as AABB, is formed. They publish the first edition of TRANSFUSION in 1960.150 1959- Max Perutz decodes the molecular structure of hemoglobin.150 1970- The voluntary blood donor system begins to be transitioned into blood banks. This replaces the old system of compensating donors for their blood.150 1971- Hepatitis B testing is introduced into the panel of blood tests conducted on transfusion units. An additional Hepatitis B test in added in 1987 followed by the Hepatitis C test in 1990.150 1981- The first case of AIDS is reported. HIV is not identified as the precursor virus until 3 years later. The first blood test for HIV is developed in 1985 and is immediately implemented into the blood test panel.150 1999- Nucleic Acid Amplification Testing (NAT) begins to be introduced into blood banks on a trial bases until its license by the FDA in 2002. NAT is now the primary testing procedure used.150 135 IV) Non-Infectious Transfusion Complications: Rates, Symptoms, Treatment and Prevention Complication Rate Symptoms Treatment Prevention Febrile transfusion reactions 1: 330 RBC transfusions and 1: 20 platelet transfusions Chills, rigor, discomfort, 1OC drop in body temperature within 3 hours of transfusion (not due to sepsis or hemolytic reaction) General supportive care, antipruritic therapy if necessary Leukoreduction of RBC units Transfusionassociated circulatory overload (TACO) 1-10% of transfusions Dyspnea, tachypnea, jugular venous distention, elevated systolic blood pressure, hydrostatic pulmonary edema that improves rapidly Diuresis Slow transfusion rate, identification of high risk patients (critically ill, infants, those with cardiac or renal diseases), diuretics Transfusionrelated acute lung injury (TRALI) 1: 5,000 transfusions, high morbidity and mortality rates, accounted for 30% of the transfusion related deaths in the US in 2009 Non-cardiogenic pulmonary edema within 6 hours of transfusion which does not improve rapidly (the diagnostic difference between TACO and TALI), lung injury, life threatening Supportive care, heavy reliance on prevention Plasma mitigation, limiting transfusions if possible Allergic reactions- Mild 1-3% of transfusions Localized erythema, pruritus, hives, urticarial reactions Parenteral antihistamines Concentrating and washing platelets for platelet transfusions Anaphylactic/ Anaphylactoid transfusion reaction- severe allergic reaction 1: 50,000 Bronchospasm, stridor, hypotension, gastrointestinal symptoms, life threatening Epinephrine Concentrating and washing platelets for platelet transfusions Acute hemolytic transfusion reactions (AHTR) 1:12,0001:100,000 Sudden onset, within 24 hours of transfusion, fever, chills, facial flushing, pain, hypotension, dyspnea, renal failure, disseminated intravascular, high mortality rate Monitoring in the ICU, supportive care Improving blood bank safety, usually due to mistyping or labeling of blood leading to an incompatible ABO type transfusion Delayed hemolytic 1: 1,900 Usually less severe than acute version, fever, reduced urine Supportive care, transfusion of Improving blood bank safety, usually due to 136 transfusion reactions output, often asymptomatic but diagnosed due to unexplained drop in hemoglobin concentration appropriately typed blood, intravenous immunoglobulin and steroid therapy if necessary mistyping or labeling of blood leading to an incompatible ABO type transfusion Posttransfusion purpura Rare, occurs in 1:50,000 to 1:100,000 transfusions Purpura, epistaxis, gastrointestinal bleeding, thrombocytopenia, all observed five to ten days after transfusion Intravenous immunoglobulin Clear medical history to avoid transfusing units with anti- platelet antigen in patients with a history of post-transfusion purpura Hypotensive transfusionreaction Between 1 and 2 per 1,000 transfusions Rapid drop in systolic blood pressure In most cases, responds immediately to cessation of transfusion No preventative measures, but very treatable complication Transfusionassociated graft- versushost disease Fatal in 84% of cases Fever, liver dysfunction, rash, diarrhea, pancytopenia Very poor outcome with treatment, focus on prevention Leukocyte reduction and irradiation of units intended for high risk patients, especially severely immunecompromised patients Sources: Gilliss BM, Looney MR, Gropper MA. Anesthesiology. 2011;115:635-649. Sarode R. Merck. 2014:1-12. Ibojie J, Greiss M a., Urbaniak SJ. Transfus Med. 2002;12(3):181-185. Tobian AAR, Savage WJ, Tisch DJ, Thoman S, King KE, Ness PM. Transfusion. 2011;51:1676-1683. Faed J. NZBlood. 2014:1-8. Shtalrid M, Shvidel L, Vorst E, Weinmann EE, Berrebi A, Sigler E. Isr Med Assoc J. 2006;8:672-674. Blood Safety Basics. Centers Dis Control Prev Natl Cent Emerg Zoonotic Infect Dis. 2013. 137 V) International Comparison Raw Data Vitals Allowed Blood Pressure Range Allowed Pulse Range Australia Austria Belgium Canada Systolic 180-100 mmHg Diastolic 100-50 mmHg 50-100 bpm Systolic 180-90 mmHg Diastolic 100-50 mmHg 50-100 bpm, unless very athletic None England and North Wales France None Germany Systolic 180-100 mmHg Diastolic =/<100 mmHg Israel Systolic 180-100 mmHg Diastolic 100-60 mmHg Systolic 180-100 mmHg Diastolic 110-60 mmHg Italy Japan Systolic >/= 90 mmHg Diastolic- none Spain Systolic 180-90 mmHg Diastolic 100-50 mmHg Sweden Systolic </=180 mmHg Diastolic </=100 mmHg Switzerland The Netherlands United States Whole Blood Donation Age Regulations Australia Austria Belgium Canada England and 50-110 bpm, unless very athletic 50-100 bpm Allowed Hb Range for Whole Blood Female 12-16.5 g/dL Male 13-18.5 g/dL Female >/= 12.5 g/dL Male >/= 13.5 g/dL >/= 12.5 g/dL Female 12.5-16.5 g/dL Male 13.5-18 g/dL Female >/= 12 g/dL Male >/= 13 g/dL Female >/= 12.5 g/dL Male >/= 13.5 g/dL >/= 12 g/dL 50-100 bpm, unless very athletic 50-100 bpm, unless very athletic 200 mL- >/= 12.5 g/dL for male, >/= 12 g/dL for female 400 mL- >/= 13 g/dL for male, >/= 12.5 g/dL for female Female 12.5 -15.5 g/dL Male 13.5 - 18.5 g/dL 50-110 bpm Systolic 180-80 mmHg Diastolic 100-50 mmHg First Time Donors Minimum 16 with parental consent in some regions, 17 in remaining 18 18 17 17 50-100 bpm >/= 12.5 g/dL First Time Donors Maximum 71 Repeat Donor Maximum 60 65 61 65 None 70 71 with MDs approval 70 81 138 North Wales France Germany Israel Italy Japan Spain 18 18 17 with parental consent 18 200 mL- 16 400 mL- 17 for males, 18 for females 18 Sweden 18 60- 65, need MD approval for new donors 65 Switzerland The Netherlands United States 18 18 60 65 Frequency of Donation Australia Austria Belgium Canada England and North Wales France Germany Israel Italy Japan Spain Sweden Switzerland The Netherlands United States Australia Austria Belgium Canada England and 65 65 60 60 60 16 with parental consent None in some states, 17 in remaining Maximum Frequency of Whole Blood Donations for Women Under 18- 1 donation/yr Over 18- 84 days 56 days, 4-5 donations/yr 56 days, 4 donations/yr 56 days 112 days 56 days, 4 donations/yr 56 days, 4 donations/yr 84 days 90 days, 2 donations/yr 200 mL- 28 days, 4 donations/yr 400 mL- 112 days, 2 donations/yr Max total volume donated- 800 mL 70 with MDs approval 72 65 with MDs approval 65 69, 65 and older must have donated at least once between 60 and 65 65 -70 with yearly MD approval Site dependent 65, 70, or no limit 75 70 None Maximum Frequency of Whole Blood Donations for Men Under 18- 1 donations/yr Over 18- 84 days 56 days, 6 donations/yr 56 days, 4 donations/yr 56 days 84 days, 4 donations/yr 60 days, 3 donations/yr 56 days, 6 donations/yr 56 days, 6 donations/yr 84 days 90 days, 4 donations/yr 200 mL- 28 days, 4 donations/yr 400 mL- 84 days, 3 donations/yr Max total volume donated - 1,200 mL 60 days, 4 donations/yr 84 days, 3 donations/yr 3 donations/yr 84 days, 4 donations/yr 5 donations/yr 56 days 56 days Volume of Whole Blood Donation 500 mL 450 mL- 500 mL 400 mL -480 mL 470 mL 139 North Wales France 400 mL- 500 mL, average 470 mL Germany Israel 450 mL +/- 10% Italy 450 mL +/- 10% Japan 200 mL or 400 mL Spain 450 mL +/- 50 mL Sweden 450 mL Switzerland 450 mL The Up to 500 mL Netherlands United States 500 mL + ~35 mL for screening Weight Requirements for Sliding Weight Scale Whole Blood Donations for Younger Donors Australia no Austria no Belgium Canada England and North Wales France Germany Israel Italy Japan no yes, sliding scale for all donors under 23 yes, sliding scale for female donors between 17 and 20 no no no no no Spain no Sweden no Switzerland no The Netherlands no United States no Pregnancy Deferral After Deferrals Childbirth Donation While Breastfeeding Australia 9 months no Austria 6 months no Belgium Canada England and North Wales 6 months 6 months 6 months yes Minimum Weight for Donors 18 and Over 50 kg, (110 lbs.) 50 kg, (110 lbs.) and BMI over 19 50 kg, (110 lbs.) 50 kg, (110 lbs.) 50 kg, (110 lbs.) 50 kg, (110 lbs.) 50 kg, (110 lbs.) 50 kg, (110 lbs.) 50 kg, (110 lbs.) 200 mL- males 45 kg, females 40 kg 400 mL- 50 kg 50 kg, (110 lbs.) 50 kg, (110 lbs.) 50 kg, (110 lbs.) 50 kg, (110 lbs.) 50 kg, (110 lbs.) Deferral After Pregnancy Loss (Spontaneous or Abortion) Before 28 weeks- 6 month After 28 weeks- 9 month Before 12 weeks- 4 weeks After 12 weeks- 6 months 6 months 6 weeks Before 12 weeks- no deferral if there was no significant blood loss and it has been a week since last dose of termination pill, if taken 140 After 12 weeks- 6 months 6 months France Germany Israel Italy 6 months 6 months 6 months 12 months no yes Japan Spain 6 months 6 months no yes Sweden 9 months Switzerland The Netherlands United States Cancer 12 months 6 months 6 months Australia Austria 6 weeks Deferral After Recovery from Malignant Cancer 5 years Lifetime yes Deferral After Recovery from Non Malignant Caner 5 years Malicious, superficial or mucosal lesion allowed Belgium Canada Lifetime Non-melanoma skin cancer and in situ cervical cancer allowed Basal cell carcinoma allowed after 2 year deferral England and North Wales Lifetime France Germany Lifetime Lifetime if chemo is used Israel Italy Japan Spain Lifetime Lifetime Lifetime Lifetime 6 weeks Miscarriage- 6 months Termination-1 year 6 months Before 12 weeks- length of pregnancy before loss After 12 weeks-6 months Termination (mechanical)- 6 months Termination (drug induced) or Spontaneous loss- length of pregnancy has there been no loss Allowed as long as chemo has not been used Allowed Allowed Allowed Localized tumor which has been removed and individual has completely Deferral After Recovery from Blood and Bone Cancers Lifetime Lifetime Lifetime Lifetime Lifetime Lifetime Lifetime Lifetime Lifetime Lifetime 141 recovered, in situ cervical cancer, basal-cell carcinoma, childhood (before 5) neuroblastoma all allowed Some in situ allowed Sweden Lifetime Switzerland The Netherlands Lifetime United States 12 months Heart Attack Australia Deferral After Recovery From Heart Attack Lifetime Austria Lifetime Lifetime Allowed if asymptomatic Lifetime Allowed if asymptomatic Lifetime France Lifetime Lifetime Germany Israel Lifetime Lifetime Italy Japan Spain Lifetime Lifetime Lifetime Lifetime Sweden Lifetime Belgium Canada England and North Wales Basalioma and some cervical cancer allowed, all other skin cancers lifetime deferral Allowed for low risk in situ cancers Deferral After Recovery From Stroke Lifetime Lifetime Lifetime Diseases and Conditions that Would Cause Deferral Lifetime- Coronary artery disease 12 months- chest pain, angina Lifetime- Heart Failure, Cardiac Arrhythmia, Circulatory Disorders, Thrombosis Lifetime- Coronary artery disease Lifetime- TIA, Heart Disease, Heart Failure, Aneurysm, Cardiomyopathy 12 months- Myocarditis Lifetime- Heart Disease, Valvular Disease, Angina Lifetime- all heart problems excluding corrected congenital malformations and mitral valve prolapse Lifetime- Heart Disease Lifetime- Heart Disease Lifetime- all serious heart conditions and heart diseases excluding corrected congenital malformations Lifetime- Chest pain, Heart disease, Heart failure, Cardiac 142 surgery, COPD, Pacemaker Switzerland The Netherlands United States Diabetic Donors Australia Austria Belgium Canada England and North Wales France Germany Israel Italy Japan Spain Sweden Switzerland The Netherlands United States Malaria Deferrals Australia Austria Belgium Canada England and North Wales France Germany Israel Italy Lifetime Lifetime Lifetime- Pacemaker 2 weeks- COPD 6 symptom free months 6 months Type 1 Type Yes (if well regulated and have never used bovine insulin) No Yes (if controlled by diet only, well regulated, and not taking any medications) No No Yes (if well regulated and have not used insulin in 1 month) Yes (if controlled by diet only or same medication for at least 4 weeks, have not used insulin in 1 month, must not suffer from any diabetic related complications- ulcers, heart failure, amputation, etc.) No No No Yes (if insulin is not used) Yes (if insulin is not used) Yes (if insulin is not used) No Yes (if insulin is not used) No Yes (if well regulated) Yes (never used bovine insulin) Deferral after Return Deferral if Born or from Travel to Lived in Endemic Endemic Area Area (qualify as “lived in”) Plasma- 4 months, 3 Plasma- 6 months years for Papua New Whole Blood- 6 Guinae months and blood Whole Blood- 4 months test and blood test, 3 years and blood test for Papua New Guinae 6 months Lifetime (3 years) 6 months 12 months 3 years (6 months) 6 months Plasma- no wait Whole Blood- 4 months 6 months 12 months Plasma- 6 months 6 months Deferral after Recovery from Malaria Infection Plasma- 6 months Whole Blood- 6 months and blood test Lifetime Plasma- 6 months Whole Blood- Lifetime 3 years 3 years 4 years (6 months) 3 years 4 years 3 years 143 Japan Spain Sweden Switzerland The Netherlands United States WNV Exposure Australia Austria Belgium Canada England and North Wales France Germany Israel Italy Japan Spain Sweden Switzerland The Netherlands United States Exposures Australia Austria Belgium Canada Whole Blood- 3 years 1 year unless tested negative 6 months 6 months 6 months Plasma- 1 month Whole Blood- 6 months (minimum 4 week wait for any travel outside Europe) 12 months 3 year unless tested negative 3 year (6 months) including after temporary return trips 3 years (5 years) Plasma- No wait Whole Blood- 3 years (6 months), unless tested after 4 months 3 year (6 months) including after temporary return trips before 3 year period is up, after 3 years, 12 months Lifetime 3 years 3 years 3 years Deferral After Travel to WNV Endemic Area Plasma- No wait Whole Blood- 4 weeks 4 weeks No wait 4 weeks, if donor felt unwell during 4 weeks, deferred for 14 days after full recovery or 7 days after completion of antibiotics (which ever is longer), if infected 4 months after recovery 4 weeks 4 weeks No wait 4 weeks 4 weeks, if infected 6 months after recovery 4 weeks, if infected 4 months after recovery No wait, if infected 4 months after initial symptoms or diagnosis, which ever was later Deferral After Deferral After Male Deferral After Female Engaging in Sexual Exposure due to MSM Exposure due to Activities an HIV Partner who is a Positive Individual MSM 12 months 12 months 12 months Lifetime 4 months 4 months 12 months Lifetime if since 1977 12 months Lifetime 5 years 12 months 144 England and North Wales France Germany Israel Italy Japan Spain Sweden Switzerland The Netherlands United States Exposures Australia Austria Belgium Canada England and North Wales France Germany Israel Italy Japan Spain Sweden Switzerland The Netherlands United States Exposures Australia Austria Belgium Canada England and North Wales France Germany 12 months 12 months 12 months 4 months 4 months Lifetime Lifetime Lifetime if since 1977 None 6 months None None 4 months 12 months None None None 12 months Lifetime Lifetime None 12 months 12 months Lifetime 12 months 4 months 6 months 4 months if using NAT, otherwise 6 months 12 months 12 months 12 months 12 months Deferral After Engaging in Sexual Activities with a Prostitute 12 months 4 months 12 months 12 months 12 months Deferral After Engaging in Prostitution or Receiving Compensation for Sex 12 months Lifetime Lifetime if after 1977 Lifetime if after 1977 Lifetime None 4 months None Lifetime Lifetime Lifetime Lifetime 4 months if using NAT, otherwise 6 months Lifetime 12 months 12 months Lifetime Lifetime 12 months Deferral After New Sexual Partner or Multiple Partners None None 4 months for new partner, 12 months for multiple partners or group sex None None Lifetime if after 1997 Deferral After Contact with Other’s Blood 6 months 4 months 4 months 4 months 4 months if they have any kind 4 months 4 months 6 months 12 months 145 Israel Italy Japan Spain Sweden Switzerland The Netherlands United States Exposures Australia Austria Belgium Canada England and North Wales France Germany Israel Italy Japan Spain Sweden Switzerland The Netherlands United States Exposures Australia Austria Belgium Canada England and North Wales France of STD None 6 months 4 months if using NAT, otherwise 6 months 4 months for new partner, 12 months for multiple partners 6 months 4 months 4 months if using NAT, otherwise 6 months 6 months 12 months 6 months None Deferral after Tattoo in Sterile Environment 6 months 4 months 4 months 6 months 4 months, between 4 months and 12 months extra test will be done None 4 months 6 months 4 months 6 months None if new needle and new ink were used 6 months 4 months 6 months 12 months Deferral after Tattoo in Unsterile or Unsure of Status Environment 6 months 4 months 4 months 6 months 4 months, between 4 months and 12 months extra test will be done none if in state that license tattoo facilities 12 months if in state that does not license tattoo facilities (DC, GA, ID, MD, MA, NV, NH, NY, PA, UT, WY) Deferral after Piercing in Unsterile or Unsure of Status Environment 6 months Deferral after Piercing in Sterile Environment Platelets- None Whole Blood, ear piercing- 24 hours Whole Blood, other piercings- 4 months None 4 months 6 months 4 months, between 4 months and 12 months extra test will be done none 4 months 4 months 6 months 4 months 6 months 4 months if using NAT, otherwise 6 months 6 months 4 months 6 months 4 months 4 months 6 months 4 months, between 4 months and 12 months extra test will be done 4 months 146 Germany Israel Italy Japan Spain Sweden Switzerland The Netherlands United States Exposures Australia Austria Belgium Canada England and North Wales France Germany Israel 4 months 6 months 4 months 1 month- non-mucous membrane (ears, eyebrows, belly button, etc.) Lifetime- mucous membrane piercing (nose, lip, tongue, etc.) None 6 months 4 months none none Deferral Since Last Time Donor Used Illegal IV Drugs Lifetime Lifetime Lifetime IV narcotic use since 1977-Lifetime Illegal steroids- 12 months Lifetime Lifetime Lifetime Lifetime Italy Japan Lifetime 6 months Spain Lifetime Sweden Switzerland The Netherlands Lifetime Lifetime Lifetime United States Exposures Australia Austria Belgium Canada 4 months 6 months 4 months 1 month- non-mucous membrane (ears, eyebrows, belly button, etc.) Lifetime- mucous membrane piercing (nose, lip, tongue, etc.) 4 months if using NAT, otherwise 6 months 6 months 4 months 6 months 12 months Deferral Since Last Sexual Activity with Illegal IV Drug User Deferral Since Last Time Donor Used NonIV Illegal Drugs 12 months 4 months 12 months 12 months None Lifetime- snorting drugs 4 months 12 months- intranasal cocaine use 12 months None 4 months 6 months 4 months if using NAT, otherwise 6 months 12 months 12 months 12 months None Cannot be addicted Deferral for all drug use other than smoking None 6 months- use of psychoactive drugs None None Lifetime- addicted to marijuana or cocaine 12 months- snorting cocaine Lifetime 12 months None Deferral After Time Spent in Minimum Amount of Time of Stay Jail or Lockup for Policy to Apply 12 months 72 hours None N/A 12 months 48 hours 147 England and North Wales France Germany Israel Italy Japan Spain Sweden Switzerland The Netherlands United States Exposure None N/A None 4 months None N/A 72 hours N/A None None N/A N/A None None N/A N/A 12 months Deferral After Travel to Africa (excluding malaria deferrals) Australia Austria Ebola endemic area- 8 weeks Lifetime- 6 months or more in area where AIDS/HIV > 1% of the population 6 months or more- 5 years Lifetime - born in Cameroon, Central African Republic, Chad, Congo, Equatorial Guinea, Gabon, Niger, and Nigeria since 1977 72 hours Deferral After Engaging in Sexual Activities with an Individual who was Born or Lived in Africa 12 months Belgium Canada England and North Wales France Germany Israel Italy Japan Spain Sweden Switzerland The Netherlands United States 12 months Lifetime- individual is from Cameroon, Central African Republic, Chad, Congo, Equatorial Guinea, Gabon, Niger, or Nigeria 12 months 6 months or more- 4 months Travel- 12 months Lifetime- Born or lived in central Africa since 1977 4 months Lifetime- lived in Chagas disease endemic area Lifetime- received blood transfusion during stay 5 years Partner has lived in Africa for 6 or more months in the past 5 years-12 months 12 months Lifetime- from Cameroon, Central African Republic, Chad, Congo, Equatorial Guinea, Gabon, Niger or Nigeria after 1977, unless using specific FDA Lifetime- partner from Cameroon, Central African Republic, Chad, Congo, Equatorial Guinea, Gabon, Niger or Nigeria after 1977, unless using specific FDA approved test 148 Exposures Australia Austria Belgium Canada England and North Wales France Germany Israel Italy Japan Spain Sweden Switzerland The Netherlands United States Exposures Australia Austria approved test Deferral After Recovery from Hepatitis Infection Hep A and B 12 months, Hep C lifetime Hep B and C lifetime Hep B full recovery, Hep C lifetime Hep A 6 months with clear blood tests, Hep B and C lifetime Hep A 12 months, Hep B and C lifetime Hep B and C lifetime ban Hep A 4 months, Hep B and C lifetime 5 years Hep B and C lifetime Hep A and E 6 months, Hep B and C lifetime Hep A 6 months, Hep B and C lifetime if contracted after 12th birthday Hep A and E 6 months, Hep B once blood tests are clear, Hep C lifetime Hep B and C lifetime Hep A 3 months, Hep B and C Lifetime Lifetime if diagnosed with viral Hep since 11th birthday, including EBV and CMV Deferral After Engaging in Sexual Activities with a Hemophiliac 12 months 4 months Deferral After Exposure from Living with an Individual with Hepatitis 12 months Deferral After Engaging in Sexual Activities with Hepatitis Partner 12 months 4 months 12 months 4 months 12 months 12 months 12 months 12 months 12 months 4 months 4 months 4 months 6 months 6 months Lifetime Hep A 1 month 4 months if using NAT, otherwise 6 months 4 months if using NAT, otherwise 6 months 12 months 12 months 12 months 12 months 12 months 12 months Deferral After Engaging in Sex with an Individual who has Used Clotting Factor Concentrates 12 months 4 months Deferral After Receiving Clotting Factor Concentrates Lifetime 6 months after receiving any blood or blood product 149 Belgium Canada England and North Wales France Germany Israel Italy Japan Spain Sweden Switzerland The Netherlands United States Antibiotic Use Deferral Australia Austria Belgium Canada England and North Wales France Germany Israel Italy Japan Spain Sweden Switzerland The Netherlands United States 12 months 6 months site specific- either 4 months, 4 months and test until 12 months, or 12 months None 12 months 6 months site specific- either 4 months, 4 months and test until 12 months, or 12 months Lifetime Lifetime Lifetime None Lifetime Lifetime 6 months after receiving any blood or blood product None 12 months 12 months 12 months 4 months Lifetime 12 months 12 months Lifetime Lifetime 12 months Completion of Antibiotics 5 days, not applicable to acne treatments 28 days, applicable to acne treatments 12 months Recovery from Infection No wait Lifetime Allowed Temperature Range 28 days Men >/= 37.5 C Females >/= 38 C <38 C 35.5C-37.5C <37.8 C 15 days 1 day 7 days 14 days 14 days 28 days 3 days 14 days 3 days No wait, infection resolved for 14 days 14 days 14 days 14 days 14 days 7 days 3 days 14 days 14 days <38 C “no fever” <37.4 C <38 C <37 C <38 C 28 days 14 days <38 C No wait, may donate day of last pill 10 days- antibiotic injection No wait after infection resolves <99.5 F (37.5) Sources: Australian Blood Services, Osterreichisches Rotes Kreuz, Rode Kruis, Canadian Blood Services, Etablissement Francais du Sang, DRK Blutspendedienst Niedersachsen, Sachsen-Anhalt, Thuringen, Oldenburg und Bremen, Associazione Volontari Italiani Sangue (AVIS), Magen David Ado, 日本赤十字社 / Nihonsekijūjisha, Banc de Dang I Texitits, GeBlod, Blutspende Srk Schweiz, Sanquimn Bloedvoorziening, National Health Services Blood and Transplants, American Red Cross, United States Food and Drug Administration, AABB 150 Count (Countries with Regulation) VI) Additional Figures and Graphs 10 Maximum Number of Donations , by Gender Females 8 Males 6 4 2 0 Unknown 2 Times 3 Times 4 Times 5 Times 6 Times Sources: Australian Blood Services, Osterreichisches Rotes Kreuz, Rode Kruis, Canadian Blood Services, Etablissement Francais du Sang, DRK Blutspendedienst Niedersachsen, Sachsen-‐Anhalt, Thuringen, Oldenburg und Bremen, Associazione Volontari Italiani Sangue (AVIS), Magen David Ado, 日本赤十字社 / Nihonsekijūjisha, Banc de Dang I Texitits, GeBlod, Blutspende Srk Schweiz, Sanquimn Bloedvoorziening, National Health Services Blood and Transplants, American Red Cross, United States Food and Drug Administration, AABB Maximum Frequency of Donation for Females 18 and over Australia Austria Canada England and North Wales France Germany Israel Italy Japan-‐ 200 mL Japan-‐ 400 mL Spain Sweden 0 20 40 60 Days 80 100 120 Sources: Australian Blood Services, Osterreichisches Rotes Kreuz, Rode Kruis, Canadian Blood Services, Etablissement Francais du Sang, DRK Blutspendedienst Niedersachsen, Sachsen-‐Anhalt, Thuringen, Oldenburg und Bremen, Associazione Volontari Italiani Sangue (AVIS), Magen David Ado, 日本赤十字社 / Nihonsekijūjisha, Banc de Dang I Texitits, GeBlod, Blutspende Srk Schweiz, Sanquimn Bloedvoorziening, National Health Services Blood and Transplants, American Red Cross, United States Food and Drug Administration, AABB Maximum Frequency of Donation for Males 18 and over Switzerland The Netherlands United States Belgium Australia Austria Canada England and North Wales France Germany Israel Italy Japan-‐ 200 mL Japan-‐ 400 mL Spain Sweden 0 20 40 60 Days 80 100 120 Sources: Australian Blood Services, Osterreichisches Rotes Kreuz, Rode Kruis, Canadian Blood Services, Etablissement Francais du Sang, DRK Blutspendedienst Niedersachsen, Sachsen-‐Anhalt, Thuringen, Oldenburg und Bremen, Associazione Volontari Italiani Sangue (AVIS), Magen David Ado, 日本赤十字社 / Nihonsekijūjisha, Banc de Dang I Texitits, GeBlod, Blutspende Srk Schweiz, Sanquimn Bloedvoorziening, National Health Services Blood and Transplants, American Red Cross, United States Food and Drug Administration, AABB Switzerland The Netherlands United States Belgium 151 VII) Calculations Protected HIV True Risk by Gender and Sexual Activity Anal Sex • Recipient= 0.014 * 0.15= 0.0021 o Prevalence in general population= 0.16%= 0.0016 * 0.0021 = 3.36 x 10-6 infection risk for recipient of insertive anal sex with a random person individual while using a condom o On average, 3.2% of men and 12.4% of women are the receivers of penetrative anal sex in the course of a year. • Penetrator- Circumcised= 0.0011 * 0.15 * 0.0016= 2.6 x 10-7 • Penetrator- Uncircumcised= 0.0062 * 0.15 * 0.0016= 1.49 x 10-6 o On average, 12.6% of men ages 16 and over engaged in penetrative anal sex Vaginal • Male= 0.0004 * 0.15 * 0.0016= 9.6 x 10-8 = chance of a man becoming infected with HIV after having protected sex with a random women • Female= 0.0008 * 0.15 * 0.0016= 1.92 x 10-7 = chance of a women becoming infected with HIV after having protected sex with a random man vCJD Risk of Lifting the Travel Ban for UK (2.49/ 1000) [rate of individuals who are deferred] X (1/2000) [the likelihood an individual from Britain is a carrier for vCJD]= 1.2: 1,000,000 [total risk for vCJD entering the blood supply] 9,200,000 [total number of blood donors per year] X (2.49/ 1000) [amount of donors per 1000 presenting donors who are deferred due to vCJD related regulations]= 22,908 additional blood donors X (1/2000)= 11.5 potential vCJD carriers X 1.7 [average number of donations for a donor per year]= 19.5 possible vCJD infected donations per year entering the blood supply X 3 [maximum number of blood products each donation can produce]= 58.65 maximum number of infected blood products 22,908 X 1.7 X 3= 116,830 additional blood products if the vCJD travel ban was lifted Malaria "The study predicts that in 5 years, ARC lost over 130,000 donors due to the low return rates after deferrals for malaria exposure.52 A loss of 130,000 donors over 5 years is associated with a loss of over 221,000 donations, and up to 663,000 blood products, the following year.” “The majority were exposed in “low risk” areas like Mexico (41%), the Caribbean (13%), and Central America (22%).90 The remaining donors were deferred due to travel to “high risk” areas like Africa and Oceania.”90 221,000/5= 26,000 * 73%= 18,980/4= 4,745 increased number of donations annually if Malaria deferral rate was reduced to 3 months for travel to Mexico, increase due to a smaller percentage of donors deferred who never return even when eligible 152 “The study also found if deferral lengths due to travel to ME areas were reduced from 12 months to 3 months, an additional 56,000 donations would be added to the blood supply annually, with only one additional malaria contaminated unit collected every 57 years.”91 4,745+56,000= 60,745 à 60,745 additional donations annually with a risk rate of 0.06 malaria infections per 1,000,000 donations à Increase the number of males disproportionately compared to females 60,745 * 57= 3.5 million donations per additional malaria infection 153 VIII) Prevalence of Deferral Characteristics in America’s Adult Population Reason for Deferral Prevalence in the General Population (18- 69) 5.36% 5.09% 1.72% 3.15% 1.74% 2.61% 1.17% Cancer Low Hb Underweight HBV Infection HCV Infection Pregnancy Body Piercing Institutionalization IV Drug Use MSM Accidental Needle Stick Tattoo Travel to Africa Immigrant from Malaria Region Travel to Malaria Region UK Travel HIV Positive Heart Attack Coronary Heart Disease Total Deferral Factors 1.18% 0.17% 1.38% 0.43% 3.00% 0.04% 0.75% Most Prevalent Demographic (AA, White, Hispanic, Male, Female, <40, and <40) 40-69 years old (8.23%) African Americans (11.97%) Females (3.32%) African Americans (8.93%) African Americans (3.00%) Hispanics (5.63%) White (1.17%), Female (1.17%), 18-39 (1.17%) African American (3.92%) Hispanic (0.27%) Hispanic (2.15%) Hispanic (0.59%) Hispanic (6.80%) Statistically insignificant Males (0.91%) 0.60% 0.02% 0.16% 1.87% 1.95% 42.63% Males (0.64%) Statistically insignificant African Americans (0.71%) 40-69 years old (3.08%) 40-69 years old (3.41%) African Americans (58.78%) SOURCE: James, A. et. al. Transfusion, 2012 (52):1050-1061 154 IIX) Glossary of Acronyms AIS-‐ Absent Iron Stores ARC-‐ American Red Cross CBER-‐ Center for Biologics Evaluation and Response CDC-‐ Center for Disease Control and Prevention CFR-‐ Code of Federal Regulations CI-‐ Confidence Interval CJD-‐ Creutzfeldt-‐Jakob's Disease vCJD-‐ Variant Creutzfeldt-‐Jakob's Disease CSF-‐ Consecutive Symptom-‐Free EBV-‐ Estimated Blood Volume FDA-‐ Food and Drug Administration FTD-‐ first time donors HV-‐ Hepatitis Virus HAV-‐ Hepatitis A Virus HBV-‐ Hepatitis B Virus HCV-‐ Hepatitis C Virus Hb-‐ Hemoglobin HIV-‐ Human Immunodeficiency Virus IAD-‐ Iron Depletion Anemia ID-‐ Iron Depletion IDU-‐ IV Drug User ME-‐ Malaria-‐Endemic MSM-‐ Men who have Sex with Other Men NAT-‐ Nucleic Acid Testing ID-‐NAT-‐ Individual Nucleic Acid Testing MP-‐NAP-‐ Mini-‐Pooling Nucleic Acid Testing NME-‐ Non-‐Malaria Endemic OR-‐ Odds Ratio RBC-‐ Red Blood Cells RD-‐ repeat donors STI-‐ Sexually Transmitted Infections TTI-‐ transfusion transmitted infection WNV-‐ West Nile Virus WSW-‐ Women who have Sex with Other Women 155 IX) Donor History Questionnaire 156 157 X) Center for Disease Control and Prevention Malaria Exposure Traveler Map 88 Sources 1. 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